To shield against US President Donald Trump's tariff shock, analysts have been advising investors to focus on stocks of domestic-oriented companies, rather than export-centric ones, to minimise potential losses.
India-Pakistan bilateral relations must improve before engaging in cricket: Harbhajan Singh
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.
If the US' renewed closeness with Pakistan ends up strengthening Pakistan's military, it will clearly show that Washington no longer wants a strong India and could be ready to let China dominate Asia, notes Colonel Anil A Athale (retd).
India defeated Pakistan by 88 runs in their Women's World Cup match in Colombo on Sunday.
Prime Minister Narendra Modi will visit Manipur on September 13, interacting with internally displaced people and unveiling development projects worth Rs 8,500 crore. This marks his first visit since ethnic violence broke out in the state two years ago.
'Things may get much worse before they get better,' predicts Ajay Chhibber.
'I need 3-4 lakhs for the wedding. All prospective grooms demand a motorcycle which costs 1 to 1.5 lakhs, then you have to also give a bed, cupboard, utensils, fridge,' says Kamala, her wrinkled forehead furrowing with despair.
In trade negotiations, as in chess, sometimes you need to accept a temporary disadvantage to secure a better long-term position, points out Sonal Varma, chief economist (India and Asia ex-Japan) at Nomura.
'What's currently underway is not a 'reset'.' 'What needs to be arrived at is a new balance.'
'Pakistan has found itself in a favourable position after Operation Sindoor by appreciating the mediation as claimed by Trump and recommending him for the Nobel Peace Prize.'
Foreign portfolio investors sold stocks worth Rs 1.42 trillion in 2025, with their sales hitting Rs 12,257 crore in the first four trading days of September.
Mixed views were expressed by top economists on the Reserve Bank of India's (RBI) Monetary Policy Committee's (MPC) decision to hold the repo rate at 5.5% and maintain a neutral stance. While some say the decision was as expected and one more rate reduction is expected this fiscal, there is also a view that rate cut by MPC was warranted given the evolving global situation.
Knowledge workers and mid-career professionals in India are hopeful that artificial intelligence will positively impact their roles, even as concerns about job displacement persist, especially among younger professionals, a top official of a human capital management solutions provider has said. At a time when AI has become a critical part of an organisation's functioning, many professionals see the positive possibilities of AI.
'Trump has personally weighed in to overcome doubts and reservations about Pakistan among his top advisors.'
'The biggest point of contention is market access for US agricultural and dairy products.'
'While the President has been critical of India, he has gone out of his way to compliment PM Modi. They have an incredible relationship.'
The Indian services sector growth touched an 11 month high in July, supported by a pickup in new exports orders and sharp rise in overall sales, a monthly survey said on Tuesday. The seasonally adjusted HSBC India Services PMI Business Activity Index was at 60.5 in July, little-changed from 60.4 in June, and the rate of expansion was the best seen since August 2024.
'...it should not delude itself into thinking that India's security or its great-power ambitions will be advanced by those partnerships.'
'Instead, what India should focus on is on riding out the next three-and-a-half years of Trump's presidency with minimal damage to itself.'
'Modi's a great leader... But I don't understand why he's getting into bed with Putin and Xi Jinping...'
Showcasing India as an attractive investment destination, Modi said the country has political and economic stability as well as transparency and predictability in policy decisions.
The textile and apparel sector is India's second-largest employment provider, after agriculture, and it is now caught in a wave of uncertainty following the Donald Trump administration's tariff policy.
Rubio voiced "appreciation" for New Delhi's continued engagement on bilateral issues, including trade, defence and energy.
'New Delhi is not naive about its foreign policy choices.'
'But that was not our aim. Our objective was already achieved.'
'During the 5-day visit, Amir Khan Muttaqi would have, conceivably, bumped into our powerful security agencies one way or another and some interaction would have ensued, which, in turn, can lead to future dealings.' 'Indeed, this will be the one crucial template of the Indo-Afghan relationship that Pakistan will be monitoring closely,' points Ambassador M K Bhadrakumar.
S&P Global Ratings on Tuesday upped India's GDP growth forecast for the current fiscal to 6.5 per cent, citing lower crude prices, monetary easing and normal monsoon, and said the ongoing geopolitical tensions are unlikely to put a "significant pressure" on the rupee or inflation.
Prime Minister Narendra Modi and Chinese President Xi Jinping held bilateral talks focusing on economic ties and global stability amid trade tensions and the aftermath of the Ladakh border row.
'Sanju was playing because Shubman and Yashasvi were not available at that point (and) so was Abhishek. (But) Abhishek's performances clearly make it hard to leave him out. Plus, his bowling (left arm spin) is handy.'
Gor underlined that President Trump has a "deep friendship" with Prime Minister Narendra Modi, and that is something that is unique.
'The current strain in the relationship is serious and likely to be long lasting.' 'Even if Trump suddenly changes his attitude toward India -- which he is entirely capable of doing -- it is unlikely that New Delhi will be able to pick up the pieces and respond as if nothing has happened.'
The crisis may not be as visible this time, but the stakes are just as high, points out Rajeswari Sengupta.
To those who ask, "Is all this really worth it? Why can't domestic demand fill the gap?", it is important to remind them that only 13 economies since the Second World War have grown at 7 per cent or more for 25 years -- like India needs to. They all had one thing in common: Strong export growth underpinned by strong global engagement, explains Sajjid Z Chinoy.
Trump is confident the US will eventually emerge the winner from whatever turmoil his policies cause, notes T T Ram Mohan.
The World Bank on Wednesday lowered India's growth forecast for the current fiscal by 4 percentage points to 6.3 per cent amid global economic weakness and policy uncertainty. In its previous estimate, the World Bank had projected India's growth at 6.7 per cent for the fiscal year 2025-26.
Trump couldn't care less anymore about the Israeli demand for Iran's 'de-nuclearisation' and 'de-militarisation.' Trump pins hopes on a grand bargain with Iran as a partner in America First, argues Ambassador M K Bhadrakumar.
'India is cosying up to Xi Jinping. They don't need the Russian oil. It's a refining profiteering scheme.'
Streamlining enterprise data, having an AI policy, reskilling people, and cultural transformation have been cited by experts as key.
'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.'
One must wonder whether Mr Modi's efforts to wine and dine the Big Two of today's world were seen as a sign of weakness rather than a proffered arm of friendship, points out R Jagannathan.
