Monday, 28 September 2026Updated 18m ago
Market pulse › Trade data

Trade data

Topic tag · tracked since 24 Sept · also trade deficit, merchandise exports, merchandise trade, export data

Today8 stories · 10 articles47 stories since 24 Sept
Net tone▲ +20% today+15% over the week
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Developing6 storylinesBiggest: India electronics exports and PLI incentives · 2 updates

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Bar colour is the day’s tone · tracking began on 24 Sept

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stories together this week · colour is their tone

Stories

47 in all · newest first
Data● mixedChina industrial profit growth slows to 4.2% in AugustIndustrial profit growth was 4.2% in AugustChinaEconomic growthAsian markets2 sources
2h
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 and tariffs1 source
7h
Policy● mixedExim Matters: Performance and not compulsion should bring members to EPCsRaising the RCMC exemption threshold eases compliance for small exportersTrade and tariffs1 source
12h
Policy▲ bullishLarge-Scale Electronics PLI Beneficiaries Get Rs 19,091-Crore Incentives, Draw Rs 20,580-Crore InvestmentLarge-scale electronics PLI beneficiaries received ₹19,091 crore in incentives and drew ₹20,580 crore in investmentElectronics manufacturingManufacturingChip plants2 sources
14h
Policy● mixedUP targets ₹5 lakh crore in annual exports by 2030 from ₹2 lakh crore now: Piyush GoyalUttar Pradesh targets annual exports of ₹5 lakh crore by 2030, up from ₹2 lakh crore nowEconomic growthGDPMaharashtra1 source
17h
● 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 SitharamanChinaTrade and tariffs1 source
19h
Data▲ bullishIndia’s tourism sector contributes 5.22% to GDP, supports 8.46 crore jobs: GovtTourism contributes 5.22% to GDP and supports 8.46 crore jobsHotels and travelGDPJobs and layoffs1 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 and tariffsTrade dealsUS tariffs1 source
1d
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 dealsTrade and tariffsUS tariffs1 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 dealsEconomic growthGDP1 source
2d
Data▼ bearishTea output slips, exports drop in January-July 2026Tea output and exports fell during January-July 2026AgricultureTrade and tariffsManufacturing1 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 gasTrade and tariffsFuel prices1 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 billionChinaUnited KingdomTrade and tariffs1 source
3d
Data▲ bullishIndia's FDI inflows rise 6% to $19.81 billion in April-JuneFDI inflows reached $19.81 billion, up from $18.62 billion a year earlierFDIForex reservesGlobal markets4 sources
2d
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 OilOil and gas companiesPSUs2 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 resilientGoldETFsMutual funds1 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 and tariffsTrade deals1 source
3d
Data▲ bullishSmartphone shipments drive India's electronics exports to $26.66 billionElectronics exports reached $26.66 billion in the first five months of FY27Electronics manufacturingSemiconductorsTrade and tariffs1 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–ChinaChinaTrade and tariffs1 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 exportsUnited KingdomGlobal marketsTrade and tariffs1 source
3d
▼ bearishCEA flags US ties, energy prices and lack of AI presence as near-term headwindsCEA V Anantha Nageswaran cited unsettled US relations, energy prices and the absence of a significant AI playUS tariffsTrade dealsAI3 sources
3d
Data● mixedIndia’s gold imports plunge as Kotak outlines three possible outcomesKotak flagged three scenarios around plunging gold importsGoldTrade and tariffs3 sources
3d
Data▼ bearishIndia remains a net importer of finished steel in April–AugustFinished steel exports rose 34.1% year on year to 2.99 million metric tonsSteelTrade and tariffsMetals and mining2 sources
3d