US President Donald Trump’s aggressive stance on tariffs has sparked a broader concern among economies, says Akeel Sachak, partner and global head of consumer at Rothschild & Co.
2 min read10 Mar 2025A ‘zero-for-zero’ tariff approach is being touted as the best way for India to deal with US President Donald Trump’s proposed reciprocal tariffs.
2 min read11 Mar 2025The world order has shaken up in the past month, but changes in tariff rates are only one part of the story. Donald Trump’s re-entry to the White House has led to these five geopolitical shifts whose link to Trump could be underrated.
4 min read10 Mar 2025Economists fear that Trump’s tariffs, once they take hold, could have unexpected effects long after he leaves office.
5 min read10 Mar 2025Earnings downgrades in India persist amid economic slowdown and global trade uncertainty. UTI AMC’s CIO predicts improved Nifty 50 earnings next fiscal year, though growth expectations remain tempered. Hybrid funds like the BAF are recommended for navigating turbulent market conditions.
6 min read10 Mar 2025Your correspondent remains torn, but if you believe in the Trump pitch, now might be a time to take a swing.
4 min read9 Mar 2025In his inaugural address, Donald Trump harked back to William McKinley, the 25th US president, who raised tariffs on US imports from 38% to 50% in 1890, setting off a chain of events that culminated in the Great Depression half a century later.
6 min read8 Mar 2025The US is the world’s second-largest market for textiles and apparel, accounting for 15% of global exports. India has a trade surplus with the US in textiles and apparel.
5 min read8 Mar 2025The US decision to impose tariffs on China, Canada, and Mexico is likely to benefit Indian chemical exporters, who enjoy a 10% cost advantage over their Chinese counterparts. This could lead to a boost in exports as American firms seek new suppliers.
2 min read7 Mar 2025Volkswagen expects its North American vehicles to dodge Trump’s 25% tariffs on imports from Mexico and Canada, but BMW may be hit. Trump granted a one-month relief under USMCA, but BMW’s compliance remains unclear. Mazda also awaits guidance on tariff impacts for its Mexico-built models.
2 min read7 Mar 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