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● mixedRuchir Sharma Evaluates India on the Rules of Economic SuccessEconomic growthGDPMarket valuations
Data● mixedChina industrial profit growth slows to 4.2% in AugustIndustrial profit growth was 4.2% in AugustChinaEconomic growthAsian markets
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 tariffs
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 and tariffs
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 plants
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 growthGDPMaharashtra
● 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 tariffs
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 layoffs
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 tariffs
Policy● mixedForced labour and import: Reading India’s latest foreign trade policy additionsTrade and tariffs
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 tariffs
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 growthGDP
● mixedRalph Lauren, Gap and 50 Countries: 3 Textile stocks riding India’s $100 billion export dreamTrade dealsTrade and tariffsGlobal markets
Policy● mixedNo Hilsa this Durga Puja as Bangladesh stops export of prized fish to IndiaBangladeshTrade and tariffs
Data▼ bearishTea output slips, exports drop in January-July 2026Tea output and exports fell during January-July 2026AgricultureTrade and tariffsManufacturing
Data▲ bullishIndia’s pulses exports see a five-fold growth in past 10 yearsIndia’s pulses exports grew five-fold in 10 yearsFarm commoditiesAgricultureTrade and tariffs
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 prices
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 tariffs
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 markets
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 companiesPSUs
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 funds
● 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 deals
● mixedPayoneer India Cross-Border Excellence Awards: A diverse winner list reflects India’s growing cross-border tradeTrade and tariffsEconomic growth
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 tariffs
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 tariffs
Policy● mixedIndia’s new BIT framework: What it means for foreign investorsFII flowsGlobal marketsForex reserves
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 tariffs
▼ 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 dealsAI
Policy● mixedUP exports Rs 2 lakh cr worth of products, aims to expand global manufacturing footprint: CM YogiManufacturingTrade and tariffsElectronics manufacturing
● mixedCatalonia Deepens Its India Push As Minister Miquel Samper Rodriguez Visits, Expands Presence In New DelhiCatalonia’s minister visited India to build on €2.8 billion in existing tradeTrade and tariffsTrade dealsNew Delhi Television
▲ bullishModi marks 12 years of Make in India, cites manufacturing and export growthPM Modi marked 12 years of Make in IndiaNarendra ModiManufacturingEconomic growth
Data● mixedIndia’s gold imports plunge as Kotak outlines three possible outcomesKotak flagged three scenarios around plunging gold importsGoldTrade and tariffs
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 mining
Broker call▲ bullishNifty earnings estimates ambitious but a weak rupee doesn’t complicate outlook: Nuvama’s Prateek ParekhA weak rupee boosts earnings for export-heavy sectorsRupeeNifty and SensexGlobal markets
● mixedMake in India gains remain limited to a handful of sectors, with patchy impactRecent government incentive schemes have seen some successManufacturingJobs and layoffsEconomic growth