Trade

Moneycontrol Pro Weekender | Orange Bear

Tariff Day was no ordinary disruption--it was an Orange Bear event, loud, chaotic, and dangerously absurd

MSME-dominated sectors brace for fallout of US tariff hike: Bank of Baroda Report

Electronics, garments, machinery and precious stones—key MSME-exporting sectors—may require government support as new US tariffs ripple through global trade

Sweeping tariffs threaten ‘Factory Asia’

Trump administration’s moves put ‘China plus one’ manufacturing strategy at risk

India eyes long-term gains despite short-term US trade shock

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 

Will India’s companies benefit from being less hurt by reciprocal tariffs?

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

Trumping the tariff challenge

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 retains edge despite Trump tariffs but uncertainty ahead, says former commerce secy

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

Donald Trump’s beautiful trade war

Diplomatic cost of the US president’s tariffs will be enduring

Trump’s tariffs risk making China a bigger headache for Asia

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

US imagines a new Weapon of Mass Destruction: Trade Deficit

Over two decades after George W. Bush authorised the invasion of Iraq over the fear of WMDs, which unleashed forces that still threaten many, another American president has launched a new war. Donald Trump’s sweeping new tariff regime will ignite a trade war with consequences that cannot be foreseen. Even this war is based on misrepresentation, this time of economic data

Trump tariffs — A risky gamble or a whole new take on trade order?

The US President unveiled plans for sweeping new import taxes on all goods entering the US

Obituary: The Rules-Based International Order (1945-2025)

This is to notify the passing of our beloved Rules-Based International Order, aged 80 years, in the Rose Garden, White House, Washington DC, on April 2, 2025

Reciprocal tariffs could be withdrawn if India-US conclude trade deal: Former CBIC Chairman

For India, the challenge is to ensure a balanced trade agreement that protects its key sectors, including agriculture, micro, small and medium enterprises (MSMEs), and food security.

What to expect on ‘liberation day’

And will wealthy consumers pull back?

As Trump tariffs loom, India shouldn’t look a gift horse in the mouth

India’s existing tariff structure doesn’t help the economy. US-India trading relationship is critical for the country’s economic prospects and the tariff threat should catalyse a phased liberalisation of the duty structure 

The Trump oil dilemma

Some advisers now view the price of the fossil fuel as a crucial anti-inflation tool

Secondary tariff on Venezuelan oil is Donald Trump’s latest effort at arm-twisting

Donald Trump’s secondary tariffs teach nations a valuable lesson: sovereignty is great, as long as it aligns with US foreign policy

Trump’s tariff gambit sparks dollar dominance debate

Donald Trump's renewed tariff threats underscore the United States' deep concern over the dollar's global dominance. While such threats may temporarily disrupt efforts to reduce dependence on the dollar, they could also hasten the search for alternatives

US tariffs an opportunity to lower trade barriers, enhance competitiveness, boost exports

The US administration’s reciprocal tariff plan may seem like a challenge, but for India, it also presents a strategic opportunity. By reducing tariffs — particularly on industrial inputs and key imports — India can boost its manufacturing competitiveness, attract foreign investment, and strengthen its position in global value chains. This shift could unlock long-term economic growth while improving trade ties with the US

Why Shankar Sharma calls Nifty 50 P/E a colossal idiocy

'P/E of the Market' concept is absolute baloney. It fails miserably to stand up to any analytical and conceptual rigor. It is simply the dumbing down of what is a very complex science: to figure out what the true intrinsic value of any market, sector or stock is

India’s share of global arms imports falls on local production boost

India’s declining dependence on arms imports reflects its growing defence self-sufficiency. As SIPRI’s latest report highlights, India’s efforts to boost indigenous production have steadily reduced its reliance on foreign suppliers

Can India create a Goldilocks moment for its trade?

New Delhi needs to leverage the US offer for a bilateral deal and China’s cooperation call to its advantage    

Trade isn’t all about Trump

World business and commerce are changing in ways that have nothing to do with the US president’s tariff threats