INDIA CHINA TRADE
Rare earth, rarer nod: Indian firms’ magnet waitlist doubles in 2 weeks, sends industry into supply tailspin
The number of India-based companies awaiting rare earth magnet procurement licences from China has nearly doubled to 21. This delay, following China's new export regulations requiring end-user certificates, threatens production disruptions for Indian automobile manufacturers who rely on these magnets. Diplomatic efforts are underway to resolve the issue.
Learn With ETMarkets: Geopolitics vs. Portfolio - 7 smart investing moves in volatile times
Geopolitical tensions significantly influence financial markets, impacting supply chains and commodity prices. Despite events like the Russia-Ukraine conflict and US-China trade tensions causing short-term volatility, Indian equity markets have shown resilience. Experts advise maintaining a long-term perspective, diversifying asset allocation, and incorporating safe-haven assets.
Boeing resumes China deliveries with 787-9 jet to Juneyao Airlines, Yicai reports
Boeing resumed aircraft deliveries to China, with Juneyao Airlines receiving a 787-9, signaling easing trade tensions. This follows a temporary scaling back of tariffs and successful negotiations between the U.S. and China. A 737 MAX for Xiamen Airlines also landed in China, indicating a return to normal operations after previous suspensions due to trade disputes.
India, China agree to hold 'functional talks' on trade, eco
India and China have agreed to engage in talks, addressing specific economic and trade concerns, including rare earth metal supplies affected by Chinese export controls. Both nations aim to expedite the resumption of direct flights and finalize an updated Air Services Agreement.
India moves to conserve its rare earths, seeks halt to Japan exports, sources say
India has requested IREL to halt rare earth exports to Japan, aiming to secure domestic supplies and lessen reliance on China. This decision follows China's export restrictions, which have impacted global industries. IREL intends to expand domestic mining and processing capabilities, seeking partnerships for rare earth magnet production, while India plans incentives for local processing and magnet facilities.
India, China agree on fast-track resumption of direct air services
India and China have committed to accelerating the resumption of direct air services, a key outcome of recent talks in Delhi between Foreign Secretary Vikram Misri and Chinese Vice Foreign Minister Sun Weidong. Discussions also covered stabilizing bilateral relations, people-centric cooperation, and the Kailash Manasarovar Yatra.
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US stock market today: Dow struggles, Nasdaq dips, S&P slides as Boeing crashes and Trump sparks fresh China tariff fears
US stock market opened volatile on June 12, 2025, as President Donald Trump announced a “done” trade deal with China, yet market reactions stayed cautious. Despite Trump’s claim of a 55% China tariff, Commerce Secretary Howard Lutnick clarified no immediate changes under the London framework. Meanwhile, Dow Jones futures turned green briefly, but S&P 500 and Nasdaq futures remained lower. Rising tensions with Iran, which threatened US bases if nuclear talks fail, pushed Brent crude oil above $70. The US dollar dipped to 2023 lows as gold prices jumped. Markets await China's official statement and updates on Iran talks.
Willing to step-up dialogue, China on lifting export curbs on rare earth metals to India
China has hinted at potential discussions with India regarding export restrictions on rare earth materials, expressing a willingness to enhance dialogue and cooperation with various nations to ensure stable industrial supply chains. This follows concerns in India about shortages affecting automobile and semiconductor manufacturing.
Trade deal lacks fine print, raising doubts over US-China truce: Shaun Rein
Shaun Rein discusses the US-China trade agreement, highlighting Trump's optimistic view versus China's more cautious approach. He emphasizes China's growing economic power and shift in trade patterns, with the US needing Chinese manufacturing and resources. Despite market fluctuations and geopolitical tensions, Rein suggests investors consider increasing exposure to Chinese equities, anticipating future institutional investment.
Why is India outpacing China, US, EU and Germany?
Despite a slight moderation to 6.3% in FY26, India's economic growth remains robust, outpacing global trends. Fueled by strong domestic consumption, a favorable demographic dividend, and government-led capital expenditure, India stands out as the fastest-growing major economy. However, risks like oil import dependence and a weak export sector persist amid global economic turbulence.
Auto stocks in focus as U.S.-China trade deal eases rare earth supply concerns
U.S. and China have signed a trade deal easing rare earth supply concerns—vital for EVs, sensors, and defence components. The pact, which also includes visa relaxations and new tariffs, is expected to benefit global auto, electronics, and capital goods sectors, including India’s automakers.
Why China’s going all in on gold and India isn’t, says financial adviser
China is reshaping global gold demand with a bold, state-led strategy to reduce reliance on the US dollar and prepare for prolonged economic turbulence. From directing insurance firms to buy physical gold to encouraging citizens to hold it, Beijing is shifting the financial landscape. Meanwhile, trade tensions and inflation worries are fuelling global gold prices, raising the prospect of gold breaching $3,400 per ounce. In contrast, India's gold policies remain cautious and restrictive.
Ahead of Market: 10 things that will decide stock market action on Thursday
Sensex today:Indian markets closed higher on Wednesday, supported by gains in IT and oil & gas stocks. Global cues and progress in U.S. trade talks lifted investor sentiment. Broader markets saw profit booking, but large-caps remained resilient.
