Trump Doubles Tariffs; India Responds

US President Donald Trump’s sweeping tariff hikes have rattled the world, from seafood to semiconductors, and the impact is deep and wide. Here’s a wrap of what happened — and what could come next. Also in focus: Elon Musk’s AI

misfire, Awadhi cuisine in Mumbai, and looming economic risks at home.

India won't compromise on farmers' interest, ready to pay a huge price for it: PM Narendra Modi 

'India will never compromise on the interests of our farmers & fishermen. We are ready to pay a heavy price for it. India is ready for it,' said Prime Minister Narendra Modi in a response to US President Trump's tariff bomb, at the MS Swaminathan Centenary International Conference

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Pankaj Tibrewal to Sridhar Sivaram:

Experts advise what you should do after Trump tariffs

Even as Indian markets showed resilience, analysts warn that the real test lies ahead. Top market voices like Pankaj Tibrewal, Sridhar Sivaram and others who shared advice on how investors should rebalance portfolios, which sectors to watch, and whether the Trump tariffs are a buying opportunity or a red flag.

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Trump India Tariffs: Indian seafood industry stares at ₹24,000 crore loss, Morgan Stanley says

India’s seafood sector, which

heavily depends on US buyers, faces a massive ₹24,000 crore hit. Morgan Stanley warns that Trump’s 50% tariff hikes make India uncompetitive against rivals like Ecuador. Exporters are urgently seeking policy support and new markets as margins shrink and supply chains face disruption.

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Gokaldas Exports, KPR Mill, other textile shares fall 5% after Trump doubles India tariffs

The textile sector was one of the first casualties on Dalal Street. Stocks like Gokaldas Exports, KPR Mill, and Welspun Living plunged up

to 5% after the US announced a 50% tariff on Indian exports. The sharp fall underscores the industry's exposure to the US and its thin profit buffers.

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Gold prices rise amid tariff tensions, rate cut bets: Will the rally sustain

Gold surged globally as investors rushed to safe havens amid escalating trade tensions. In India, prices touched ₹1.02 lakh per 10g for 24k gold. Analysts cite a weaker dollar and potential Fed rate cuts as supporting factors, but the sustainability of this rally remains in question.

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Facing higher US tariffs, India could take a leaf out of Brazil’s playbook

Brazil’s bold resistance to US trade pressure offers India a playbook for its current challenges. President Lula refused Trump’s overture to “call anytime,” saying he would instead coordinate with leaders like Modi and Xi. India, too, is protecting its national interest — but the strategy could be different, perhaps with lessons to be drawn from Brazil’s playbook.

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Trump tariff: Immediate

casualty may be the rupee

And in a few months, rates will settle down to more acceptable levels. Any knee-jerk correction in the market would be a good opportunity for increasing allocation to equity, as the macro- and long-term fundamentals of India are fairly strong.

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Trump says he plans to put a 100% tariff on computer chips, likely pushing up the cost of electronics

In a move that could send global electronics prices soaring, President Trump announced a 100% tariff on imported semiconductors — sparing

only chips made in the US. The hike could affect everything from laptops to washing machines and deepen inflation risks already worsened by chip shortages during the pandemic.

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There's a significant risk to India's growth and budget projections

RBI may have held its real GDP growth forecast at 6.5%, but experts say that may be optimistic. With nominal growth likely to fall below 9%, against the Union Budget’s 10.1% target, India’s fiscal math could be under pressure — especially if global trade headwinds continue to intensify.

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Elon Musk opens Pandora's box with Grok Imagine's 'Spicy' mode

Elon Musk’s AI tool Grok Imagine is making headlines for its edgy “Spicy” mode, allowing NSFW image and video generation. Critics warn of potential misuse, especially deepfakes of public figures. With fewer guardrails and a free-speech-first approach, Musk is once again pushing the boundaries of AI ethics and regulation.

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Two Women of Awadh bring the subtle spices of a rich culinary heritage to Mumbai

Writer Anubhuti Krishna and home chef Sheeba Iqbal are bringing Lucknow to Mumbai with their curated Awadhi menus at Waarsa, NCPA. The dishes celebrate balance, aroma, and centuries-old culinary wisdom — offering a rare chance to experience the artistry of Awadh through a deeply personal and regional lens.

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