Top stories

Trump says US is ‘very seriously’ considering diesel export ban to tackle high prices

• The US is seriously considering a diesel export ban amid fuel disruptions and strong overseas demand
• A US export ban could tighten global diesel supply, affecting Indian refiners and fuel users

Trump and Xi signal two more meetings as US-China trade truce faces pressure

• The leaders signaled plans to meet **two more times this year**
• Tangible outcomes are needed for the trade truce to hold
• Trade-truce shifts could affect Indian exporters and companies reliant on US-China supply chains

China says US trade-truce extension creates room to advance talks

Elitecon signs framework agreement with South African entity

• Framework agreement covers a potential export order worth Rs 574 cr over the next year
• A potential export order could support Elitecon International’s revenue if finalised

Here’s the List of Goods the US, China Agreed on for Tariff Cuts

• The US and China listed $30 billion worth of goods for planned tariff cuts

Mideast oil exports rebound in September as Saudi Arabia boosts shipments

Explained - The good, bad and ugly about the decline in Gold imports by Kotak Institutional Equities

• India’s official monthly gold imports have declined sharply since May 2026
• Domestic gold prices have remained broadly stable
• Lower gold imports may affect jewellery demand and listed jewellery companies

Statsguru: India's chip aspirations face funding gap despite policy push

• India ranks third in semiconductor firm registrations
• Weak funding, R&D spending and a widening trade deficit remain concerns
• Funding and R&D constraints could slow India’s semiconductor ambitions and affect electronics manufacturers

Import duty cut on sunflower oil has a significant Russian backdrop

• Sunflower oil import-duty cuts intersect with India’s growing edible-oil import dependence
• The issue may complicate New Delhi’s ties with Moscow and Washington
• Import-duty changes affect edible-oil costs, with implications for Indian consumers and food companies

India's former top negotiator at WTO. Now he warns of risks in a full-fledged FTA with US

• A limited US trade deal could benefit India; a broader FTA could pressure agriculture and industry
• A broad US FTA could pressure Indian agriculture and industry; exporters and domestic producers are exposed

It's the right time to invest in India: Swiss luxury watchmaker Baume & Mercier CEO

• Swiss luxury watchmakers, particularly Baume & Mercier, are planning significant investments in India due to the India-EFTA trade pact

US trade deal could shield India from 100% tariff under Russian sanctions law: Sources

• Graham Act allows tariffs of up to 100% on the largest buyers of Russian oil
• Tariff uncertainty exposes Indian refiners and exporters if US action targets Russian-oil buyers

Exim Matters: Performance and not compulsion should bring members to EPCs

• Raising the RCMC exemption threshold eases compliance for small exporters
• The article questions making EPC membership compulsory to access trade-policy benefits
• Easier compliance may benefit small Indian exporters

Piyush Goyal may hold bilateral meeting with USTR Jamieson Greer this week

• Piyush Goyal may meet USTR Jamieson Greer this week amid US tariff threats and a Section 301 probe
• Trade negotiations could affect Indian exporters exposed to US tariffs

Stock Market Today: All You Need To Know Before Going Into Trade On Sept 28

• The report previews stocks in the news, brokerage calls and the trade setup for September 28

India to continue diesel exports despite possible US ban amid tightening global fuel market

CBIC eases paperwork to claim concessional duty on imports from UK

• A valid Origin Declaration will suffice to claim concessional duty under the India-UK CETA
• Form-I may be sought only when a shipment is flagged for checks
• Lower import paperwork may benefit Indian importers and companies sourcing goods from the UK

US diesel ban: Why cheaper diesel could come with a gasoline price shock

• A potential US diesel-export restriction could initially lower domestic diesel prices as supply rises
• The restriction may ultimately cause gasoline prices to rise
• Fuel-price shifts could affect Indian refiners, fuel retailers and transport companies

'We are playing hockey, they are playing football': FM Sitharaman on China's trade barriers

• Sitharaman said Chinese authorities set requirements and restrict market access, unlike India's consumer-led approach

US govt releases lists of products for $30 billion China tariff deal

• The proposed $30 billion China tariff arrangement covers fireworks, household products, sports equipment and toys

China says to cut tariffs on US farm goods, but soybeans excluded

First Tick: Top global cues to watch in today's trade

Wheat falls as markets monitor Black Sea export prospects

• Wheat prices fell as markets monitored Black Sea export prospects

India's China trade deficit may not tell the full story, FM Sitharaman explains why

• Sitharaman said exports routed through other countries may not be accounted for as exports to China