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271 articles, newest first · page 26 of 31
Policy Pulse — Global Spillover — 07 Jul 2026
USTR Section 301 forced-labor tariff hearings begin Jul 7 — 60 economies targeted. China adds 20 Japanese entities to export control list. NZ-India FTA passes first reading. Digital customs cuts electronic clearance to 6 hrs. Key: INFY, TCS, SUNPHARMA, DIXON.
Policy Pulse — Ministries — 07 Jul 2026
DAC approves ₹52,000 Cr defence procurement (BEL, HAL, BDL, PARAS). India-EU FTA legal scrubbing accelerated — textile/pharma boost (TRIDENT, WELSPUN, DRREDDY). SEBI buyback cap at 15% from Aug 1. SEZ RoDTEP extension.
Policy Pulse — Modi — 07 Jul 2026
PM Modi in Indonesia: BrahMos & Astra missile export deal, critical minerals pact, steel supply chain cooperation, UPI integration. CG Semi OSAT inaugurated. ₹1.06L Cr projects in Rajasthan/Gujarat. Key: HAL, BDL, BEL, RIL, DIXON.
Policy Pulse — Trump — 07 Jul 2026
Section 122 tariffs expire Jul 24; Section 301 hearings begin. Trump 2025 disclosure shows 21K+ trades, $1.4B crypto, $5-25M buys in AAPL, NVDA, MSFT. USMCA not renewed. Stock impact: AAPL, NVDA, MSFT buy signals; DJT sell.
Policy Pulse — Global Trade — 06 Jul 2026
USTR forced labor tariff hearings Jul 7-9 propose 12.5% duty on 60 economies including India; US pharma tariffs (100% on patented) exclude generics — Neutral for Indian API exporters; USMCA not renewed; Brazil tariff deadline Jul 15. Stocks: SUNPHARMA, DRREDDY, DIVIS, TCS, INFY, TATASTEEL, WELSPUN, RAYMOND.
Policy Pulse — Ministries & Regulators — 06 Jul 2026
India-UK CETA effective Jul 15 — CFOs expanding capacity for textile, auto components, gems & jewellery export boom. SEBI reintroduces open market buyback from Aug 1. India exports set to cross $500B in FY27. Stocks: RAYMOND, WELSPUN, INDOCOUNT, CEAT, BHARATFORG, TITAN, PCJEWELLER.
Shakti Pumps — Deep Dive Analysis
Deep-dive on Shakti Pumps (SHAKTIPUMP) — solar pump market leader with ₹2,698 Cr revenue, ₹353 Cr MSEDCL order win on 4 Jul, but OPM collapsed from 25% to 10% and PAT down 37% YoY. Verdict: CAUTION — margin compression in progress with strong order book support.
Ather Energy — Deep Dive Analysis
Comprehensive deep-dive on Ather Energy — revenue accelerating at 70% YoY, EBITDA improving to -2.5%, DIIs accumulating, but low delivery % and stretched valuation warrant caution for swing entry.
Policy Pulse — Global Spillover — 03 Jul 2026
USTR proposes 12.5% Section 301 tariffs on India over forced labor findings — hearings Jul 7. Major risk for Indian pharma (Sun Pharma, Dr Reddy's, Cipla, Aurobindo), textiles (Welspun, Trident), and IT (TCS, Infosys).