The India–US trade truce eases market nerves, yet the concessions implied in Donald Trump’s announcement risk tilting the deal sharply in Washington’s favour.
Dhananjay Sinha
The 2026 state elections across five regions will test incumbency, opposition unity and shape the political mood well before the next general election.
Amitabh Tiwari
iStock.com
Budget shows discipline and selective ambition, but sidesteps pricing reform, social protection and the federal reset India needs for resilience.
Arvind Mayaram
PIB
BasisPoint Insight
This wasn’t just a trade deal; it was diplomacy as performance. This timeline tracks how power, politics, and economics collided in the India–US negotiation saga.
Istock.com
Moody’s said the India–US tariff rollback would revive export growth and aid labour-intensive sectors, while warning that energy shifts could limit macro gains.
Beyond tariffs, the Modi–Trump exchange was rich in signalling, with praise for peace and friendship used to steady ties tested by trade tensions and geopolitics.
The India–US trade deal offers tariff relief, not a clear win. India has conceded ground, gained breathing space, and must now wait for the fine print to determine the balance.
BasisPoint Groupthink
White House
A Sunday Budget was followed by a late-night trade surprise, stretching time and nerves in a week that doesn’t seem to end.
Phynix
Trump and Modi tout tariff cuts and mega purchases, but numbers, coverage and timelines are fuzzy, making the pact more signal than a settled deal.
Ajay Srivastava
A Modi–Trump call delivers a tariff truce, cutting reciprocal duties to 18% and signalling a renewed push to deepen India–US trade, energy and strategic ties.
From microwave parts to shoe uppers, the Budget signals selective interventionism—favouring item-level tweaks over broad industrial reform.
Sharmila Kantha
Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance
An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them
Dehuti Jani
istock
STT hike stole headlines, but Budget 2026’s real story lies in quiet reforms, capital focus, and a deeper push for trust-based execution and implementation tracking.
Vijay Chauhan
A continuity-driven Union Budget balances fiscal discipline with growth ambition, signalling policy stability while preparing the ground for private investment revival.
Yuvika Singhal
A fiscally cautious Union Budget stays the reform course, prioritising capital spending and stability while laying foundations for medium-term growth.
N R Bhanumurthy
When a system is stable, profitable, and already reforming, a new committee raises more questions than it answers.
Mint Owl
The Department of Financial Services
Michael Patra is an economist and former RBI Deputy Governor.
Arun is a seasoned writer on economic and policy matters.
Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy
Srinath is an author, corporate advisor, and independent director on corporate boards.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.
Sachin was till recently an MD with Standard Chartered Bank.
Rajesh Mahapatra is the former Editor of The Press Trust of India
Krishnadevan is Editorial Director at BasisPoint Insight.
Chandra advises companies on big-picture narratives on strategy and markets.
Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Lt Gen Syed Ata Hasnain is a former Commander of India’s Kashmir Corps.