IKEA plans to enhance sourcing from India to 50%: Swedish minister
IKEA plans to significantly increase its sourcing from India. The goal is to reach 50 per cent for its global operations. Currently, it stands at 30 per cent. This initiative aligns with India's aim to boost manufacturing. IKEA sources textiles, plastics, and metals from India. The company started its Indian retail operations in 2018. More stores are planned across India.
Rare earth rattles: As US woos China, India watches and weighs its chances
Amidst China's rare earth export restrictions causing global concern, India is actively seeking joint exploration opportunities with Central Asian nations to diversify its supply chains. Minister Piyush Goyal has called China's actions a "wake-up call," as India aims to become a reliable alternative for businesses reducing dependence on Chinese suppliers, though challenges and a lengthy process are anticipated.
Gold Rate Today: Yellow metal rises to Rs 97,200/10g as US-China trade uncertainty boosts demand
Gold prices increased due to trade uncertainties between the US and China. Investors sought safe-haven assets before US inflation data release. On MCX, August gold futures rose, while July silver futures slightly declined. Globally, spot gold and US gold futures also experienced gains. Market awaits US CPI report for Federal Reserve policy insights.
Sensex jumps over 100 points, Nifty tops 25,100; auto stocks lead gainers
Stock Market Today: Indian benchmark equity indices saw a slight increase at the opening on Wednesday, mirroring positive trends in Asian markets. This optimism stems from encouraging developments in trade discussions between the US and key partners, including India and China. The Sensex and Nifty50 both experienced marginal gains, influenced by advancements in both international and bilateral trade negotiations.
GIFT Nifty up 30 points; here's the trading setup for today's session
Domestic equities remained flat after a four-day rally, with analysts anticipating continued consolidation and a positive bias. The positive sentiment favors long trades above 24,850, potentially reaching 25,350, while India VIX fell. FIIs and DIIs were net buyers, and the rupee strengthened against the US dollar amid strong foreign capital inflows.
Why India has an incentive to act tough in Trump trade talks
India and the United States are in talks for a trade deal, aiming for a June deadline. Swaminathan Aiyar suggests India should stand firm like China. He believes Trump is eager for deals before the 90-day deadline. Howard Lutnick is optimistic about a US-India trade agreement before July. Negotiations are progressing, with the US team extending its stay in India.
Rare Earth isn't all that rare, actually
China's attempt to control rare earth minerals may not work. Other countries are starting to mine and refine these resources. India, with the third-largest reserves, aims for self-sufficiency. Fiscal support is increasing. India will negotiate with China and seek partnerships with Australia and Russia. This ensures a stable supply and supports India's manufacturing goals.
Ahead of Market: 10 things that will decide stock market action on Wednesday
Sensex slipped 53.49 points and Nifty remained flat on Tuesday as profit booking in financials offset optimism from U.S.-China talks and RBI support, with selective buying in IT and pharma.
Market Wrap: D-Street ends flat as banks offset global optimism; Sensex sheds 53 points, Nifty holds 25,100
The benchmark BSE Sensex closed marginally lower on Tuesday, while the broader NSE Nifty 50 ended unchanged, as profit booking in financial stocks outweighed optimism stemming from U.S.-China trade talks and policy support from the Reserve Bank of India.
Subdued Asian FX, 'matching' flows anchor rupee in quiet trading day
The Indian rupee remained stable on Tuesday, mirroring the quiet movement of Asian currencies, closing at 85.6025 against the U.S. dollar. Investors are cautiously awaiting the outcome of U.S.-China trade talks, influencing market sentiment. While some Asian currencies have gained from the dollar's weakness, India's external investment deficit poses a challenge for the rupee.
GIFT Nifty up 60 points; here's the trading setup for today's session
Domestic markets closed higher, fueled by positive sentiment following the RBI's rate cut and strong global cues, including robust US jobs data and optimism surrounding US-China trade talks. Analysts anticipate a continued upward trend in the market, supported by favorable domestic factors. The rupee strengthened, and both FIIs and DIIs were net buyers.
Market Wrap: D-St ends higher as RBI easing, U.S. jobs data fuel rally; Sensex adds 256 pts, Nifty hits 8-month high
Indian benchmark indices ended Monday’s session in the green, with the banking index surging to a record high during the day, lifted by the Reserve Bank of India’s surprise policy easing, upbeat U.S. jobs data, and progress in U.S.-India trade talks.
Asian stocks advance on trade talks, US jobs data
Asian stocks saw a positive opening as the US and China prepare to restart trade negotiations, fueled by optimism from better-than-expected US jobs data that eased recession concerns. Japan and South Korea's equities rose, while US Treasury yields remained steady. The resumption of trade talks could provide a further boost to markets.
India hits China, Japan and EU with fresh anti-dumping duties on vitamin and rubber chemical imports
The Indian government is placing anti-dumping duties on Vitamin-A Palmitate from China, Japan, Switzerland, and the EU. Duties are also imposed on Insoluble Sulphur from China and Japan. This action protects local manufacturers from low-priced imports. The duties are effective for five years. Investigations revealed unfair pricing practices.
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