India ends 2025 with strong macro numbers but faces external headwinds from US tariffs and AI. The government's key challenge for 2026 is reviving domestic consumption to fuel private investment. Read the full analysis.
India ends 2025 with strong macro numbers but faces external uncertainties from US tariffs and AI. The government's big test: reviving consumption to spur private investment. Analysis by Anil Sasi.
2025 sees India navigating a complex global trade landscape with new tariffs from the US & Mexico, green barriers from the EU, and strategic FTAs with the UK, NZ & Oman. Here's the full analysis.
Despite a surge in retail investors, 2025 proved underwhelming for Indian equities. Discover why large-cap indices like Nifty 50 delivered better returns than mid and small-caps, and how global events shaped the market.
India's foreign policy in 2025 deftly managed US tariffs, regional conflicts, and strategic partnerships. Discover how New Delhi balanced autonomy with global leadership.
In 2025, Trump's aggressive tariff policy targets China, India & allies, reshaping global trade. US tariffs hit 17%, generating $30B monthly. India's exports dip but show resilience. Explore the global impact.
The US economy expanded 4.3% in Q3 2025, its fastest in two years, driven by consumer spending and trade. However, inflation and a weak labour market threaten future growth. Analysis for India's trade.
Explore the turbulent India-US relationship under Trump 2.0: from soaring hopes to 50% tariffs, Pakistan mediation claims, and the fragile strategic partnership. What's next?
Donald Trump's dramatic shift from criticizing India's ties with China and Russia to affirming friendship with PM Modi. Analysis of tariff threats and India's strategic moves at the SCO summit.
Despite a muted 2025, US tariffs are set to push consumer prices higher in 2026 as companies exhaust cost-cutting tactics. Key insights from Harvard, Brookings, and corporate earnings calls.
A new study reveals 85% of India's exports to the US faced a sharp decline followed by partial recovery after tariff hikes. Key sectors like chemicals and textiles impacted. Explore the data and India's export resilience.
A detailed analysis of Trump's shifting stance on India-China ties, Modi's firm response on tariffs at SCO, and the geopolitical fallout over Russian oil. Explore the key developments.
India fast-tracks Free Trade Agreements, including a new $3bn pact with Oman, to counter US tariffs causing job losses in industrial hubs like Panipat and Ludhiana. Read the full analysis.
In a prime-time White House address, President Donald Trump defended tariffs, slashed immigration, and promised an economic boom. Read about the global market implications and his 'Warrior Dividend' plan.
The Indian Rupee has fallen 6% in 2025 after Trump's tariffs, with recovery tied to a US trade deal. Yet, the stock market shows resilience. Experts reveal the structural reasons behind this divergence. Read more.
Trump's trade war reroutes a tsunami of low-cost Chinese packages to Europe, creating a 'new Silk Road' of shadow logistics and sparking regulatory battles. Explore the impact on EU markets and consumers.
Former IMF deputy MD Gita Gopinath predicts the Fund will upgrade India's growth forecast closer to 7% for the current fiscal, citing strong Q2 data and global AI spending offsetting tariff impacts.
India's rupee is the worst-hit currency by US tariffs, sliding to a record 91.075/$. Experts see more pain unless a trade deal is struck, despite cheap valuations. Key insights inside.
India's exports to the US jumped 22% in November 2024 despite high tariffs. Discover the four major factors behind this surge and whether this growth is sustainable for the future.
India proposes a limited trade deal with Mexico to overcome high tariffs on key exports like cars and pharmaceuticals. This strategic move aims to boost bilateral trade and secure market access.
Trump's shifting stance on India-China ties, Modi's SCO summit diplomacy with Putin & Xi, and escalating US tariffs over Russian oil imports define a tense geopolitical week. Explore the details.
Former US President Donald Trump makes a stunning reversal on India ties after criticizing its China pivot. Tensions flare over tariffs and India's Russian oil imports. Read the full analysis.
US Congresswoman Pramila Jayapal criticises Trump's tariffs on Indian goods, warning they raise prices for Americans and push India closer to rivals like China and Russia. Read the full analysis.
Senior US State Department official Allison Hooker and trade negotiators arrive in India to strengthen economic ties, discuss tariffs, and foster AI and space collaboration. Key meetings scheduled in New Delhi and Bengaluru.
The Indian rupee continues its sharp decline against the US dollar, with America's tariffs being a major contributor. Experts suggest a quick recovery is not on the horizon. Read the full analysis.
After initial criticism, Donald Trump makes a stunning reversal on India-US ties. Meanwhile, PM Modi's engagements with Putin and Xi at the SCO summit draw US ire over tariffs and Russian oil. Read the full analysis.
Trump's sanctions on Rosneft & Lukoil may slash India's Russian crude imports to a 4-year low by Jan 2026. Will India find new pathways? Read the full analysis.
India and Russia deepen strategic ties, signing agreements in trade, energy, and tech, aiming for $100 billion trade by 2030. Can this offset US tariff pressures?
Vladimir Putin's state visit to India, marked by a red-carpet welcome, offers him political legitimacy amid Ukraine war. For India, it's a pivot to ensure stability as US ties strain under Trump's tariffs and unpredictability. Analysis.
Facing US pressure over Russian oil imports, India navigates trade talks as Putin promises reliable energy supply and expands nuclear collaboration. Details inside.