Exide expects export uplift from a European tie up and trade deals, investing heavily in lithium ion batteries and targeting debt free FY27.
Exide expects Rs 400-500 crore additional exports next fiscal from an exclusive European tie up and benefits of India US/India EU trade agreements, targeting exports at about 8-9% of revenue. The company will invest around Rs 1,400 crore in lithium ion batteries in FY'27 (Rs 500 crore in Q4), bringing total lithium ion investment to ~Rs 4,800 crore; two wheeler battery production is expected by March-April 2026. Planned capex will be funded from internal accruals with a target of remaining debt free in FY'27.

India-US trade deal reduces reciprocal tariffs to 18%, expanding US farm exports and enabling deeper commercial cooperation.
India-US agreement reduces reciprocal tariffs on Indian goods to 18% from 25% and aims to expand US agricultural exports, serving as an initial step toward broader bilateral commercial integration and private-sector collaboration; relatedly, an India-UK FTA is described as providing strategic benefits for rules-based trade. Diplomatic activity includes meetings on critical minerals cooperation and Pakistan's invitation to Iran-US talks, while Russia reports no formal Indian notification to halt Russian oil purchases, reflecting current energy import policy communications.

India-US trade pact preserves sensitive agriculture and dairy protections while lowering many US tariffs to 18%.
A bilateral India-US trade framework reduces US tariffs on many Indian labour intensive and manufactured exports to an effective 18 percent and removes a 25 percent punitive tariff tied to Russian oil purchases, while explicitly excluding sensitive agricultural and dairy sectors (including dairy, rice, wheat, meat, poultry, cereals, GM foods, soymeal and maize). India will grant duty concessions mirroring other FTAs-some eliminations on entry into force, phased reductions, tariff cuts and quota based concessions-and the pact includes reported procurement commitments by India to import large volumes of US goods over a multi year period.

STT hike on F&O targets speculative trading to protect small investors, complementing existing derivatives safeguards.
The finance minister stated that increased Securities Transaction Tax rates on equity futures and options are intended to deter speculative 'satta' trading and protect small investors, citing studies showing over 90% of retail F&O trades result in losses; the change complements existing regulatory measures like higher margins, contract-size rationalisation, position limits and upfront premium collection. Separately, a tariff reduction agreement with a major trading partner was noted as likely to boost export competitiveness for affected sectors.

US tariff cut to 18% aims to boost Indian exports and restore competitiveness in US market.
The United States agreed to cut applied tariffs on Indian goods from 50% to 18% in return for India reducing trade barriers and stopping purchases of Russian oil while increasing purchases of specified US and other energy and goods; the tariff cut aligns US duties with regional rates, restores Indian exporters' price competitiveness-notably in labour intensive sectors-and is tied to reciprocal tariff and non tariff concessions and multiyear procurement commitments, with implementation details to follow.

India-US trade deal cuts tariffs to 18%, boosting export competitiveness and triggering a broad equity rally and sectoral gains.
The India-US trade agreement implements a material tariff reduction-reported as a decline from 50% to 18%-removing a tariff overhang, improving export competitiveness and visibility for capital inflows, the exchange rate, and manufacturing investment, and producing immediate sectoral gains in export exposed and manufacturing linked industries.

Indo US trade deal: India secured lower applied tariffs and is pursuing critical mineral self reliance to bolster supply chain resilience.
The commentary frames the Indo US trade deal timing as practical time zone coordination and emphasizes substantive provisions: India's applied tariff at 18 percent is lower than several competitors, presenting a competitive advantage; the agreement is set against wider policy goals of supply chain resilience, reduction of foreign concentration in critical minerals through domestic mining and processing, and strengthened strategic partnerships to enhance economic and security resilience.

INDIAWOOD 2026 highlights FTA-driven market access boosting furniture exports and adoption of smart, sustainable manufacturing.
The India-EU Free Trade Agreement is expected to expand market access for India's woodworking and furniture sector by reducing tariffs and easing imports of advanced machinery, thereby supporting increased exports of engineered wood products and enabling technology inflows. INDIAWOOD 2026 serves as a trade platform for showcasing automation, CNC and Industry 4.0 technologies, sustainability solutions such as certified wood and low emission products, and skill development initiatives to align manufacturing capabilities with international market and compliance requirements.

India UK free trade agreement offers strategic trade benefits but omits legal services and lacks investment protection measures.
The India-UK CETA is a strategic rules based trade agreement promising consumer benefits and supply chain diversification, but the Committee flagged omissions: legal services are excluded, there is no bilateral investment treaty or robust investment protection, and limited new market access exists for financial and professional services. The report recommends treating the pact as a living agreement, publishing an agricultural impact assessment, enhancing support for SMEs to utilise the FTA, and deploying diplomatic and sectoral mechanisms to strengthen services, investment protection and implementation measures.

