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EXPLAINED ECONOMICS NEWS

A significant hurdle in the sector realising its potential is the fact that India remains heavily import-dependent for components such as semiconductors or chips, integrated circuits, batteries, and displays. (Freepik)

How FTAs could offer India a $1 trillion electronics export window, with caveats

February 15, 2026 20:11 IST

The US and the EU comprise about a third of the total global electronics demand. India must address some key issues to leverage access to them, including supply chains and R&D.

Steel tariffs

As US reportedly weighs scaling back steel and aluminium tariffs, a look at who really foots the bill

February 15, 2026 08:00 IST

For Trump to roll back tariffs, especially on crucial products such as steel and aluminium, would constitute a significant change in stance. A Financial Times report said higher prices for goods such as food and drinks, which depend on the metals for packaging, prompted the plan.

Germany's Chancellor Friedrich Merz

Udit Misra writes: Merz wants Germans to work more. But he needs to incentivise them firstSubscriber Only

February 14, 2026 06:27 IST

In his weekly column, "GDP: Graphs, Data and Perspectives", Udit Misra writes that if an average German earns far more in real wages than workers in most other countries, it does not make sense to work more. But Germany also has laws stopping them from working longer hours

it sector

Why the Indian IT sector must course-correct amidst ‘SaaSpocalypse’ fears

February 13, 2026 12:53 IST

Where does the IT services sector – a key driver of India’s economic growth in the last two decades – go from here, and what would the sector be able to bring to the table in an increasingly automated world?

cyber fraud

RBI plans to compensate victims of fraud transactions: What we know of the scheme so far

February 12, 2026 12:15 IST

How much money will the victims of cyber transactions get? Which victims are eligible? Where will the money come from? We explain.

Renewables to dominate India’s grid by 2070, but 'structural challenges' are slowing the pace

Renewable energy to dominate India’s grid by 2070, but ‘structural challenges’ are slowing the paceSubscriber Only

February 15, 2026 06:38 IST

As coal’s role shrinks, nuclear power is expected to expand gradually, increasing its share from about 3% at present to 5-8% by 2070 under CPS, reflecting its growing role in displacing coal-based generation while providing carbon-free base-load power.

Donald Trump trade deal

Explained: US tones down both factsheet and joint statement on trade deal — how this affects IndiaSubscriber Only

February 13, 2026 05:42 IST

India US joint statement update: The US has softened its claims about the gains it had secured from India as part of the trade deal. The updated factsheet tempers the wording in one section from 'committed' to 'intends', removes the mention of 'certain pulses' from another section, and drops one point altogether.

TECH DEAL

From 36 hours to 3 hours: Why India is now pushing social media companies to block content quicker

February 11, 2026 13:57 IST

Under the new rules, social media platforms must remove flagged content within two-three hours, possibly the shortest takedown window in the world. This has set alarm bells ringing within tech firms.

US trade deal

Why India-US digital services deal potentially intrudes into New Delhi’s sovereign policy space

February 11, 2026 11:06 IST

A White House fact sheet said India has agreed to remove its digital services taxes and committed to negotiating digital trade rules. This assumes significance as India had already removed the ‘Google tax’ before the trade negotiations began.

gold jewellery.

How gold rally is affecting small jewellers, as big players turn to innovationSubscriber Only

February 13, 2026 18:16 IST

With gold prices unlikely to slow down, established players like Titan and Caratlane might remain stable but the fate of smaller players hangs in the balance.

Stocks of textile exporters, including Gokaldas Exports, KPR Mill, Arvind Pearl Global Industries, declined up to 5% on Tuesday following the US-Bangladesh agreement.

How India’s US deal tariff advantage over Bangladesh vanished overnightSubscriber Only

February 11, 2026 15:36 IST

Trade deals signed by Bangladesh and India further assume significance as ties between New Delhi and Dhaka have soured in the last few months.

cattle feed

How the US trade deal will change India’s feed market

February 10, 2026 13:24 IST

India has not opened the door to American GM corn and soyabean. But it has provided a window for US sorghum and DDGS that might not be small

RBI, RBI governor

Why borrowings are now biting govts despite RBI rate cuts: Debt, liquidity twin issues

February 9, 2026 11:44 IST

Both the Centre and states are seeing their borrowing costs rise despite the central bank’s repo rate cuts amid a tightening of liquidity

Harley

Trump effect: Harley-Davidson could make a comeback in India after US deal

February 8, 2026 04:31 IST

While India is one world’s biggest motorcycle markets, it is a relatively small market for high-end premium bikes. After struggling to gain a foothold in the Indian market for several years, the iconic American brand shut its shops in 2020.

