The answer may determine what to expect of US trade negotiations with others after its deal with the UK and tariff truce with China. Both need to be read carefully for clues of what the US president hopes to achieve.
4 min read19 May 2025Trump’s attempt to stall Apple Inc’s iPhone assembly plans for India should worry us only if it succeeds. Can the US really afford to put its famed efficiency of capital allocation at stake? Apple should ask.
3 min read19 May 2025The US pause in its tariff war with China sends signals that should serve as inputs for New Delhi’s trade thrust plans. Here’s what a US-China mutual climbdown actually means and what India should do in the context of this development.
4 min read18 May 2025Metal Stocks: Vedanta, Hindalco, Nalco share price rebounded 4-13% during week ending 16 May 2025. While the US- China tariff talks raise hopes on improvement in base metal prices, caution still prevails. say analysts
2 min read17 May 2025The Trump administration's proposed reciprocal tariffs, effective July 2025, seek to equalise trade relations, particularly with China and India. India is considering significant tariff cuts on U.S. goods, while both nations aim for a $500 billion trade target by 2030.
5 min read16 May 2025Tariffs are still high enough to raise US inflation and unemployment, which will put its central bank between a rock and a hard place. What can the Fed do? It probably won’t get much clarity on inflation, growth and trade policy until September.
2 min read16 May 2025The NSE Nifty 50 Index surged to its highest level since October this week, fueled by optimism that India could be among the first to strike a deal with the US following upbeat comments by Trump.
2 min read16 May 2025In his latest report, Chris Wood discusses reduced U.S.-China tariffs and the potential for India to gain from a shift in global trade dynamics. The analysis suggests a long-term decline in U.S. market dominance, positioning India as a favorable destination for capital and manufacturing.
3 min read16 May 2025The U.S.-U.K. trade pact spares the British auto industry from the worst of President Trump’s sweeping tariffs while casting doubt over its prospects in a key growth market.
5 min read16 May 2025Barriers between America and China are still far too high. So is uncertainty
3 min read15 May 2025The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared