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Trade and tariffs

Topic tag · tracked since 23 Sept · also trade, tariffs, tariff, trade war

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Today36 stories · 45 articles158 stories since 23 Sept

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Developing6 storylinesBiggest: US-China summit on trade and AI · 45 updates

Trade and tariffs in three lines

Written 13h ago from its latest stories

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

Stories per day

Bar colour is the day’s tone · tracking began on 23 Sept

223 Sept

3124 Sept

6525 Sept

2126 Sept

1327 Sept

2628 Sept

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stories together this week · colour is their tone

Trade deals43 Trade data36 China32 US tariffs27 US–China24 Donald Trump23 Geopolitics23 European Union17 Agriculture16 Crude oil15

Stories

158 in all · newest first

Expansion▲ bullishHow gold sector is gearing up $100 bn export target as India eyes massive expansion in $55 bn FTA jewellery marketIndia’s gold sector is targeting $100 bn in exports as the country eyes a $55 bn FTA jewellery marketGold Trade deals Trade data1 source
20m

▲ bullish‘Two-thirds of our trade happens with India’: Why New Delhi matters to Kathmandu as Nepal FM calls ties ‘very strong’Nepal’s foreign minister called ties with India “excellent” and “multidimensional”Nepal Trade data Vikram Misri1 source
26m

Data▼ bearishIndia's solar cell capacity lags module additions 5x in H1, imports up 18%India added 50.6 GW of solar module capacity versus 9.7 GW of cell capacity in H1 2026Solar manufacturing Renewables Manufacturing1 source
45m

Policy● mixedUS, China eye lower tariffs on $30 billion of goods each in fresh trade frameworkUS–China China US tariffs1 source
1h

Expansion▲ bullishExplained - Two key reasons why Borosil shares are up 6% in a weak marketBorosil shares rose 6% in a weak marketBorosil Manufacturing China1 source
2h

Market move● mixedGulf oil exports recover, but why is the world still facing a $100 crude shockCrude oil Strait of Hormuz Gulf Oil Lubricants India1 source
3h

● mixedIndia’s international trade in times of AIAI Trade data Trade deals1 source
3h

Policy▼ bearishIndia’s bid to keep carbon cash home as Europe adds a new trade costIndian exporters will face new carbon costs under the EU mechanism from January 2026Carbon Border Adjustment Mechanism European Union1 source
3h

● mixedIndia-Canada trade deal on cards? Maninder Sidhu may visit in October ahead of PM Modi's December trip: ReportCanadian Trade Minister Maninder Sidhu is expected to meet Piyush Goyal in New Delhi after the fifth negotiation roundCanada Trade deals Narendra Modi1 source
3h

Expansion● mixedAssam set to export methanol to Bangladesh through waterway: OfficialBangladesh1 source
3h

Policy● mixedUS-China tariff cuts: $30 billion trade relief plan unveiled; check full list of goodsUS–China US tariffs China1 source
3h

Order win▲ bullishElitecon signs framework agreement with South African entityFramework agreement covers a potential export order worth Rs 574 cr over the next yearElitecon International Global markets1 source
4h

Policy● mixedChina to cut tariffs on US farm goods, but list excludes soybeansChina Agriculture Farm commodities2 sources
3h

● 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–China China US tariffs1 source
4h

● 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 toysChina US tariffs US–China1 source
5h

● mixedChina says US trade-truce extension creates room to advance talksUS–China China Trade deals2 sources
5h

Market move● mixedFirst Tick: Top global cues to watch in today's trade1 source
7h

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 Sensex Info Edge Wall Street1 source
7h

Market move● mixedWheat falls as markets monitor Black Sea export prospectsWheat prices fell as markets monitored Black Sea export prospectsFarm commodities Russia–Ukraine war Agriculture1 source
7h

● mixedIndia to continue diesel exports despite possible US ban amid tightening global fuel marketDiesel Russian oil Fuel prices1 source
7h

Market move● mixedMideast oil exports rebound in September as Saudi Arabia boosts shipmentsSaudi Arabia Crude oil Middle East2 sources
8h

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 Trump Diesel3 sources
6h

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 2026Gold Trade data1 source
9h

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 riskCanada US tariffs Input costs1 source
10h

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 deals1 source
13h

● 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 Sitharaman China Trade deals1 source
13h

Data● mixedStatsguru: India's chip aspirations face funding gap despite policy pushIndia ranks third in semiconductor firm registrationsSemiconductors Chip plants Electronics manufacturing1 source
14h

Policy● mixedExim Matters: Performance and not compulsion should bring members to EPCsRaising the RCMC exemption threshold eases compliance for small exportersTrade data1 source
15h

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 duties Farm commodities Russia1 source
15h

● 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 deals Agriculture US tariffs1 source
16h

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 risesDiesel Fuel prices Crude oil1 source
17h

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 deals Russia Donald Trump1 source
18h

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 deals United Kingdom Import duties2 sources
2h

● 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 Greer US tariffs1 source
20h

● 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 Sitharaman Trade data China1 source
21h

● 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 Jinping Donald Trump US–China1 source
1d

Policy● mixedThe incoming U.S. import bans on Canadian alcohol, whey, molasses and motorcycles, by the numbersUS tariffs Canada Autos1 source
1d

▲ 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 oil Russia Crude oil1 source
1d

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 data Trade deals US tariffs1 source
1d

● mixedTrump-Xi Summit Yields Coal-Buying Pledge As Tariff Talks ExtendTrump and Xi pledged coal purchases as tariff talks continue after their Washington summitUS–China Coal Donald Trump1 source
2d

● 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–China Xi Jinping Donald Trump1 source
2d

● 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–China Geopolitics Trade deals1 source
2d

● 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–China Donald Trump Xi Jinping3 sources
5h

● mixedIndia-China trade has a Vietnam twist, says FM Sitharaman as she flags market-access barriersNirmala Sitharaman China1 source
2d

● mixedUS and China agree to $30 billion tariff cut and launch AI dialogueThe two countries agreed to a $30 billion tariff cutUS–China China US tariffs5 sources
1d

● mixedTrump tariffs and US economy: 5 things to watch ahead of November midterm electionsDonald Trump US tariffs US midterms1 source
2d

Policy● mixedIndia-EU FTA struck on equal terms after 17 years of talks, says Jitin PrasadaEuropean Union Trade deals1 source
2d

Policy● mixedForced labour and import: Reading India’s latest foreign trade policy additionsTrade data1 source
2d

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 refineriesDiesel Donald Trump Iran1 source
2d

Policy▼ bearishIndia cuts edible-oil import duties ahead of festivalsEdible-oilseed farmers view the duty cut as an attack on their livelihoodsImport duties Farm commodities Agriculture2 sources
2d

Policy● mixedIndia urges Centre to intervene over EU metal scrap export list exclusionIndia’s metal recycling industry urged the government to challenge its exclusion from an EU draft scrap-export listMetals and mining European Union A-One Steels India1 source
2d

Policy● mixedIndia to consult industry on trade secrets law, whistleblower safeguards and contract enforcementIndia will soon consult industry and startups on whistleblower safeguards, contract enforcement and complianceStartups and VC1 source
2d

Policy● mixedIndia-US trade pact to 'unleash another level' of ties, says American official; reveals deal is '90%-plus' doneA senior US State Department official said the India-US trade pact is “90-per cent-plus” completeTrade deals US tariffs Trade data1 source
2d

Data● mixedThe week in charts: India-NZ FTA, growth forecasts, trillion-dollar clubWeekly charts cover the India-NZ FTA, growth forecasts and the trillion-dollar clubTrade deals Economic growth GDP1 source
2d

● mixedRalph Lauren, Gap and 50 Countries: 3 Textile stocks riding India’s $100 billion export dreamTrade data Trade deals Global markets1 source
2d

Data● mixedKorea’s trade surplus hits a record $23B. Here’s what’s driving itTrade data1 source
2d

● mixedNo extra time for realising export proceedsTrade data1 source
2d

Policy● mixedNo Hilsa this Durga Puja as Bangladesh stops export of prized fish to IndiaBangladesh Trade data1 source
3d

Market move● mixedSoybean futures rise as traders await US-China trade detailsFarm commodities US–China China1 source
3d

● mixedForeign secretary Vikram Misri flags tariff move in talks with US undersecretaryForeign Secretary Vikram Misri raised concerns about the potential effect of tariffs in New York talksUS tariffs Trade deals1 source
3d

Policy▲ bullishIndia-US trade deal 90 per cent complete, final details being worked out: US officialA US official said the India-US trade deal is 90 per cent completeTrade deals US tariffs1 source
3d

Market move▲ bullishSaudi Arabia crude oil exports hit highest level since Iran war began despite pipeline outageSaudi crude exports hit their highest level since the Iran war began despite a pipeline outageSaudi Arabia Crude oil Iran1 source
3d

Policy● mixedUS’ Graham Act, trade restrictions are sustained coercion; US, China, EU weaponise trade: CEACEA called the US Graham Act and trade restrictions sustained coercionUS–China Geopolitics China1 source
3d

▼ bearishCEA flags US friction, energy shocks, and missing AI play as India’s key near-term risksCEA V. Anantha Nageswaran flagged trade coercion, weaponised supply chains and rising US bond yields as near-term risksV Anantha Nageswaran US Treasuries Bond yields1 source
3d

Policy● mixedRBI cuts exporters’ earnings repatriation deadline to nine monthsRBI reversed its earlier allowance for exporters to repatriate earnings within 15 monthsRBI RBI rules Banks2 sources
3d

● mixedTrump’s Trade War: A News Guide to His Second Term as President - BloombergDonald Trump Geopolitics US–China1 source
1d

Policy● mixedCBIC simplifies origin paperwork for UK imports seeking preferential tariffsA valid origin declaration from UK exporters can support preferential tariff claimsUnited Kingdom Trade deals Taxes2 sources
3d

Data▼ bearishTea output slips, exports drop in January-July 2026Tea output and exports fell during January-July 2026Agriculture Trade data Manufacturing1 source
3d

Policy● mixedRBI cuts time period for export realisation from October 1RBI RBI rules1 source
3d

Expansion▲ bullishAther Energy to push for more exportsAther is considering exports to Asia and Latin AmericaAther Energy Electric two-wheelers Two-wheelers1 source
3d

Data▲ bullishIndia’s pulses exports see a five-fold growth in past 10 yearsIndia’s pulses exports grew five-fold in 10 yearsFarm commodities Trade data Agriculture1 source
3d

Data● mixedIndia imports record 155.25 billion cubic feet of LNG from US in H1 2026India imported a record 155.25 billion cubic feet of US LNG in H1 2026Natural gas Trade data Fuel prices1 source
3d

Policy● mixedTrump’s diesel export-ban talk could make US exports more lucrativeDonald Trump Diesel US tariffs2 sources
2d

Market move● mixedTrump's Diesel Export Threat Puts Britain on Edge - Crude Oil Prices TodayDonald Trump Diesel United Kingdom1 source
3d

● mixedRussia can restart 80% of Black Sea grain export terminals if attacks stopRussia Russia–Ukraine war Shipping routes1 source
3d

Market move▼ bearishReplacing 1 million bpd of Russian oil could cost India up to $3.7 billion annuallyReplacing 1 million bpd of Russian oil could add up to $3.7 billion to India’s annual billRussian oil Crude oil US tariffs2 sources
2d

Policy● mixedPharma PLI attracts over Rs 46,700 crore investments, but China still dominates API importsPharma and healthcare China Manufacturing1 source
3d

Policy● mixedMinistry of Finance announces revised anti-dumping duty on imports from Bangladesh and NepalRevised anti-dumping duties apply to imports from Bangladesh and NepalBangladesh Nepal Import duties1 source
3d

Data▲ bullishUS, UK, China drive India's engineering goods exports in AugustIndian engineering exports rose 24.86% year-on-year in August to $12.32 billionTrade data China United Kingdom1 source
3d

