'A repo cut will be very good for the market as it will mean that everything is being done to spur growth in these uncertain times.'
While gold continues to provide safety after its strong 2025 rally, well-chosen real estate investments held with a long-term view remain attractive.
'In the long run, India's strong growth story and reforms to make assets globally attractive will determine the rupee's resilience.'
China's Ministry of Commerce announced Tuesday it will impose counter tariffs on multiple American products, including a 15 per cent tariff on coal and liquefied natural gas, and a 10 per cent tariff on crude oil, agricultural machinery, and large-displacement vehicles.
Seafood is one of India's largest agricultural exports after basmati rice and buffalo meat.
United States President Donald Trump on Thursday night announced the termination of all trade negotiations with Canada, citing an anti-tariff advertisement that used a clip of former US President Ronald Reagan.
'The first time India has seen two consecutive blockbuster IPO years.'
The government on Wednesday approved two schemes worth Rs 45,000 crore to help exporters tide over the impact of high tariffs imposed by the US on Indian shipments.
Indian auto component exporters may suffer a hit of 2,700 crore to 4,500 crore on their earnings after the imposition of steep US tariffs on key automotive parts, credit rating agency ICRA said in a note on Monday. The new 25 per cent tariff on engines, transmission, electrical components, and other auto parts may moderate the overall auto component industry's revenue growth to 6-8 per cent in 2025-26 (FY26), down from an earlier projection of 8-10 per cent.
India needs another shot of difficult reform, of the kind only possible at gunpoint. Mr Trump holds that gun to our heads now. A drastic reduction in tariff protection, other elements of sarkari wet-nursing will force entrepreneurial India to become competitive again, argues Shekhar Gupta.
Mahindra & Mahindra, Bharti Airtel, Infosys, Tata Motors, Titan, Tata Consultancy Services, Nestle and Maruti were also among the major laggards. HDFC Bank emerged as the only gainer from the pack.
The US Fed's interest rate decision will be the major factor dictating trends in the domestic equity market this week, with global movements and foreign investor activity also influencing sentiment, according to analysts. Stock markets ended the last week on a subdued note, with benchmark indices Sensex and Nifty closing flat.
Trump on February 1 had announced tariffs on major US trading partners Canada, Mexico and China. He imposed a 25 per cent tariff on Canadian and Mexican imports and a 10 per cent on goods from China.
Here is the complete list of tariffs imposed by US President Donald Trump on Wednesday.
In 2025, India launched Operation Sindoor, a multi-domain combat mission against Pakistan in response to cross-border terrorism. The operation involved precision strikes, military retaliation, and diplomatic measures, marking a significant shift in India's security policy.
From the Sensex pack, IndusInd Bank dropped over 3.50 per cent, followed by Mahindra & Mahindra which declined more than 2 per cent. HCL Tech, Maruti, Infosys, Zomato, Power Grid, Adani Ports, Tata Consultancy Services and UltraTech Cement were also among the laggards. Kotak Mahindra Bank, Hindustan Unilever, ICICI Bank, Tata Motors, Nestle and Bharti Airtel were among the gainers.
Dubai is positioning itself as a springboard for Indian companies looking to tap into fast-growing emerging markets, including Africa, banking on low tariffs, long-standing trade relations, and a shared vision for regional economic growth, said Mohammad Ali Rashid Lootah, president and chief executive officer, Dubai Chambers, at the Dubai-India Business Forum in Mumbai.
The fee hike for the US H-1B visa by the Donald Trump administration has no short-term impact on Tata Technologies Ltd, although it will change resourcing plans for the future, according to its CEO and managing director, Warren Harris.
The Centre is regularly holding consultations with stakeholders to streamline foreign direct investments (FDIs) and foreign institutional investments (FIIs) related processes to enable faster and more efficient investment flows into the country, said Commerce and Industry Minister Piyush Goyal, adding one such meeting with stakeholders was held on Tuesday.
