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India Exports Face Pressure From US Tariffs on Textiles Seafood and Auto Components

US tariffs on Indian goods including textiles and seafood continued to pressure Indian MSME exporters and labour-intensive sectors.

SoftBank announced a massive €75 billion commitment to develop 5 gigawatts of AI infrastructure capacity across France.

Anthropic’s latest funding round of $65 billion valued the AI safety company at $965 billion post-money surpassing OpenAI’s private valuation.

AI coding agent startup Cognition raised $1 billion in new funding valuing Devin the autonomous coding assistant at $26 billion.

India’s high public capital expenditure at 3.4 percent of GDP continued to underpin growth even as global trade headwinds intensified.

The government’s early GST slab simplification ahead of the festive season aimed to revive domestic demand and support informal sector recovery.

Energy prices tied to US-Iran military exchanges helped drive American inflation to its highest level since 2023.

Goldman Sachs Research predicted above-consensus GDP growth for India in 2026 citing easier financial conditions and healthier balance sheets.

Analysts predicted that Indian equity markets would perform better in 2026 than 2025 driven by resilient domestic mutual fund flows.

The new US-India trade agreement is projected to lower trade uncertainty and help unlock a long-awaited private investment cycle in India.