Trusted Sources

While India banned several Chinese apps in 2020, Huawei and ZTE were never formally prohibited. Instead, New Delhi tightened security norms through a directive for the telecom sector, which has been in place since June 2021.

ZTE, other Chinese telecom vendors unlikely to get relief despite plans to go local

China's Huawei and ZTE are yet to receive approval from the National Cyber Security Coordinator, as they are yet to meet the requirements under the the 'trusted sources regime'

DoT's demand for assessment reports on Chinese tech gives jitters to Airtel, Vodafone Idea; replacement may cost $2-3 billion

The DoT's proposal is similar to the 'rip and replace' program implemented in the United States, where the government provided funds to reimburse telecom companies for replacing equipment considered a national security risk.

India prepared to tackle Fed rate hike: Arnab Das

For India to continue to outperform, the government needs to find a way to break the policy logjam, says Arnab Das of Trusted Sources. He says GST will be a game changer for the Indian market.

Greece not a done deal yet, long term fix needed: Arnab Das

Longer-term the issues are still to be resolved and both Greece and the Eurozone need more time to iron out the flaws in the single currency, feels Das.

Global money shifting out of India to China: Arnab Das

This trend reflects on the performance of both governments on the reforms front, says Arnab Das

Don't see prolonged period of risk-off in India: Arnab Das

Arnab Das, managing director, macro-strategy, Trusted Sources sees more easing from PBoC as China still has plenty of room for stimulus since the country is a net creditor.

Process of Fed rate hikes will be gradual: Trusted Sources

In the event that ‘patience‘ finds a mention in the Fed statement and the guidance is dovish, Arnab Das of Trusted Sources believes it will be good for risky assets such as the US equity market, emerging markets and currencies.

India may benefit from political stability: Arnab Das

According to Arnab Das, Managing Director - Macro Strategy at Trusted Sources, investors could be disappointed by the Brazil verdict (reappointment of Dilma Rousseff as president), but this may have a positive impact on India.