There are vexing questions around the disconnect between Nifty returns and portfolio returns, between economic growth and earnings growth, and finally, between earnings growth and market returns, points out Debashis Basu.
United States President Donald Trump has announced a 25 per cent tariff on imports from Canada and Mexico, as well as a 10 per cent tariff on goods from China, citing concerns over illegal immigration and the smuggling of drugs, including fentanyl.
After a record-breaking year, India's automobile industry is entering 2026 on a relatively strong footing, with sales growth expected in the 6-8 per cent range. The outlook is underpinned by policy support, including GST rationalisation, easing monetary conditions, and income tax relief, which together are likely to improve affordability and sustain consumer demand across vehicle segments.
India's exports contracted 11.8 per cent to $34.38 billion in October, showed government data released on Monday. Imports jumped 16.63 per cent to $76.06 billion.
Chinese import tariffs have unwittingly come to India's assistance to help boost imports of US liquefied petroleum gas (LPG) at rates cheaper than what it pays for supplies from West Asia, according to industry sources and shipping data.
A Rs 23,000-crore production-linked incentive (PLI) scheme for electronic components may boost margins and enable a broader product mix.
From the Sensex firms, State Bank of India, Bajaj Finserv, Bajaj Finance, Maruti, HCL Tech, Larsen & Toubro, Mahindra & Mahindra and Infosys were among the major winners. However, Hindustan Unilever, Eternal, Tata Motors Passenger Vehicles, and Sun Pharma were among the laggards.
India and the United States will finalize the contours, schedule of negotiations, and terms of reference for a proposed bilateral trade agreement (BTA) during a three-day meeting beginning Tuesday. The agreement is expected to be finalized in two tranches, with the first phase focusing on goods trade. The US team, led by Assistant US Trade Representative for South and Central Asia Brendan Lynch, will be in India from March 25-29 to discuss the agreement. Both countries are aiming to conclude the first phase of the agreement by fall 2025.
'A 100% tariff could cut the Indian film industry's US revenues by 30% to 40%.'
The remarks assume significance since Trump has repeatedly criticised the high tariffs charged by India and other countries on American goods.
India offset the decline in exports to traditional destinations by sharply ramping up shipments to Jordan (18,086 per cent), Hong Kong (17,006 per cent), Spain (13,436 per cent), the Philippines (2,235 per cent), and Namibia (1,068 per cent) in H1FY26.
From Rs 73k to over Rs 1.2L between January-December 2025 -- is buying gold in 2026 still sensible?
Trump's tariffs, falling shrimp prices, and fears of additional US levies, spark a crisis in Andhra Pradesh's politically vital aquaculture sector.
India's decision to import LPG from the US helps it to diversify sources as it reduces almost full reliance on West Asian countries for supply of the country's primary cooking fuel.
Congress leader Shashi Tharoor disputes Donald Trump's claims of using trade to stop the India-Pakistan military conflict in May, citing conversations with government officials.
US President Donald Trump has claimed he played a key role in defusing tensions between India and Pakistan by threatening to impose massive tariffs, saying the move "stopped the fighting" between the two nuclear-armed neighbours.
Opposition MPs in India's Rajya Sabha raised concerns about US President Donald Trump's tariff threats, demanding the government clarify its response and engage in discussions with opposition parties. Leaders like P Chidambaram and Sagarika Ghose warned of potential economic repercussions, including depressed exports, lower FDI, and a significant tariff burden. The debate also touched on other issues such as the government's economic policies, demonetization, and the impact of GST on common citizens.
The stock of Bharti Airtel, India's largest listed telecommunications (telecom) services provider, recently hit an all-time high on expectations of higher average revenue per user (Arpu), a stable market setup, and fresh revenue lines.
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
'Our problem is not a budget deficit but a trust deficit. We need to trust our institutions and industries to innovate and lead. That is the way forward for India.'
'There are new job roles that are emerging because of AI.'
