U.S. President Donald Trump appears to be looking for a way out to exit from his aggressive tariff policy, especially toward China, according to a recent report by Jefferies.
China's recent restrictions on rare earth resources are being seen as a response to US export controls on advanced semiconductor technology, according to a report by Jefferies.
The Indian bond market is showing signs of strength, driven by easing inflation and expectations of more interest rate cuts from the Reserve Bank of India (RBI), says a report by Jefferies.
Reliance Jio added the highest number of mobile users in April 2025, beating Bharti Airtel in both active and reported subscriber additions, according to a report by Jefferies.
The weakness in the US dollar has created real room for the Reserve Bank of India (RBI) to lower interest rates further by up to 75 basis points (bps) by the end of calendar year 2025, according to a report by global financial services firm Jefferies.
India is emerging as a strong growth market for steel, standing out as the only large country to report meaningful volume growth between 2019 and 2024, according to a recent report by Jefferies.
The US dollar has likely to be entered in a long-term downtrend because of several economic and political factors that suggest a weaker dollar in the coming years, according to a report by Jefferies.
Jefferies has raised its investment exposure to India and China in its latest Asia Pacific ex-Japan strategy, reflecting strong confidence in the country's economic and market potential.
Amid the ongoing trade tensions between US and China, countries like India and Japan may be able to negotiate better deals with the US, according to a report by Jefferies.