Page 18 - Us Tariffs

Pursue trade deals, but focus equally on enhancing industry competitiveness

India retaliated against some ill-considered statements and actions by the Bangladesh government by closing its land borders for import of some goods from that country

Indian tyre companies draw up road map to steer through tariff jitters

Despite low US exposure, Indian tyre makers are crafting mitigation strategies to address looming tariff threats and persistent margin pressures due to high input costs

Wipro warns tariff hikes, immigration curbs, trade war may hit growth

Wipro said it derives over 62 per cent of its revenue from US clients and around 27 per cent from Europe

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

What’s behind the new US-UK trade deal announced by Donald Trump and Keir Starmer? We break down what’s in the deal, who benefits, and why it might be more about politics than policy.

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,"