TARIFF RESILIENT SECTORS
50% US tariffs are harsh and unsustainable, change certain: Anand Shah, ICICI Prudential AMC
ICICI Prudential’s Anand Shah expects tariff resolution through dialogue. He advises tilting portfolios to 50% equity allocation given current valuations, and favours consumer services and manufacturing over IT and FMCG as bottom-up stock selection becomes key to generating alpha. By Sameer Bhardwaj.
Modi-Xi handshake, tax cuts boost case for lagging Indian stocks
Prime Minister Narendra Modi’s symbolic handshake with President Xi Jinping in China, combined with fresh tax cuts at home, is fueling optimism that Indian equities will finally narrow the gap with their emerging-market peers.
RBI panel on financial stability reviews US tariff impact, financial inclusion efforts
The Financial Stability and Development Council convened to address potential economic challenges arising from US tariffs and geopolitical tensions. Discussions centered on simplifying KYC procedures and advancing financial inclusion initiatives outlined in the National Strategy for Financial Inclusion 2025-30. The council emphasized coordinated regulatory efforts to bolster financial sector resilience and closely monitor emerging risks.
Trump’s tariff pains, Modi’s GST relief: Govt gives a reform armour to every Indian
India rolls out GST 2.0 reforms to boost domestic consumption and shield the economy from the impact of US tariffs. The revamped GST structure simplifies tax slabs and lowers rates on essential goods and services, putting more money in the hands of households and businesses. Experts say the reforms could give a meaningful lift to GDP, while rising consumer confidence across urban and rural India signals stronger spending ahead.
Piyush Goyal assures industry, exporters of safeguarding interests
Commerce and Industry Minister Piyush Goyal assured industry leaders of government support amidst global trade challenges, urging them to enhance product quality and explore new markets. Discussions centered on tariff increases, particularly the 50% tariffs imposed by the US, and their impact on Indian exports.
Markets pin hopes on GST meet as cyclical revival gains traction: Varun Goel
As the GST Council convenes, investors anticipate announcements that could influence market sentiment. Expert Varun Goel predicts FY26 as a potential turning point for India's GDP growth, fueled by monetary easing and tax cuts, benefiting consumption and capex. Corporate earnings are expected to rise significantly, particularly in auto, consumer durables, and staples sectors.
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Govt likely to roll out four schemes to help exporters facing 50% US tariffs: Report
In response to Washington's tariff hike, the Indian government is preparing a support package for exporters, potentially including credit and liquidity measures akin to those during the Covid-19 pandemic. The focus is on aiding MSMEs in sectors like textiles, gems, and engineering goods to withstand the impact, maintain jobs, and explore new markets.
Vikas Khemani sees broad-based rally to fuel markets; bets on financials, pharma
Vikas Khemani expects a broad-based market rally, with financials, pharma, and manufacturing leading the charge. He sees large-caps offering stability while mid- and small-caps could outperform once sentiment improves, noting that short-covering and renewed buying may follow if tariff issues ease in the coming months.
MGNREGS work demand plummets by over 25%
Demand for MGNREGS work plummeted by a quarter in August compared to the previous year, signaling a robust rural economy with increased job opportunities in other sectors. The decline, steeper than July's drop, suggests sustained economic activity and plentiful monsoon rains, reducing reliance on the rural employment scheme. This reinforces the finance ministry's view of a resilient rural economy.
PM Modi calls out 'economic selfishness' of other nations; lauds India's GDP growth
Prime Minister Narendra Modi on Tuesday hailed India’s 7.8% GDP growth in Q1 FY26, saying the country has remained resilient amid global uncertainties and “economic selfishness.” He described the growth as broad-based and visible across all sectors, saying it strengthens India’s path to becoming the world’s third-largest economy.
Trump plans 200% tariff on imported drugs, raising risk of higher US prices and shortages
US President Donald Trump has threatened pharmaceutical import tariffs of up to 200 per cent, a move that experts warn could raise drug costs and create shortages across the United States. Analysts say stockpiling may delay pain until 2027, but generics and low-income patients would suffer most. India’s exporters have been excluded from immediate enforcement. Courts have questioned the administration’s authority and the issue may reach the Supreme Court. The policy forces a choice between reshoring production and preserving affordable access.
Reform, Perform, Transform: PM Modi unveils India's new mantra at SCO
At the SCO summit in Tianjin, PM Modi outlined India's 'Reform, Perform, Transform' mantra, inviting member states to join India's development. He emphasized security, connectivity, and opportunity as SCO pillars, highlighting terrorism's threat after the Pahalgam attack.
Not time for Trump card: Q1 growth shows why a measured, targeted response is the best answer to tariff-induced pain
India's Q1 GDP growth of 7.8% presents a dilemma for policymakers amidst global uncertainties, particularly Trump's tariffs. While the economy shows resilience, a hasty stimulus package risks fiscal slippage and inflation.
Can India turn Trump's 50% tariff shock into an opportunity for growth?
Donald Trump's tariffs on Indian goods present an opportunity. India can use this to transform its economy. The focus should be on reducing dependence on single markets. Reforms are needed to improve business ease. India must invest in education and infrastructure. Diversifying markets and supporting key industries is crucial. The country should prioritize strategic technologies and domestic supply chains.
Nifty extends its losing streak into August. Will GST talks, upbeat GDP, and Modi’s China visit break the slide?
Indian equities closed August with a second consecutive month of losses as Nifty fell 1.38%, pressured by U.S. tariff shocks, foreign fund outflows, and profit-taking. Despite this, strong GDP growth and upcoming GST reform talks provide potential buffers. Geopolitical developments, including Modi’s China visit, and domestic growth triggers will test whether markets can recover in September.
India's government plans relief measures for exporters amidst 50% US tariffs
In response to the US imposing 50% tariffs on Indian goods, the government is formulating short, medium, and long-term strategies to support exporters. These plans include easing SEZ norms, providing liquidity relief, and building resilient supply chains. The aim is to safeguard exporters, maintain employment, and enhance India's global competitiveness through structural reforms and market diversification, including e-commerce export hubs.
Indian economy to sustain high growth momentum in coming quarters: CEA Nageswaran
CEA V Anantha Nageswaran anticipates continued high growth momentum from India's economy, building on the 7.8% growth in the first fiscal quarter. He acknowledges potential downward pressure from recent US tariffs imposed in August, but expects these to be short-lived due to ongoing negotiations. Anticipation of GST tax relief and a strong monsoon season are expected to offset tariff impacts.
Commerce Ministry working on short, medium, long-term steps to shield exporters from US tariffs
The Commerce Ministry is developing action plans to support exporters. These plans include easing liquidity, leveraging trade agreements, and diversifying into new markets. The government aims to build a resilient export base through SEZ reforms and supply chain initiatives, mitigating the impact on vulnerable sectors and promoting long-term competitiveness.
Trump Tariff Turbulence: Should mutual fund investors rework their investment strategy?
With Trump’s fresh 25% tariff hike taking the total levy on Indian goods to 50%, experts advise mutual fund investors to stay invested and avoid knee-jerk reactions. The focus should be on diversification, trimming exposure to US export-dependent sectors, and continuing SIPs, as volatility aids rupee cost averaging and strengthens long-term wealth creation.
Is your portfolio under attack from Trump’s tariffs? 5 critical moves to make right now
The US tariff hike to 50% on Indian goods is set to test export-heavy sectors like textiles, gems, and auto components, while pharma, IT, and domestic-focused industries remain resilient. Experts advise diversification, focus on strong balance sheets, and patience over panic. Analysts highlight banks, consumer plays, autos, and infrastructure as key stocks to watch near term.
India Inc says economy strong amid challenges
Industry chambers highlight India's economic resilience amid global challenges. They advocate for trade diversification and MSME promotion. Focus is on building global alliances and strengthening Brand India. Exporters are urged to enhance domestic competitiveness. Companies are upgrading value chains through technology. Investment in deep tech is crucial for navigating current economic conditions. These steps will help India thrive.
US tariff hike to moderate India's growth by 0.5%: Ex-Commerce Secy G K Pillai
A 50% US tariff on Indian goods could slightly impact India's economic growth, particularly affecting labor-intensive sectors like textiles and gems. While the immediate effect seems limited, the finance ministry acknowledges potential secondary challenges. The government is exploring measures to support exporters and diversify trade through new FTAs to mitigate the tariff's impact.
India’s macros show resilience: Rahul Bajoria sees green shoots amid tariff fears
Despite global uncertainty, India's economy shows resilience. Rahul Bajoria notes strong domestic indicators like good monsoons and improvements in FMCG. Tariff impacts are expected by late September, affecting capital spending. Labor-intensive sectors may improve, while capital-intensive sectors may remain weak. Low inflation could boost discretionary spending. Steel and cement are performing well, but refining lags.
Government and private sector to limit disruption from Trump’s tariffs, says finance ministry
The Indian government and private sector are joining forces to mitigate the impact of newly imposed US tariffs. While the immediate export impact seems limited, broader economic effects are anticipated. Policy initiatives, including GST reforms and deregulation, aim to bolster resilience, attract investment, and enhance global competitiveness during ongoing trade negotiations.
Tariff pain manageable, India's long-term story still intact: Matt Orton
India faces steeper U.S. tariffs with duties now at 50%, a move that could shave 30–40 bps off GDP growth. Market strategist Matt Orton says the pain is uneven, with sectors like semiconductors and pharma cushioned, while India’s long-term growth story stays intact.
Absorb most of tariff shocks to aid MSMEs: Finance ministry urges larger businesses
The finance ministry urges larger businesses to absorb tariff shocks to protect smaller entities, acknowledging potential challenges from US tariffs despite diversification efforts. It emphasizes that government and private sector collaboration is crucial to minimize disruptions. The ministry expresses confidence in India's resilience, citing reforms and a rating upgrade to attract investment and boost the economy.
Trump tariff impact on India ‘overhyped’; premium consumption, NBFCs to lead growth: Marcellus' Krishnan VR
Trump tariff impact on India: New US tariffs are expected to have a limited impact on India's economy. Krishnan VR of Marcellus believes domestic consumption will drive growth. Sectors like textiles may face pressure. Premium consumption, financial services, and IT stocks are potential investment themes. NBFCs and insurance companies are also expected to benefit. Government measures may cushion the tariff impact.
Tariff noise overstated, markets attractive now at 18x one-year forward earnings; IT is a must-buy, says Anand Rathi’s Varun Saboo
Varun Saboo of Anand Rathi sees tariff fears as overstated, with India’s GDP hit capped at 70–80 bps. He highlights resilient domestic flows, policy support, and attractive valuations at 18x forward earnings. IT stocks, trading below historical multiples, remain his must-buy sectoral bet.
US tariff hike on Indian exports reflects geopolitical pressure, not economic rationale: XLRI Professor
A US tariff hike of 50% on Indian exports, linked to discounted Russian oil imports, is seen as geopolitical pressure, says XLRI's Professor Tripathy. This move could significantly disrupt trade, erode India's competitiveness, and redistribute market share to countries like Vietnam and Mexico.
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