TARIFFS IMPACT
As trade talks begin, Chinese exporters prepare to get goods moving to US again
Following tariff-induced cancellations, China-based shipping agents are resuming container space purchases for U.S.-bound goods as trade talks loom. U.S. retailers, facing potential empty shelves due to inventory depletion, are restarting shipments despite existing tariffs. While optimism for tariff reduction grows, some experts caution that a swift resolution to the trade war remains unlikely.
Chipmakers find a ray of hope in AI chipsets amid US tariff gloom
Market trackers said chip makers are insulated from significant tariff impact due to the nature of their supply chain. The manufacturing of the chip sets largely takes place in Taiwan or Korea, which insulates the companies from a trade fallout with China. The origin of the final assembled device is often what determines the tariff applicability when shipped to a market like the US, so MediaTek and Qualcomm are not directly exposed to the evolving uncertainties, analysts said.
Are narrative stocks losing their appeal? Citi analysts warn against chasing hype
Citi favors stocks with reasonable growth visibility at sensible valuations. They avoid narrative stocks lacking earnings support. Surendra Goyal notes consumer staples are slow in earnings. Large banks are performing well. Metals face uncertainty due to global slowdown. Samiran Chakraborty forecasts India's FY26 inflation at 3.8%. Global supply chain disruption and excessive stimulus are inflation risks.
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US weighs plan to lower China tariffs to as low as 50%: Report
Reports indicate that the Trump administration may reduce tariffs on Chinese imports. The tariff could be slashed by more than half. The New York Post reported this news citing sources. However, the White House has dismissed the report. The White House calls it speculation. The White House spokesperson said that tariff decisions will come directly from the President.
Arm shares slump as weak forecasts fuel investor worries
Unlike chip designers like Nvidia and Advanced Micro Devices, the UK-based company makes money via licensing deals for its intellectual property and a royalty charged for each chip sold that uses its technology. "Royalties will likely face tariff-driven end demand headwinds, offset somewhat by Arm's strong pricing/royalty rate inflation," Citigroup analysts said in a note.
Earnings yet to impress, but September quarter could mark a turnaround: Dipan Mehta
Frankly, so far, I have been a bit disappointed with the earnings which have come through so far, but that may change in the September quarter or so. So, as I said, broadly constructive on the market and all corrections are good opportunities to buy.
American car, made in Korea: Why General Motors is hurt by tariffs
General Motors faces tariff challenges. These tariffs impact earnings. Other automakers also face difficulties. Ford aims to offset costs. Experts note changing manufacturing locations. Tariffs may reduce affordable car options. The average new car price is already high. GM explores cost cuts and trade agreements. The company remains committed to its Korean operations. These operations are a global export base.
EU ready to fight back against US tariffs with aggressive countermeasures? Trade chief's big hint
European Commission is set to reveal its strategy against US tariffs if negotiations falter. Maros Sefcovic announced preparatory steps, including rebalancing measures. EU aims for a fair deal, not succumbing to pressure. Tariffs on Boeing jets are considered. This follows a pause in retaliatory tariffs after Donald Trump suspended higher US duties.
Can Schaeffler navigate US tariffs and industry softness to meet its full-year forecast?
Schaeffler, a German machine and car parts maker, saw its first-quarter revenue decline. The revenue fell short of market predictions. The company attributes this to industry softness. However, Schaeffler believes the impact of US tariffs is manageable. CEO Klaus Rosenfeld acknowledges a challenging market. Trade conflicts create planning difficulties. The company is assessing how to handle tariff costs.
US stocks sink again as more companies detail damage they're taking because of Trump's trade war
US stocks fell as AI enthusiasm cooled and companies, including Ford and Clorox, withdrew forecasts due to Trump’s tariff uncertainty. The S&P 500 dropped 0.5%, led by declines in Palantir and Nvidia. Market caution grows amid economic unpredictability and potential Fed rate decisions.
Trade tensions, tariffs to disturb rapid growth of data centres: Moody's
In a report dated May 5, the agency said tariffs on essential materials and components for data centres can increase costs, putting financial pressure on existing facilities and delaying projects under development. Abrupt changes in tariff policies create uncertainty, making it difficult for datacentre developers to forecast costs and timelines accurately.
‘Sell in May and go away’ or stay put in the market? Pankaj Pandey answers
Pankaj Pandey suggests markets will likely recover from geopolitical shocks within months, maintaining a positive outlook for banks and oil & gas as foreign selling pressure eases. While cautioning against the 'sell in May' adage, Pandey highlights potential near-term volatility. He sees opportunities in commodities, hotels, hospitals, autos, AMCs and real estate, favoring a stock-picking approach.
