India - US Tariff and Relations | News + Updates

[samsite84]

it also doesnt prove you are right!

I never claimed that there is no impact - the answer is we don't know in the short run so would hold my horses to claim one way or the other.

And that is the crux - be it H1-B, tarriffs etc, let it play out for a quarter or two - companies/supply chain take time adjusting to changes in regulations. If they do, generally they come out more resilient and equally profitable.

 

[Trailer23]

@Yasser76

Chillax.

Sit back & enjoy the show. Trust me, there is plenty of material on YouTube of so-called "Experts". One can sense the panic in their words, but are pretending to act cool.

All I know is..., since the May conflict things appear to be spiraling down for our good neighbors.

Let 'em blame one another. Let 'em blame Modi/Govt. Let 'em blame the Trump/US.

Atleast for once, they can't blame Pakistan. Even though we won't mind taking the credit.

 

[Yasser76]

You see that's the difference - I never claimed whether markets going down by X% of a typical day is sign of slowdown. Man, its not even a trend over a couple of weeks of so for a specific sector/stock. These kind of movements are so short-lived.

Stock markets in short run are no indication of fundamental potential of a company. In fact, pricing in stock markets can remain at odds with underlying strengths/weakness of a company's fundamental for long times.

When folks here start peddling stock numbers (crashes or upswings) as an evidence, its laughable and ultimately sad. Feels as if I am back in markets 101 class.

Cope is hard, but when even India's finance ministry has warned of slow growth due to Trump, you see Pakistanis behind everything so let me give you the opinion of the Indian equities Investment team at one of the world's largest banks, you can of course put this down to propaganda and social media and carry on living in denial, that would not surprise me one bit

"Recent months have seen global growth soften due to trade tensions, tariffs and geopolitical uncertainty, while inflation remains high – challenging central bank policy decisions. However, there is some positive news. Ratings agency S&P Global Ratings has upgraded India’s long-term sovereign credit rating from BBB- to BBB, marking its first upgrade in nearly two decades. Domestic demand, liquidity and inflation trends also remain supportive.

In August, on India’s Independence Day, the prime minister announced a revamp of the Goods and Services Tax (GST). The proposal simplifies the indirect tax regime into a two-rate structure (5% and 18%), with a special 40% slapped on luxury and sin goods. The aim is to boost consumption, reduce compliance burdens and reinvigorate demand across key sectors.

The country’s growth prospects are mixed. Purchasing Managers’ Index data has been strong, while rural demand is recovering thanks to higher farm prices and a favourable monsoon season for farmers. However, tougher US tariffs have disrupted efforts to attract Chinese manufacturing to India, delaying investments and complicating supply-chain strategies."

Indian equities: Finding calm in a tariff storm | Barclays Private Bank

India’s economy and financial markets could be better placed than many others to weather the impact of new US tariffs.

privatebank.barclays.com

 

[Vkdindian1]

Stock markets in short run are no indication of fundamental potential of a company. In fact, pricing in stock markets can remain at odds with underlying strengths/weakness of a company's fundamental for long times.

Some of these kids try and find smallest of scraps to peddle an information that can show India in poor light.
They come up with a tweet or a post from somewhere and try to sell it as a universal truth.

This latest order by Trump is on branded pharma. Non of these idiots have uttered a single word about this fact.
When the order was signed, these kids had jumped in within a second assuming that it is aimed at Indian pharma sector. After the issue has been clarified, these guys can’t digest it and trying to still find some loophole somehow to make it against India.

 

[Mighty_Dragon_Strike]

I never claimed that there is no impact - the answer is we don't know in the short run so would hold my horses to claim one way or the other.

And that is the crux - be it H1-B, tarriffs etc, let it play out for a quarter or two - companies/supply chain take time adjusting to changes in regulations. If they do, generally they come out more resilient and equally profitable.

sure but , what is the reason of this optimism?!!

data?!!! correlations?!!!

research?!!

your argument look like this:


'I know the tail of the distribution, now I will try to generate numbers to fix the accentuation, to presume normalization'!

thats not correct!

thats not random (thats bias!)

