Market pulse › Trade and tariffs
Trade and tariffs
Today25 stories · 31 articles
Net tone● ±0% today
Market check
Developing6 storylines
Trade and tariffs in three lines
- Finance Minister Sitharaman compared China’s trade barriers to playing a different sport
- India ranks third in semiconductor firm registrations, despite a funding gap for its chip ambitions
- Raising the RCMC exemption threshold eases compliance for small exporters
223 Sept
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6525 Sept
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1327 Sept
1528 Sept
Order win▲ bullishElitecon signs framework agreement with South African entityFramework agreement covers a potential export order worth Rs 574 cr over the next yearElitecon InternationalGlobal markets
Policy● mixedChina says to cut tariffs on US farm goods, but soybeans excludedChinaAgricultureFarm commodities
● mixedHere’s the List of Goods the US, China Agreed on for Tariff CutsThe US and China listed $30 billion worth of goods for planned tariff cutsUS–ChinaChinaUS tariffs
● mixedUS govt releases lists of products for $30 billion China tariff dealThe proposed $30 billion China tariff arrangement covers fireworks, household products, sports equipment and toysChinaUS tariffsUS–China
Market move● mixedStock Market Today: All You Need To Know Before Going Into Trade On Sept 28The report previews stocks in the news, brokerage calls and the trade setup for September 28Nifty and SensexInfo EdgeWall Street
Market move● mixedWheat falls as markets monitor Black Sea export prospectsWheat prices fell as markets monitored Black Sea export prospectsFarm commoditiesRussia–Ukraine warAgriculture
● mixedIndia to continue diesel exports despite possible US ban amid tightening global fuel marketDieselRussian oilFuel prices
Market move● mixedMideast oil exports rebound in September as Saudi Arabia boosts shipmentsSaudi ArabiaCrude oilMiddle East
Policy● mixedTrump says US is ‘very seriously’ considering diesel export ban to tackle high pricesThe US is seriously considering a diesel export ban amid fuel disruptions and strong overseas demandDonald TrumpDiesel
Broker call● mixedExplained - The good, bad and ugly about the decline in Gold imports by Kotak Institutional EquitiesIndia’s official monthly gold imports have declined sharply since May 2026GoldTrade data
Policy● mixedCould your protein powder cost more? The US-Canada trade war is putting whey at riskUS-Canada trade tensions put whey under tariff and import-restriction riskCanadaUS tariffsInput costs
Expansion● mixedIt's the right time to invest in India: Swiss luxury watchmaker Baume & Mercier CEOSwiss luxury watchmakers, particularly Baume & Mercier, are planning significant investments in India due to the India-EFTA trade pactTrade deals
● mixed'We are playing hockey, they are playing football': FM Sitharaman on China's trade barriersSitharaman said Chinese authorities set requirements and restrict market access, unlike India's consumer-led approachNirmala SitharamanChinaTrade deals
Data● mixedStatsguru: India's chip aspirations face funding gap despite policy pushIndia ranks third in semiconductor firm registrationsSemiconductorsChip plantsElectronics manufacturing
Policy● mixedExim Matters: Performance and not compulsion should bring members to EPCsRaising the RCMC exemption threshold eases compliance for small exportersTrade data
Policy● mixedImport duty cut on sunflower oil has a significant Russian backdropSunflower oil import-duty cuts intersect with India’s growing edible-oil import dependenceImport dutiesFarm commoditiesRussia
● mixedIndia's former top negotiator at WTO. Now he warns of risks in a full-fledged FTA with USA limited US trade deal could benefit India; a broader FTA could pressure agriculture and industryTrade dealsAgricultureUS tariffs
Policy● mixedUS diesel ban: Why cheaper diesel could come with a gasoline price shockA potential US diesel-export restriction could initially lower domestic diesel prices as supply risesDieselFuel pricesCrude oil