Analysen Indien

 

Indian stocks are emerging market investors' biggest underweight market after they accelerated rotation to Asian peers last month, according to Nomura Holdings Inc....

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Foreign portfolio investors significantly reduced their Indian equity holdings in early August 2025, totaling over Rs 21,000 crore in outflows. This was triggered by trade disputes with the US, lackluster corporate earnings, and a weakening rupee. However, a potential credit rating upgrade and easing US-Russia tensions could positively influence future FPI outlook....

Economist Jeffrey Sachs criticizes Donald Trump's tariff policies as detrimental to the US economy and a violation of international law, warning of potential legal challenges and geopolitical isolation. Sachs suggests Trump's actions stem from a desire to dominate other nations, particularly BRICS countries, and a flawed approach to the Russia-Ukraine conflict....

S&P Global Ratings upgraded India's sovereign credit rating to 'BBB', a move welcomed by the Economic Advisory Council, though they believe India's economic strength warrants a higher rating. The upgrade reflects India's fiscal consolidation, strong growth, and infrastructure development. S&P anticipates continued economic resilience driven by domestic consumption and rising capital expenditure....

The United States "does not act responsibly towards other countries", Professor Jeffrey Sachs noted...

The last upgrade by the US-based agency came in January 2007. This latest revision reflects India's position as one of the world's best-performing economies, with real GDP growth between fiscal years 2022 and 2024 averaging 8.8%....

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S&P Global upgraded India's rating to 'BBB' citing buoyant economic growth and enhanced monetary policy. Despite US tariffs, India's economy remains resilient due to domestic consumption and manageable impact on exports. The upgrade reflects India's strong recovery from the pandemic, infrastructure investments, and stable inflation, supporting long-term growth prospects....

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S&P Global Ratings' upgrade of India's credit rating comes at a crucial moment for the bond market, offering potential relief amid global uncertainty and mounting fiscal pressures....

India clinched a higher investment grade rating from S&P Global Ratings, reflecting stronger economic fundamentals and enhancing the country's appeal to foreign investors....

US President Donald Trump's additional tariffs on India will further damage the South Asian nation's already slowing economy and shrink its gross domestic product by as much as a percentage point, analysts said....

Indian natural polished diamond exports face challenges as the US market, a major consumer, slows down and imposes tariffs. A 10% tariff in April 2025 reduced the US share of exports, potentially decreasing Indian diamond polishers' revenue by 20-25%. While the industry anticipates disruptions, diversified trade relationships offer some protection, suggesting the US might face greater long-term consequences....

Indian stock markets brace for a volatile week, heavily influenced by the upcoming RBI policy decision and Q1 earnings from major companies like Bharti Airtel and SBI. Global factors, including US tariff developments and FII activity, will also play a crucial role in shaping market sentiment. Investors are cautiously optimistic about potential US-India trade agreement despite recent tariff announcements....

Amidst potential US penalties and EU sanctions, India faces a complex challenge in its Russian oil trade. A shift away from discounted Russian crude could inflate India's import bill by billions, impacting refiners and potentially destabilizing retail fuel prices. Despite claims, India continues to procure Russian oil, balancing economic factors with international norms....

US-Präsident Trump hat Indien wegen der Käufe russischer Waffen und russischer Energie einen Strafzoll in nicht genannter Höhe zuzüglich zum allgemeinen Zollsatz von 25% angedroht. Der Druck scheint bereits Wirkung zu zeigen. Die vier staatlichen Raffinerien Indiens sollen in der letzten Woche bereits kein russisches Öl mehr gekauft haben, wie Reuters unter Berufung auf vier mit den Plänen der Raffinerien vertraute Quellen berichtet. Stattdessen sollen sie Öl auf dem Spotmarkt im Mittleren Osten und in Westafrika kaufen.. --- Es dürfte für Indien kurzfristig kaum möglich sein, auf russisches Öl komplett zu verzichten, zumal auch andere Länder unter Druck stehen, sich nach alternativen Lieferanten umzusehen.. --- Ein vollständiger Ersatz der russischen Öllieferungen durch andere Anbieter ist ohnehin nicht möglich, weshalb bei einer wirksamen Sanktionierung merklich höhere Ölpreise drohen würden..

Indien bleibt ein wichtiger Motor für die Weltkonjunktur. Als großer Absatzmarkt und auch als Produktionsstandort gewinnt das Land immer mehr an Bedeutung. Risiken für die Konjunktur und die Attraktivität als Standort gehen allerdings von dem Handelskonflikt mit den USA aus...

Commerce Minister Piyush Goyal affirmed India's commitment to protecting its national interests in trade negotiations, following the US announcement of 25% tariffs. Goyal highlighted India's rapid economic growth, countering Trump's criticism by emphasizing its position as the world's fastest-growing major economy....

National Securities Depository Limited's IPO has opened. The IPO aims to raise Rupees 4,012 crore through an offer for sale. The price band was between Rupees 760 and Rupees 800 per share. Brokerages recommended subscribing to the IPO for long-term investment. NSDL reported Rupees 1,420 crore in revenue for fiscal year 2025. Profit after tax rose to Rupees 343 crore....