 

[samsite84]

Cope is hard, but when even India's finance ministry has warned of slow growth due to Trump, you see Pakistanis behind everything so let me give you the opinion of the Indian equities Investment team at one of the world's largest banks, you can of course put this down to propaganda and social media and carry on living in denial, that would not surprise me one bit

"Recent months have seen global growth soften due to trade tensions, tariffs and geopolitical uncertainty, while inflation remains high – challenging central bank policy decisions. However, there is some positive news. Ratings agency S&P Global Ratings has upgraded India’s long-term sovereign credit rating from BBB- to BBB, marking its first upgrade in nearly two decades. Domestic demand, liquidity and inflation trends also remain supportive.

In August, on India’s Independence Day, the prime minister announced a revamp of the Goods and Services Tax (GST). The proposal simplifies the indirect tax regime into a two-rate structure (5% and 18%), with a special 40% slapped on luxury and sin goods. The aim is to boost consumption, reduce compliance burdens and reinvigorate demand across key sectors.

The country’s growth prospects are mixed. Purchasing Managers’ Index data has been strong, while rural demand is recovering thanks to higher farm prices and a favourable monsoon season for farmers. However, tougher US tariffs have disrupted efforts to attract Chinese manufacturing to India, delaying investments and complicating supply-chain strategies."

Indian equities: Finding calm in a tariff storm | Barclays Private Bank

India’s economy and financial markets could be better placed than many others to weather the impact of new US tariffs.

privatebank.barclays.com

From the same article:

Indian equities − Government reforms and valuations in focus

The market backdrop is broadly positive. The dollar index trades close to three-year lows at around 98 (versus highs of 110 in mid-January 2025). Meanwhile, Brent crude is near $67 a barrel and the yield on 10-year US bonds is around 4.3%.

Earnings per share (EPS) growth for the fiscal year (FY) 2025 was approximately 6% year-on-year, rising to nearly 8% in the second half. Indeed, analysts have forecast double-digit expansion in FY26 and FY27.

Despite mixed sentiment, the Nifty 50 trades at a forward P/E of 21x, while the Mid-Cap 100 and Small-Cap 100 are at 27x – indicating at least a 30% premium over the large-cap index. While valuations across domestic markets are elevated, there is still scope for stock-specific opportunities.

The buoyant domestic valuations partly reflect the rate cuts made by the central bank over its last three central bank policy meetings, as a lower cost of capital tends to support valuations.

 

[Vkdindian1]

Cope is hard, but when even India's finance ministry has warned of slow growth due to Trump, you see Pakistanis behind everything so let me give you the opinion of the Indian equities Investment team at one of the world's largest banks, you can of course put this down to propaganda and social media and carry on living in denial, that would not surprise me one bit

"Recent months have seen global growth soften due to trade tensions, tariffs and geopolitical uncertainty, while inflation remains high – challenging central bank policy decisions. However, there is some positive news. Ratings agency S&P Global Ratings has upgraded India’s long-term sovereign credit rating from BBB- to BBB, marking its first upgrade in nearly two decades. Domestic demand, liquidity and inflation trends also remain supportive.

In August, on India’s Independence Day, the prime minister announced a revamp of the Goods and Services Tax (GST). The proposal simplifies the indirect tax regime into a two-rate structure (5% and 18%), with a special 40% slapped on luxury and sin goods. The aim is to boost consumption, reduce compliance burdens and reinvigorate demand across key sectors.

The country’s growth prospects are mixed. Purchasing Managers’ Index data has been strong, while rural demand is recovering thanks to higher farm prices and a favourable monsoon season for farmers. However, tougher US tariffs have disrupted efforts to attract Chinese manufacturing to India, delaying investments and complicating supply-chain strategies."

Indian equities: Finding calm in a tariff storm | Barclays Private Bank

India’s economy and financial markets could be better placed than many others to weather the impact of new US tariffs.

privatebank.barclays.com

Now, you have changed tracks and gone on to broader tariffs.
The discussion was about Phamra sector and you have suddenly changed tracks. Now you will point towards the thread subject for this move.

Shall we talk about Pharma right now? Be a man and accept that you analysed it incorrectly.

 

[samsite84]

sure but , what is the reason of this optimism?!!

data?!!! correlations?!!!

research?!!

