Investment Knowledge Center

  The global economy is once again bracing for disruption. With Donald Trump returning to the forefront of American politics and hinting at a revival of his protectionist trade agenda, countries worldwide are preparing for a renewed era of tariffs and economic nationalism. For India—one of the fastest-growing major economies and a rising global trade partner—the implications of Trump’s tariff playbook are profound. This article explores Trump’s tariff strategy, its direct and indirect effects on India, and how New Delhi can turn potential headwinds into opportunities. Trump’s Tariff Legacy: A Quick Recap During his 2017–2021 presidency, Donald Trump introduced sweeping tariffs under the banner of “America First.” His administration levied duties on billions of dollars’ worth of imports—targeting China most aggressively, but also extending to steel, aluminium, and other products from traditional allies like the EU, Canada, and India. In 2018, the U.S. slapped 25% tariffs ...

  India’s economy continues to be one of the fastest-growing in the world. Despite global uncertainties, the Indian stock market has shown remarkable resilience, with the Nifty 50 and Sensex touching new all-time highs in 2025. Let’s look at what’s driving this growth and what it means for investors like you.   🔍   Current Market Snapshot (as of July 2025): Nifty 50: ~25,204.10  ( ▲  ~0.48% YoY)  as on 15 July 2025 Sensex: ~82,617.02  ( ▲  ~0.44% YoY)  as on 15 July 2025 India’s GDP Growth  (FY24-25): Estimated at 7.5% – among the highest globally Inflation:  Currently around 3.34% – within RBI’s target FII Inflows:  Foreign investors remain bullish on India 📊   Key Drivers Behind the Growth: Robust Domestic Consumption:  The Indian middle class is growing, driving strong demand across sectors like FMCG, autos, and housing. Government Reforms:  Policies like the PLI (Production Linked Incentive) scheme, Make in...

  🚨 Top Highlights of Union Budget 2025-26 🚨   Here’s a quick snapshot of the key announcements, with a special focus on tax reforms:   📌  Tax Reforms ✅  No Income Tax for income  up to  ₹12 lakh  under the new regime.   ✅  Two Self-Occupied Properties  can now be valued at Nil for tax purposes (up from one).   ✅  TDS Threshold on Rent  raised to ₹6 lakh (from ₹2.4 lakh).   ✅  TCS on Education Loans  up to ₹10 lakh removed for loans from specified financial institutions.   ✅  Time Limit for Updated Returns  extended from 2 years to 4 years.   ✅  New Income Tax Bill  to be introduced next week, focusing on simplification and ease of compliance.   ✅  TDS/TCS Rationalization:  Reduced number of rates and adjusted thresholds to benefit the middle class.   ✅  Faceless Assessment and Taxpayer Charter  t...

 

  The U.S. Federal Reserve’s recent decision to cut its benchmark interest rate by 0.25% to a range of 4.25%–4.50% has sent ripples through global financial markets. While the move was widely expected, the Fed’s unexpected projection of fewer rate cuts in 2025 unsettled investors, triggering a sharp sell-off in equities worldwide. In its latest economic outlook, the Fed reduced its expected number of quarter-point cuts in 2025 from four to just two, indicating that higher interest rates may persist longer than previously anticipated. This shift has amplified concerns about the pace of global economic recovery. Fed Chair Jerome Powell noted that inflation has "eased significantly" but remains "somewhat elevated" compared to the central bank’s 2% target. Despite optimism about the U.S. economy, Powell emphasized the Fed is nearing the end of its current rate-cutting cycle. Global Market Reactions Wall Street reacted sharply to the Fed’s announcement, with all ...