Indices post best gains in eight months as tariff cut to 18 per cent lifts investor sentiment and removes a key overhang on Indian equities
US tariff relief lifts markets and sentiment, but India must use the trade deal to deepen reforms, attract capital flows and diversify exports
India and the US have entered a new phase in their relationship, marked by greater parity
The 'mother of all trade deals', the Indo-US thaw, and a sensible Budget signal the beginning of the implementation phase
Analysts believe that the gems and jewellery related sector is likely to benefit from the India-US trade deal.
According to Axis Securities, the reduction in reciprocal taxes is incrementally positive for Indian pharmaceutical companies, particularly those with significant exposure to the US market,
Avanti Feeds hit a fresh life-time high at ₹960, while Apex Frozen Foods quoted at its highest level since September 2022 after the US President partly rolled back reciprocal tariffs on Indian imports
And bigger problems await from policy bottlenecks that the Budget has left untouched
Finance Minister Nirmala Sitharaman on Sunday proposed duty-free imports of certain specified inputs for promoting the country's exports of leather. The move will help provide cushion to leather exporters who are reeling under the steep 50 per cent US tariffs. The country's leather and leather products shipments dipped marginally 0.23 per cent to USD 3.3 billion during April-December 2025-26. She also exempted parts used to manufacture microwave ovens from basic customs duty. Sitharaman announced that India will develop 15 archaeological sites, including Lothal, Dholavira, Rakhigarhi, Sarnath, and Hastinapur. She also proposed to extend the time period of exports of final products from six months to one year for exporters of leather, and textile garments. Further the minister said that the government will support Artificial Limbs Manufacturing Corporation of India to scale up production of assistive devices.
Despite geopolitical risks and inflation worries, experts say resilient growth, likely US rate cuts, and stable Indian fundamentals will shape markets in the year ahead
Even as banks boast healthy books, concerns remain across the financial landscape. Raghu Mohan and Abhijit Lele explain why work is not yet complete
It will signal to the world that India is serious about being open for business
EU's zero-tariff offer on most chemical and medical exports is set to boost India's pharma, medtech and biosimilars access to European markets
To double apparel exports to Europe from $5.5 billion to over $11 billion in five years
Concerns over non-tariff barriers for farm and animal products remain
Tripling India's exports by 2035 needs tiger-like performance, open markets and ruthless reform-conditions history suggests India does not yet have
Indian equities rose as global markets rebounded and Trump softened his tariff stance, with hopes of a US-India trade deal lifting the Sensex and Nifty by 0.5%
Jindal Stainless reported a sharp rise in Q3 profit on strong domestic demand and efficiency gains
Indian exporters did not cut prices after the US imposed 50% tariffs, instead reducing volumes, leaving American consumers to bear most of the tariff burden, a Kiel study finds
Fresh US tariffs on Iran may hit dividend flows to CPCL's Iranian shareholder, though operations stay insulated as the refiner deepens retail foray and expansion plans