Page 5 - Latest Updates on India-US Trade Deal

India, US trade framework offers tariff clarity for exporters: Experts

The finalisation of a framework for signing a trade pact between India and the US has provided an immediate certainty and predictability to domestic exporters at the tariff front, experts say. As per the framework, the US will reduce reciprocal tariffs on India to 18 per cent from 25 per cent. The US has already removed the additional 25 per cent punitive tariff which it imposed on India for buying Russian crude. They said that the tariff on India is the lowest compared to its competitor nations such as China, Indonesia, Vietnam and Bangladesh. Rudra Kumar Pandey- Partner, Shardul Amarchand Mangaldas Co, said the framework provides much-needed operational clarity on the recent tariff rationalisation. The framework explicitly confirms that a reciprocal tariff rate of 18 per cent will apply across several key Indian export sectors, including textiles and apparel, leather and footwear, plastics and rubber, organic chemicals, home decor, artisanal products, and selected machinery ...

Markets pricing in trade deal positives; buy the dips and hold: Analysts

UR Bhat, co-founder & director, Alphaniti Fintech says the trade deals have cleared the air as regards the EU and the US stance, and expects the market to react to finer details of the India-US deal.

Gems & Jewellery stocks: Goldiam, Kalyan, Senco, Thangamayil zoom up to 18%

If tariff rates on gems and jewellery are reduced to zero, it will bring major relief to India's gems and jewellery sector, which counts the US as its largest export market, said ICICI Securities.

India-US trade deal: Brokerages decode key risks, market implications

Brokerages analyse the India-US interim trade deal, flagging key risks, tariff implications, rupee outlook and potential impact on Indian markets and the Nifty

Apparel industry lauds India-US interim trade deal as 'father of all deals'

Chairman of the Apparel Export Promotion Council hailed the India-US interim trade agreement noting that the sector had been facing significant challenges over the past six months due to US tariffs

DDGS import cap at 500K tonnes offers distillers temporary relief

Capped DDGS imports under the India-US trade deal offer near-term relief to distillers, but larger quotas could pressure oilseed prices, farm incomes and domestic margins

Farmers' bodies slam govt over India-US deal, announce protest on Feb 12

As trade and farmer unions announce a February 12 strike over the India-US trade deal, RSS affiliates back the government with caveats, while Opposition parties seek answers in Parliament

Best of BS Opinion: Trade deals a positive, but more reforms required

Today's Best of BS Opinion explores India's trade deals, RBI's stance amid base-year revisions, co-operatives' regulatory dilemma, equity market challenges, and Russia's wilderness in history

India-US deal: Cost, crude quality may delay gains from US energy upside

Despite a thaw in trade talks, higher costs, logistics challenges and refinery constraints may limit any near-term boost in India's crude oil, gas and LPG imports from the US

India-US trade deal: India's economic moves come with strategic strings

Pax Silica and import commitments highlight opportunities and risks

After the trade deal: Exporters will benefit if New Delhi stays active

The India-US interim trade framework signals a thaw in ties, tariff relief for exporters, protected farm interests, and a renewed push for reforms to make trade gains sustainable

Recent trade deals are a relief, but high valuations remain a headwind

Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism-especially in smallcaps-can turn into a sustained bull run

Negotiating trade deals from a position of strength, says Piyush Goyal

The India of today is negotiating trade deals from a position of strength and confidence that it can offer a future market of USD 35 trillion, Commerce and Industry Minister Piyush Goyal said on Sunday. "That's what is our negotiating strength," Goyal told PTI Videos in an interview. His first after India-US reached an agreement on tariffs, seen as a first step toward finalising a bilateral trade agreement (BTA). Today, India negotiates from a position of strength, "I start by saying look we are 4 trillion dollar economy today, but it is going to be 30-35 trillion by 2047, when we are a developed economy," he said. "And that is the confidence that india has today, that delta of opportunity from 4 trillion to 30-35 trillion, that is the future we offer," he added.

Union Budget 2026-27 surprises that faded amid India-US trade deal noise

The most visible reform that affects all international travellers arriving in India and a pleasant surprise is the introduction of the Baggage Rules, 2026

India-US trade deal: Cheaper Harleys likely to test Enfield's pricing power

Zero-duty imports of Harley-Davidson motorcycles above 800 cc may sharpen competition at the premium end but are unlikely to disrupt domestic players such as Hero MotoCorp, analysts said

India-US deal: Textile players stitch back frayed hopes after tariff cut

An analysis by CITI of data from the US Office of Textiles and Apparel showed that US imports of textiles and apparel from India fell 31.4 per cent in November 2025 compared with November 2024

PM protected interest of farmers, workers: BJP chief on India-US trade deal

BJP chief Nitin Nabin on Sunday said that the Modi government "diplomatically and patiently" made the trade deal with the US, ensuring the interests of the farmers and workers remain protected. Nabin said this at Ramleela Maidan while flagging off 500 e-buses along with Chief Minister Rekha Gupta and her Cabinet ministers. The Modi government "diplomatically and patiently" made a trade deal with the US, said the BJP president. "I congratulate Prime Minister Narendra Modi for this deal. He has protected the interests of the farmers, workers and enhanced the self-respect of the country," Nabin said. He also congratulated the Delhi chief minister, saying the 500 e-buses were a gift for the Delhi people who on February 8 last year handed over a massive victory to the BJP in Assembly polls. The BJP defeated AAP in the Assembly polls, winning 48 of the 70 Assembly seats, in the results announced on February 8, 2025. The BJP government in Delhi has in last one year worked with zero toler

India-US trade deal: Industry awaits clarity on agri products tariff cuts

The edible oil and soybean processing industry has cautiously welcomed the India-US interim bilateral trade agreement announced on Saturday, but is awaiting crucial details on tariff cuts, quota mechanisms and quality specifications. Under the pact, while the US will reduce tariffs on Indian goods to 18 per cent from the present 50 per cent, India will eliminate or cut down import duties on all US industrial goods and a wide range of American food and agricultural products, including soybean oil, distillers dried grains with solubles (DDGS), red sorghum for animal feed, tree nuts, fresh and processed fruits, wine and spirits. IMPORT DEPENDENCE DRIVES CAUTIOUS OPTIMISM --------------------------------------------------------- The Solvent Extractors Association of India (SEA) has welcomed the move, particularly given India's heavy dependence on soybean oil imports. During the 2024-25 edible oil year (November-October), the country imported a record 5.47 million tonnes of soybean oil,

What are GM crops and why they are a point of concern in US trade deal?

The India-US trade deal has revived debate over genetically modified crops, as New Delhi offers limited farm market access while keeping its most sensitive agricultural sectors protected

FPIs turn net buyers in Feb, invest ₹8,100 cr in a week on US trade deal

After three consecutive months of heavy selling, foreign portfolio investors (FPIs) turned net buyers in the first week of February, infusing more than Rs 8,100 crore in Indian equities, aided by improving risk sentiment, along with a trade deal with the US. The inflows follow sustained withdrawals in recent months, with FPIs pulling out Rs 35,962 crore in January, Rs 22,611 crore in December, and Rs 3,765 crore in November, data with the depositories showed. Overall, in 2025, FPIs pulled out a net Rs 1.66 lakh crore (USD 18.9 billion) from Indian equities, marking one of the worst periods for foreign flows. The selling was driven by volatile currency movements, global trade tensions, concerns over potential US tariffs and stretched equity valuations. According to the data, FPIs invested Rs 8,129 crore in this month (till February 6). Himanshu Srivastava, principal manager- research at Morningstar Investment Research India, said the recent buying reflects improving risk appetite a