Trump says U.S. and India reached trade deal, will lower tariffs immediately
The U.S. and India have reached a trade deal, President Donald Trump announced.
CNBC's Inside India newsletter: EU edges out U.S. in getting India to slash auto tariffs, but can European carmakers win big?
As part of its trade deal, India plans to cut import duties on European cars gradually to 10% from 70%-110% at present. The U.S. has criticized India for protecting its local auto industry from imports and has demanded lower tariffs on American car companies in the past.
India's exports to China surge in December while shipments to U.S. decline as Trump tariffs bite
India's trade deficit for December rose 21.4% year on year to $25 billion. As U.S. tariffs weigh on India, Beijing is emerging as New Delhi's top merchandise trade partner.
INDA And MCHI: Trading The India-China Pair
I recommend a pair trade: Buy iShares MSCI India ETF and short iShares MSCI China ETF, capitalizing on their negative correlation. INDA is rated Buy due to robust financial sector reforms, strong capital inflows, and projected earnings growth of 13.4%. MCHI is rated Sell, pressured by weak consumer discretionary demand, slowing fundamentals, and limited upside from recent stimulus.
Here's Why 2026 Could Be a Breakout Year for India ETFs
With economic optimism rising and long-term drivers strengthening, these ETFs offer a smart way to tap the country's 2026 breakout potential.
Exclusive: Mexico tariff hike to hit $1 billion India car exports despite automaker lobbying
Mexico's decision to raise tariffs as high as 50% will affect $1 billion worth of shipments from major Indian car exporters, including Volkswagen and Hyundai, despite industry lobbying to persuade New Delhi to prevent such a move, according to two sources and a letter from an industry group reviewed by Reuters.
INDA: Lagging Other EMs, Why 2026 Could Be Its Year
The iShares MSCI India ETF has underperformed other ex-Russia BRICS ETFs in 2025, delivering only low single figure gains, whereas other EMs have presented substantially higher returns. INDA ETF appears cheap relative to its historical average, with a cross-sectional z-score of -0.51, suggesting potential value. Despite near-term headwinds, I see India's economy and stock market as poised for outlying returns over the next decade. Cyclical outperformance also seems likely.
India is set to host Russia's Putin, deepening trade ties, unfazed by punitive U.S. tariffs
Russian President Vladimir Putin will be in India on Dec 4-5 for the 23rd India-Russia annual summit. The countries are likely to extend cooperation in defense and civil nuclear sector.
India economy grows at faster-than-expected 8.2% in September quarter even as tariffs bite
The Indian economy grew faster than expected, at an annual rate of 8.2%, in the quarter ending September. The IMF projected sturdy medium-term growth for India despite prolonged uncertainty over a U.S.–India trade deal.
Should You Add India ETFs to Your Portfolio Now?
With forecasts rising and growth outlook strengthening across the economy, India ETFs like INDA and EPI could be gearing up for a major run.
India deepens energy trade with U.S. to mend trade relations amid tariff strain
India announced a deal that will see the United States supply nearly 10% of New Delhi's liquefied petroleum gas imports. India's imports of U.S. crude "saw a sharp rise in October, reaching 568 thousand barrels per day — the highest level since February 2021.
Trump vows to keep 'massive' tariffs on India until Russian oil imports cease
U.S. President Donald Trump reiterated on Sunday that Indian Prime Minister Narendra Modi told him India will stop buying Russian oil, while warning that New Delhi would continue paying "massive" tariffs if it did not do so.
