INDIAN ECONOMY
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Over the course of a chaotic year since US President Donald Trump’s inauguration, it became almost routine to discover through Truth Social posts the imposition of ever-changing tariffs on the US’ trading partners.
Tariffs have become a core defining agenda for Trump 2.0. Key to excessive executive overrea...
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Israeli Ambassador Reuven Azar on Monday said that Israel is excited to welcome Prime Minister Narendra Modi this week, noting that the two nations will move forward decisively during his visit.
Further, he said that both India and Israel were moving towards a Free Trade Agreement, and it could get finalis...
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The unfolding turbulence in United States trade policy has unexpectedly strengthened India’s hand in its negotiations with Washington. After the US Supreme Court struck down tariffs imposed by Donald Trump on multiple countries and Trump swiftly responded by announcing a flat 15 per cent tariff on all nations...
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GDP is a way to measure the size and health of a country's economy. It needs regular calibration to capture the economy's accurate pulse, which is achieved through updating the base year of GDP at regular intervals. As the economy reshapes itself, new industries emerge, consumption patterns change and new dat...
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India is studying the implications for its bilateral trade deal with Washington after the US Supreme Court scrapped President Donald Trump’s decision to impose tariffs, a move that gives New Delhi room to reassess its strategy, people familiar with the matter said.
The South Asian nation is not considering...
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Uncertainty persists among exporters on when the additional global tariff of 15% announced by US president Donald Trump will take effect. However, they remain positive about the situation. Whatever the tariff level, it will be the same for all countries, enabling them to regain customers who moved to other ge...
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India’s economy is likely recorded a growth rate of around 7.35% in the October-December quarter (Q3) of FY26, according to a Financial Express poll of economists. This reflects a substantial slowdown from the 8.2% gross domestic product (GDP) expansion registered in the second quarter (July-September). The t...
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Finance Minister Nirmala Sitharaman said on Monday that a bilateral trade deal with the United States alone cannot be the sole factor in easing global uncertainty. The statement came shortly after India and the US decided to postpone talks on an interim trade deal in the wake of the US Supreme Court outlawing...
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India’s exports can cross $ 2 trillion in next six to seven years with merchandise and services sectors chipping in with a trillion dollars each, commerce and industry minister Piyush Goyal said Monday.
He said the target for $ 2 trillion of exports was 2030 earlier but due to two years lost to COVID this ...
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The Centre on Monday unveiled the National Monetisation Pipeline (NMP) 2.0, setting an ambitious target of Rs 16.7 lakh crore for public-sector asset recycling between FY26 and FY30—about 67% higher than the initial estimate of Rs 10 lakh crore in projected upfront revenues and private investment.
The seco...
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MARKET & FINANCE
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Equity cash turnover in NSE rose to a 16-month high of Rs 23.9 lakh crore in January 2026, according to the February edition of Market Pulse, despite fewer trading days during the month. According to the report, this increase comes on the back of increase in investment in mainboard equities, i.e. a mix of ins...
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The Securities and Exchange Board is comprehensively reviewing the portfolio managers (PMS) regulations by strengthening investor protection and governance on one hand and simplifying business processes for portfolio managers on the other so that the regulations remain relevant for evolving market dynamics.
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On February 16, 2026, the Delhi High Court ruled in an interim judgement that ancestral or inherited property isn't exempt from being attached under the Prevention of Money Laundering Act, 2002 (PMLA). The high court said that the law doesn't make any exceptions for ancestral or inherited properties, meaning ...
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Portfolio investors in Indian capital markets based in France will lose their long-held tax advantage and will soon be required to pay capital gains tax in India. This follows the Central Board of Direct Taxes (CBDT) proposing an “amending protocol” on Monday for the Double Taxation Avoidance Convention (DTAC...
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GLOBAL CORPORATE
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US President Donald Trump is weighing a fresh set of national security tariffs targeting roughly half a dozen sectors, according to a report by the Wall Street Journal on Monday. The move comes days after the Supreme Court ruled that a large portion of his earlier tariff measures were unlawful.
The propose...
