Market pulse › Trade and tariffs
Trade and tariffs
Today27 stories · 33 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
3124 Sept
6525 Sept
2126 Sept
1327 Sept
1728 Sept
Policy● mixedUS-China tariff cuts: $30 billion trade relief plan unveiled; check full list of goodsUS–ChinaUS tariffsChina
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
Policy▼ bearishUS trade deal could shield India from 100% tariff under Russian sanctions law: SourcesGraham Act allows tariffs of up to 100% on the largest buyers of Russian oilTrade dealsRussiaDonald Trump
Policy● mixedCBIC eases paperwork to claim concessional duty on imports from UKA valid Origin Declaration will suffice to claim concessional duty under the India-UK CETATrade dealsUnited KingdomImport duties
● mixedPiyush Goyal may hold bilateral meeting with USTR Jamieson Greer this weekPiyush Goyal may meet USTR Jamieson Greer this week amid US tariff threats and a Section 301 probeJamieson GreerUS tariffs
● mixedIndia's China trade deficit may not tell the full story, FM Sitharaman explains whySitharaman said exports routed through other countries may not be accounted for as exports to ChinaNirmala SitharamanTrade dataChina
● mixedChips, Toys, And Tariffs: Inside The Xi-Trump $30 Billion Trade Accord And AI Safety HotlineThe summit centred on personal diplomacy rather than major public breakthroughsXi JinpingDonald TrumpUS–China
Policy● mixedThe incoming U.S. import bans on Canadian alcohol, whey, molasses and motorcycles, by the numbersUS tariffsCanadaAutos
▲ bullishRussian crude supplies enabled India to cushion against oil supply shocks caused by West Asian war: Deputy FMRussia increased oil supplies to India amid West Asian conflict disruptionsRussian oilRussiaCrude oil
Policy● mixedNiti Aayog to review export SOPs amid evolving global trade orderNiti Aayog plans to assess export-support schemes RoSCTL and RoDTEP amid changing trade dynamicsTrade dataTrade dealsUS tariffs
● mixedTrump-Xi Summit Yields Coal-Buying Pledge As Tariff Talks ExtendTrump and Xi pledged coal purchases as tariff talks continue after their Washington summitUS–ChinaCoalDonald Trump
● mixedUS-China AI hotline? Why Xi-Trump summit went beyond tariffs to ‘super intelligence’Wang Yi highlighted positive developments in China-US relations after Xi's Washington visitUS–ChinaXi JinpingDonald Trump
● mixedChina, US Reach Agreements On Iran, Trade, Military Crisis Prevention: ReportChina and the US reached consensus on trade, Iran, AI and military cooperation after Xi Jinping and Donald Trump talksUS–ChinaGeopoliticsTrade deals
● mixedTrump and Xi signal two more meetings as US-China trade truce faces pressureThe leaders signaled plans to meet **two more times this year**US–ChinaDonald TrumpXi Jinping
● mixedIndia-China trade has a Vietnam twist, says FM Sitharaman as she flags market-access barriersNirmala SitharamanChina
● mixedUS and China agree to $30 billion tariff cut and launch AI dialogueThe two countries agreed to a $30 billion tariff cutUS–ChinaChinaUS tariffs
● mixedTrump tariffs and US economy: 5 things to watch ahead of November midterm electionsDonald TrumpUS tariffsUS midterms
Policy● mixedIndia-EU FTA struck on equal terms after 17 years of talks, says Jitin PrasadaEuropean UnionTrade deals
Policy● mixedForced labour and import: Reading India’s latest foreign trade policy additionsTrade data
Policy▼ bearishHow Trump’s diesel ban threat is making US exports more profitableEurope faces diesel shortages after Iran-war supply losses and attacks on Russian oil refineriesDieselDonald TrumpIran