Order win● mixedIndia’s state LPG importers seek 2.75 million tons from U.S.Fuel prices Oil and gas companies1 source
3d

▲ bullishIndia could hit Rs 50,000 crore defence export target two years early: Defence SecretaryDefence exports Defence1 source
3d

Policy● mixedIndia reserves third-party rights in Russia-EU WTO dispute over CBAMThe WTO dispute was filed by Russia against the European Union over its Carbon Border Adjustment MechanismEuropean Union Russia Geopolitics5 sources
3d

Policy● mixedUS to share details of China trade talks on MondayUS Trade Representative Greer said details on the talks would come MondayUS–China China Semiconductors4 sources
3d

Policy▼ bearishDGFT delists 15 scrap inspection agencies; importers flag disruptionsDGFT withdrew recognition of 15 scrap inspection agencies over certification lapsesMetals and mining Import duties1 source
3d

Order win● mixedIndian state companies seek 2.75 million tonnes of US LPG for 2027State-owned companies plan to import 2.75 million metric tons of LPGIndian Oil Oil and gas companies PSUs2 sources
3d

Data● mixedGold imports plunge in India, but gold ETFs surge: What the demand shift means for investorsIndia’s gold imports fell sharply while investment demand through gold ETFs remained resilientGold ETFs Mutual funds1 source
3d

Policy● mixedWTO agrees to review Russia’s challenge to the EU carbon border levyRussia European Union2 sources
3d

Policy● mixedCould China get a waiver under the US-Russia sanctions law while India faces tariff risk?Russia China US tariffs1 source
3d

Policy▼ bearishIndia left more exposed to Trump's 100% oil threat as China gets tariff breatherIndia faces greater exposure to US tariff pressure over Russian oil as the US-China trade truce extends until January 10Russian oil US tariffs China1 source
3d

● mixedAmit Shah, Adityanath open UP trade show; over 600 foreign buyers take partMore than 600 foreign buyers from 90 countries are participating in the five-day eventTrade deals Trade data1 source
3d

Order win● mixedKRIBHCO to import 3-4 lakh tonne of non-urea fertilisers for rabi seasonKRIBHCO plans to import 3-4 lakh tonne of non-urea fertilisers for rabi seasonFertilisers Agriculture Farm commodities1 source
3d

Market move● mixedNifty September futures trade at a premiumNifty and Sensex Market valuations Global markets1 source
3d

● mixedPayoneer India Cross-Border Excellence Awards: A diverse winner list reflects India’s growing cross-border tradeTrade data Economic growth1 source
3d

Policy● mixedTalk of US export ban on diesel deepens US crude futures' discount to global benchmarkDiesel Fuel prices Crude oil4 sources
2d

Data▲ bullishSmartphone shipments drive India's electronics exports to $26.66 billionElectronics exports reached $26.66 billion in the first five months of FY27Electronics manufacturing Trade data Semiconductors1 source
3d

Data● mixedChina saw 'surprise' jump in U.S. orders ahead of Trump-Xi summit, private survey showsA private survey showed a rebound in China’s exports to the U.S. ahead of the Trump-Xi summitUS–China China Trade data1 source
3d

Policy▲ bullishIndia and Australia pursue CECA and investment treaty talks, including critical mineralsIndia and Australia are negotiating a comprehensive economic cooperation agreement and bilateral investment treatyCritical minerals Trade deals3 sources
2d

Policy● mixedMSMEs must prepare for EU non-tariff rules to gain from FTA: GovtOfficials said lower tariffs alone will not lift exports unless MSMEs meet EU ESG, CBAM and certification requirementsEuropean Union Trade deals1 source
3d

● mixedPiyush Goyal: Commerce Secy to visit Mexico next week, trade deal with Peru unlikelyCommerce Secretary will visit Mexico next week; Goyal said a trade deal with Peru is unlikelyTrade deals Mexico Economic growth1 source
3d

Data▲ bullishMexico, Brazil, UK see rising medical device imports, opening export opportunities for India: ReportMexico, Brazil, the UK, Poland and Canada are high-growth markets for Indian medical equipment exportsTrade data United Kingdom Global markets1 source
3d

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