INFLATION IN MANUFACTURING SECTOR
Trump promised a manufacturing boom. Industries are not so sure
President Trump’s tariff strategy aims to revive US manufacturing despite skepticism from industry experts. They argue that supply chain issues and high costs challenge the feasibility of reshoring. Market responses include tariffs on countries like Vietnam and Indonesia, while companies seek exemption to mitigate impacts.
Indian Youth Congress protests against govt silence over US tariff imposition
The Indian Youth Congress criticized the Modi government for not addressing the 26% export tariff imposed by the US. They argued this would harm key sectors of the Indian economy and accused Modi of failing in economic and foreign policy. The protest included burning an effigy of Trump and a march disrupted by police.
Trump tariff tailspin worsens, Nasdaq confirms in bear market
The Dow Jones Industrial Average, S&P 500 and the Nasdaq Composite posted their largest two-day declines since the emerging coronavirus caused global panic during U.S. President Donald Trump's first term. For Thursday and Friday, the Dow was down 9.3%, the S&P 500 10.5% and the Nasdaq 11.4%.
Services sector growth slows in March but remains strong
India's services sector activity saw a slight decline in March, with the index easing to 58.5 from 59 in February, but demand and new businesses supported growth. Finance and insurance sectors led the growth, while job creation cooled. Consumer sentiment fell to a seven-month low.
“There will be blood”: JPMorgan warns of 60% global recession odds under Trump tariffs
Donald Trump’s sweeping new tariffs are raising alarms about a potential U.S. and global recession. Economists from JPMorgan, Goldman Sachs, and Moody’s Analytics warn that the trade war could push inflation higher, weaken consumer confidence, and slow economic growth. Markets have already reacted sharply, and global trade tensions are set to escalate. With Trump promising aggressive tariff policies, experts fear the economic fallout could be severe.
Trump tariff: Is US headed towards another Great Depression? Expert cites two monumental mistakes of 1828 and 1930
President Trump's new tariffs, announced on April 2, 2025, aim to reduce the U.S.'s trade deficit but have sparked concerns of a potential economic downturn. Experts warn the tariffs could lead to global market instability and economic hardship for both the U.S. and key trading partners like India.
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Apple’s ‘Make in India’ dream meets tariff reality in Trump’s trade salvo
India, a rising hub for smartphone manufacturing, has been drawn into President Donald Trump’s aggressive new tariff regime. With a 26% reciprocal tariff imposed on Indian exports to the US, major players like Apple may be forced to rethink their strategies. As Trump ramps up his trade war, aiming to pull manufacturing back to the US, global supply chains are buckling. India faces both an opportunity to expand production and a threat from emerging low-tariff competitors. The global stakes are massive.
India March services growth moderated, inflation eased sharply, PMI shows
India's services sector expansion cooled slightly in March due to softer demand, with a slower pace of job creation. Despite firms raising prices at the lowest rate in over three years, domestic and international demand remained robust. Weaker inflation and subdued business confidence may prompt an interest rate cut by the RBI.
ETMarkets Smart Talk: From loss to gain: Amit Jain’s strategy for investors sitting on portfolio losses
The Indian markets showed resilience in March, rebounding from the February downturn, driven by strong domestic liquidity, positive global cues, and expectations of stable economic growth.
US recession, inflation... collaterals?
As 'Liberation Day' nears, countries trading with the US brace for new tariffs. The US announced tariffs, including 64% on China and 27% on India, starting April 5. India's exempted goods may soften the blow, and ongoing negotiations could lead to adjustments. Both economies, especially the US and China, might see significant economic impacts.
How Trump’s tariffs will impact the tech sector
Trump’s blanket 10% tariff on all imports into the US, with steeper levies for select countries, has sent shockwaves through global markets, raising fears of retaliatory measures, inflation, and a potential recession. India is among the hardest hit, facing a 27% tariff on its exports to the US.
Recession, not Liberation Day! Swaminathan Aiyar sees India, US and world GDP slumping for Trump tariff 'insanity'
Trump Reciprocal Tariffs: US President Trump announced new tariffs on global trade, prompting concerns of economic turmoil. Economist Swaminathan Aiyar criticised the move, comparing it to the protectionist policies of the 1930s. India, along with China, Europe, and other nations, will face significant tariffs, potentially impacting manufacturing and causing a global economic slowdown. Aiyar warns of inflation and economic stagnation ahead.
Renewable energy industry views on US tariff mixed, says bilateral talks crucial
The US-imposed 26% reciprocal tariff on Indian solar goods has attracted mixed responses. While some view it as a challenge, others see potential benefits due to similar tariffs on other exporting countries. India’s solar export of around $1 billion to the US may face uncertainties, but the growth in domestic capacity and US-India trade talks remain crucial.
Falling US yields, dollar index will support Indian banks
Trump's broad tariffs hit global trade, but Indian banks show resilience. US bond yields fall to 4.05%, aiding Indian lenders. India’s 10-year bond yield eases to 6.59%. Bank Nifty gains slightly. The US dollar index drops to 102.4, supporting emerging market fund inflows.
