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TARIFFS IMPACT ON COMPANIES
HFCs emerge stronger after FY26 stress, asset quality recovers sharply; sector better placed for FY27: ReportHousing finance companies have emerged stronger after facing challenges. Asset quality has improved significantly. Loan growth is picking u...- 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-Oman CEPA sparks first duty-free gold jewellery shipment from KolkataThe first shipment of gold jewellery from Kolkata to Oman under the India-Oman CEPA was dispatched by Wonder Jewels, marking the start of d...
- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
- 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...
- 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 eyes more FDI, speed up divestment, asset monetisation as economy faces external risksIndia's government is set to accelerate reforms, focusing on attracting foreign investment and divesting assets. This strategy aims to main...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- GDP growth momentum intact, no need for additional borrowing so far: Govt sourcesIndia's economy is navigating external challenges like rising import costs. However, domestic consumption remains strong, ensuring growth m...
- 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...
- 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...
- 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....
- 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 ...
- July rollout of India, US trade interim pact likely as two move to seal 'vibrant’ 1st phase: Piyush GoyalIndia and the United States are close to finalizing an interim trade agreement. The first phase of this pact is anticipated to be executed ...
- US job growth likely slowed in May, labor market seen stable despite oil shockAmerica's job growth is expected to slow in May after strong previous months. The labor market remains stable. Economists believe the Middl...
- 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...
- 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...
- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
- US govt appeals judge's order for tariff refundsThe Trump administration is appealing a court order for refunds of global tariffs. These tariffs were previously invalidated by the Supreme...
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