TARIFFS EXPLAINED
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.
Rubio to visit France on first post-midterm foreign trip to face questions on Trump policies
US Secretary of State Marco Rubio will attend the G7 foreign ministers meeting in France this weekend. This trip follows significant Republican losses in the midterm elections, raising questions about Trump's international policies. Rubio is expected to address various global issues, including the Iran and Russia-Ukraine conflicts. The meeting aims to cover topics like energy security and support for Ukraine amidst ongoing challenges.
Investors in other markets would be envious of India multiples: Rich Handler, chief executive of Jefferies
Jefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capital gains taxes could attract foreign investors. He sees opportunities in India's AI and data centre sectors, argues that global capital outflows reflect external pressures, and believes concerns about an AI bubble warrant a healthy pause rather than alarm.
Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?
Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 earnings, attractive valuations and a global shift away from AI-linked stocks supported the rally. The key question now is whether renewed buying can sustain the market's recovery.
ETMarkets Commodity Talk| Building a 5-year portfolio? Why gold could take the largest share of your commodity allocation, Deveya Gaglani decodes
In this edition of ETMarkets Commodity Talk, Deveya Gaglani, Senior Research Analyst – Commodities at Axis Direct, shares his views on the evolving commodity landscape and the role of gold, silver and industrial metals in a diversified portfolio. He also explains why gold could form the largest component of a long-term commodity allocation, while highlighting the risks of blindly buying the dip or chasing a sharp rally.
Why did market rally today? Sensex zooms 2,009 pts, Nifty ends above 24,500. Trump’s setback, 6 other factors behind Rs 8 lakh cr gains
Why market is up today: On Thursday, the Indian stock market saw a notable rally as Sensex and Nifty both surged up to 3%. Easing oil prices contributed positively to the market's momentum, leading to a recovery this week. Major companies like IndiGo and Maruti Suzuki led the gains among their peers on Sensex.
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US Midterms mandate 2026: Republican fortunes go south as another war flips the script
Trump's Iran war, tariffs and economic policies have fuelled voter discontent, helping Democrats make sweeping gains in the 2026 US midterms, including in Republican strongholds Texas and Kansas. The results raise questions about Trump's political influence, the future of MAGA and the Republican Party's prospects as it looks towards 2028.
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.
The business of running a hospital: Balancing profitability, patient trust and scale
A hospital’s financial health depends on more than occupancy and revenue, requiring a careful balance of cost control, cash flow and patient trust.
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 | Bond markets have priced in nearly four rate hikes. Where should investors invest now?
In this edition of ETMarkets Smart Talk, Piyush Barawal, Director and Senior Fund Manager at WhiteOak Capital, shares his outlook on interest rates and bond yields and explains why the two- to four-year segment of the yield curve could offer an attractive opportunity.
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.
US midterm elections set to begin: Can Trump’s likely defeat sparkle Sensex, Nifty? Here’s what analysts say
The November 3 US midterm elections could reshape control of Congress, with analysts anticipating potential Republican losses. A divided government may heighten market volatility, although historical annualised returns remain largely unaffected. For Indian investors, the key concerns are the dollar, US bond yields, crude oil prices and foreign fund flows amid an already challenging market environment.
Why is India's probe of Scotch imports from Britain rattling liquor majors?
India's investigation into bulk Scotch whisky imports has triggered the first major trade dispute under the India-UK free trade agreement. The government argues bulk Scotch does not qualify for reduced import tariffs, potentially restoring duties to 150% from 75%. The dispute threatens a $65 billion global whisky market, putting Diageo, Pernod Ricard and Indian liquor makers at odds with customs officials.
India's FTAs to open new export opportunities as country eyes $1 trillion milestone: IIFT VC
India's trade deficit is likely to persist as long as the country remains dependent on oil imports, although rising exports of value-added petroleum products are helping narrow the gap, K. Rangarajan, Vice-Chancellor of the Indian Institute of Foreign Trade (IIFT), said on Friday.
Layoffs pushed Renee Rubens to rethink her career. She turned tea gifts into a business bringing in up to $30,000 a month
Renee Rubens turned her interest in premium loose-leaf tea into Symphony of Leaves Tea Company after years in corporate media sales and three career layoffs. She started by gifting tea to friends and built the business without loans. The company now brings in a reported $15,000 to $30,000 a month, though tariffs and supplier challenges continue to put pressure on the business.
3 Warning Signs Your Supplier Is in Distress
Suppliers to multinational corporations are under growing pressure from tariffs, logistics disruptions, compliance demands, and repeated global shocks, yet many buyers still rely on conventional indicators—audits passed, orders filled, service levels met—that can obscure deeper distress. Supplier weakness often appears first not as outright failure but as a gradual retreat: range thinning, when suppliers stop investing in innovation and improvements; descaling, when they reduce capacity, defer upgrades, or lose resilience; and withdrawal, when they quietly stop bidding, decline complex work, or exit parts of the network. By assessing supplier health across innovation, investment, capability, service resilience, commercial participation, and network position, executives can detect early warning signs before a valued partner disappears. The right response depends on the stage of distress: protect innovation through cost-sharing and co-investment, protect capability through operational support and simpler governance, and protect optionality through targeted retention plans and stronger supplier voice mechanisms.
