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TARIFF TANTRUMS
India's diaspora knows its growth story best. They must utlise GIFT City route to stay investedIndian 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...
- 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...
- 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...
- Trump's tariff tantrums may leave India exposed to a 'one-sided' trade deal: GTRIA trade think tank, GTRI, advises India against rushing into a bilateral trade agreement with the US due to President Trump's unstable tari...
- 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...
- Biggest currency clampdown in decade risks backfiring for IndiaIndia's Reserve Bank of India has intervened to support the rupee, forcing local banks to unwind bearish bets. This move, while strengtheni...
- View: Rupee at 100 will be a harsh check on India’s ambitionsRupee fall: In a serious twist, India's currency is on a steep decline, echoing previous economic upheavals. A mix of global influences and...
- 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...
- Tariffs, tantrums and the China juggernautChina's export dominance continues despite tariffs. India faces a growing trade deficit. To compete, India must focus on scale, subsidies, ...
- Where to invest Rs 10 lakh now? Experts decode portfolio strategy for next yearRetail investors saw a mixed year. Gold delivered strong returns, while the Nifty 50 offered modest gains. Geopolitical events and economic...
- 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...
- 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...
- ET Graphics: How geopolitics influences technologyAlthough trade pressures may increase the cost of AI infrastructure projects, Big Tech companies look undeterred indicating continued confi...
- A fragmented global economy will lead to capital reallocation from US to Europe and Asia: Arnab DasInvesco's Arnab Das suggests a fragmented global economy with shifting capital flows from the US to Europe and Asia due to trade tensions. ...
- Post tariff tantrum, expect a correction in short term; more positive on India in H2: Manishi RaychaudhuriVeteran Investor Manishi Raychaudhuri discusses the impact of recent tariffs on various Asian markets. He points out the surprising calmnes...
- How India can dodge Donald Trump's tariff tantrumUS-India trade relations face uncertainty as President Trump pushes for reciprocal tariffs. India, with a trade surplus, contemplates reduc...
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