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Bloomberg Quint

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Trump Tariffs To Hurt India GDP By Only 25-30 Bps, Says Keki Mistry | Profit Exclusive

  • India's gross domestic product may see a net impact of around 25-30 basis points, due to the reciprocal tariffs announced by the United State of America.
  • Keki Mistry, former VC & CEO of Housing Development Finance Corporation Ltd., stated that on a relative basis, India is doing much better than other neighboring economies which compete on exports.
  • The tariffs themselves might result in a 40 basis points hit to India's GDP.
  • Keki Mistry is presently on the board of HDFC Bank.

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Bloomberg Quint

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Hotels, Aviation, Food Delivery Are Samir Arora's Top Sectoral Picks Amid US Tariffs — Here's Why

  • Hotel and hospitality, aviation, and food delivery sectors are preferred by Helios Capital amid uncertainty over US tariffs.
  • These sectors fall into the consumer discretionary category and are expected to benefit from tax cuts and favorable monetary conditions.
  • Food delivery companies are outperforming benchmarks and are not affected by US tariffs. Zomato Ltd. is Helios Capital's top pick in the space.
  • Investors are advised to monitor the ongoing tariff war to identify the real beneficiaries, but India is expected to relatively benefit due to its limited exposure to international trade.

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Bloomberg Quint

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Ola Electric Issues Clarification On February 2025 Sales Data Mismatch

  • Ola Electric issues clarification on February 2025 sales data mismatch.
  • 90% of the orders were paid in full and were not token-amount bookings.
  • Ola Electric recognizes revenue only on the completion of registration and delivery of vehicles.
  • Ola Electric claimed to have sold 25,000 scooters in February, but only 8,652 were registered due to renegotiation of contracts with vendors.

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Bloomberg Quint

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India Overtakes Germany To Become 3rd-Largest Wind, Solar Power Generator: Report

  • India became the world's third-largest producer of electricity from wind and solar energy in 2024, overtaking Germany.
  • Wind and solar together generated 10% of India's electricity generation, and clean sources accounted for 22%.
  • Globally, renewables led the growth in clean electricity, adding a record 858 TWh in 2024.
  • Solar was the largest source of new electricity for the third straight year, adding 474 TWh in 2024.

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HinduBusinessLine

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TCS, Accenture, Infosys tops LinkedIn India top companies 2025

  • Tata Consultancy Services (TCS), Accenture, and Infosys have been ranked as the top three companies on the LinkedIn India Top Companies 2025 list.
  • The technology, finance, and enterprise software sectors dominate the list.
  • Companies on the list are focused on hiring in areas like development tools, data storage technologies, and enterprise software.
  • The growth of India's IT sector is highlighted, with Cognizant securing the fifth position.

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HinduBusinessLine

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Amid growing Visa woes and rising tuition costs, number of Indian students in the US sees a 28% dip in FY25

  • businessline’s analysis reveals a 28% decline in Indian students in the US in FY25 based on SEVIS data.
  • The number dropped from 348,446 in July 2024 to 255,447 in August 2024, followed by a relatively stable enrollment around 255,000.
  • Factors contributing to this decline include visa issues, escalating tuition costs, and uncertain job prospects.
  • Proposed bills like the 'Fairness for High-Skilled American Act 2025' targeting OPT further add to the student community's concerns.
  • Some students are turning to alternative study destinations like Germany due to perceived challenges in the US.
  • While some continue with US plans, many are reconsidering due to visa uncertainties and evolving conditions.
  • Current students in the US express caution around job opportunities and the complexity of securing visas.
  • These concerns have led to a reduction in Indian students aspiring for US education, with interest shifting to countries like Germany and Ireland.
  • Experts predict a potential reversal in this trend if US policy clarity and job outcomes improve for international students.
  • The evolving situation reflects a cyclical decline influenced by visa uncertainties, high costs, and job market challenges.

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HinduBusinessLine

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28% fall in Indian students headed to US in FY25 over visa, cost concerns

  • businessline’s analysis reveals a significant decrease in Indian student enrollment in the US based on SEVIS data, dropping from 3,48,446 in July 2024 to 2,55,447 in August 2024.
  • This decline is attributed to concerns over ad-hoc deportations, tighter visa regulations, and high tuition costs, along with the proposed 'Fairness for High-Skilled American Act 2025' targeting OPT.
  • The bill aims to eliminate OPT, causing unease among F-1 and M-1 visa holders, and potentially impacting future OPT issues.
  • Experts and students express varying sentiments, with some opting for countries like Germany over the US due to uncertain job prospects and a perceived hostile atmosphere.
  • While some students with scholarships continue to pursue the American dream, many are reconsidering their higher education plans in the US due to visa uncertainties and evolving conditions.
  • Current students in the US face challenges in finding jobs and navigating visa sponsorship costs, leading to cautious decisions and a reluctance to leave the US.
  • The shift in Indian students' preferences towards countries like Germany and Ireland over the US is driven by rising visa uncertainty, high costs, and muted job prospects.
  • Experts believe that with clearer post-study pathways, improved tech hiring, and better policy alignment, the US could regain its appeal for Indian STEM talent despite the current decline.
  • Factors such as visa concerns, cost implications, and job uncertainties continue to influence Indian students' decisions regarding higher education options, leading to a shift away from the US.
  • While some students still pursue the American dream, others are opting for alternative destinations like Germany, Australia, and France due to perceived advantages and opportunities.
  • The current trend of declining interest in US education among Indian students may potentially reverse if the US government addresses concerns related to visas, costs, and job opportunities.

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TechBullion

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Boost Your Business with International Address Validation API and Direct Mail Marketing

  • Direct mail marketing continues to be an effective strategy for businesses in the digital age.
  • International address validation API ensures accurate and deliverable addresses for direct mail campaigns.
  • Using an address validation API reduces wasted resources and improves return on investment (ROI).
  • Integrating an address validation API helps businesses comply with specific address formatting and postal regulations.

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Bloomberg Quint

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Heard On The Street: Delhivery Faces Sell-Off, Mphasis Sees Big HNI Buys

  • Delhivery is facing sell-off pressure from a foreign emerging market investor.
  • Trent Ltd. is experiencing a concern over potential inventory build-up, affecting margins in upcoming quarters.
  • Mphasis Ltd. and Coforge Ltd. are seeing sustained buying interest from high net-worth investors, likely due to strong momentum in IT stocks.
  • Suprajit Engineering Ltd. has entered the anti-lock braking system segment and is receiving early interest from potential customers.

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Bloomberg Quint

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Finance Minister Nirmala Sitharaman Arrives In London To Start Of Six-Day Europe Tour

  • Finance Minister Nirmala Sitharaman has arrived in London as part of her six-day official tour of Europe.
  • During the tour, Sitharaman will engage in discussions on topics such as the India-UK Free Trade Agreement and bilateral collaborations.
  • The agenda includes an in-conversation session at the High Commission of India in London, followed by the 13th Ministerial Round of the India-UK Economic and Financial Dialogue.
  • Sitharaman will also hold bilateral meetings with senior Austrian government leaders during the Austrian leg of her visit.

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Bloomberg Quint

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US Tariffs Unexpected Problem, Will Stand By Aquaculture Sector: Andhra CM Naidu

  • Andhra Pradesh Chief Minister N Chandrababu Naidu has pledged to stand by the state's aquaculture sector battered by US President Donald Trump's reciprocal tariffs.
  • Aquaculture is the southern state's fourth largest sector, contributing nearly 9% of the gross value added in 2024-25 at more than Rs 1.3 lakh crore.
  • For 2025-26, the chief minister has set a GVA sub-sector contribution target of 9% at more than Rs 1.54 lakh crore for aquaculture.
  • Naidu said he would speak to the Centre regarding free trade agreements with South Korea and the European Union to help shrimp exporters.

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Bloomberg Quint

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MMRDA Signs Rs 4.1 Lakh Crore Infrastructure MoUs With HUDCO, REC, Others

  • Mumbai Metropolitan Region Development Authority (MMRDA) signed memoranda of understanding worth Rs 4.1 lakh crore with Housing & Urban Development Corp., REC Ltd., Indian Railways Finance Corp., and National Bank for Financing Infrastructure and Development.
  • HUDCO will provide up to Rs 1.5 lakh crore over five years for infrastructure development in the Mumbai Metropolitan Region.
  • REC and Power Finance Corp. have each committed Rs 1 lakh crore to MMRDA projects.
  • IRFC signed an MoU worth Rs 50,000 crore, while NaBFID committed Rs 7,000 crore.

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Bloomberg Quint

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India’s Auto Exports To US Safe From Tariffs But Component Trade Faces Headwinds: VECV CEO

  • India's auto exports to the US are expected to remain safe from tariffs, according to Vinod Aggarwal, CEO of Volvo Eicher Commercial Vehicles.
  • The recent 25% tariffs imposed by US President Trump are unlikely to significantly affect India's automobile sector, but there may be challenges in the component trade.
  • VECV, a joint venture between Volvo Group and Eicher Motors, has been operational since 2008, focusing on trucks and buses.
  • India's overall impact might be cushioned as these tariffs are not only targeted at India but also affect imports from other countries like China, Canada, and Mexico.
  • Aggarwal anticipates some impact on India's economy but believes it will not be significant due to strong domestic consumption.
  • In fiscal 2026, Aggarwal is confident in the continued strength of the bus segment, citing growth in state transport undertakings and demand from schools and staffing sectors.
  • He highlights a marginal growth in the commercial vehicle industry in FY25, with a drop in sales of heavy-duty trucks but a rise in demand for higher tonnage trucks.
  • Despite a decrease in unit numbers, the actual freight movement may be higher, attributed to migration towards higher tonnage trucks.
  • Aggarwal foresees growth in the bus segment driven by demand from schools, staffing, and state transport undertakings, indicating a positive outlook for fiscal 2026.
  • Demand from various segments like schools, staffing, and intercity travel is expected to keep the bus segment strong according to Aggarwal.

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Blockonomi

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BlackRock CEO Larry Fink Predicts Possible 20% Further Market Decline

  • BlackRock CEO Larry Fink warns markets could drop another 20% but sees it as a buying opportunity
  • Fink doesn’t expect Federal Reserve to cut interest rates this year despite recession concerns
  • Markets including crypto have been in turmoil since President Trump announced new tariffs
  • Bitcoin is down 5% over five days and 11% over the past month

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Livebitcoinnews

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CESUR Cloud Mining – Effortlessly Start Your Digital Asset Investment

  • CESUR Cloud Mining offers an opportunity to participate in cryptocurrency mining without purchasing physical rigs.
  • Key features include low cost with high returns, secure and transparent earnings distribution, flexible options, and eco-friendly mining farms.
  • The quick start guide provides steps to register, select a computing power package, pay with cryptocurrency, and track and withdraw earnings.
  • CESUR Cloud Mining is suitable for beginners, experienced investors, and institutions looking to optimize asset allocation.

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