India is not a G7 member and is not part of the release, so the link is through prices. Oil marketing companies carry the gap between crude costs and held retail prices, which the industry puts at about Rs 8-9 a litre…
The US is the largest export market for several listed Indian sectors: garments and home textiles, generic drugs, auto components, speciality chemicals, and gems and jewellery. For them the deal decides the tariff they…
Textiles · Healthcare · Automobile and Auto Components · ChemicalsThe Tribune ↗
US yields and Fed pricing feed into foreign portfolio flows, the rupee and Indian bond yields, which is where banks, NBFCs and insurers are exposed through treasury books and borrowing costs. The RBI's own rate panel…
Higher risk-free returns in the US make emerging-market assets relatively less attractive and add pressure on foreign portfolio flows and the rupee. Banks and NBFCs are exposed through funding costs and bond…
Financial Services · Realty · Information TechnologyQuartz ↗
The US is the largest single export market for Indian drugmakers. Most of what they ship there is generics, and the Commerce Department said generics and their ingredients fall outside the Section 232 tariff. That…
Indian refiners have relied on discounted Russian barrels to support refining margins. If tariff pressure pushes them toward Middle Eastern, US or Latin American grades, crude costs and the margin cushion change for…
A narrower gap between US and Indian interest rates reduces the appeal of Indian bonds and equities for foreign investors and adds pressure on the rupee, raising imported inflation. With retail inflation above the…
The rate keeps India's tariff at roughly the 10% it paid under the temporary levy and below the 12.5% charged to 43 other economies, so the immediate cost change for exporters is limited. Labour-intensive exporters to…
Textiles · Consumer Durables · Automobile and Auto Components · Capital GoodsBusiness Standard ↗
Zero duty in the UK improves the price competitiveness of Indian apparel and home-textile exporters, seafood processors, leather and footwear makers, auto-component suppliers and engineering firms against rivals that…
Textiles · Automobile and Auto Components · Fast Moving Consumer Goods · Information TechnologyBusiness Standard ↗
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