'As the global economy undergoes significant transformations in 2025, India's ability to navigate the complexities of trade wars, financial realignments, and emerging blocs will be pivotal,' explain Harsh V Pant and Soumya Bhowmik.
Commerce Minister Piyush Goyal's scathing remarks on Indian startup ecosystem and its innovation priorities have drawn sharp reaction from the industry, with Zepto CEO Aadit Palicha putting up a strong defence citing the company's contribution to jobs, FDI and terming it a "miracle in Indian innovation".
United States President Donald Trump on Sunday warned of new and significantly higher tariffs on Chinese goods if Beijing does not withdraw a recent 34 per cent retaliatory tariff hike, threatening to end all ongoing talks with China.
Trump's sweeping tariffs and penalties on China-built ships have turned global shipping into the front line of economic war, observes Shyam G Menon.
Navy chief Admiral R Hari Kumar on Monday flagged concerns over growing geo-political power play in the Indo-Pacific, and noted that the US-China rivalry in the region is likely to be a "marathon".
If Beijing succeeds in this multipronged effort to challenge the current dominant power, it will have not just economic but political and security consequences. There is no let-up in the South China Sea nor any de-escalation moves on the India-China border. This portends to ominous signalling from Beijing, observes China expert Srikanth Kondapalli.
US President Donald Trump has proposed a deal to China that would see the sale of TikTok's US operations to an American buyer in exchange for a reduction in tariffs on Chinese exports to the US. The proposal comes amid a trade war between the two countries and follows China's retaliation of Trump's tariffs on Chinese goods. Trump has also said that tariffs are a powerful economic tool and that he is determined to ensure fair trade between the US and China.
'April 9 announcement of slapping a 125% tariff on Chinese goods has brought the focus back to China, making this new phase feel like a repeat of the original conflict.'
On India, the chart showed that the country charged 52 per cent tariffs on the US "including currency manipulation and trade barriers," and America will now charge India "discounted reciprocal tariffs" of 26 per cent.
'The United States should not, by this logic, expect India to create military distractions along the Line of Actual Control, hold up Chinese shipping in the Indian Ocean, or even openly provide intelligence or basing for US forces transiting the region.'
India will be the world's third-largest economy by 2028 as it becomes the world's most sought-after consumer market and gains share in global output, driven by macro stability influenced policy and better infrastructure, Morgan Stanley said. From a $3.5 trillion economy in 2023, the Indian economy is projected to expand to $4.7 trillion in 2026, which will make it the fourth largest in the world behind the US, China and Germany.
'The startup ecosystem, the government, and the owners of large pools of Indian capital need to actively support the creation of these local champions, not pull down the teams that are trying hard to get there.'
Foreign policy expert C Raja Mohan has said that the recent disengagement of troops with China in eastern Ladakh has given a small opening to India, but the "big issues" remain. He also stressed the importance of strengthening India's ties with the US for technological and economic growth.
The US involvement in Ukraine and the Middle East is a distraction which has to end quickly so that the main business of China can be focussed on. China is America's only peer competitor, not Russia and not anybody else. Therefore it makes little sense to be diverted from the overall mission, explains Aakar Patel.
The US move to align with Russia is prompted by fear of a Sino-Russian joint threat. Russia, fully aware of its military vulnerability vis a vis China may cautiously welcome the American move, assesses Colonel Anil A Athale (retd).
US President Donald Trump on Thursday addressed the World Economic Forum where he offered business leaders low taxes if they manufacture their products in the US, while threatening them with tariffs if they don't. Addressing the forum's Annual Meeting in Davos through video conferencing, Trump also said he is going to ask Saudi Arabia and OPEC to bring down oil prices and asserted that if prices come down Russia-Ukraine war will end immediately.
'Nobody wants him to gain power.' 'But saying that all these players together conspired against Imran Khan and had him arrested would be in the realm of conjecture but possibilities cannot be ruled out.'
'When compared to many of America's treaty allies in Asia, Modi 3.0 is on a much stronger footing.'
'We have to be prepared for the larger disruption that is likely to take place.'
'Trump administration wanted a positive tone at this summit, but there was still some anxiety that there could be some awkward moments -- and there were not.'
