China Says US Tariff Break a ‘Small Step’ to Fixing Mistake

China Says US Tariff Break a ‘Small Step’ to Fixing Mistake

Source: Live Mint China’s government said the US decision to exempt certain consumer electronics from its so-called reciprocal tariffs is a small step toward rectifying its wrongdoings and urged Washington to do more to revoke the levies. President Donald Trump’s administration excluded smartphones, computers and other electronics from the increased import duties on Friday, narrowing…

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Chris Wood of Jefferies bets on India as global trade storm brews; raises allocation in Asia Pacific portfolio | Stock Market News

Chris Wood of Jefferies bets on India as global trade storm brews; raises allocation in Asia Pacific portfolio | Stock Market News

Source: Live Mint In a week marked by global financial turbulence and mounting protectionist fears, Jefferies’ Chris Wood has doubled down on India. In the latest edition of his GREED & fear newsletter, the veteran strategist announced a two-percentage-point increase in India’s allocation within Jefferies’ Asia Pacific ex-Japan relative-return portfolio—raising the country to Overweight status…

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Expert view: Vaibhav Porwal of Dezerv on market volatility, Q1FY26 earnings, global markets, attractive asset classes | Stock Market News

Expert view: Vaibhav Porwal of Dezerv on market volatility, Q1FY26 earnings, global markets, attractive asset classes | Stock Market News

Source: Live Mint Expert view: The Indian market is still trailing behind the sell-off seen in global markets due to the recent tariffs imposed by Trump and concerns about a potential recession. Today’s Black Monday has unsettled the Indian stock markets. In an interview with Mint, Vaibhav Porwal, Co-Founder of Dezerv, discussed in detail the…

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EM earnings brace for tariff wrath

EM earnings brace for tariff wrath

Source: Live Mint US President Donald Trump’s decision to levy reciprocal tariffs on trading partners has opened a can of worms for emerging market (EM) equities. A 10% baseline tariff is levied on all countries effective 5 April, while countries with whom the US has large trade deficits are subject to higher reciprocal tariff rates…

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Nifty 50, Sensex suffer worst 1-day drop in a month as tariff worries escalate; realty stocks bleed—10 key highlights | Stock Market News

Nifty 50, Sensex suffer worst 1-day drop in a month as tariff worries escalate; realty stocks bleed—10 key highlights | Stock Market News

Source: Live Mint Stock market today: Indian markets kicked off FY26 on a somber note, tracking the sharp sell-off in U.S. markets overnight after U.S. President Donald Trump on Sunday, said tariffs would essentially cover all countries, stoking worries a global trade war could lead to a recession. Investors had been hoping for a more…

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Large caps best bet in VUCA environment, says Future Generali India Life’s Niraj Kumar | Stock Market News

Large caps best bet in VUCA environment, says Future Generali India Life’s Niraj Kumar | Stock Market News

Source: Live Mint The recent recovery suggests that markets may have found some floor even as risks from global uncertainties and tariff war persist, but investors would do better to stick to large caps amid volatility, according to Niraj Kumar, chief investment officer at Future Generali India Life Insurance. “The prevalent VUCA (volatility, uncertainty, complexity,…

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