New Delhi needs to explore all opportunities to expand its trade basket and add new destinations
The WTO’s latest ‘Global Trade Outlook’ quantifies the negative impact on global merchandise trade and on GDP from Trump’s weaponisation of tariffs
JPMorgan chief tells the FT that Washington and Beijing ‘should engage’ as tariffs escalate
As tensions rise between Washington and Beijing, a quiet but powerful move is playing out in global supply chains. This isn’t just about tariffs or tweets—it’s about materials hidden in the gears of global innovation, from defence to electric vehicles. A new front in the US-China standoff has opened, and the implications are far-reaching
Tariff unpredictability could hit Indian industry output and trigger trade diversion; services exports are expected to grow by 6 percent, says Pillai.
The tariff war may result in the US-China rivalry spreading to strategic areas like Taiwan and having serious implications for American bonds. The crucial issue is which of the two leaders will take the first step to resolve the tariff issue before it gets out of hand
While the tariff for most countries has been brought back to the baseline tariff rate of 10%, China is hit with a high 145%, leaving a key risk in the open
The market may have surged on Trump’s sudden tariff U-turn, but beneath the rally lies a fragile reality. With China targeted more aggressively than ever and inflation risks rising, the global economy is still walking a tightrope
New Delhi is fast-tracking talks for the trade deal with the US and is hoping to close the first tranche by August-September, according to people aware of the matter.
The trade deficits will remain roughly unchanged — the globe will just end up poorer
Renowned economist warns India against falling into US foreign policy traps; urges New Delhi and Beijing to forge unity for a balanced multipolar world.
The NPAs under Mudra loan have declined to 2.21% in FY25, including private banks, MFIs and NBFCs. Centre is looking to intensify Mudra lending for sectors such as agriculture and aquaculture in coastal areas, in light of trade challenges.
India’s Customs Authority for Advance Rulings (CAAR) has improved timelines since 2021. However, procedural delays persist. A shift to CAAR 2.0, with internal technical units and digital reforms, can achieve rulings within 30 days, enhancing global trade efficiency
If global long-only funds start to rotate out of risk the market turmoil could get worse
The government aims to ring-fence sensitive sectors through non-tariff barriers citing food safety and cultural norms
Tariff Day was no ordinary disruption--it was an Orange Bear event, loud, chaotic, and dangerously absurd
Electronics, garments, machinery and precious stones—key MSME-exporting sectors—may require government support as new US tariffs ripple through global trade
Trump administration’s moves put ‘China plus one’ manufacturing strategy at risk
The US administration’s latest tariff hike has sent ripples through global trade, with India among the countries significantly impacted.. As India navigates this high-stakes trade shift, ongoing negotiations with the US could be crucial in shaping the future of bilateral trade relations
The relative nature of the reciprocal tariffs and competitiveness of Indian companies, or the lack of it, will play a key role. But the biggest unknown is the end game for tariffs
With the US shaking up global trade through sweeping tariffs, time is now the biggest factor in determining winners and losers. Nations that move swiftly in negotiations could secure favourable terms, while those that delay risk economic setbacks. How will India fare?
India seems to have an advantage over Asian rivals but until the two countries sign a trade deal, uncertainty is likely to prevail, says Gopal Krishna Pillai
Diplomatic cost of the US president’s tariffs will be enduring
China’s territorial ambitions, weaponization of trade and burgeoning surplus are already causing trouble in the continent. Why US tariffs may make a bad situation worse