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TARIFF COST ANALYSIS
Why Trump's tariffs had plenty of bark, but limited biteDonald Trump's tariffs, once feared to cripple markets, have had a surprisingly muted impact, with actual levies lower than headline rates....
The overcapacity narrative of the US: Why it does not apply to IndiaThe ‘overcapacity’ argument posits that certain countries produce far beyond their domestic absorption capacity, dumping the surplus on wor...
US inflation tops 4% for first time in three years, keeping Fed hike in playUS inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve's interest rate hike plans on the table fo...
US inflation tops 4% for first time in three years, boosts Fed hike betsUS inflation surged past 4.0% in May, driven by Middle East conflict-fueled energy prices, marking the highest increase in three years. Thi...
Strong balance sheets help India Inc absorb West Asia fallout: CrisilA stress test by Crisil Ratings covering 34 sectors that account for 65% of its rated corporate debt suggests that India Inc remains broadl...
Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
India's C&I energy storage market to expand to 22-31 GWh by 2032: IESAIndia's commercial and industrial energy storage market is set for significant expansion. Projections show growth from under 1 GWh in 2025 ...
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...
Trump's critical minerals pricing plan faces skeptical G7, divided industryAmerica's plan to control critical mineral prices faces hurdles. G7 nations and the US mining sector are divided. The proposal aims to redu...
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
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...
Buy, Sell or Hold: Elara Capital initiates buy on Bharti Airtel; Goldman Sachs has buy rating on IndigoBrokerages remained positive on select telecom, aviation and banking largecaps despite near-term macro uncertainties. Elara Capital initiat...
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....
Gas at $4: Americans cut back on discretionary spends as fuel bills mountAmericans are adjusting their spending as fuel prices climb. Shoppers are altering routines, visiting discount stores for gas, and cutting ...
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...
Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
Bitcoin price crash after $126,000 peak: What triggered the drop and can BTC USD recover to new all-time highs? Here's what crypto traders need to knowBitcoin (BTC USD) crash and recovery analysis: Bitcoin's rally to $126,000 in October 2025 faltered due to tariff shocks, liquidations, and...
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...
US companies, shamed by Trump, tiptoe into $166 billion tariff refund raceAfter a landmark Supreme Court ruling, U.S. businesses are strategically striving to salvage billions in refunds from now-invalid tariffs. ...