HIGHER TARIFFS
Explained: Why copper prices could fall further after four-month low amid US election outcome
Copper prices fell to a four-month low following the US midterm election outcome, which raised doubts over AI data centre demand and import tariffs. Despite a minor Monday bounce and tight supply constraints, analysts at TD Securities warn of potential further downside in the near term.
Group health insurance claims: 5 common claim deductions and disputes employees should know about
Most group plans cover pre-existing diseases from day one, and individual employees are not medically underwritten. Barring a few exceptions, disputes are rarely about whether a claim is admissible. They are mostly about deductions.
China extends suspension of 24% tariffs on US goods by two months, retains 10% duty
China announced its decision to prolong the suspension of the extra 24% tariffs on US goods by two more months, keeping the 10% duty on American imports in place. This extension comes in light of a prior agreement made between the leaders of both nations, effective from November 10, 2025. The recent announcement signifies ongoing trade discussions and the complexities involved in US-China economic ties.
US midterm results may give India trade leverage, but tariff and AI risks remain
The US midterm results may give India some room in trade negotiations by increasing congressional scrutiny of executive action, but they do not remove tariff risks or alter Washington's strategic priorities. AI investment is also unlikely to retreat, with capital expected to remain within the US rather than shift significantly to emerging markets.
Airtel says prepaid plan tweaks are only a trial, calls for industry-wide shift in data pricing to lift ARPU
Airtel has told analysts that its prepaid plan changes were an experiment to raise average revenue per user, not a structural pricing fix. MD Shashwat Sharma said sustained ARPU growth would require users to pay more in proportion to data consumption, arguing that India's telecom sector underprices heavy usage.
The high price of being King Trump: How tariffs and war fuelled voter anger
Inflation has significantly impacted the political careers of Biden and Trump. Rising costs have led to voter discontent against both administrations in recent elections. Trump's tariff policies and military actions have contributed to increasing economic burdens on citizens. Democrats now have an opportunity to implement policies that address voter concerns about inflation and foreign conflict. Improving these areas could help position them competitively for the 2028 presidential election.
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India's apparel production falls 5.6% in H1 FY27 as weak US demand, high costs hit manufacturers
India's apparel production contracted 5.6% year on year in April-September, extending its decline to nine consecutive months as subdued US demand and rising cotton and polyester prices weighed on manufacturers. Textile production, however, grew 13.1% during the period, supported by stronger demand for yarn, fabric and home textiles.
Airtel's premiumisation push comes at a cost as net subscriber additions fall 78%
Bharti Airtel's net mobile subscriber additions plunged 78% sequentially to 7.2 lakh in the September quarter after it discontinued its Rs 299 prepaid smartphone plan, pushing churn higher. However, stronger ARPU growth to Rs 271 helped offset slower additions, supporting revenue and operating profit growth.
Gokaldas Exports Q2 profit surges 410% to Rs 41 crore on favourable base, revenue up 13%
Gokaldas Exports reported a 410% year-on-year rise in Q2 FY27 net profit to Rs 41 crore, supported by growth in India and Africa operations, improved product mix and productivity gains. The company also reduced its net debt.
Gokaldas Exports Q2 net profit jumps 410% to ₹41 crore
Gokaldas Exports reported a 13% year-on-year rise in Q2FY27 consolidated income to ₹1,135 crore, while net profit surged 410% to ₹41 crore. EBITDA grew 52% to ₹127 crore, with margins expanding 287 basis points to 11.2%, supported by a stronger product mix, productivity gains and better execution.
Developing countries' debt hit record $9.4 trillion in 2025: World Bank
Most of the increase was driven by private financing, with borrowing from private creditors and bond issuance by public enterprises rising nearly 35 percent, the Bank's annual International Debt Report showed.
Inflation, tariffs come back to haunt Trump as voters deliver economic verdict in US midterms
US President Donald Trump faced a voter backlash over inflation, tariffs and rising living costs as Democrats scored sweeping victories in the 2026 midterm elections. An AP Voter Poll found that about two-thirds of voters blamed Trump's policies for fuelling inflation, while concerns over inequality, healthcare costs and democracy deepened Republican losses.
Trump’s $5,000 stimulus check promise faces a big question after Democrats take control of the House and Senate: Will Americans still get the tariff-funded payments?
For Americans who were counting on Donald Trump’s promised $5,000 payment, the midterm election result has raised a big question; will the money still arrive? Trump had promised every adult US citizen a $5,000 check if Republicans retained control of both the House and Senate. That condition has now fallen apart. Democrats have won the Senate and are close to securing a House majority.
Trump's midterm election setback may fast-track India-US trade deal within two months says founder, GTRI
Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) said the election results could push Trump to focus more on trade negotiations and expedite the proposed agreement with India.
Inflation, tariffs and a voter revolt: The midterm verdict on Trump's economy
US President Trump's policies led to rising inflation, resulting in substantial Republican losses in the midterm elections. Many voters attributed the economic challenges to Trump rather than his predecessor, Democrat Joe Biden. The electorate expressed dissatisfaction with the economy, particularly lower-income voters who felt financially worse off. Additionally, a significant number wanted the government to address healthcare costs and economic inequality.
