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EFFECTS OF TARIFFS ON CONSUMERS
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...- Is India's economic growth real? Raghuram Rajan says something is offFormer RBI Governor Raghuram Rajan questions India's strong economic growth figures, citing weak corporate investment and declining foreign...
- India grants retrospective custom duty relief on imports of select nuclear power generation equipmentIndia has granted retrospective customs duty relief on specified nuclear power generation equipment imported between April 1, 2019 and Janu...
- US jobless aid filings rise to 229,000 last week, remain historically low despite Iran war headwindsAmerica's jobless claims saw a slight increase last week, yet remain historically low. This comes despite economic challenges linked to the...
- Why the G7 is worried about global economic imbalancesIn a pivotal discussion at the G7 summit, France is highlighting urgent concerns about the global economic landscape. China's robust export...
- Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- Trump has a new, surprising take on the higher cost of living: 'I love the inflation'President Trump surprised many by stating he loves inflation. He linked rising prices to the Iran war. Trump also claimed secret military a...
- Why is US stock market down today? Dow Jones, S&P 500 and Nasdaq fall as inflation hits three-year high and Iran tensions shake Wall Street - Nvidia, Amazon and technology stocks leading today's declineUS stock market is under pressure again. Investors woke up to another sharp decline in the Dow Jones, S&P 500 and Nasdaq after fresh inflat...
- SEZ import relief to fast track chip projectsIndia's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality check...
- India has a story to tell in single malts that is not borrowed from Scotland or Japan: Alcobrew’s Romesh PanditaIn a freewheeling chat, Romesh Pandita, Chairman and Managing Director, Alcobrew Distilleries India, highlights how Indian single malts are...
- India's biggest trade bet comes with six red flagsIndia may be adding more trade partners, but its latest FTA report card comes with several red marks. A new study by the Global Trade Resea...
- Keenly watching India-US trade deal developments: Brown-Forman India MDBrown-Forman, the maker of Jack Daniel's, is closely monitoring the India-United States trade deal. Positive signs are emerging for the bil...
- China's global ecommerce push stalls as Iran war lifts costs, dampens demandThe business models, based on flying $5 dresses from Chinese factories to shoppers around the world, were already under pressure after U.S....
- Telecom revenue growth may slip to single digits without tariff hikeTelecom revenue growth may slow to single digits this year without tariff increases. Operators are delaying hikes due to inflation. A poten...
- India fights a familiar fear even as it keenly watches new US tariff moveIndia 12.5% new tariff: Indian exporters are watching US tariff reviews closely, hoping that trade talks will protect their market share. A...
- US Stock Market: Fed may need tighter policy as inflation risks persistDallas Federal Reserve President Lorie Logan indicates U.S. monetary policy might not be restrictive enough to meet the 2% inflation target...
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
- India in right place at right time on AI but failing to make the right noises, says Citi's Vis RaghavanIndia must highlight its AI power to attract global investment, says Citi's Vis Raghavan. Skilled talent, competitive costs, and infrastruc...
- India-UK FTA implementation stuck due to carbon tax on steel; Scotch duties may be rolled back to rebalance pactIndia and the UK held "great conversations" to boost economic ties, with discussions focusing on the Comprehensive Economic and Trade Agree...
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