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Switzerland still plans to broker a legally-binding agreement from talks with the United States aimed at finalising a preliminary deal struck in late 2025 that cut U.S. tariffs on Switzerland to 15% from 39%, the government said on Monday.
The Swiss Economy Ministry said it is continuing to adhere to its m...
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U.S. technology giants Alphabet, Amazon, Meta and Microsoft are expected to collectively invest about $650 billion to scale up AI-related infrastructure this year, according to an analysis by Bridgewater Associates.
The investments would mark a sharp increase from $410 billion in 2025.
In a letter to cl...
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Amazon said it expects to invest $12 billion in Louisiana as part of a plan to build data centers in the Pelican State.
The Seattle-based online retailer said the data center buildout, in northwest Louisiana, will create 540 full-time jobs, as well as additional jobs it claims will help support the facilit...
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The US is readying a spate of additional national security investigations that would enable President Donald Trump to impose new tariffs, as the administration seeks to rebuild his global tariff regime in the wake of last week’s Supreme Court ruling that struck down the country-specific emergency levies he im...
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Banking
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Finance Minister Nirmala Sitharaman on Monday said that the government does not have any roadmap for mergers of public sector banks. However, a High-Level Committee on Banking for Viksit Bharat, proposed in the Budget 2026-27, will look into the topic and other aspects, she said.
"I am not familiar with an...
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GLOBAL ECONOMY
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German business morale rose slightly more than expected in February, reaching its highest level since August and pointing to the German economy finally turning a corner.
The Ifo institute said on Monday its business climate ind...
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Rebuilding Ukraine's economy will cost an estimated $588 billion over the next decade, the World Bank, United Nations, European Commission and the Ukrainian government said on Monday, a day before the fourth anniversary of Russia'...
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Mexico's economy grew more than expected in the fourth quarter, registering its strongest quarterly expansion in more than a year, official data showed on Monday.
Latin America's second-largest economy grew 0.9% in the fourth ...
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The European Parliament decided on Monday to postpone for a second time a vote on the European Union's trade deal with the United States after U.S. President Donald Trump's imposition of a new blanket 15% import tariff.
The EU ...
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Argentina's economic activity likely rose 0.5% in December compared with the same month a year earlier, according to the median forecast of analysts polled by Reuters.
This would mark a rebound after economic activity shrank 0....
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New orders for U.S. factory goods fell in December amid a sharp decline in commercial aircraft bookings, but demand elsewhere was strong, partly driven by robust investment in artificial intelligence.
Factory orders dropped 0.7...
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The underlying level of inflation heated up in December as measured by a New York Federal Reserve gauge, suggesting further challenges in getting overall price pressures back to the U.S. central bank's 2% target.
The regional F...
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South Korea’s central bank will keep its key interest rate unchanged at 2.50% on Thursday and through 2026, a Reuters poll forecasts, as policymakers grapple with a volatile currency and an overheating housing market.
The Korea...
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A group of 22 U.S. Senate Democrats on Monday introduced legislation that would require President Donald Trump's administration to fully refund within 180 days all of the revenue, with interest, collected from tariffs struck down ...
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INDIAN CORPORATE
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Reliance Industries Ltd (RIL) has pivoted its business model roughly every decade during its nearly 48-year listed history. Its plan to invest USD 110 billion over seven years in artificial intelligence (AI), related energy supply...
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Bharti Airtel announced plans to scale up its NBFC arm, Airtel Money Limited, with a capital infusion of Rs 20,000 crore over the next few years, the telco said in a statement on Monday.
Airtel will contribute 70% of the planne...
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GST
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GST compliance in India has moved well beyond return filing. Investigation authorities have sharpened their tools, the portal now auto-flags mismatches, and the consequences of non-compliance have escalated from interest and penalties to blocking of GST credit, freezing of bank accounts, and, in cases exceedi...
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Insolvency
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The amount realised by the creditors under the Insolvency and Bankruptcy Code (IBC) as a fraction of their total claims has hit a 15-quarter low of 20.02% in October-December 2025. As per the latest report from Insolvency and Bank...
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