In its report titled "India: US-India conclude trade deal: President Trump lowers 'reciprocal' tariffs on India to 18%", Goldman Sachs noted that President Trump announced on social media a reduction in the reciprocal tariffs on Indian goods imports to 18% down from the earlier 25%, 'effecti
For India, the Fed's stance carries important implications, particularly in the context of currency volatility and interest-rate differentials. The BoB Economist Dipanwita Mazumdar expected India's Reserve Bank of India (RBI) to settle at 5% repo rate in the Calendar Year 2026.
India's capital expenditure (capex) cycle is gaining strong momentum driven largely by old-economy sectors, positioning the country as a hedge against the global AI-led investment euphoria expected to peak in Calendar Year 2026 (CY26), according to a report by ICICI Securities.
The information technology (IT) services sector in India is showing tentative signs of demand stabilisation, even as visibility into calendar year 2026 remains weak, noted in a report on India's IT services by Goldman Sachs.