Tariff Hike

Jio IPO: Nomura said that Bharti's current valuation discount to Jio is unjustified and expects this gap to narrow, at minimum, once JPL goes public.

Airtel CEO Shashwat Sharma says tariff hikes are timely as competition stabilises, while the company plans to expand data centre capacity to 1 GW

Pravesh Gour of Swastika Investmart believes the industry's growth model is shifting from cheap data and aggressive subscriber addition towards premiumisation, higher ARPU & better cash generation.

Strong ARPU growth, subscriber additions and a robust Africa business support Airtel's outlook, while brokerages expect premiumisation and tariff hikes to drive earnings

The tariff hikes will apply to imports from countries that do not have trade agreements with Mexico, such as China, India, South Korea, Thailand and Indonesia

Last tariff hike took place in July 2024; telcos have raised tariffs thrice since December 2019

In the next 12 months, 34 per cent of respondents, Goldman Sachs said, intend to reduce their cash balances with many planning to invest in 'risk assets'

Wood has removed the investment in Aditya Birla Real Estate in his India long-only equity portfolio and replaced it with an investment in Mahindra & Mahindra (M&M)

The Rupee saw its highest single-day gain in over six weeks, rising 0.45%, on hopes of a possible easing of US tariffs and a sovereign credit rating upgrade

Jio's increase in entry-level data tariffs could push its FY26 revenue up by 4-5%. This move is expected to trigger similar tariff hikes by Airtel and Vodafone Idea, benefitting the entire sector.

EICI CEO Vijay Kumar discusses the impact of the 25% tariff on Indian express exports to the US, noting small dips

Markets are currently concerned about weak Q1 earnings and a faltering trade deal discussion between the US and India, Menon said, which may severely impact domestic exports

Export-oriented stocks, analysts said, can underperform in the near-term. Investor sentiment till trade talks turn positive from here is expected to remain cautious, they suggest

Many experts thought that Mr Trump's aim was to lock China out of the global trade chains by striking major deals with big, long-term trading partners and allies. They were wrong

Coca-Cola reported better-than-expected earnings in the first quarter and said the impact of tariffs on its business are likely to be manageable. Revenue fell 2 per cent to USD 11.1 billion in the January-March period, the company said on Tuesday. That was in line with Wall Street's expectations, according to analysts polled by FactSet. Net income rose 5 per cent to USD 3.3 billion for the quarter. Adjusted for one-time items, the Atlanta company earned 73 cents per share. That beat expectations of 72 cents. Shares rose 1.5 peer cent before the opening bell Tuesday.

From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts

The silver lining amid all this is the fact that the reciprocal tariffs on India are lower than the other economies like China at 34 per cent and Vietnam at 46 per cent, Baliga said

The uncertainty unleashed by Trump tariffs, analysts believe, is reigning supreme now, which is weighing on the markets. The ongoing chaotic scenario, new news and developments can trigger volatility.

He pledges higher levy on goods from Canada, Mexico, China

Vi CEO says talks are on with lenders, who remain in wait-and-watch mode