Democrats' US midterm sweep may give India more room to negotiate a balanced trade deal with Trump
Democrats' takeover of both chambers of the US Congress could ease pressure on India in trade negotiations with the Trump administration, experts said. Greater Congressional scrutiny of tariffs may create opportunities for Indian exporters, although the existing 18% tariff is unlikely to change immediately and the bilateral trade agreement could face delays.
Alcohol stocks jump as blue wave boosts industry prospects
As the midterm elections unfold, investors are directing their focus to the alcohol sector, anticipating positive impacts on companies such as Constellation Brands due to shifting immigration policies. Optimism surrounding decreasing trade tensions with Canada also seems to uplift brands like Brown-Forman. However, the looming tariffs have caused a sharp decline in US spirits exports, and overall alcohol consumption in the country is still at historical lows, despite minor upticks.
Democratic victory in midterm elections adds a new twist to stock markets' Iran war, AI, and debt worries
Investors are watching the implications of the recent Democratic win in the US midterm elections. Geopolitical tensions, particularly the Iran war, continue to elevate oil prices and market risks. Regulatory scrutiny on the rapidly growing AI sector is expected following the election outcomes. Market volatility is anticipated to persist due to fiscal policy debates and increasing debt concerns. The market response so far has shown modest gains despite heightened uncertainties.
Reset will keep India busy as Trump’s midterm loss redraws US politics
The recent US midterm elections have significant implications for international relations and the economy. Incoming policies may impact trade agreements between India and the US, affecting both countries' economies. Additionally, potential conflicts involving Iran could influence energy prices in India, creating economic uncertainty. The evolving political landscape in Washington will require India to adjust its diplomatic strategies.
US Democratic win unlikely to ease firms' cost, tariff woes in near term, executives say
Global businesses expect limited immediate changes following Democrats' takeover of the US Congress, as high energy and raw material costs, inflation and strained consumer spending continue to weigh on operations. While some executives welcomed prospects of political stability, companies remain uncertain about tariffs, AI regulation and trade policies, amid fears of Washington gridlock.
From Iran to trade, how the US midterms impact the rest of the world
US Democrats' recent midterm election victories could influence global relations, especially concerning Iran and Israel. The potential for a peace deal with Iran seems viable as US voters oppose prolonged conflicts. In Ukraine, Democrats may propose increased financial and military aid, which could face delays. Additionally, Asian countries may reconsider investment pledges to avoid tariffs in light of these outcomes.
Rupee gains 17 paise to settle at 94.58 against Us dollar
The Indian rupee appreciated for the second consecutive session, closing 17 paise higher against the US dollar. Easing crude oil prices and inflows from foreign investors contributed to the rupee's firmness. Domestic equity markets also performed well, with both Sensex and Nifty rising significantly. The dollar index experienced a decline, reflecting a weaker American currency. These factors indicated improved global sentiment following the US midterm elections.
US midterm election results 2026: India sees some trade relief, new risks after US midterm vote
Indian officials are cautiously optimistic about the recent US midterm election results and their implications. While the election reduces trade tension, it introduces new uncertainties for US-India relations. Analysts suggest it is too early to gauge the long-term effects of these political changes. The potential for increased tariffs still looms due to ongoing investigations.
ETMarkets Smart Talk| Gold, silver or copper? Tata MF fund manager suggests a 50:30:20 commodity allocation: Tapan Patel
In this edition of ETMarkets Smart Talk, we speak with Tapan Patel, Fund Manager – Commodities at Tata Asset Management, who shares his outlook on gold, silver, copper and crude oil, explains the changing dynamics driving commodity prices, and suggests a 50:30:20 allocation to gold, copper and silver, respectively, for investors looking to build a commodity portfolio for the long term.
Apple shares slide as higher memory costs fuel margin concerns
The iPhone maker has benefited from using memory purchased at lower prices, but that advantage is expected to diminish over time, leaving more of its purchases exposed to higher prices.
Trump set for midterm test: What's in store for India, Iran, Ukraine after November 4?
US midterm election 2026: American voters' sentiments about rising prices could affect Trump's standing in trade discussions. Congressional control will determine the scrutiny over Trump's actions regarding Iran and Ukraine. India will, however, continue navigating uncertainties in trade relations regardless of the election results.
US midterm elections today: Can Trump’s pain be Dalal Street’s gain? Analysts estimate impact in 3 possible scenarios
The United States will hold crucial midterm elections that could significantly alter the balance of power in Congress. Analysts are focusing on potential scenarios that could emerge based on whether the Democrats or Republicans hold the majority. These outcomes may impact critical issues such as tariffs, immigration, foreign relations, and even oil prices.
ETMarkets Smart Talk | Gold for ballast, silver for growth; avoid industrial commodities in core portfolios: Saish Sawant
In this edition of ETMarkets Smart Talk, Saish Sawant, Research Analyst–Commodities at Emkay Global Financial Services, breaks down the contrasting moves across gold, crude and copper.
El Nino could add to US inflation pressures in 2027, San Francisco Fed paper warns
A San Francisco Fed study warns the current strong El Niño could drive US inflation up by 1 percentage point in 2027, despite temporarily boosting jobs. With inflation already above the 2% target, the climate shock adds further pressure on the Fed to raise interest rates.
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