Chart of the Day: Disadvantaged by tariffs, will India lose against peers in trade?
Negotiating down tariffs with the US is a must as the door to haggle is still open.
Go Fish: Trump tariffs may dent India’s booming marine exports, but China’s rising appetite offers relief
Shrimp-heavy trade faces US tariff turbulence, but India's growing diversification may soften the blow
Can Trump’s tariff derail India’s China Plus One ambition?
Trump’s punitive tariff could cloud India’s ambition of becoming a viable alternative to China unless trade negotiations succeed. However, it could well turn out to be India’s 1991 moment, forcing the country to take long-pending economic reforms to leap into the next level
Can Trump’s tariff derail India’s China Plus One ambition?
China has built a moat around its manufacturing that is hard to replicate, and a favourable tariff differential was a way to eat into that pie.
Trump is a short-term irritant; overlapping Indo-US interests are a long-term reality
Cold War politics and commercial interests in the backdrop of a menacing China will help both countries get over this phase. Don’t expect an immediate rapprochement but never underestimate the binding power of mutual self-interest
Trump tariffs: Trade talks on, US delegation expected on August 25, say officials
A US embassy spokesperson said on August 5 said they are looking forward to the talks for a productive and balanced trade relationship
Moneycontrol Pro Panorama| Tariff Tussle: Should India hold its ground or give in to US demands?
In August 7 edition of Moneycontrol Pro Panorama: RBI signals end of rate cut cycle, retail investing in small-cap stocks grows, Indians wary of rising prices, and more
India’s key US exports worth $8.5 bn may struggle to find alternative markets
Moneycontrol estimates that about 3 percent—or $3 billion—of US imports from India come from sectors where India commands over 50 percent of the American market, indicating potential supply chain stress for US buyers
Trump’s 50% tariffs may clip India’s growth by 1%, say analysts
Trump on Thursday doubled tariffs on Indian goods to 50% as penalty for buying Russian oil, in a move that could make exports to the US of many industries uncompetitive
Trump’s tariff threat can shave off 30-50 bps from India’s FY26 growth, fear economists
Policy experts see the move by US President as counterproductive, coming at a time when both nations are actively engaged in forging a long-term trade agreement.
Donald Trump’s new tariff regime deepens global trade war
US president’s latest ‘reciprocal’ levies hit many countries that had struck deals with Washington
The way to protect Indian companies from secondary sanctions
A robust blocking statute must bar Indian persons and companies from complying with any extraterritorial sanctions that conflict with national law or policy unless they obtain an explicit waiver from a designated Indian authority
Chart of the Day | Will the sharp rise in cement prices continue to ensure profit growth?
All eyes are on demand expansion and input costs mainly petcoke prices
China’s weaponisation of supply chains poses threat to India’s manufacturing ambitions
China’s export curbs aim to stall India’s manufacturing rise, but they could drive India to diversify supply chains, enhance domestic capacity, and forge global partnerships, strengthening its high-tech ecosystem
Trump’s penalty — India, US must douse the flames of friction soon
New Delhi and Washington must expedite trade talks to limit further damage to bilateral ties between the two countries
RBI surveys show Indians are becoming more cautious on jobs, prices
Rural consumers are willing to increase discretionary spending in the future even though a lesser number expect improvement in job prospects
RBI signals end of rate cut cycle; MPC flags growth risks from tariffs
RBI also alludes to core inflation having remained somewhat elevated – probably another reason why the RBI would not have wanted to further ease monetary policy.
India’s effective tariff burden rises sharply, over double that of Vietnam and Philippines
Tariff escalation threatens $63 billion in exports, puts labour-intensive sectors at risk
Trump’s tariff hike sparks competitiveness, layoff fears among India’s MSME exporters
Over $50 bn in trade at risk as effective duties on labour-intensive sectors climb to over 50%, industry warns of job losses
RBI MPC’s unanimous pause on rates reflects caution amid softening inflation and geopolitical uncertainty
With the central bank projecting inflation for Q4FY26 and Q1FY27 above 4 percent, and maintaining the growth forecast compared to the last policy, it seems that the bar for a future rate cut is high unless growth weakens.
Over half of India’s exports to US now in jeopardy under Trump’s tariff hike
Average duty on Indian goods rises to 50%, threatening $63.5 bn in trade despite exemptions for pharma, auto, and tech
Mint Road signals watchful pause
In a world marked by uncertainty, anchoring expectations and a data-driven policy approach remain key to preserving macroeconomic stability
Keep calm and carry on is RBI’s message
A calibrated approach while steering policies to bolster domestic growth and preparing to act if external shocks, especially tariffs, begin to weigh more heavily on recovery can be the most prudent way forward. RBI will thus remain data dependent, closely tracking the evolving developments, especially on external front
Himachal’s traditional destinations less popular now as domestic tourists take road less travelled
Shimla, long regarded as the crown jewel of Himachal tourism, saw its share of domestic tourists fall to 14.3 percent in 2024, down from over 19 percent in 2016 and 22 percent in 2008
