Greenland’s Lesson for India: US Trade Deals Don’t Guarantee Protection

In a volatile global order, restraint, diversification and sovereign decision-making matter more than promises that can be withdrawn overnight.

Ajay Srivastava

January 18, 2026 at 6:00 AM IST

Jens Cederskjold/ Via Wikicommons

Budget 2026

Don’t Miss the Window to Overhaul Tariffs and Customs to Boost Trade

None of the reforms will succeed in isolation. Implemented together, they could lower trade costs, attract investment and position customs as a facilitator rather than a bottleneck. But the policy window is narrow.

Ajay Srivastava

January 18, 2026 at 4:05 AM IST

iStock.com

Opinion

Disengaging with Iran Only Sensible Way Out

US secondary tariffs put India–Iran trade in a bind, forcing New Delhi to weigh strategic ties against far larger economic exposure to the US market.

G. Chandrashekhar

January 14, 2026 at 7:33 AM IST

iStock.com

Why Blaming a Missed Call Won’t Explain the India–US Trade Impasse

Trade deals of this scale hinge on unresolved policy differences—on tariffs, agriculture, digital trade and regulatory autonomy—not on symbolic gestures.

Ajay Srivastava

January 9, 2026 at 2:57 PM IST

White House

Venezuela Shock: Capture of Oil Reserves Core Issue, India Remains Unaffected

India was a major buyer of Venezuelan crude in the 2000s and 2010s, but bilateral engagement has weakened sharply since 2019 due to US sanctions.

Ajay Srivastava

January 4, 2026 at 5:59 AM IST

US Government/Via Wikicommons

An End to a Year of Trade Shockers, But the Storm Still Rages

Trade shocks may be fading, but tariff risks, legal battles and supply-chain realignments still loom, keeping global commerce on edge even as 2026 begins.

Vijay Chauhan

January 1, 2026 at 4:35 AM IST

iStock.com

Why Are Our Markets Behind the Curve?

Despite strong macro fundamentals, Indian markets lag peers. Global rotation, AI exuberance and timing gaps may explain the disconnect, hinting at a delayed rebound.

Michael Debabrata Patra

January 1, 2026 at 3:46 AM IST

Amey Bane/iStockphoto.com

The Underpriced Asset Class: Pleasant Uncertainties

Markets price fear well but relief poorly. Peace in Ukraine could compress uncertainty, steady the dollar, lift EMs and drive rotation.

R. Gurumurthy

December 23, 2025 at 5:48 AM IST

iStock.com

India’s China Trade: Volatile Exports, Rising Import Dependence

India’s exports to China surged 90% in November 2025. What’s behind the numbers?

Ajay Srivastava

December 21, 2025 at 9:59 AM IST

iStock.com

India Expands Gulf Trade Footprint with Oman CEPA

For India, the most visible gains lie in merchandise exports. Oman has offered immediate zero-duty access on about 98% of its tariff lines, covering roughly 99% of India’s exports by value.

Ajay Srivastava

December 18, 2025 at 4:25 PM IST

PIB

Oman Trade Deal Anchors India’s Expanding Gulf Strategy

The structure of the CEPA broadly mirrors the commitments India offered the United Arab Emirates under their bilateral trade pact, reflecting New Delhi’s evolving template for Gulf trade agreements.

Ajay Srivastava

December 17, 2025 at 4:05 PM IST

iStock.com

USTR Shares One-Sided Narrative on Trade Bargains With India

The conversation, so far, is heavily tilted toward opening India’s markets for US farm products and biofuels, with little clarity on market access for Indian exports.

Ajay Srivastava

December 10, 2025 at 4:16 PM IST

Via WikiCommons

Why India–Canada Trade Needs CEPA Back on the Agenda

India-Canada trade is rising steadily, yet remains under-leveraged for two large economies. Without CEPA, growth will continue, but unpredictably and below potential.

Rajesh Kumar*

December 10, 2025 at 5:59 AM IST

PMO India

RBI Trade Relief Measures Timely, Targeted With a Clear Sunset Window

The RBI’s trade relief package shows an institution relying on hard-earned crisis lessons to offer temporary support without loosening discipline.

Mint Owl

November 19, 2025 at 11:05 AM IST

India’s US Exports Rebound After Four Consecutive Months of Decline

Globally, India’s exports declined by 11.8%. Overall, India saw growth in just five markets and declines in fifteen, reflecting a patchy and fragile export landscape.

Ajay Srivastava

November 17, 2025 at 2:54 PM IST

iStock.com

US Trade Deal: A Three-Step Plan for Protecting India’s Interests

India faces a triple threat: tariffs, sanctions, and pressure to concede on trade. Can New Delhi protect its energy, exports, and digital future?

Ajay Srivastava

November 1, 2025 at 5:07 AM IST

iStock.com/MAGNIFIER

RBI Economists Flag Risks As Global Volatility, FPI Outflows Weigh On Economy

External uncertainty and financial market stress pose fresh challenges. The global divergence in monetary policy is also adding to volatility.

BasisPoint Insight

March 19, 2025 at 4:02 PM IST

Dairy In Focus As India, New Zealand Resume Trade Talks

India, New Zealand restart FTA talks after a decade, with dairy access a key hurdle. Can they bridge differences on tariffs and market access?

Ajay Srivastava

March 18, 2025 at 8:32 AM IST

India’s Trade Deficit Narrows To 42-Month Low As Imports Plunge

BasisPoint Insight

March 17, 2025 at 3:43 PM IST

How Trump’s Anti-Globalism Could Backfire

Trump's tariff-driven economic strategy clashes with America's reliance on foreign capital, risking a debt crisis if global investors pull back. Protectionism, market instability, and retaliatory policies could undermine Trump's promised economic revival.

Harold James

January 31, 2025 at 6:49 AM IST

The Bureau

Maharashtra Deputy CM Ajit Pawar Dies in Plane Crash Near Baramati

India Faces Higher EU Tariffs as GSP Suspension Hits 87% of Exports

India Insurance Sector Seen Gaining Profitability on Premium Growth, Reforms: Moody’s

Cyber Threats Set to Intensify in 2026 as AI Arms Race Accelerates: Moody’s

Bloomberg Defers Call on India Gilts Inclusion for Global Aggregate Index

Stablecoins Are No Longer Just a Crypto Story

Budget 2026: India's Manufacturing Conundrum

Learning to Shoot: I Tried to Fly Before I Could Walk