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    • Trump trade team working to narrow scope of metals tariffs

      The US Trade Representative’s Office is scrambling to resolve complications spawned last year by the Commerce Department’s efforts to rush out President Donald Trump’s tariff agenda

    • A line on non-tariff barriers in the India-US trade framework is causing unease

      Some experts say references to non-tariff barriers in trade agreements are common, but the US has long cited India’s restrictions on genetically modified food imports as a significant barrier.

    • Minimum import price to anchor India’s farm protection in US trade deal

      MIP is a govt-notified floor value, below which imports of a particular product cannot be assessed by customs.For.example, if apples are imported at a 55% tariff, and the notified MIP is Rs 80 per kg, customs will calculate duty at Rs 80 per kg.

    • From tariff shock to turnaround: Can India-US trade deal reset textile outlook?

      Experts suggest that investors and markets will now seek clarity from managements on how much incremental growth tariff normalisation can deliver in CY26 and CY27.

    • India can open markets gradually in trade deals using safeguards, says ex commerce secy Wadhawan

      He said concessions can be granted cautiously for EU cars and wines through safeguards such as tariff rate quotas.

    • Centre stitches $1-bn package for footwear manufacturing to soften tariff blow: Report

      The report said the package has not been finalized yet, but the discussions are at an advanced stage

    • Trump’s Iran tariff: India’s $1.2-billion exports at risk but top shipment rice safe

      Rice shipments alone accounted for $757.3 million, or over 61 percent of India’s total exports to Iran, making it the most exposed category by value

    • Chart of the Day: The currency crumble

      The rupee has depreciated by roughly 5.22 percent against the US dollar this year, making it Asia’s worst-performing currency in 2025

    • SP Apparels: Q2 numbers buck the industry trend

      The garment exporter delivered quietly when the entire sector was facing the US tariff impact

    • What tariffs? Europe Inc adapts as many firms post gains in US

      A Goldman Sachs Group Inc. basket of European stocks most exposed to tariffs outperformed the broader market in October after trailing for most of the year.

    • India may announce $125 a tonne anti-dumping duty on met coke imports in October

      In April this year, government initiated an anti-dumping investigation into imports of the raw material from Australia, China, Colombia, Indonesia, Japan, and Russia, post allegations that these countries were selling at unfairly low prices.

    • India’s exports to US slowed in August as Trump’s tariffs weigh

      Economists point out that since the additional penalty of 25 percent was imposed by the US from August 27, the impact of tariffs will be more pronounced in the trade figures for September.

    • Shrimp stocks swim ahead, but will they ride the wave or be washed out?

      The imposition of trade duties presents a significant challenge for the Indian shrimp industry, prompting exporters to diversify into alternative markets

    • Rajeev Thakkar on hyper-competition, cash holdings and finding value in US and China

      Markets are swinging without strong triggers to fuel a clear rally or correction. With GST cuts and tariff moves adding to the noise, stretched valuations in an intensely competitive landscape make a broad-based uptrend unlikely. Rajeev Thakkar unpacks these challenges, while elaborating on his overall investment philosophy, mistakes and learnings

    • Indian shrimp exporters see relief from US holiday demand

      Exporters see that some consumers in the US are open to absorb full 50 percent tariff costs to cater to the upcoming holiday season, intending to pass on the costs to end consumers

    • Tariff burden on India lower-than-feared at 33.6%, not 50%: Nomura

      Nomura estimates India’s effective U.S. tariff rate at 33.6 percent, lower than the current headline rate of 50 percent.

    • Trump doubles tariff from Aug 27: Indian labour-intensive goods face over 50%, pharma, tech remain spared

      Labour-intensive exports to the US are expected to take the hardest hit as these sectors will face a rate of more than 50 percent given that Trump’s reciprocal tariffs are over and above the most favoured nation (MFN) duties in place.

    • Pearl Global looks to reorient India ops for non-US orders amid tariff pressures

      Pearl’s Indian operations account for 25% of its total export capacity, with roughly half of that output dedicated to the US market, the company said.

    • India's jewelry exporters look to alternate routes, domestic market to mitigate Trump tariff shock

      In the short-term mitigating the impact of higher US tariffs may be difficult

    • Indian textile exporters seek tariff cost sharing as fresh US orders nearly halt

      While, there is a rush to ship goods to dodge the extra 25 percent tariff, an exporter said that since manufacturing for export purposes begins only once an order is received, one can’t frontload too much.

    • Prashant Khemka on Trump tariff uncertainty: Negotiation tactic, India will come out fine

      2025 will remain a “normal” year; remain fully in invested, as always, said the founder of WhiteOak

    • Tata Steel is largely expected to be immune from US tariff threats to its Indian operations

      The Tata group firm exports no steel from its Indian operations to the United States, and the company expects any secondary impact- from exporter-manufacturers using its steel, to be limited, MD and CEO TV Narendran told Moneycontrol

    • Sun Pharma: Innovative drugs are near-term growth drivers

      Sun Pharma’s top line growth is steady. Innovative medicines to act as growth tonic, as the US generics business remains soft. The stock valuation is justified.

    • US Tariffs surprise: Markets to feel the heat, could this be a buying opportunity?

      Trump's surprise announcement of 25 percent tariffs on Indian goods has caught markets off-guard, with the rupee depreciating and key export sectors bracing for impact. The move, higher than the expected 15-20 percent range, threatens India's labour-intensive industries and could derail the country's growth trajectory.

    • Trump imposes 25% tariff: Textiles, jewellery, pharma, electronics face threat; India Inc hoping for relief in trade deal

      The 25 percent tariff is higher than the tariffs for countries that have reached some agreement with the US on tariffs and trade barriers such as European Union (15 percent) and UK (10 percent) and some of the south east Asian nations such as Indonesia (19 percent), Philippines (20 percent) and Vietnam (20 percent), which compete with India.

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