INDIA GLOBAL CONFIDENCE

Eight in 10 Indian workers may seek new jobs next year: Aon survey
Aon's survey reveals that eight in ten employees plan to change companies soon. Work-life balance and medical coverage are top priorities. Many are willing to trade existing benefits for better options. Younger workers are increasingly focused on retirement planning.

The impact of declaring English as the national language in the US: Implications for Indian students
The U.S. officially designating English as the national language emphasizes language proficiency for international students, especially those from India. Clear communication skills are now more vital for academic success, visa approvals, and career prospects. While India holds a strong position in English-medium education, continuous improvement is crucial for Indian students to fully leverage global opportunities.

S&P cuts US growth forecast sharply but rules out chances of a recession
S&P Global Ratings has revised its US GDP predictions. The forecast for 2025 is down to 1.5 percent. The projection for 2026 is now 1.7 percent. This adjustment follows uncertainties from US trade policies. S&P also lowered growth forecasts for India, Canada, and other nations. These changes reflect concerns about a potential global economic slowdown.

S&P cuts India's FY26 GDP growth forecast to 6.3% over US tariff uncertainty
S&P Global Ratings lowered India's GDP forecast for 2025-26 to 6.3% and 2026-27 to 6.5%, citing trade uncertainties and tariff measures, while also reducing growth projections for several major economies, including the US, China, and Japan, amid a potential global economic slowdown.

India's April manufacturing growth reaches 10-month high as exports surge, PMI shows
India's manufacturing sector surged in April, reaching a 10-month high driven by strong export demand and increased production. Companies raised selling prices at the fastest rate in over 11 years, passing on costs to customers amid healthy demand. New export orders grew at the second-fastest pace in over 14 years, indicating a potential shift in production to India.

