Vendor diversification and higher duties on China can benefit CDMO and chemical companies. Though renewable energy adoption can see lesser policy support
Track record of Trump 1.0 suggest defence ties will not be purely transactional. Yet, getting the US to show more commitment to technology transfer will be challenging. But Trump’s desire to cement a legacy is an opportunity that needs to be seized.
In his first term in office, Donald Trump referred to India as “Tariff King”. It encapsulates his mercantilist approach to economic policy. Prospects for an FTA with the US are not bright but the institutional mechanism in place and personal rapport between Trump and Modi should help both countries manage difficult moments
A higher focus on manufacturing, enabling investment in technology sectors, China +1 are likely to be positives for the US and Indian economy. How the Fed reacts is a crucial factor to watch, says S Krishnakumar, founder-director, Lion Hill Capital
Trade tensions could increase, with higher tariff barriers against China and certain European nations. This shift might encourage some of the capital that recently moved from India to China to return, but under Trump's leadership, such flows are expected to be more selective
His probable re-election is an existential disaster for Democrats and a historic game-changer for allies of the US
A majority of 8:1 in a landmark Supreme Court judgement overturned a decades old interpretation of the Constitution’s directive principles which allows the State to ensure that ownership and control of the material resources of all private property to subserve common good. Now, the majority opinion has reinterpreted that provision to say that it doesn’t cover all private property. Henceforth, State takeover of private property must be judged by a set of guiding principles
The World Bank’s Commodity Price Index is expected to decline for three consecutive years, falling by 3 percent in 2024, 5 percent in 2025 and 2 percent in 2026
Lead prices, which account for around 60 percent of the total battery cost, are higher than the pre-Covid levels and unlikely to come off soon
Staying on as the president of the global solar alliance consolidates New Delhi’s clout in climate politics and offers scope to support its own energy and other economic needs
While India has increased its holdings of US securities, its central bank has also added substantially to its gold reserves
In 2024, China’s economy is estimated to be 62 percent of the US, at current prices and in USD. By 2029, the IMF projects it will be 69 percent of the US economy
The idea that money can only buy so much happiness isn't supported by the data on wealth, personal well-being and overall life satisfaction
Global investors are taking money off the table in favor of China as challenges mount
In 2022, Revdi made its way into India’s political-electoral lexicon, thanks to PM Modi, as an example of harmful welfarism. Two years on, political parties are competing to top up revdis. Revdis today are the most-high profile tool to woo voters and its critics have gone silent
The country’s steady, healthy steel demand growth, preference for domestic capacity, states’ drive for value addition and a healthy balance sheet situation make it an attractive destination
India-US ties are growing on the back of strategic convergence. An election outcome won’t alter the long-term trend. However, America has the world’s most impactful culture and what happens there ripples out. Donald Trump negativity, therefore, represents a problem for everyone
As cyber threats grow in sophistication, AI is crucial in enhancing cybersecurity. By analysing vast datasets and detecting anomalies, AI improves threat detection, response, and prediction. Adopting AI, along with a unified security view and zero-trust architecture, strengthens defences and ensures proactive protection against evolving cyber risks
RSSFACTS: Jharkhand is set for assembly elections on November 13 and 20, focusing on tribal identity. The Janjati Surakasha Manch seeks to delist converted tribals from Scheduled Tribe status, a contentious issue impacting the polls
All the festivals came bunched up in October, which along with hefty discounts, fuelled PV and 2W retail sales. Will this continue?
Longer-term equity, asset class and sector returns are not generally reflective of a presidency
After subdued Q1 and Q2, hopes now are pinned on recovery in H2 FY25
Procyclicality is when stock prices move in tandem with economic growth. While it is due to visit in 2025, the slide in markets is raising the prospect of it setting in early
The prospect of a deepening slowdown in China is a key risk, given the level of integration in Asia-Pacific economies and the central role that the country plays across the region
