Valuation differentials between India and other markets narrowed after rallies elsewhere. Experts expect GST cuts and low interest rates to boost India Inc’s FY27 earnings. FPIs turned net buyers in the cash market during the last four sessions, buying Rs 3,289 crore.

Global sentiment has weakened due to renewed US-China trade tensions. US tariffs on Chinese imports and export restrictions have raised uncertainties. FPI flows will depend on how this trade situation evolves, analysts said.

Nifty50 rose 104 points to 25,285 amid improving geopolitical and trade sentiment. Collaborations between India and the UK across sectors, including education and defence, also supported investor confidence. Investors will now track India’s retail inflation data for September.

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The response followed US President Donald Trump’s announcement of new levies starting November 1. The move came after China introduced export restrictions on rare-earth minerals, which the US described as “extraordinarily aggressive.” Washington also warned of canceling a planned meeting with President Xi Jinping later this month.

China’s Ministry of Commerce defended its export policy, saying the rare-earth controls comply with national laws. The ministry stated that China remains committed to global trade stability while ensuring its security. It accused Washington of abusing export control laws and targeting Chinese products such as semiconductors and chips.

Beijing highlighted the imbalance between the two nations’ trade rules. It noted that the US Commerce Control List covers over 3,000 items, while China’s list includes only about 900. The ministry said these US actions harm international trade and disrupt global supply chains.

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The statement follows Washington’s recent move to slap additional duties on Indian exports, citing New Delhi’s continued purchase of discounted Russian crude oil. Former U.S. President Donald Trump, who has returned to the political spotlight, had earlier threatened harsher penalties but has now begun softening his rhetoric, signalling awareness of the limitations of such measures.

Lavrov argued that U.S. ultimatums are only pushing India and China toward alternative markets and suppliers. He underlined that both countries reject threats that compromise their sovereign decision-making. Russia, he added, remains committed to deepening its energy and trade ties with India, offering long-term cooperation in oil, gas, and joint projects.

For India, the U.S. tariffs pose immediate risks to export competitiveness, but officials maintain that energy imports from Russia are dictated by national interest and affordability. Indian policymakers have described the duties as unjustified and politically motivated.

The geopolitical tussle underscores India’s balancing act — maintaining close ties with both Washington and Moscow. While the U.S. seeks to limit Russia’s global outreach, New Delhi continues to pursue a pragmatic, multi-aligned foreign policy that prioritizes energy security and strategic autonomy.

Analysts believe that Trump’s softened stance could open space for negotiations, but the larger debate highlights the growing friction between trade sanctions and sovereign choices in a multipolar world.

The post Russia Warns US: Tariffs Against India Won’t Work as Trump Softens Rhetoric appeared first on India Podcast.

Lutnick questioned why a country of 1.4 billion people proudly boasts of its size but refuses to purchase even a bushel of American corn. He expressed surprise that India exports a wide range of products to the United States yet restricts American agricultural imports.

He argued that India continues to impose tariffs on almost everything while simultaneously benefitting from access to U.S. markets. Stressing former President Donald Trump’s stance, he said that America only seeks fair and reciprocal trade. Lutnick added that the U.S. will respond to India in the same way India treats it.

Highlighting that Washington has already imposed 50% tariffs on Indian goods, Lutnick said this was part of efforts to correct long-standing imbalances in bilateral trade. His remarks underline the rising friction in Indo-U.S. trade ties, especially in agriculture and manufacturing.

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Bolton explained that during Trump’s tenure, Washington was focused on two sensitive issues: tariff disputes and Trump’s claim of easing tensions between India and Pakistan after a terrorist attack in Kashmir. He added that open confrontations would have only complicated matters. Instead, India relied on back-channel diplomacy, which, in Bolton’s view, kept negotiations on track.

The former NSA also advised India to gradually reduce military and economic ties with Russia, noting Moscow’s growing alignment with Beijing. He cautioned that photos of Prime Minister Narendra Modi with Vladimir Putin, Xi Jinping, and Kim Jong Un sent mixed signals to Washington. Bolton urged India to prioritize long-term strategic interests.

On trade, Bolton noted that both India and the US had nearly reached an agreement before Trump suddenly raised tariffs by 25 percent. He criticized Trump’s unpredictable style, arguing it weakened America’s global credibility. Despite tensions, Trump later praised Modi as a “friend” and expressed optimism about resolving trade barriers.

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Trump insists his measures were lawful and aligned with presidential authority. The Supreme Court will hear the petition within two days, and governments worldwide are watching closely. The ruling could redefine global trade flows and affect America’s economic partnerships.

Earlier, the Appeals Court remarked that steep tariffs had harmed the economies of targeted nations. However, the judges permitted the higher duties to remain in force until mid-October, offering Trump temporary relief as the legal process continues.

Since regaining power, Trump has relied on the International Emergency Economic Powers Act (IEEPA) to enforce tariffs. A baseline duty of 10% was set, while India initially faced 26%. Later, the rate was raised to 50% after Washington alleged India profited from cheaper Russian oil. The revised tariffs officially took effect on the 27th of this month.

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