'The trade deficit in some sectors is huge and that is an area of opportunity to localise.'
Amid US-China trade tensions and economic vulnerabilities, India must seize the 'China +1' opportunity, deepen reforms, secure FTAs, and globalise its firms for long-term growth, suggests Ajay Shah.
Speaking to reporters aboard Air Force One, Trump stated, "We have a deal," referring to the trade pact which will be routinely extended. "Every year we'll renegotiate the deal, but I think the deal will go on for a long time, long beyond the year. We'll negotiate at the end of the year," he added.
'The immediate impact for India will be very minimal as the share of Venezuela in our total overseas production is very low.'
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
India has managed high government debt-to-GDP, a slowing domestic revenue engine, lower household savings and a more hostile geopolitical environment separately in the past. But together, they threaten to undo the growth narrative on which today's optimism rests, warns Debashis Basu.
'Pakistan's role in Bangladesh will always be negative, since it's a one-point agenda is hostility against India.'
US President Donald Trump signed the National Defence Authorisation Act for Fiscal Year 2026 into law, highlighting broadened engagement with India and addressing the challenge posed by China in the Indo-Pacific region.
Earlier in the day, the ministry of external affairs "strongly advised" Indians to avoid travel to Iran until further notice, amid rising tensions and protests in the Islamic Republic.
United States President Donald Trump ignited controversy after making sharp and unprecedented remarks about Colombia during a brief exchange with reporters.
Prime Minister Narendra Modi arrived in China for the Shanghai Cooperation Organisation (SCO) summit. His meeting with President Xi Jinping is significant given global economic concerns.
Two days after Russian President Vladimir Putin concluded his visit to India, during which he assured that Moscow would remain a reliable energy supplier, the Kremlin on Monday said that India, as a sovereign nation, is free to buy oil from sources it deems beneficial. It expressed confidence that New Delhi will continue to prioritise its economic interests.
US President Donald Trump accused China and India of being the "primary funders" of the Ukraine war by continuing to purchase Russian oil during his address to the UN General Assembly. He also criticized NATO countries for not cutting off Russian energy.
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
China firmly opposes the Trump administration's 50 percent tariffs on India as it is "unfair and unreasonable" and New Delhi and Beijing should scale up economic ties to jointly counter the challenge, Chinese ambassador Xu Feihong said on Monday.
'These efforts by Beijing can be weaponised one day with economic, security and political implications for India.'
India joined Russia, China, and other nations in opposing the deployment of foreign military infrastructure in Afghanistan during 'Moscow Format' talks. The discussions focused on bringing prosperity and development to Afghanistan, with participants emphasizing the need to eliminate terrorism and integrate Afghanistan into regional connectivity.
'The strategic difference over technology and territory between India and China remain great and security interests on both sides will likely prevent a short-term rapprochement of any depth.'
'Only four or five original companies remain; the rest have been replaced every decade as sectors evolve or leadership shifts.' 'Companies that fail to adapt -- like many textile mills from the 1970s and shipping firms from the 1980s -- disappear.' 'Benchmark indices reward those who reinvent themselves in line with economic demands.'
'However, we must implement a tit-for-tat approach -- reciprocating their conduct with precision.' 'If they demonstrate respect, we respond accordingly. If they adopt hostile positions, we mirror that hostility with equal intensity.'
This exercise allows investors to realign their portfolios with changing market conditions and evolving personal objectives.
Bolton slammed Trump's tariff policy, asserting that it has "shredded" decades of Western efforts to align India away from its Cold War ties with the then Soviet Union (Russia) and address the growing threat from China.
'Trump had done a deal with the current regime minus Maduro. The current regime is giving Trump entry into Venezuelan oil. They are obeying him and doing whatever he says.' 'They are happy because they have saved their heads by sacrificing only two, Maduro and his wife. Thousands of Venezuelan military leaders would have been jailed or killed in American action had Maduro stayed in power.'
'Saudi-Pak defence pact is to anchor the defence and security of Saudi Arabia and not Pakistan, per se, with Islamabad being the junior partner.'
India emerged from the war militarily bruised and strategically altered. The United States, under the guise of friendship, had succeeded in achieving what open alignment never could: The psychological and political repositioning of India within the Cold War order, points out Dr Kumar.
The stock and bond markets told Trump firmly that any idea of isolating China would lead to harming the US economy and this forced Trump to backtrack, points out Aakar Patel.
Luckily for us, a Russia that is desperate to stay relevant in an emerging multipolar world finds in India a reliable geostrategic partner. The Russian proximity to India also keeps China from exploiting its economic dominance vis a vis Russia, points out Colonel Anil A Athale (retd).
Vice Admiral K Swaminathan highlights concerns over Pakistan's arms procurement and China's growing assertiveness in the Indian Ocean Region.
After Donald Trump became president of the United States, he unleashed economic weaponisation, upsetting the old world order, leading to much unrest. If that wasn't all, the threat of an imminent nuclear war was issued by the US, Russia, China, North Korea and Pakistan. In today's fractious times, Dr Paulos Mar Gregorios would have made a dent, notes His Holiness Baselios Marthoma Mathews III.
By ensuring Myanmar remains dependent on Chinese economic and military assistance, Beijing indirectly exerts pressure on India's North Eastern states, making New Delhi's regional security strategy even more complex.
India has refuted claims made by NATO Secretary-General Mark Rutte that Prime Minister Narendra Modi contacted Russian President Vladimir Putin to discuss Russia's strategy on Ukraine in light of US tariffs on India.
Describing the visit as "productive" in a post on X, the PM said he emphasised India's position on key global issues during his engagements.
The relations between New Delhi and Washington are on a downturn after Trump doubled tariffs on Indian goods to a whopping 50 per cent, including a 25 per cent additional duties for India's purchase of Russian crude oil.
If Xi Jinping is dethroned in the future, the instrument for that may well be embedded within the PLA, notes former foreign secretary Shyam Saran.
'If they can be duplicitous, we can be equally duplicitous.' 'If they offer friendship, we reciprocate.' 'If they choose hostility, we respond with equal hostility.'
Trump also praised Chinese President as "a great leader of a great country" and said the two sides had "already agreed to a lot of things."
The Maoists in Bastar went from one village to another with kits providing badly needed medical intervention. The medical help was one key reason why the tribals were attracted to the Maoists, points out M R Narayan Swamy.
India's gems & jewellery exports witnessed 30.6 per cent year-on-year (Y-o-Y) contraction in October to $2.17 million, amid the imposition of a steep 50 per cent tariff by the United States (US) on several Indian products.
With a confident new generation of innovators, India now has the scale and self-belief to shape its own digital destiny marked by creation, observes Ajay Kumar chairman, UPSC.
'What's currently underway is not a 'reset'.' 'What needs to be arrived at is a new balance.'
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