Sensex Falls After Trump Announces 26% Reciprocal Tariff đ
India's stock market experienced a 0.4% drop due to U.S. tariffs on Indian goods, with tech and auto sectors particularly impacted, amid rising global trade tensions between the U.S. and China.
Trade tensions could disrupt global market stability and impact international investment sentiment, with potential ripple effects on emerging markets and tech sectors.
India Manufacturing PMI Revised Higher đ
HSBC India Manufacturing PMI rose to 58.1 in March 2025, indicating strong manufacturing growth with increased new orders, output, and employment, while input cost inflation reached a 3-month high.
Signals robust manufacturing activity in India, which could positively influence emerging market and global economic sentiment
Sensex Sees Worst Session in Over a Month đ
The BSE Sensex dropped 1.8% due to potential US tariffs, broad-based selling in IT and financial sectors, and ongoing concerns about trade negotiations between India and the US.
Potential trade tensions and market uncertainty could impact global market indices and international trade-sensitive sectors
India Current Account Gap Widens Less than Anticipated âšī¸
India reported a current account deficit of $11.5 billion in Q4 2024, with a widening merchandise trade deficit but increased services surplus and personal transfer receipts.
Moderate economic indicator showing mixed signals in trade and services, with potential implications for emerging markets and global economic trends
India Infrastructure Output Growth Weakest in 5 Months âšī¸
India's infrastructure output growth slowed to 2.9% in February 2025, with declines in key sectors like coal, crude oil, and natural gas, while fertilizer production saw a significant jump.
Moderate slowdown in infrastructure output with mixed sector performance, potentially indicating economic moderation but not a severe downturn
Indian Stocks End on Lower Note, Still Book Monthly Gain âšī¸
The BSE Sensex closed 0.3% lower on the last trading session of FY 2024-25, with potential US tariff uncertainties and profit-taking impacting market sentiment, though the index still rose about 5% for the fiscal year.
Moderate market volatility with mixed signals from different sectors, potential geopolitical trade tensions, but overall stable annual performance
Indian Budget Deficit Narrows in April-February đ
India's fiscal deficit reduced in the first 11 months of the fiscal year, with government receipts growing faster than expenditure, indicating improved fiscal management.
Improved fiscal metrics suggest economic stability, which could positively influence emerging markets and broader investment sentiment
Sensex Slightly Drops But Points to Monthly Gains âšī¸
India's stock market experienced a slight morning decline of 0.1% due to weakness in tech, pharma, and auto sectors, with ongoing trade tensions and potential RBI interest rate cuts influencing market sentiment.
Moderate market volatility with mixed signals from trade talks and potential monetary policy changes, affecting broad market indices and specific sectors
Sensex Recovers Despite US Tariff Pressure âšī¸
The BSE Sensex closed 0.4% higher, supported by financial stocks, while auto and pharma sectors faced pressure from potential new U.S. tariffs on imports, particularly impacting Tata Motors and pharmaceutical exporters.
Mixed market signals with financial sector strength offsetting potential trade tension risks, moderate relevance to global portfolio diversification