China's services growth hits 7-month low as tariffs bite, Caixin PMI shows
China's services sector experienced its slowest expansion in seven months in April, as the Caixin PMI fell to 50.7, impacted by U.S. tariffs and subdued business sentiment. New business growth weakened, leading to job cuts and price reductions by service providers. Policymakers are urged to take action to mitigate the effects of the ongoing trade standoff.
Indices edge up on FII boost, tariff impact still a worry
The broader markets ended stronger with the Nifty Midcap 150 and Nifty Small-Cap 250 rising 1.6% and 1.1%, respectively. Of the 4,202 shares traded on BSE, 2562 advanced and 1,460 advanced.
How streaming giants like Netflix, Disney, and Paramount reacted to Trump’s 100% tariff announcement on foreign films
President Trump announced that “all movies produced in foreign countries” entering the U.S. will now face a 100% tariff, citing concerns over their potential threat to “national cohesion and security.”
If implemented, Trump's tariff threat will impact business of Indian films in US: Producers
Donald Trump's tariff threat looms over Indian cinema. A 100% tariff on foreign films entering the US could drastically affect the Indian film industry's earnings. Ticket prices may surge, impacting viewership in America. Producers fear reduced revenue from theatrical releases and digital deals. Some believe the impact will be minimal, with alternative markets available.
Have Donald Trump’s tariffs impacted the Kentucky Derby 2025? All about the economic impact
The 2025 Kentucky Derby has arrived, bringing excitement to Churchill Downs in Louisville, Kentucky. As the iconic race begins, all eyes are on the field of 19 contenders vying for the coveted garland of roses.
Tariff Turbulence: The ripple effects of Trump's trade policies on Indian exports
The US imposed tariffs on Indian imports, starting with 10% on April 5, 2025, escalating to 26% before a 90-day suspension on specific tariffs from April 10. As India and the US negotiate a trade deal, Indian exporters, particularly in sectors like machinery, pharmaceuticals, and textiles, face potential financial impacts.
Apple expects $900 million tariff hit, Amazon sees no impact yet
Amazon and Apple exceeded first-quarter earnings expectations, but looming tariffs cast a shadow on future performance. Apple anticipates a $900 million tariff impact, shifting production to India and Vietnam, while facing legal challenges regarding App Store policies and Google's search monopoly.
Amazon sellers are stocking up in the face of tariffs, but it's a short-term fix
Amazon is grappling with the potential impact of tariffs on its third-party sellers, who are currently stocking up to mitigate the effects. However, analysts predict that price increases and margin pressures are inevitable in the coming months as inventories deplete.
S&P cuts India's FY26 GDP growth forecast to 6.3% over US tariff uncertainty
S&P Global Ratings lowered India's GDP forecast for 2025-26 to 6.3% and 2026-27 to 6.5%, citing trade uncertainties and tariff measures, while also reducing growth projections for several major economies, including the US, China, and Japan, amid a potential global economic slowdown.
China 'evaluating' US offer to negotiate tariffs; Beijing's door is 'open'
China considers Washington's offer for trade talks regarding Donald Trump's tariffs. The Commerce Ministry states Beijing is assessing the proposal. China demands the U.S. rectify its practices and remove tariffs. The U.S. expresses optimism for easing trade tensions. Scott Bessent hopes for de-escalation and a larger trade deal. Xi Jinping urges officials to adapt to international changes.
How Trump tariffs have begun to bite China
Despite China's attempts to downplay the impact, Trump tariffs are beginning to affect its economy, as evidenced by shrinking factory activity and potential copper shortages. In response to these economic pressures, China is creating a 'whitelist' of US-made products that will be exempted from its tariffs, signaling a quiet effort to ease the trade war's impact.
Pay your own Trump tariffs! Airbus tells US airlines to pay extra for imported aircraft
Airbus is shifting the burden of US tariffs on European-imported aircraft to American carriers, escalating trade tensions. CEO Guillaume Faury stated airlines will bear the cost, while Airbus manages tariffs on parts for its Alabama plant. This move disrupts the aerospace supply chain, already strained by the pandemic, as airlines seek ways to avoid the extra expenses.
How will US-China trade tensions impact global corporate capex & Asia's GDP growth? Chetan Ahya answers
Morgan Stanley economist Chetan Ahya predicts trade tensions will hurt global investment. Asia's GDP growth may fall from 4.8% to 3.6% by late 2025. The US may reduce tariffs, but uncertainty will remain. Tariffs on autos and semiconductors will affect Korea, Taiwan, and Japan. Pharma tariffs may impact India, China, and Japan.
'Already too late': Hedge fund billionaire, who predicted 2008 financial crisis, gives big warning over Trump tariffs
Ray Dalio, hedge fund billionaire and founder of Bridgewater Associates, has given a big warning over US President Donald Trump's tariffs in a social media post on X. Dalio, who correctly predicted 2008 financial crisis, has warned that the world is on the 'brink' of a breakdown on tariffs. Many economists and experts have already sounded alarm over Trump's tariffs.
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