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TARIFF TANTRUM BY THE US
Beyond the Terminal: NRIs should factor 'Inevitable India' into their portfoliosIndian economy is transforming, offering opportunities for Non-Resident Indians. Despite rupee depreciation, an undervalued currency presen...- Textile stocks to rally? Emkay sees sector at inflection point to regain lost glory, initiates 'Buy' call on 3 stocksIndia’s textile sector is nearing an inflection point and could regain lost global market share, according to Emkay Global. The brokerage i...
- Trump administration appeals latest court defeat in battle over global tariffsThe Trump administration is appealing a court ruling that found its 10% global tariff, imposed under a 1970s trade law, was unjustified. Th...
- Additional US tariffs on Indian goods since April 2025: Here’s the full timelineThe United States imposed a series of tariffs on Indian goods starting April 2025. These duties varied, with some being reciprocal and othe...
- Disciplined investing delivered good results for us: Navneet Munot, HDFC MF CEOHDFC MF’s Navneet Munot tells Sanket Dhanorkar and Kayezad E. Adajania how navigating crises has shaped investing discipline, risk manageme...
- US tariffs likely to moderate India Inc's rating profile in H2 FY26; Iran war span key to outlookIndia Inc's credit profiles face moderation in the second half of FY26 due to US tariffs and the West Asia conflict. Rating agencies antici...
- Rupee's steep fall: Are India's macro fundamentals strong enough to withstand global shocks?India's economic growth remains strong despite a weakening rupee. This decline is not supported by the country's macro fundamentals. The ar...
- A Trump Follywood productionFormer US President Trump announced a 100% tariff on all non-US movies. This move aims to protect the American film industry from foreign c...
- Trump's tariff tantrum may affect US GDP by 40-50 bps, stoke inflation, warns SBIThe US move to impose 50% tariffs on Indian goods could backfire on its own economy, according to SBI. The bank estimates US GDP may fall 4...
- Trump's 'tariff tantrum' could undo years of US-India diplomacy: US CongressmanUS House Foreign Affairs Committee Democrats worry about US-India ties. This follows President Trump's tariff actions. Trump wants tariff i...
- Tariffs may go either way but stay fully invested and avoid frequent portfolio churning based on news: Prashant KhemkaPrashant Khemka advises investors to remain fully invested despite market uncertainties caused by potential tariffs. He views the tariff an...
- Probal Sen on why oil prices remain steady despite extra 25% tariff on India for buying Russian oilOil prices remain steady despite new tariffs and sanctions on Russia, which exports 4.7 million barrels daily. India's imports from Russia ...
- Buy the dip and go for India-centric portfolio; US market more likely to correct sharply than India: Sandeep TandonQuant Mutual Fund's CIO, Sandeep Tandon, believes India is skillfully navigating Trump's indirect pressure tactics related to Russia. He su...
- Is a US recession imminent and what would be the impact on India? How should we manage a robust portfolio in this scenario?US tariff policies have stirred economic uncertainty, potentially triggering a short-term recession due to delayed capital expenditure and ...
- India doing well on a relative basis, but can’t escape growth slowdown due to tariff tantrum: Chetan AhyaMorgan Stanley projects India's economic growth to slow to 5.7% in Q4 due to global trade tensions, despite strong domestic demand and gove...
- US tariff tantrums delay GCC expansion as companies await clarityDelayed decision-making is particularly noticeable in tariff-sensitive sectors like automotive and integrated hardware, experts said. “But ...
- As Trump’s 90-day tariff deadline approaches, fear will again overtake greedAmidst tariff concerns, analysts debate the potential impact of Trump's trade policies. A temporary pause on reciprocal tariffs offered som...
- ET Graphics: How geopolitics influences technologyAlthough trade pressures may increase the cost of AI infrastructure projects, Big Tech companies look undeterred indicating continued confi...
- US recession fears, tariff tantrums may dim IT growthThe US policy, macro and geopolitical developments have introduced uncertainty in the business environment for the IT sector, which relies ...
- View: Stop whining, Mr PresidentFor Indian millennials, the US President's trade tantrums may sound jarring. But this circus has been in town before.
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