Expect significant new tariffs on Chinese imports and moderate levies on goods from other nations , as President-elect Donald Trump rolls out his protectionist agenda. However, with his preference for chaotic policymaking and sudden shifts , there’s uncertainty on how soon these import taxes will actually hit. Dubbed “ Tariff Man ,” Trump aims to use tariffs both strategically and tactically . He’s mentioned taxing all Chinese goods up to 60% and potentially setting 10%-20% tariffs on imports globally , but details on these plans remain vague . Key players within Trump’s team are divided: Robert Lighthizer , a staunch tariff advocate, sees permanent duties as crucial to balance US trade , while others, like billionaires John Paulson and Scott Bessent , view tariffs as temporary leverage. Trump’s previous administration had mixed feelings, especially on national security-related trade limits , which he sometimes dismissed, favoring an “open for business” approach. High-profile busin
As Indian equities continue to rise, investors are closely watching SEBI's upcoming board meeting, where the market regulator is expected to introduce stricter rules for retail investors trading in futures and options (F&O). This move comes after a recent study revealed that nine out of ten traders lost money in the derivatives market, often due to competition with high-speed trading firms. If implemented, these measures could reshape the equity derivatives landscape, impacting stock exchanges, brokers, and traders.
$109 Billion Boost to Power Transmission
India has announced a $109 billion (9.2 trillion rupees) plan to enhance its transmission infrastructure by 2032, targeting a 33% increase in network capacity and doubling substation capacity. This massive investment will also include pumped storage projects for grid stabilization. Companies like ABB India, Siemens Ltd, GE T&D, Voltamp, Apar, KEC, and Kalpataru are expected to benefit significantly from this initiative.
Rate Cuts to Squeeze Bank Margins
Despite a strong rally in the banking sector, analysts at Emkay Institutional Equities warn that net interest margins (NIMs) for Indian banks may come under pressure soon. With the Federal Reserve's potential rate cut, the Reserve Bank of India could follow suit, forcing banks to reduce their lending rates, thereby squeezing margins by the fiscal fourth quarter.
Indian Markets May Face Competition from China's Rebound
Although Indian stocks have hit record highs, there’s a growing argument that they may underperform compared to Chinese equities. China’s stimulus measures led to the MSCI China index surging over 16% last week, marking its biggest outperformance over Indian stocks since 2007.
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