The India-EU Free Trade Agreement offers significant preferential market access, boosting Indian industries like Capital Goods, Engineering, Metals, and IT. While some sectors see neutral impacts, smaller labour-intensive segments and defense stand to gain from duty elimination and expanded export horizons. This pact reconfigures competitive structures, fostering export growth and value-chain participation.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly