India-US Critical Minerals Pact Signals Resilience Amid Tariffs
Strategic collaboration endures despite trade rifts: India signed the Pax Silica Declaration on Feb. 20, committing to secure critical minerals supply...

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Indian equity analysis on medium‑term themes, sector trends, US‑China impact
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Strategic collaboration endures despite trade rifts: India signed the Pax Silica Declaration on Feb. 20, committing to secure critical minerals supply...
Tariff slashes from 50% to 18% via US-India deal, plus SCOTUS ruling to 10-15%, boost $86.5B India-US exports:
Timeline of US-Iran-Israel tensions transmitting to Indian equities:
Balancing headwinds and tailwinds in Indian markets:
Major blow to India's solar sector: US imposes 126% countervailing duties on cells/modules over alleged subsidies like Advance Authorisation and EPCG...
India-US tariffs swung wildly from 50% to 25%, 18%, 10%, then 15%, risking portfolio whiplash.
Key sectors exposed: Textiles, Gems & Jewellery,...
Make in India mandates prioritize domestic systems via DAP 2020, creating procurement opportunities.
Indian IT faces acute risks from FII outflows:
Global pioneer: India first implemented T+1 settlement, US followed 18 months later, Europe by 2028.
Markets stabilize as Sensex hits 83,000 on broad buying:
IMARC Group releases press release on India Generative AI Market emerging trends, growth outlook, and industry forecast 2025-2033 – spotlighting long-term expansion for equity investors.
Indian equity benchmarks closed higher Friday, buoyed by RBI's supportive cues after raising its growth outlook. This domestic monetary policy boost underscores potential for equity recovery amid positive sentiment.
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