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TARIFF CHINA ADVANTAGE
ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...- Compliance complexity is the defining challenge amid tariff uncertainties: Maersk Asia Pacific surveyVietnam, Thailand, and India emerge as key multi-country hubs. AI adoption is high, but integration with compliance platforms is crucial fo...
- India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffThe United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibiti...
- 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...
- ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
- 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...
- What is Section 301? Trump’s new tariff sword to hurt India and other partners?US and Indian trade officials are in New Delhi for crucial talks. They aim to finalize an interim trade pact before a key tariff deadline. ...
- 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...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- US to keep tariffs on USMCA countries, issues with Canada 'significant', Greer saysThe Trump administration plans to maintain tariffs on imports from Mexico and Canada as negotiations begin to revamp the North American fre...
- Is Quad the Asian NATO or ocean foam? What Delhi meet revealsQuad foreign ministers met in Delhi focusing on practical cooperation. New initiatives target critical minerals, maritime surveillance, and...
- UK’s steel curbs emerge as an early hurdle for FTA with India ahead of roll-out. Is there a way out?The UK has extended safeguard measures on select steel imports; starting from July 1, 2026, it will reduce tariff-free quotas by 60% and im...
- Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
- 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...
- G7 finance ministers vow cooperation to face 'heightened risks'Global economic leaders met in Paris to tackle instability caused by the Middle East war. They pledged cooperation to manage challenges lik...
- Global Market Today: Asian shares slip, oil prices pile pressure on bondsAsian markets declined Monday. Drone attacks in the Gulf boosted oil prices and bond yields. Investors anticipate Nvidia's earnings report ...
- India’s 'China-plus-one' push needs tax ease and fast-track FTAs with developed nations: Arvind VirmaniIndia must reform its tax system and streamline clearances to attract global investments moving away from China. Economist Arvind Virmani e...
- Xi's Thucydides Trap for the US to dodgeAt a high-profile summit in Beijing, Xi Jinping referenced the Thucydides Trap, framing it as a warning about potential conflict between a ...
- US-China talks in Beijing expose fragile balance of global powerA pivotal summit between the US and China kicks off in Beijing today. President Donald Trump's impulsive style is set to clash with Preside...
- Stung by Iran war, Trump heads to China in need of winsPresident Trump visits China with reduced trade goals. His earlier tariff strategy has not yielded expected results. The meetings will focu...
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