Category: Uncategorized
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Tariff Turbulence: How U.S. Tariffs on Indian Goods Are Reshaping India’s Economy
On 7–8 August 2025, the United States sharply escalated its trade dispute with India. President Donald Trump announced an additional 25-percentage-point duty on Indian goods because New Delhi continued to buy discounted Russian oil. Added to a 25 % levy imposed in April, this raised the total tariff on several…
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What India Stands to Lose Without a Trade Deal with the US
As India and the United States approach a critical juncture in bilateral trade negotiations, the stakes have never been higher. A failure to secure a mutually favorable trade treaty could have profound implications for India’s export-driven economy, especially given the rapidly evolving global trade landscape marked by protectionism, supply chain…
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India 2025–26: Key Drivers Behind the Fastest-Growing Major Economy
India is set to maintain its position as the world’s fastest-growing major economy in 2025–26, with an estimated GDP growth rate of 6.2%–6.5%. This momentum is not a stroke of luck—it is anchored in a constellation of well-calibrated macroeconomic policies, institutional reforms, and broad-based growth drivers. As global headwinds persist…
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UK-India Trade in 2024: Realigning Strategies in the Post-FTA Era
The signing of the UK-India Free Trade Agreement (FTA) in 2025 has ushered in a new phase of economic cooperation between the two nations. This landmark deal, designed to ease tariffs, improve market access, and enhance regulatory alignment, is expected to reshape trade dynamics across both goods and services. As…
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Nvidia’s Reign in the AI Chip Market: Powering the Global AI Revolution
In the unfolding narrative of the artificial intelligence (AI) revolution, one name consistently stands at the forefront: Nvidia. With a commanding share—estimated between 70% to 95%—in the AI accelerator market, Nvidia has positioned itself as the de facto infrastructure provider for the world’s most ambitious AI ambitions. From powering generative…
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India–UK Free Trade Agreement: A Landmark Leap in Bilateral Economic Relations
The successful conclusion of the India–UK Free Trade Agreement (FTA), announced on May 6, 2025, has been hailed by Prime Minister Narendra Modi as a “historic milestone” in India’s economic diplomacy. After several years of complex negotiations spanning 14 rounds, this comprehensive pact marks a turning point in India’s trade…
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China’s Manufacturing PMI Decline in April 2025
China’s economic resilience is once again being tested . In April 2025, China’s official manufacturing Purchasing Managers’ Index (PMI), released by the National Bureau of Statistics (NBS), contracted more sharply than expected, falling to 49.0 from March’s 50.5, and missing the projected 49.8. A reading below 50 indicates contraction, and…
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Rethinking Energy and Economy: How OPEC’s Reduced Oil Demand Forecast Signals New Challenges for India
The Organization of the Petroleum Exporting Countries (OPEC) recently trimmed its global oil demand growth forecast for 2025, pointing to two major concerns—rising economic uncertainties and the intensifying trade tensions, notably the impact of US tariffs. While the announcement has global implications, the ripple effects are particularly significant for emerging…
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Tariff and Emerging Markets
In an increasingly globalized world, the economic decisions of powerful nations do not remain confined within their borders. A prolonged trade conflict between two major economic powers—who together account for a significant portion of global output and trade—can have far-reaching implications, especially for emerging economies. The World Trade Organization (WTO)…
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