India-US trade deal cuts reciprocal tariffs to 18%, boosting exporter competitiveness and sparking a sharp equity rally and midcap gains.
A bilateral trade agreement between India and the US reduces the reciprocal tariff on Indian goods to 18 percent, altering tariff incidence and improving competitiveness for export-oriented industries. The tariff change directly boosted equity markets, with strong gains in textiles, leather, gems and jewellery, seafood and specialty chemicals, while mid- and small-cap stocks rallied amid increased risk appetite and expectations of renewed foreign investment following currency strength.

India's exports likely to gain as the US agrees to cut reciprocal tariffs on Indian goods to 18 percent.
The United States and India have agreed to a bilateral trade arrangement under which Washington will reduce the reciprocal tariff on Indian goods to 18 percent, with the detailed terms, product coverage, and implementation measures yet to be published; the Indian government says the reduction will boost exports.

US tariff cut on Indian goods to 18% aims to relieve exporters burdened by prior steep tariffs and potential closures.
The United States agreed to reduce the reciprocal tariff on Indian goods to 18% from prior levels, a concession described as easing burdens on exporters who faced severe difficulties; local officials welcomed the measure while noting its linkage to India's prior oil purchases from Russia and potential implications for alternative oil sourcing and domestic fuel prices.

Reverse Buyer Seller Meet strengthens Meghalaya exports; government launched investor and MSME portals to boost market access.
The RBSM connected over 100 local MSMEs with international buyers to strengthen export market access for premium and GI-tagged products while the state implemented regulatory reform by repealing over 400 regulations, launched a unified investor portal and a state-level MSME portal, and provided export-readiness support and finance coordination under the RAMP scheme to facilitate trade and investment.

Russia-India oil purchases: Kremlin says no notice of a stop to Russian oil amid US claims of a tariff-linked deal.
A US claim that India agreed to stop buying Russian oil and that reciprocal US tariffs would be reduced contrasts with Kremlin and Russian energy ministry statements that no notice or communication has been received from New Delhi to cancel Russian oil purchases; Russia intends to continue developing bilateral relations while market data show Indian imports of Russian crude falling and replacement volumes rising from Iraq and Saudi Arabia.

Russia-India oil purchases: Kremlin says no notification of halt despite US claim India agreed to stop buying Russian oil.
Kremlin stated it has received no official communication from India about stopping purchases of Russian crude oil and intends to continue developing relations; this denial responds to an external claim that India agreed to halt Russian oil purchases amid concurrent trade negotiations and tariff adjustments that, together with shifting supply volumes from Iraq and Saudi Arabia, materially affect India's energy import profile.

India-US trade deal: Opposition alleges PM bowed to US pressure; ruling party rejects claim as anti national.
The Leader of the Opposition alleged the Prime Minister yielded to US pressure to finalise the India US trade deal, harming farmers and citing external pressures linked to an industrialist's US case and other sensitive files; he also said he was barred from speaking in the Lok Sabha while quoting an unpublished memoir. The ruling party denied these claims, accused the Opposition of acting against national interest, and defended the government's trade engagements and parliamentary conduct.

Indo-US trade deal alleged to have sold off farmers' interests as tariffs cut to 18% amid claims of external pressure.
Allegations that the Prime Minister was "compromised" and sold off farmers' interests by sealing an Indo US trade deal that reduced reciprocal tariffs to 18% from 25%, with the Epstein files and a US case related to an industrialist identified as the asserted external pressure points and linked to restrictions on parliamentary speech.

Sonalika Tractors posts record 1.51 lakh YTD sales, citing mechanisation, policy support and manufacturing scale.
Sonalika Tractors posted a record YTD sale of 151,604 tractors in Apr'25-Jan'26, attributing this milestone to demand for heavy duty, future ready tractors, rising farm mechanisation, supportive GST and budgetary measures, and its world scale integrated manufacturing facility driving consistent growth and export leadership.

India-US trade deal cuts tariffs to 18%, sparking a sharp rally in Indian stocks and export-oriented sectors.
India-US trade deal reduced the reciprocal tariff on Indian goods to 18 per cent, prompting a sharp rally in benchmark indices and export-oriented sectors-textiles, leather, gems and jewellery, seafood and specialty chemicals-supported by a firmer rupee and expectations of renewed foreign institutional investor inflows.

India-US trade deal reduces reciprocal tariffs to 18%, boosting manufacturing, investment opportunities and supply chain resilience.
The India-US trade agreement implements a reciprocal tariff reduction to 18% and commits to progressively lowering tariff and non tariff barriers to improve export competitiveness, encourage investment, and enhance predictability for businesses, thereby supporting manufacturing competitiveness and supply chain resilience.