Trump

Trump order announces rollback of 25% additional tariffs: What it says India has ‘committed to’

February 9, 2026 19:02 IST

The executive order, issued separately from the joint statement, says India has agreed to 'stop' importing Russian oil, increase energy purchase from US and expand defence ties. Notably, the joint statement makes no mention of Russian oil

india us trade deal, data centres, GPUs, data

How India-US trade pact can affect GPU access, data centre investment opportunities

February 8, 2026 12:33 IST

India’s electronics industry, which has grown significantly in recent years, is expected to see increased activity as the new framework promises to provide improved market access and technology flows.

A worker on the plant floor of Clips & Clamps Industries, a metal stamping company in Plymouth, Mich., Jan. 23.

Udit Misra writes: Did Trump’s tariffs help manufacturing jobs in the US?Subscriber Only

February 7, 2026 06:56 IST

In his weekly column, "GDP: Graphs, Data and Perspectives", Udit Misra writes that a central reason cited for US President Donald Trump's global tariffs was the revival of domestic manufacturing. Official data, however, points to a decline in US jobs.

Russian oil

Trump says India will stop buying Russian oil. That is easier said than doneSubscriber Only

February 7, 2026 06:57 IST

The challenges in replacing Russian oil with US or Venezuelan crude are not only commercial but also technical. Then there are the considerations around India’s strategic autonomy. Analysts expect a gradual reduction in imports rather than a sudden stop.

Reserve Bank of India (RBI) Governor Sanjay Malhotra attends a press conference after a monetary policy review in Mumbai in December 2025.

RBI holds interest rates steady: What drove the decision?

February 6, 2026 12:05 IST

Days after India announced trade agreements with the US and the European Union, the MPC also chose to retain its neutral policy stance, indicating that the RBI will keep its options open and will adjust policy depending on the prevailing factors.

gold silver prices, kevin warsh

How Fed chair nomination brought pause to gold, silver rally, exposed their volatility

February 6, 2026 14:59 IST

The latest dip in silver prices comes with a stronger dollar, with the Fed signalling a reduced urgency to institute rate cuts in the interim. The dollar has also strengthened in the wake of planned US talks with Iran on the latter’s nuclear programme.

RBI

RBI’s Monetary Policy: Why the MPC is likely to maintain status quo

February 4, 2026 10:17 IST

In its December monetary policy, the six-member Monetary Policy Committee reduced the repo rate by 25 basis points to 5.25 per cent, bringing the cumulative cuts in 2025 to 125 basis points. The rate cuts are likely to be paused for now.

container ship, trade deal

Rupee, GDP growth, interest rates: What the US trade deal means for India’s economic outlook

February 4, 2026 10:34 IST

A reduction in US tariffs on Indian goods to 18% is a positive for the domestic growth outlook. However, this weakens the case for further interest rate cuts from the RBI, whose Monetary Policy Committee will announce its decision on Friday.

Ethanol

US farm exports to India have been surging even with no trade dealSubscriber Only

February 4, 2026 12:42 IST

It is not clear if India has agreed to grant greater market access to American corn, ethanol and soyabean, or relaxed restrictions with regard to imports of genetically modified produce and dairy products.

Trump and Modi

How does the trade deal with the US affect India’s macroeconomic outlook?  

February 3, 2026 15:25 IST

The deal, which comes into effect immediately, could also arrest the foreign portfolio investment outflows that were exerting pressure on the rupee

Workers on the printed circuit board assembly line at Zetwerk Electronics near Bengaluru, India, June 11, 2025.

India-US trade deal may have a $100-bn opportunity for India’s electronics exports. Here’s why

February 3, 2026 13:03 IST

India’s electronics industry, which has grown significantly in recent years, is expected to see increased activity as the new framework promises to provide improved market access and technology flows.

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