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AI Hopes Soar, India Pushes Asset Monetisation, Trump Spins Growth Story
As NVIDIA sought to calm AI bubble fears, India accelerated its National Asset Monetisation Pipeline, while Donald Trump’s State of the Union claims raised deeper questions about the durability of growth.
Why Markets Have To Reckon With Two Powerful Forces
There are two powerful forces driving the markets now - Artificial Intelligence and Tariff Uncertainty
India’s Budget 2026 Signals A Sunday Moment For Reform
India’s Union Budget 2026, presented on a Sunday, signals intent, but markets will focus on whether it delivers decisive policy action beyond symbolism.
GTRI Urges Comprehensive Reset Of India’s Tariff And Customs Ahead Of Budget 2026
A new GTRI report outlines 23 reforms to cut trade costs, simplify tariffs and reposition customs as a facilitator of growth ahead of the Union Budget that will be presented by Finance Minister Nirmala Sitharaman on February 1.
India Passed 2025’s Resilience Test, Now Comes The Tough Part
2025 began on a weak note for India’s economy, yet export recovery and GST-led consumption gains set the stage for a tougher test of growth ahead.
The Curious Case Of Slowing Smartphone And Pharma Exports To The US
The tariff war has yet again shown why India needs to diversify to other countries and up its manufacturing game to compete with China.
Is India Riding A Global Market Boom Or Trailing It?
Data from the US is showing labour market weakness, which is also leading investors to bet that the Federal Reserve has now more room to ease policy
India’s Copper Industry Faces Triple Whammy Thanks To Trump, China
US president Donald Trump’s tariff, China’s push for lowering refining charges and Indonesia’s ban could push Indian producers into choppy waters.
