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GLOBAL TARIFF IMPLICATIONS
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...- India's defence export boom could hit ₹65,000 crore by 2030; pvt sector startups the real play: Sunil SubramaniamIndia's defence exports are poised to surpass government targets, reaching ₹60,000-65,000 crore by 2030, according to market expert Sunil S...
- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- India’s rising export champion faces a critical credibility testIndia's seafood exports are soaring, reaching record highs and aiming for $30 billion within five years. Despite overcoming US tariffs and ...
- Trump’s tariff comeback? The White House finds a new route after court setbacksThe US is proposing to reintroduce country-specific tariffs on India and others, shifting from emergency powers to Section 301 of the Trade...
- India set to bargain hard in trade talks with US, UK this weekIndia faces critical trade negotiations with the US and UK this week. New Delhi seeks to protect its exporters from potential tariffs and s...
- India, US signal thaw as Jaishankar and Rubio hold candid talks to re-energise relationsIndia and the US are working to strengthen their relationship. Discussions covered trade, energy security, and terrorism. Both nations are ...
- Oil spike, global debt, market stress: RBI flags mounting external shocks but lays out 5 areas where India remains resilientThe Reserve Bank of India warns of global economic dangers from oil prices, debt, and market stress. However, India shows strength in growt...
- India-UAE energy agreement: This Emirati strategy has powerIndia and the UAE have signed a significant energy agreement. This deal allows the UAE to store crude oil in India's reserves. It also expl...
- War weighs on global growth with price worries intensifyingGlobal economic momentum is slowing. Businesses face rising inflation pressures due to an energy crunch. Manufacturing and services sectors...
- Top cases on the United States Supreme Court's docketThe U.S. Supreme Court is reviewing significant cases. These cases cover voting rights, presidential authority, immigration policies, and g...
- On a Beijing business trip: Trump-Xi meet signals managed rivalry, not reset in US-China tiesPresident Donald Trump's recent visit to China focused on managing competition between the two global powers. Leaders Xi Jinping and Trump ...
- 22k gold rate today: Check 24k, 22k, 18k gold prices (May 15, 2026) on Malabar Gold & Diamonds, Joyalukkas, Tanishq, Kalyan Jewellers and IBJAGold prices saw a dip on Friday, May 15, 2026. Rates fell across leading jewellery brands like Tanishq, Malabar Gold & Diamonds, Kalyan Jew...
- US stock market jumps sharply today as Dow Jones reclaims 50,000 — Why the Dow, S&P 500 and Nasdaq are all in green after U.S.-China trade summit boostUS stock market jumps sharply today as the Dow Jones, S&P 500 and Nasdaq rally on renewed optimism from the U.S.-China trade summit and boo...
- With Chabahar Port in limbo, can India still reach Central Asia and Russia?India's crucial trade route to Russia and Central Asia is at a critical juncture. US sanctions on Iran's Chabahar port create uncertainty f...
- 5G network slicing: India's digital highway or a recipe for discrimination?India's 5G rollout is accelerating with network slicing. This technology creates dedicated network lanes for different services. It ensures...
- Behind tariffs and tech curbs, US and China are learning to coexist as rivalsDonald Trump arrives in Beijing for a summit amid ongoing trade and technology disputes. Two cycles of US-initiated actions and Chinese cou...
- India's gold import: How it impacts our economy | An explainerIndia's gold imports are at an all-time high, reaching $71.98 billion in 2025-26. This surge is driven by increased prices and trade agreem...
- Markets look past conflict, but oil and inflation risks remain: Peter CardilloGlobal equities signal confidence in easing geopolitical tensions, with investors largely pricing in the worst of recent volatility. Howeve...
- US Stock Market: US Treasury Bond Yields near 5% again as inflation fears shake Wall StreetWall Street is abuzz as investors debate if US 30-year Treasury bond yields will remain above 5 percent. Rising oil prices and a robust US ...
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