Us Tariffs

Outlook for India is one of cautious optimism, says the RBI report

The prospects of bumper rabi harvest and the outlook of an above normal monsoon would further strengthen rural consumption and is also likely to keep food inflation in check

India better placed than peers to weather US tariffs: Moody's Ratings

Moody's says India's robust internal growth, limited trade reliance and rising investments help buffer economic risks from US tariffs and global uncertainties

India may benefit from trade protectionism: S&P Global India Research

Report highlights India's growth potential through manufacturing reshoring and energy security amid global trade uncertainty and protectionist policies

India will stay the top market for 20 more years, says Vikas Khemani

Interest rates coming down should generally lead to a rerating of the markets

'Eat the Tariffs': Donald Trump tells Walmart not to charge shoppers more

President Trump criticises Walmart for blaming tariffs on price hikes, urging the retailer to absorb the costs instead. 'Walmart and China should 'eat the tariffs,' he wrote on Truth Social

Exports rise 9% to $38.49 bn in April; trade deficit widens to $26.42 bn

Commerce Secretary Sunil Barthwal expressed optimism, saying he hopes India will continue to sustain the current export momentum

US tariffs may pressure FY26 margins, warns Arvind Ltd, delays capex plans

Arvind warns its FY26 margins may be affected by US tariffs; pauses non-essential capex and awaits clarity. Exports remain strong, with demand rising and UK FTA offering new growth potential

US oil output to decline in 2026; Indian import plans may be hit

S&P Global warns of first annual US oil output drop since 2020, citing weak demand and surplus; Indian refiners may scale back plans to increase imports

US-China tariff truce may not hit Apple's smartphone plans in India

The government is watching the developments closely, but is not too worried that a tariff truce between the US and China could hurt the chances of India's electronics products on the global stage

Trade discussions proceed undisturbed by India-Pakistan hostilities

The UK-US trade pact is significant because it is the first deal after President Trump imposed reciprocal tariffs in the beginning of last month

Trade deal with India may take time: US commerce secretary Howard Lutnick

An Indian delegation led by chief negotiator Rajesh Agrawal is scheduled to visit the US later this month

Explained: What's behind the US-UK trade deal really about? | Trump tariffs

Apple to source most US iPhones from India in June quarter: Tim Cook

Tim Cook says majority of iPhones sold in the US this June quarter will be made in India as Apple diversifies its supply chain and braces for $900 million in tariff costs

Europe saw stronger growth, but Trump's tariffs darkened outlook

As a result, indicators of business and consumer optimism in Europe have fallen

Mark Mobius holds 95% cash in funds, says trade jitters may last months

Investors will likely only be able to assess market opportunities once the trade negotiations take place over the next four to six months, said Mobius

Mutual Funds increased stake in 14 pharma stocks in Q4FY25; do you own any?

Analysts believe that pharma shares continue to see buying interest, given the inelastic demand for medicines; tariffs, if any could have minimal impact on the industry.

AstraZeneca says potential US tariffs manageable; faces another China fine

"If tariffs were implemented in the range we have seen recently in other industries on medicines imported from Europe to the U.S., we would remain within the guidance range we indicated for 2025,"

Market volatility nudges customer preference away from ULIPs in Q4FY25

The benchmark Nifty50 index fell almost 17 per cent amid sell-off by foreign investors, weak corporate earnings and global uncertainties due to the US tariffs

India to stay competitive on products due to tariff matrix: Scindia

The current global tariff environment notwithstanding, India is expected to stay competitive due to its vast domestic market, scale advantages, and focus on innovation, Union Minister Jyotiraditya Scindia has said asserting that seen even from the lens of a comparative matrix of tariffs vis-a-via other nations, India holds a more favourable position. In a recent interview to PTI, Scindia - who is the Minister for Communications as well as Development of North Eastern Region (DoNER) -noted that given that other nations too face varying levels of tariffs, India will likely emerge "fiercely and much more competitive" across numerous products than before. The lucrative domestic market has drawn global multinational companies to set up a significant presence here, he said and cited the strong pace of India's economic growth and New Delhi's policy push on manufacturing and innovation. "So I do believe that irrespective of the prevailing environment of tariffs, India will continue to be ..

Asian shares slightly up; dollar remains at mercy of US trade whims

While US President Donald Trump has claimed progress is being made on trade with China, and many other countries, actual evidence is lacking