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TRADE POLICY UNPREDICTABILITY
Exporters see higher US enquiries but low order conversionsIndian exporters, particularly in the chemicals, textiles, and handicrafts sectors, are experiencing a notable increase in inquiries from U...- India's economic plot twist comes with one villain stepping aside, another waitingIndia's economic outlook has improved as falling crude oil prices ease inflation, strengthen the balance of payments and prompt economists ...
- Easing oil prices, supply chains to soften external pressures on India: Finance ministryIndia's economy remains resilient despite global uncertainties, with easing oil prices and improving supply chains offering some relief. Ho...
- Economy resilient but risks from monsoon, geopolitical uncertainties remain: FinMin reportIndia's economy shows resilience despite a slight slowdown in some key indicators. While global commodity prices ease, risks loom from an u...
- India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffIndia faces a potential 12.5% US tariff on imports following a Section 301 investigation into forced labor import prohibitions. Industry le...
- India's export ambitions need more than infrastructure, says BCBAAs India pursues its economic ambitions, the customs and logistics ecosystem will play a pivotal role in enhancing trade competitiveness an...
- The yoga of asset allocation: Why stability matters more than everIn today's volatile markets, investors need stability more than ever, drawing parallels from yoga's emphasis on balance. Asset allocation, ...
- Hollywood to Bollywood no more: US makes a move in India's backyardThe United States has renamed its Indo-Pacific Command back to Pacific Command. This change signals a strategic shift away from broad allia...
- Higher prices for gas, groceries and flights will outlast the Iran war, experts sayA tentative deal to end the Iran war offers hope but immediate price drops for consumers are unlikely. Experts suggest it will take time fo...
- FTAs building a new trade architecture for Viksit BharatIndia is actively pursuing Free Trade Agreements to boost market access and shield its businesses. These agreements target complementary ec...
- America's shutdown of Anthropic's AI models is not a surprise. And India has seen it coming for 30 yearsThe US government's export control order on Anthropic's advanced AI models, blocking non-American nationals, highlights a long-standing Ind...
- Trump setbacks fuel lame-duck talk as he turns 80President Trump faces challenges to his political power as his second term progresses, with setbacks in foreign policy and domestic opposit...
- Amidst Iran, Ukraine conflicts, China President Xi Jinping, North Korea leader Kim Jong Un sends message to Donald Trump, Vladimir PutinChinese president's first trip to North Korea since 2019 and also his first foreign visit this year.
- Pharma exports to US seen muted this yearIndian pharma exports to the US face a subdued outlook this year. Policy uncertainties, falling generic prices, and regional conflicts are ...
- Trump’s Iran gamble gets riskier as a new player enters the roomPresident Trump intervened personally in the Israel-Hezbollah conflict, halting Israeli strikes on Beirut to preserve Iran nuclear talks. T...
- India’s domestic growth story still strong despite global headwinds: Rajeev AgrawalGlobal markets face uncertainty. Rajeev Agrawal from DoorDarshi India Fund sees India's economy as resilient. He focuses on domestic busine...
- Saving supply chains from climate shocks is a lure for investorsCompanies are increasingly focused on supply chain resilience. This trend is expected to continue, offering new opportunities and protectin...
- 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...
- Geopolitical stability will decide market’s next move: Sandip SabharwalIndian equity markets are holding above 24,000, buoyed by improving sentiment and steady earnings, though geopolitical tensions remain a co...
- Rubio on a rescue mission in India? Here are the high stakesUS Secretary of State Marco Rubio visits India to strengthen ties. The visit addresses trade friction and strategic concerns. The US seeks ...
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