Winners and Losers: Check which stocks could get impacted the most by Trump's tariff strike
Most experts believe the market will face short-term volatility, but the long-term structural outlook remains strong. Tariffs imposed across various regions are expected to increase global input costs, potentially driving U.S. inflation higher and complicating the Fed's planned rate cuts—something the markets had been depending on.
Navigating FY26: Opportunities, policy actions & challenges for investors
The 2024-25 financial year saw Indian equity markets hit highs followed by declines due to foreign investor outflows and weaker earnings. Despite volatility, Sensex and Nifty posted over 5% gains. FY26 offers growth opportunities in sectors like banking, infrastructure, and manufacturing, but challenges persist from global trade wars and market volatility.
Sell IT, buy pharma? What Trump tariffs mean for Indian stock market investors
Market breadth stayed positive, as small- and micro-cap stocks managed to avoid the volatility. In sharp contrast, Nasdaq futures dropped 3%, China’s Hang Seng fell 2.5%, and Japan’s Nikkei declined by nearly 3%, while India appeared to remain relatively stable amidst the global market turmoil.
India can gain from impending US tariffs on China-made ships, says Safesea's founder SV Anchan
Safesea's founder SV Anchan believes India's potential in the shipbuilding industry can be significantly enhanced by the US's possible tariffs on Chinese-made ships. India can become a key player in shipbuilding with proper government reforms, favorable trade agreements, and investment incentives, leveraging its large workforce and strategic coastline.
Manufacturing rebounds: March PMI hits 8-month high at 58.1
India's manufacturing activity grew at its highest rate in eight months in March, driven by robust domestic demand, as shown by the HSBC India Manufacturing PMI rising to 58.1. However, export orders increased at a slower pace, indicating weakening global demand. Despite higher input costs, output inflation fell to its lowest level in a year.
Market Wrap: D-Street ends higher ahead of Trump's tariff liberation day; Sensex gains 593 pts, Nifty above 23,300
Indian benchmark indices ended higher on Wednesday, rebounding from their steepest decline in a month, as buying in blue-chip heavyweights like HDFC Bank and ICICI Bank provided a boost, though gains were capped by uncertainty over the scale and impact of U.S. President Donald Trump's reciprocal tariffs.
What strategies to use as hedge against market uncertainty post tariff announcement? Krishna Memani answers
Krishna Memani explores the impact of market corrections and Trump's tariffs on US equities and profits. He suggests cutting equity exposure and investing in developed market bonds to hedge against rising uncertainty and high valuations. Memani discusses investor strategies and the potential influence on international and emerging markets, emphasizing the importance of long-term asset allocation.
If Trump rhetoric continues, expect more market volatility; pharma may see a bounce back: Mayuresh Joshi
Mayuresh Joshi of Marketsmith India explains the uncertainties around Trump's tariffs, potential sectoral impacts, and the volatility they may bring to equity markets. He suggests that while industries like autos may continue to face challenges, Indian pharmaceuticals might experience some relief. Positive domestic consumption and government investments are expected to drive growth despite global pressures.
Technology-based mutual funds lost up to 18% in 2025. Time favourable to allocate more?
Technology-based mutual funds have declined up to 18% in 2025 due to weak earnings and cautious client spending amid global uncertainties. Despite this short-term setback, experts believe it is a reasonable entry point for long-term investors, recommending a staggered approach while moderating return expectations.
US stocks gyrate as investors caught in Trump-tariffs limbo
U.S. stock indexes fluctuated on Tuesday as investors braced for new tariffs, with the S&P 500 regaining ground but dragged by healthcare and airline stocks. Technology shares offered support, while major names like Tesla and Microsoft saw gains. Johnson & Johnson and major airlines faced declines amid economic uncertainty.
US manufacturing slips back into contraction as tariffs angst mounts
U.S. manufacturing contracted in March, with the ISM Manufacturing PMI falling to 49.0 from 50.3 in February, ending two months of growth. Rising inflation at the factory gate and concerns over tariffs have dampened the sector’s recovery.
FY26's hottest investment theme? SAMCO Mutual Fund CEO Viraj Gandhi says consumption is a must-watch
In FY25, 58 equity mutual funds delivered double-digit returns, while 242 out of 268 posted gains. However, 26 funds recorded negative returns, eroding investors’ wealth on lump sum investments. This highlights the importance of fund selection in market fluctuations.
Stocks skid, bonds rally as tariffs stoke recession risk
Global markets dropped significantly after U.S. President Donald Trump said tariffs would apply worldwide. This has heightened fears of a global trade war leading to a recession. Investors are moving to safer assets like bonds and gold. Economists worry about rising inflation and recession risks, with potential impacts on the Federal Reserve's rate decisions.
Oops! Donald Trump accidentally debunks his own tariff justification in stunning leaked call with auto CEOs; here's what he said
As global competition intensifies, particularly from China, the effectiveness of Trump’s policies in securing the future of American auto manufacturing remains deeply uncertain.
Donald Trump’s expanding tariffs ignite GOP revolt as Republicans break ranks, fear skyrocketing prices could cost them votes
GOP lawmakers split over Trump’s tariffs, fearing voter backlash from price hikes. Explore the debate on congressional authority, economic risks, and party divisions.
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