ET Prime Special Series: Multibagger or IBC - Part 82: This auto ancillary’s name tells only 20% of the story. What’s the other 80%?
The shift towards electric vehicles, or EVs, is forcing traditional auto-component suppliers to reconsider their future. For some, it threatens core products. For others, it creates opportunities in components that can survive the death of the combustion engine. This supplier finds itself on both sides of that transition. Its original business is exposed to ICE vehicles, while its manufacturing division has developed products relevant to EVs. Alongside, the company is pursuing other initiatives. Will these translate into stronger profits, or will rising financial obligations limit the benefits?
US Midterms 2026: Are educated Republican districts going extinct?
Republican Mike Lawler’s New York House seat has become a test of whether GOP incumbents can survive in affluent, highly educated suburban districts where Donald Trump is unpopular. Democrat Cait Conley is trying to nationalise the race around tariffs, healthcare and the Iran war, while Lawler is stressing his local record and occasional breaks with Trump as Republicans face pressure among college-educated voters.
The war bump is a false victory for S&P 500 profits
The commentary argues that strong S&P 500 earnings growth is narrowly concentrated in AI-linked companies and sectors benefiting from the Iran war, including energy, defence and materials. It warns that higher fuel prices, inflation and borrowing costs could weaken consumer demand, while heavy dependence on the AI boom leaves the market vulnerable if investment returns disappoint.
Silver prices are tarnished but not forgotten. Why HSBC thinks gains in white metal may be limited?
Silver prices have plunged nearly 60% from their January record high, but HSBC expects limited gains ahead. The bank sees prices consolidating and edging higher in 2027, supported by gold, while rising mine output, recycling supply, weaker industrial demand, a firm US dollar and elevated yields could cap rallies.
Research: Navigating the Business Risks of Changing Pro-America Sentiment
U.S. firms increasingly operate in a marketplace where “Made in USA” is no longer a neutral provenance claim but a charged political signal. A new study analyzing 5,355 companies over twenty years found that pro-America marketing has increasingly shifted from pride-based patriotism to grievance-fueled, us‑versus‑them nationalism. While this can create upsides—new customers, loyalty, pricing power—it also exposes companies to narrative capture, boycotts, and legal scrutiny. To avoid risk, companies must examine their exposure along two axes: domestic embeddedness and symbolic intensity. Leaders must align operations and symbolism, set clear guardrails, and proactively manage meaning drift before others define their loyalties.
Did your balanced advantage fund buy the dip? Here's what your investment strategy should be now
When markets fell, BAFs had an opportunity to increase equity exposure. Many did, while others were more cautious.
Is India a “shadow transshipment” hub? The data says otherwise
Between 2014 and 2024, India’s goods exports to the US grew 1.86 times, while US exports to India grew 1.94 times. A rising two-way relationship, with India’s global exports also up 1.36-fold, is hard to square with a “mere pass-through” story tailored to one market.
Nifty's PEG ratio near 10-year low but why don't stocks look cheap yet? Valuation paradox explained
Nifty’s PEG ratio approaches a decade low, suggesting an enticing potential for valuation and earnings growth. The substantial drop in the forward P/E ratio has heightened hopes for a market recovery. However, rising bond yields and potential earnings downgrades pose challenges to investor sentiment. Selective opportunities arise across sectors, influenced by enhanced credit growth and evolving demand.
From CDMO to aerospace: How Vikas Khemani finds India’s next big themes
Now, as Carnelian has ventured into mutual fund business by launching a small-cap fund with a ₹5,000 crore cap, Khemani is focusing on manufacturing, financials and IT while warning investors against confusing market capitalisation with valuation. In an interview, he explains how the fund plans to manage size, assess expensive growth opportunities and position for the next market re-rating.
US sanctions have India cornered. BRICS charts an escape route
US sanctions have significant implications on international trade, especially concerning countries like India. As BRICS countries explore alternative payment systems, the renminbi could become an attractive option. This change might reduce reliance on the US dollar and offer nations more strategic autonomy. The recent discussions emphasize the importance of cross-border interoperability and local-currency settlements among BRICS members. These developments highlight a potential shift in global economic power dynamics.
US very close to finalising trade deal with India, says Marco Rubio
US Secretary of State Marco Rubio said on Monday that Washington is close to finalising a trade deal with India. He said the US considers various factors, including ongoing trade negotiations, while making decisions on national security waivers related to Russian oil and gas sanctions.
Trump puts Russia sanctions bill on hold, cites US national interest; retains power to reinstate measures
US President Donald Trump has waived the application of certain sanctions, restrictions and duties on Russia under the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, according to an executive order issued on Saturday. The order outlines a waiver of specified measures provided for under the legislation.
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