As geopolitical tensions and trade disputes intensify under Donald Trump’s second term, India’s prized IT sector finds itself in the crosshairs of a shifting U.S. policy landscape. While previous tariff hikes targeted physical goods like textiles, gems, and metals, recent signals from Washington suggest that services—particularly IT and remote tech work—may be next in line. The Tariff Trail: From Goods to Services Since August 2025, the Trump administration has imposed steep tariffs on Indian exports,
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At the Semicon India 2025 summit held in New Delhi, Prime Minister Narendra Modi announced that India will begin commercial semiconductor production this year itself, marking a major milestone in the country’s push to become a global tech manufacturing hub. With over ₹1.5 lakh crore invested across 10 semiconductor projects, India is now entering the execution phase of its semiconductor mission. A Strategic Leap Forward India’s semiconductor journey began with the launch of the India
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The 56th meeting of the Goods and Services Tax (GST) Council, chaired by Union Finance Minister Nirmala Sitharaman, is scheduled for September 3–4, 2025, in New Delhi. This session is expected to be one of the most impactful since GST was introduced in 2017, with a strong focus on tax slab rationalisation, consumer relief, and state compensation. The meeting follows Prime Minister Narendra Modi’s Independence Day address, where he promised “next-generation GST reforms” aimed at
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In a significant regulatory update, the Securities and Exchange Board of India (SEBI) has announced new intraday position limits for equity index options. The move is aimed at curbing excessive risk-taking and managing volatility, especially during expiry-day trading sessions that have seen sharp and unpredictable swings. Effective from October 1, 2025, the framework introduces stricter controls on how much exposure entities can take during the trading day, without affecting genuine hedging or market-making activities. Key
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01September
Market Wrap: Ola, Kaynes Tech, GMDC, MCX, Swiggy, RVNL Shine as Top Gainers on September 1, 2025
The Indian equity markets opened September on a bullish note, with benchmark indices and broader markets rallying on the back of strong macroeconomic data, robust sectoral performance, and renewed investor optimism. The Nifty 50 closed at 24,625 (+0.81%) and the Sensex ended at 80,364 (+0.70%), while the Nifty Midcap 100 and Nifty Smallcap 100 outperformed with gains of 2% and 1.6% respectively. Drivers of the Rally GDP Surprise: India’s Q1 FY26 GDP growth came in
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