From the 30-share Sensex blue-chip pack, Titan, Adani Ports, UltraTech Cement, Tata Consultancy Services, NTPC, Bharti Airtel, Tech Mahindra, Infosys, Hindustan Unilever and JSW Steel were the biggest laggards.
Goldman Sachs expects gold to reach $3,150 per ounce in the international market by December 2025, up around 19.1 per cent from its current level of $2,645, according to a recent report in Business Standard. Domestically, gold is trading at Rs 76,018 per 10 grams after delivering a remarkable 21.9 per cent return in the past year.
United States President-elect Donald Trump's plan to overhaul the government with a new department headed by tech billionaire Elon Musk and Indian-origin entrepreneur Vivek Ramaswamy will be a biggest threat for China as it has to compete with far more efficient US political system, a policy advisor to the Chinese government said.
New investors should gradually build a 5 to 10 per cent allocation to gold.
'As we enter 2025, it must be acknowledged that there is a convergence of capital, influential people (from business and politics) and technology deciding the destiny of others in the name of pride, patriotism, nationalism, nation building, all of it thinly veiled disguises for personal profit and glory,' asserts Shyam G Menon.
China and the US flexed their naval might by deploying aircraft carriers in a rare showdown in the Taiwan Strait, the narrow channel that separates the Chinese mainland from Taiwan, as Beijing fumed over US House Speaker's meeting with Taiwanese President Tsai Ing-wen in Washington.
A suspected Chinese spy balloon, said to be the size of three buses, was spotted over the United States' airspace, the Pentagon has said, a development that has further strained the already tense bilateral ties as Secretary of State Antony Blinken on Friday abruptly postponed his key visit to Beijing.
Investors need to carefully assess country-specific risks. 'This is especially true of a market that is less transparent than the US.'
'The border deal offers a hedge for India against Trump's unpredictability when it comes to his approach to competition with China.'
Prime Minister Narendra Modi urged CEOs of US majors to take advantage of India's growth story as the country is making all efforts to become the third largest economy of the world in his third term. India is currently the fifth largest economy of the world after the US, China, Germany and Japan with a GDP of around $3.9 trillion. India has been the fastest growing large economies of the world with GDP growth rate of over 7 per cent for the last three consecutive years.
Here is the Brahma Mantra for mankind. So long as the world has leaders with judgement -- humane, compassionate, and no-nonsense in their thinking -- natural intelligence will prevail, notes R Gopalakrishnan.
'Trump's disregard for norms and institutions could prove very costly for America's social fabric.'
In a letter to states and UTs, Union Health Secretary Rajesh Bhushan said such an exercise will enable timely detection of newer variants, if any, circulating in the country and will facilitate undertaking of requisite public health measures.
Leader of Opposition Rahul Gandhi has indicated that the Congress party is in alignment with the ruling Bharatiya Janata Party led by Prime Minister Narendra Modi on major foreign policy issues like the relationship with the United States, no talks with Pakistan unless the flow of terrorism is stopped, concerns over extremist elements in Bangladesh and Israel.
As weather patterns grow more unpredictable due to climate crisis, India is taking a giant leap with "Mission Mausam" to improve weather understanding and forecasting through expanded observation networks, better modeling and advanced tools like AI and machine learning.
The rise of startups and a thriving entrepreneurial culture in Tier-II and Tier-III cities is contributing to the increasing sales of high-end cars.
Shigeru Ishiba is expected to prioritise strengthening Japan's military capabilities and fostering deeper international partnerships, particularly with India, with whom Japan shares significant strategic interests, explains Dr Rajaram Panda.
Citing various macroeconomic parameters that are doing pretty well, India's G20 Sherpa and former CEO of Niti Aayog Amitabh Kant projected that the country is all set to overtake Japan as 4th largest economy in the world by 2025. The size of India's GDP is currently ranked 5th, after the US, China, Germany, and Japan. It overtook the UK in 2022.
Firm is conducting feasilbility studies on setting up units in 40 countries, will take final call based on global fallout of trade spat.
'India represents one of the top opportunities with robust growth, solid fundamentals, and openness to foreign investment.'
