Agricultural exports will likely beat Trump’s tariffs, wars
India's merchandise exports show sluggish growth, but agricultural products—especially marine goods, non-basmati rice, and buffalo meat—are emerging as the bright spots amid challenging global trade conditions
India's Trade Shift: More China, less Russia, uncertain America
As global trade upheaval reshapes partnerships, India's goods export and import patterns from April-October 2025 reveal tactical manoeuvres with the US, a pragmatic thaw with China, and a strategic pivot away from Russia—but the real question is whether these shifts will endure
Data Story: India's October trade deficit balloons, but gold rush, base effects tell a deceptive story
India's merchandise exports contracted 11.82 percent in October 2025, pushing the trade deficit to a staggering $41.68 billion, but beneath the alarming headline numbers lie temporary distortions from festive gold imports and statistical base effects that mask a more nuanced reality
India’s export vision — Near sight clear, far sight blurry
While the Export Promotion Mission addresses short- to medium-term challenges, structural and strategic issues need attention
Why is an early, blanket trade deal with Australia important?
The remit of the proposed India-Aussie CECA extends beyond commerce and can increase New Delhi’s heft in the Indo-Pacific
A defence deal that can help fortify India-US ties
The timing of the renewal of the defence framework agreement between India and the US is significant, as bilateral ties are going through challenging times
What do stronger ASEAN maritime ties mean for India?
As geopolitical tides shift in the Indo-Pacific, New Delhi must get its Asian peers on board for shared prosperity
CRZ Reforms — Walking the fine line between growth and green
The Rajiv Gauba panel’s proposal to relax buffer norms may unlock coastal growth, but only strong safeguards can keep India’s fragile shorelines safe
Rare earths — How to turn reserves into results?
India needs to focus on mining and processing of rare earth elements to leverage the strength of its deposits that remain untapped
Escalation in US-China trade war poses major risks to world economy
The Eastern Window | China's 15th five-year plan: Navigating growth amid global challenges
China’s next 5-year plan will focus on tackling the tariff challenge from the US and resolving domestic issues like weak consumer demand. But it will not be easy for President Xi Jinping because some of the much-needed reforms can result in job losses and damage to the Communist Party’s credibility
Trade tips for India amid weak WTO forecast
New Delhi should lower tariff and non-tariff barriers and ratchet up trade engagements with Asian neighbours to expand its export market
World Bank wants South Asia to cut tariffs despite global protectionist wave
As the world builds tariff walls, the World Bank wants South Asia to tear them down. With 16 million people entering the job market annually but only 10 million finding work, the region faces a stark choice: embrace trade liberalisation that could unlock manufacturing growth or maintain protectionist barriers that may be trapping workers in low-productivity sectors
Before the ASEAN Summit: India's rush to fix a broken trade agreement and $45 billion deficit
The review of the AITIGA must be hastened to help India consolidate its position in world trade in the face of US tariffs and geopolitical flux
Does China’s WTO stance shift queer India’s pitch?
With Beijing giving up the benefits enjoyed by a developing nation, New Delhi must re-strategise policies to protect trade and retain clout in the Global South
Martin Wolf: A world with two predatory superpowers
Nations must work out how to contend with Trump’s America and China
Moneycontrol Pro Panorama | The antidote to tariffs
In today’s edition of Pro Panorama: Pharma’s new tariff pill, shifting market equations, Accenture’s earnings mojo, hand that drives the economy and much more
India must harness AI potential to boost trade
The huge potential of AI in catalysing trade and economic growth, globally and locally, was highlighted in two separate reports recently
Chart of the Day: H1B visa sucker punch -- What’s at stake for Indian IT?
H1B employees may be only a slice of the workforce but are a very valuable one. Replacing them will be an expensive endeavour. All this, when valuations appear plump
Indian Exports: A longer-term analysis reveals deep competitiveness issues
While recent export growth seems positive, a deeper look at 4-year data reveals a troubling competitiveness gap, with imports surging at more than double the rate of non-petroleum exports
How long will the government keep exporters waiting?
The sequential decline in August export numbers underlines the need for quick support measures to keep India’s trade boat steady
Fixation on Russia risks G7’s global relevance
Nudged by the US, the G7 finance ministers’ focus on mounting pressure on Moscow narrows the group’s agenda, risking its ability to shape the broader global order
US impetus for India to bargain hard with EU on carbon levy
As the next round of India-EU FTA talks get underway, New Delhi’s focus should be on getting some relief on the CBAM
Mohamed El-Erian: The real significance of the US court ruling on tariffs
The case is an important test in the escalating power struggle between the US executive and parts of the judicial system