Mark Mobius says his funds hold 95% in cash on trade war risks
Mark Mobius: Veteran investor Mark Mobius has allocated 95% of his funds to cash amid global trade uncertainty. He expects opportunities to emerge within 4–6 months, with India remaining a strong contender. He remains cautious yet optimistic on market rebounds.
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Piyush Goyal concludes historic Norway visit, focuses on strengthening trade ties
Piyush Goyal's visit to Norway, the first by an Indian Commerce Minister in over 25 years, aimed to strengthen bilateral trade and economic relations. Discussions with Norwegian leaders focused on enhancing trade under the India-EFTA TEPA, exploring new cooperation opportunities, and fostering innovation-led growth.
"We're in a strong position": Trump teases trade deals with India, South Korea, Japan
US President Trump has revealed that the U.S. is in talks with India, South Korea, and Japan for potential trade deals as part of his broader tariff policy. Despite concerns about rising consumer costs, Trump insists the U.S. holds the upper hand in negotiations, claiming that many countries are eager to strike deals. Critics, however, warn that his unpredictable tariff strategy could harm long-term economic stability. The first of these potential deals could be announced soon, with Trump standing firm in his trade war approach.
Mark Mobius says his funds hold 95% in cash on trade war risks
Mobius, who has been investing in developing markets for about three decades, said some emerging market countries such as India will do quite well in the current environment, "but we have to wait until all of this evens out and we see a settling down of this uncertainty."
‘Are they NRI kids?’: Viral video of adorable Mizo girls speaking English in western accent stuns the internet
A viral Instagram reel by @northeast7_sisters featuring young Mizo girls speaking fluent English in a Western accent has captivated social media users. While some questioned their identity, the page confirmed they are from Mizoram. The video, with over 218,000 views, sparked admiration, humorous reactions, and conversations on language, identity, and the influence of English on native tongues.
Ongoing supply chain diversifications benefiting India, South Asia industrial hubs: Report
Cushman & Wakefield's report highlights that while US trade policies create risks for export-reliant manufacturers, supply chain diversification is boosting industrial sectors and commercial real estate in India and Southeast Asia. Despite global economic uncertainties triggered by new trade tariffs, the Asia Pacific region demonstrates resilience, with strong office space absorption and solid market fundamentals.
India’s plastics exports grow 8% in FY 2024–25, reaching USD 12.5 billion: PLEXCONCIL
India's plastics exports surged by 8% in FY 2024-25, reaching USD 12.5 billion, driven by strong performances in plastic films, woven sacks, and floor coverings.
Indian gaming companies enter big league with rising monetisation, global acquisitions
India’s gaming industry is shifting beyond real money gaming as monetisation picks up in midcore and casual segments. Global investors and local firms are targeting Indian gaming IPs and talent. AI is easing development, though monetisation challenges persist. Despite limited VC funding, the sector is drawing rising global attention and activity.
Dollar steady but vulnerable as tariff worries take hold
The White House has retreated several times on the sweeping tariffs Trump unveiled in early April that led to a global stock market meltdown and prompted investors to flee the normally safe-haven U.S. dollar and Treasury debt.
Trump says tariff talks with India 'going great', signs autos executive order amid industry concerns
President Trump expressed optimism about reaching a trade deal with India soon, despite previous tariff impositions. He temporarily suspended additional tariffs on Indian exports until July 9, signaling progress in ongoing discussions. Amid supply chain concerns, Trump also signed an autos executive order.
India ready to collaborate openly to build inclusive global energy future: Hardeep Singh Puri
Union Minister Hardeep Singh Puri stated India's commitment to an inclusive global energy future through open collaboration, highlighting the India-Middle East-Europe Economic Corridor (IMEC) as a key initiative. IMEC aims to integrate energy, trade, and digital infrastructure, fostering clean energy solutions.
India dominates global IPO scene, raising $2.8 billion in March quarter: EY report
India accounted for 22% of global IPO activity in Q1 2025, raising $2.8 billion across 62 IPOs. Strong investor interest and sectoral growth supported robust market momentum.
Coca-Cola reports double-digit volume growth in Q1 in India, helped by Thums UP
The Coca-Cola Company experienced double-digit volume growth in India during the March quarter, driven by strong performances from Thums Up and Coca-Cola. This growth, along with contributions from China and Brazil, helped the company achieve a 2% increase in global unit case volume. The company also highlighted its successful activation at the Mahakumbh Mela, which significantly boosted servings consumed.
India ranks among top IPO markets with $2.8 billion raised in Q1 2025: EY Report
India captured 22% of global IPO activity in Q1 2025 with 62 listings raising $2.8 billion, led by Hexaware’s $1 billion issue. Despite a 20% year-over-year decline, investor confidence remains strong, bolstered by record M&A deals and sectoral diversity across IPO offerings.
Indian business leaders harness AI for sustainability, but talent shortage is holding them back: Autodesk report
Indian business leaders are embracing AI for environmentally responsible outcomes, surpassing global averages. They express optimism about AI's transformative potential, prioritizing AI skills in hiring. While acknowledging potential industry disruption and skills gaps, Indian companies are investing in digital skills training and viewing sustainability as a core business strategy, driving long-term growth.
Gold falls on easing trade war concerns; US data awaited
Gold prices experienced a decline on Tuesday as easing trade tensions between the U.S. and its trading partners diminished the metal's safe-haven appeal. Investors are closely monitoring upcoming U.S. economic data releases, including job openings, personal consumption expenditures, and non-farm payrolls, to assess the Federal Reserve's policy direction amidst global recession concerns.
For some public floats, expenses can be up to 17% of funds raised
The larger the IPO, the lower the expense ratio, the data showed. Offerings under ?500 crore incurred average costs of 9.3%, while mega IPOs above ?5,000 crore managed to keep expenses down at just 2.6% on average.
India will be fiercely competitive on many products due to comparative matrix of tariffs: Jyotiraditya Scindia
Union Minister Jyotiraditya Scindia asserts India's competitive edge despite global tariffs, attributing it to a vast domestic market, economies of scale, and innovation focus. He highlights India's favorable position in a comparative tariff matrix, anticipating increased competitiveness across various products. Scindia emphasizes India's economic transformation, projecting it to become the third-largest economy by 2028, driven by manufacturing and export growth, particularly in mobile phone production.
India will be fiercely competitive on many products due to comparative matrix of tariffs: Scindia
Jyotiraditya Scindia says India will remain competitive despite global tariffs. He cites India's large domestic market and innovation focus. Scindia notes India's favorable tariff position compared to other nations. He expects India to become more competitive across various products. India's economy is growing rapidly. It is projected to be the third-largest by 2028.
Strategy to deal with tariffs is flexibility: Oliver Wyman's Pedro Oliveira
Oliver Wyman suggests governments and companies adopt a flexible strategy amidst geopolitical uncertainty caused by US tariffs. India has a significant opportunity to become a key manufacturing hub, diversify exports, and attract global capability centers. Indian companies are actively strategizing to address disruptions, particularly in export-heavy sectors like pharma and automotive.
Ingenious e-Brain expects to triple its scale by 2028
Projected to triple its revenue in the next three years, the company is expanding its global footprint and diversifying into sectors like AI and sustainability.
Gold, silver buying sentiment may remain strong on Akshaya Tritiya; jewellers roll out offers
Despite high gold prices, Indian jewellery retailers are enticing customers with discounts on making charges and gold value ahead of Akshaya Tritiya. Brands like Tanishq and Senco Gold are offering attractive deals, fueled by strong consumer confidence in gold as a safe haven investment.
Global mutual funds recover post Tariff lows. How long will momentum sustain?
Global markets have rebounded, fueled by a robust U.S. economy, resilient global growth, and significant European fiscal stimulus. While some international funds have delivered double-digit returns recently, experts advise caution, emphasising the importance of diversification and a focus on long-term fundamentals. India's strong growth and Europe's fiscal support make them attractive options.
FPIs extend investment in Indian equities, inject Rs 17,425 cr in a week
Foreign investors have infused Rs 17,425 crore in the country's equity markets last week, supported by a combination of favourable global cues and strong domestic macroeconomic fundamentals.
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