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  • Decoding India's Trade Deficit -- Strong domestic demand, not tariffs, is the real story

    Recent trade data reveals that while Trump's tariffs impacted specific US-bound exports, India's overall trade story is dominated by resilient export diversification and a domestic demand-driven import surge, particularly in gold

  • As tariffs, rare earths roil markets, will Trump settle for a deal?

    As tariffs, rare earths roil markets, will Trump settle for a deal?

    As new tariffs and rare earth controls trigger market panic and supply chain fears, the central question becomes whether economic pressure will once again force a tactical pause in the US-China trade war

  • Moneycontrol Pro Weekender | India Earnings Season: Why Q2 doesn't matter, and the rusty nail of US tariffs

    Moneycontrol Pro Weekender | India Earnings Season: Why Q2 doesn't matter, and the rusty nail of US tariffs

    The September quarter results may be largely irrelevant--sandwiched between export front-loading before Trump's tariff deadline and consumer spending deferred for the GST cuts. Much depends on how soon we can pull out the rusty nail of Trump's tariffs

  • World Bank wants South Asia to cut tariffs despite global protectionist wave

    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

  • Trump's pharma tariffs are a steep tax on innovation

    Trump's pharma tariffs are a steep tax on innovation

    Trump's 100% tariff on imported patented drugs threatens to crush emerging pharmaceutical innovators who can't afford billion-dollar US manufacturing plants

  • Moneycontrol Pro Panorama | The antidote to tariffs

    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

  • From Trade to Coercion: What Trump’s India tariffs reveal about the new world order

    From Trade to Coercion: What Trump’s India tariffs reveal about the new world order

    Trump's punishing tariffs on India are not an isolated trade dispute but a stark sign of a deeper shift: the collapse of the US-led liberal order and the return of coercive, bloc-based imperialism

  • Moneycontrol Pro Weekender | Powell gives an inch

    Moneycontrol Pro Weekender | Powell gives an inch

    Ths US Fed chief has one eye on the tariff risks to prices, and the other on a softening job market

  • Trump's tariffs vs India's MSMEs: the David vs Goliath story

    Trump's tariffs vs India's MSMEs: the David vs Goliath story

    Business confidence among MSMEs has been on the rise, a positive for the economy and employment creation. While Trump's tariffs cast a shadow, supportive government policies can help them sustain growth

  • Can Trump broker peace in Ukraine without Zelenskyy's consent?

    Can Trump broker peace in Ukraine without Zelenskyy's consent?

  • Trump hits India with a 50% tariff, time for investors to panic or hang on?

    Trump hits India with a 50% tariff, time for investors to panic or hang on?

    The investing climate has turned uncertain as tariffs have clouded the outlook. Whether you are a short-term or a long-term investor will determine the approach you take

  • Donald Trump’s new tariff regime deepens global trade war

    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

  • Markets react with measured caution to Trump's additional tariff, money managers suggest wait for clarity

    Markets react with measured caution to Trump's additional tariff, money managers suggest wait for clarity

    Trump's 25 percent 'reciprocal' tariff on India's exports to US will take effect from Thursday, after the additional 25 percent levy over Russian trade is set to come into effect from August 27.

  • Lessons from the 1920s, 1930s on tariffs and markets

    Lessons from the 1920s, 1930s on tariffs and markets

    Investors today might be too complacent about the risks to earnings from slower growth and higher inflation

  • Trump tariff unlikely to hurt India’s global strategic importance, China+1 theme still intact, say experts

    Trump tariff unlikely to hurt India’s global strategic importance, China+1 theme still intact, say experts

    As Washington escalates its tariff war with India, experts say the long-term rebalancing of global supply chains is still intact – moving away from China and tilting in India’s favour.

  • Donald Trump’s tariff blitz brings US levies to highest levels since 1930s

    Donald Trump’s tariff blitz brings US levies to highest levels since 1930s

    Washington has locked in tariffs on almost 45% of American imports

  • Trump reaps $50 bn tariff haul as world ‘chickens out’

    Trump reaps $50 bn tariff haul as world ‘chickens out’

    Only China and Canada have retaliated against US president’s tariff war 

  • How the US is using tariffs to undermine China’s global trade network

    How the US is using tariffs to undermine China’s global trade network

    The latest US tariff threats appear chaotic on the surface but reveal a deeper strategy aimed at stalling China's rise while also extracting concessions from allies

  • What Donald Trump’s ‘Big, Beautiful Bill’ means for Corporate America

    What Donald Trump’s ‘Big, Beautiful Bill’ means for Corporate America

    Private equity cheers the legislation while Tesla and AI start-ups lose out

  • Trump’s Vietnam tariff deal signals Asia’s vulnerability to US-China rivalry

    Trump’s Vietnam tariff deal signals Asia’s vulnerability to US-China rivalry

    The crucial factor for Asia’s nation-states is to assess both their need for economic nationalism and security vulnerabilities—both economic and military

  • Pressure to seal Trump trade deals ramps up with two weeks to go

    Pressure to seal Trump trade deals ramps up with two weeks to go

    As of July 9, exporting nations without a bilateral accord in place will face Trump’s so-called 'Liberation Day' tariffs that are much higher than the current baseline 10% level applied to most countries.

  • MC Market Poll shows two-third respondents believe Indian stocks have bottomed out

    MC Market Poll shows two-third respondents believe Indian stocks have bottomed out

    While there may be some concerns around volatility in the market, there is a wide belief of optimism among most market experts amid signs of stabilizing investor confidence, following months of turbulence.

  • Nifty set to end higher for a third month in May despite tariffs turmoil and border hostilities

    Nifty set to end higher for a third month in May despite tariffs turmoil and border hostilities

    Nifty 50 for the month of May is already higher by 1.75 percent, after a 6.3 percent rally in March and a 3.5 percent upmove in April. This will also mark a third positive monthly close for Indian equity indices after five months of decline.

  • Trump's tariff measures 'seismic', not fully understood yet but India may benefit: GQG Partners' Rajiv Jain

    Trump's tariff measures 'seismic', not fully understood yet but India may benefit: GQG Partners' Rajiv Jain

    Jain said the extent of impact of the US tariffs are still unclear and uncertain, as the negotiations are still unfolding and a deal between Beijing and Washington is still not in place.

  • Trump’s tariff threat to Apple’s India operations is a challenge, but not a crisis

    Trump’s tariff threat to Apple’s India operations is a challenge, but not a crisis

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