India weathered the Trump tariff shock better than expected, but high public debt and slower fiscal consolidation pose risks even as trade deals lift growth and investor sentiment
Sensex Today | Stock Market Highlights, Feb 4: In the broader markets, the Nifty MidCap index gained 0.63 per cent, and the Nifty SmallCap index rose 1.27 per cent
CBIC Chairman Vivek Chaturvedi explains the Budget's calibrated customs duty exemptions, SEZ flexibility and tariff reforms amid global trade headwinds
Goyal said both sides were working on a "joint statement" outlining the details of the first phase of the agreement
After months of tariff shocks, stalled talks and diplomatic sparring, India and the US finally stitched together a trade deal that reshaped bilateral ties
Economists say the India-US trade deal could lift FY27 GDP growth by 20-40 basis points by boosting exports and reducing uncertainty, though risks from imports remain
Centre says sensitive sectors such as agriculture and dairy are outside the India-US trade deal, easing concerns even as US officials speak of higher farm exports
The new India-US reciprocal tariff deal offers relief and predictability, but ties market access to strategic concessions, reshaping how bilateral trade will be negotiated
Reciprocal tariffs cut to 18% under the India-US trade deal are expected to improve margins and competitiveness for Indian telecom equipment and optic fibre makers
US tariff cut lifts Indian medical devices; pharma steady, nutraceuticals seek clarity
India's engineering exports to the US are set to regain momentum after reciprocal tariffs were cut to 18%, with auto component makers expected to benefit the most
Rupee posts its biggest single-day gain in seven years as US tariff cut to 18 per cent boosts sentiment and triggers unwinding of speculative short positions
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