Not optimistic or pessimistic right now. In watch mode. However, the underlying mojo of Indian economy which is not dependent on exports but more on internal consumption is strong and growing. Recent govt. reform of GST simplication is a good step too

 

[Yasser76]

Some of these kids try and find smallest of scraps to peddle an information that can show India in poor light.
They come up with a tweet or a post from somewhere and try to sell it as a universal truth.

This latest order by Trump is on branded pharma. Non of these idiots have uttered a single word about this fact.
When the order was signed, these kids had jumped in within a second assuming that it is aimed at Indian pharma sector. After the issue has been clarified, these guys can’t digest it and trying to still find some loophole somehow to make it against India.

It's not real, the Pakistanis are making it up, we even bribed the world media

 

[Yasser76]

From the same article:

Indian equities − Government reforms and valuations in focus

The market backdrop is broadly positive. The dollar index trades close to three-year lows at around 98 (versus highs of 110 in mid-January 2025). Meanwhile, Brent crude is near $67 a barrel and the yield on 10-year US bonds is around 4.3%.

Earnings per share (EPS) growth for the fiscal year (FY) 2025 was approximately 6% year-on-year, rising to nearly 8% in the second half. Indeed, analysts have forecast double-digit expansion in FY26 and FY27.

Despite mixed sentiment, the Nifty 50 trades at a forward P/E of 21x, while the Mid-Cap 100 and Small-Cap 100 are at 27x – indicating at least a 30% premium over the large-cap index. While valuations across domestic markets are elevated, there is still scope for stock-specific opportunities.

The buoyant domestic valuations partly reflect the rate cuts made by the central bank over its last three central bank policy meetings, as a lower cost of capital tends to support valuations.

Great, so you agree, India is taking a massive hit?

 

[Mighty_Dragon_Strike]

Not optimistic or pessimistic right now. In watch mode. However, the underlying mojo of Indian economy which is not dependent on exports but more on internal consumption is strong and growing. Recent govt. reform of GST simplication is a good step too

ohhh dear!

goodluck, with this apporach!

GST reduction cannot ever happen in a 'well functioning economy' in the first place!

 

[Yasser76]

Now, you have changed tracks and gone on to broader tariffs.
The discussion was about Phamra sector and you have suddenly changed tracks. Now you will point towards the thread subject for this move.

Shall we talk about Pharma right now? Be a man and accept that you analysed it incorrectly.

Oh dear oh dear...

"Meanwhile, in India, the main pharmaceuticals index slid by 2 percent as all 20 listed drugmakers fell in price. Industry giant Sun Pharmaceutical Industries sank 3 percent, despite Indian drugmakers mainly producing generics, which are not targeted by new tariffs."

Trump’s latest 100 percent tariff on pharmaceuticals: What we know

The US largely imports pharmaceutical products from India and Europe.

www.aljazeera.com

 

[Vkdindian1]

It's not real, the Pakistanis are making it up, we even bribed the world media

Mental gymnastics again.

Comment on Branded pharma aspects?

 

[Vkdindian1]

Oh dear oh dear...

"Meanwhile, in India, the main pharmaceuticals index slid by 2 percent as all 20 listed drugmakers fell in price. Industry giant Sun Pharmaceutical Industries sank 3 percent, despite Indian drugmakers mainly producing generics, which are not targeted by new tariffs."

Trump’s latest 100 percent tariff on pharmaceuticals: What we know

The US largely imports pharmaceutical products from India and Europe.

www.aljazeera.com

By writing Ohhh my my my, your argument wouldn’t gain any traction unless it has some real context and content.
2% is massive fall?
You have still not uttered a single word about Branded Pharma aspect.

 

[RajaBaja]

@RajaBaja, you have still not come back to explain your claim of India making $4 Trillion from US. There are many other lies, you have been selling. Any update on $50 billion exports in 2 years from Pakistan?
This is off topic, but forced to post it here to put brakes on your trolling and posting numbers with zero proof or reference.

Please explain those false claims before putting your fingers in this pie.

Just because you can write in English, doesn't mean it makes sense to others. I've told you before, I am not responsible for issues concerning the frontal lobe of your brain. You should discuss those with your dad and seek treatment if you can't understand repetitive explanations. 1% people do get effected by such comprehension issues.