Read the day in order — the morning call, what happened, and what we made of it.
pushes ~$69+ on Russia fuel export curbs—keeping energy in focus while INR remains near record-weak zones on the FBIL 88.67 print. Overnight developments have intensified market concerns, particularly President Trump's announcement of 100% tariffs on branded pharmaceutical products effective…
On Oct 1, 2025, the United States plans to impose a 100% tariff on imports of branded or patented pharmaceutical products, with exemptions for companies that have already broken ground on new US manufacturing.
Our morning brief anticipated a "soft/flat start" with GIFT Nifty around 24,900 levels, but markets delivered a sharper decline than projected.
