'I don't think we should ever negotiate with deadlines or hard stops because we tend to make mistakes then.'
Lutnick said that these countries have to understand that if "you want to sell to the US consumers, you've got to play ball with the President of the United States."
India's mergers and acquisitions (M&A) activity cooled in the second quarter of 2025-26 (Q2FY26), with deal value falling to $26.26 billion from $29.04 billion a year ago, according to Bloomberg data.
After a year of modest returns, equity investors may anticipate gains of 10-15 per cent in Samvat 2082, which began on October 21. Although valuations have moderated from their peaks a year earlier, they remain above long-term averages, potentially limiting sharp upsides.
For every 100 rupees, households invested Rs 45.2 in mutual funds and equities in 2024-2025.
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
The 2025 US National Security Strategy marks a major pullback, with America turning backward and effectively allowing China greater dominance in Asia. while long-time partners like India are left to face an increasingly unstable global order largely on their own, observes Rajeev Srinivasan.
K Krithivasan -- the chief executive and managing director of TCS -- believes that the tariff moves-induced uncertainty impacting the sector will be "short-lived" and expects it to get resolved within "months".
Equity benchmarks face a key test as investors weigh consumption revival hopes against tariff pressures and weak earnings. Amidst this, HSBC has outlined tailwinds and risks that could cap gains.
India is seeking either an exemption or a longer timeline on the pharmaceutical tariffs, expected to kick in by July 31.
Trump also said he is "very disappointed" that India would be buying "so much oil" from Russia.
Pakistan and China are among the countries which are testing nuclear weapons, United States President Donald Trump has said to justify his administration's plans to resume testing of the US's own nuclear assets after a gap of over three decades.
The White House trade advisor's remarks came on a day US President Donald Trump announced that India and the US are continuing negotiations to address the trade barriers.
Former US National Security Advisor John Bolton says President Trump's policies have damaged US-India relations, pushing New Delhi closer to Russia and China.
'There are new job roles that are emerging because of AI.'
'Rate cut looks unlikely and there is reason to believe that the cycle is over.'
'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.'
Stock market investors this week would track the renewed tariff tensions between the US and China, domestic inflation data, besides, quarterly earnings from blue-chips HCL Tech, Infosys and Reliance Industries would also drive the momentum in equities, analysts said.
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).
'India did not surrender. That was why he wanted to pressurise India by this 25% tariffs.'
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
From the Sensex firms, Tata Motors jumped the most by 5.54 per cent, followed by Kotak Mahindra Bank, Trent, Sun Pharma, Axis Bank, and ICICI Bank. However, Bajaj Finance, State Bank of India, UltraTech Cement and Tata Steel were among the laggards.
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.
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.
Any potential tariffs on pharmaceutical imports into the US are unlikely to impact the credit profiles of Indian firms except for a short-term pricing blip, according to a report by India Ratings and Research (Ind-Ra). The report stated that the US generics market contributes around 35 per cent to the total revenue of the leading Indian pharma firms.
For UK automakers, market access to India will be limited by quantity caps and phased tariff cuts, especially on petrol, diesel and electric vehicles.
Foreign portfolio investors (FPIs) remained net sellers of Indian equities in September, withdrawing Rs 23,885 crore (around $2.7 billion) and taking year-to-date outflow to Rs 1.58 lakh crore ($17.6 billion).
United States President Donald Trump has said India is 'very close' to China in terms of its purchases of Russian oil and will pay tariffs of 50 per cent as he indicated that 'you are going to see so much secondary sanctions'.
The US remains the largest market for IT outsourcing, and for Indian giants TCS, Infosys and Wipro, it contributes around 40 per cent of their top line.
The commerce ministry on Tuesday said the discussions with visiting US Chief Negotiator Brendan Lynch on the proposed bilateral trade agreement were positive and forward looking.
The resilience of the economy and strength of domestic demand will continue to make India an engine of growth amid the rapidly evolving global trade landscape as a result of US tariffs, Finance Minister Nirmala Sitharaman said in London on Tuesday.
US President-elect Donald Trump has reiterated his intention to impose reciprocal tariffs in retaliation for the high tariff imposed by New Delhi on import of certain American products. Trump said India and Brazil were among countries that impose high tariffs on certain US products. He also said that reciprocity is something that is going to be a key topic for the Trump administration.
From the Sensex pack, Asian Paints, ICICI Bank, PowerGrid, Larsen & Toubro, Bajaj Finserv, Bharti Airtel, Sun Pharmaceuticals, Maruti Suzuki India, Axis Bank, UltraTech Cement and HCL Technologies were the only gainers. On the other hand, Eternal, Tata Motors' commercial vehicles arm, Mahindra & Mahindra, Tata Steel, Bharat Electronics Ltd, Tata Motors Passenger Vehicles, Trent, Tata Consultancy Services, Hindustan Unilever, and Infosys were among the laggards.
Analysts at Morgan Stanley have updated their outlook for the Indian markets, and they now expect the Sensex to hit the 107,000 mark by December 2026 in a bull-case scenario, translating into an upside of 26 per cent from current levels.
Sanjay Malhotra has made structural changes to banking regulation to bring down costs and increase efficiency. Plus, he kicked off a benign interest regime. But there are challenges ahead.
India and Russia are expected to unveil a major nuclear energy partnership during Vladimir Putin's visit, potentially involving Russian small modular reactors and expanded cooperation as India pushes toward its 100-GW nuclear goal by 2047.
Calling the community note on X "crap", Navarro alleged that Elon Musk is allowing "propaganda" and reiterated his accusations of India purchasing Russian oil only to make profits.
Private sector banks slipped in market capitalisation (mcap) during the July-September quarter, underperforming their government-owned peers as trade uncertainties dragged market sentiment, said S&P Global Market Intelligence. According to its analysis, HDFC Bank shed 4.8 per cent in mcap during the third quarter, while ICICI Bank's dropped 6.7 per cent.
The consumer price index (CPI)-based inflation hitting an all-time low in October would encourage the six-member monetary policy committee (MPC) of the Reserve Bank of India (RBI) to cut the policy repo rate in its upcoming December 3-5 meeting. However, the July-September GDP growth, expected to be above 7 per cent, may act as a deterrent.
'Modi's a great leader... But I don't understand why he's getting into bed with Putin and Xi Jinping...'
