Cambist Analytics

May Lord Ganesha bless you with wisdom to guide your decisions, courage to face challenges, and prosperity that lasts a lifetime. Happy Ganesh Chaturthi!

The additional Trump tariffs (25%+25%) on Indian imports are really set to be applied and enforced ?

The US Department of Homeland Security issued a formal official notice that the new 25% additional tariff (taking the total to 50%) on Indian goods will be implemented starting 12:01 a.m. Eastern Time on August 27, 2025.

This is in direct compliance with President Trump's executive order and is not just a threat or negotiation tactic. Multiple government and media sources confirm the order’s effective date, its scope, and that there are virtually no last-minute talks to defer or suspend the action.

While there is some market speculation and lobbying for exemptions or sector-specific relief, the official announcements and administrative orders confirm that the tariffs will be imposed as scheduled, and Indian exporters/importers are already getting guidance on how to handle shipments in transit.

Exceptions exist (mainly for goods shipped before the cutoff time and for certain exempt sectors like pharmaceuticals and electronics), but for most affected categories like textiles, gems, shrimp, and leather the additional duty applies in full.

In summary, these tariffs are not hypothetical—they will be applied from August 27, 2025, and are already being factored into business and market decisions.

है बहुत अँधियार अब सूरज निकलना चाहिए
जिस तरह से भी हो ये मौसम बदलना चाहिए

रोज़ जो चेहरे बदलते हैं लिबासों की तरह
अब जनाज़ा ज़ोर से उन का निकलना चाहिए

अब भी कुछ लोगो ने बेची है न अपनी आत्मा
ये पतन का सिलसिला कुछ और चलना चाहिए

फूल बन कर जो जिया है वो यहाँ मसला गया
ज़ीस्त को फ़ौलाद के साँचे में ढलना चाहिए

छीनता हो जब तुम्हारा हक़ कोई उस वक़्त तो
आँख से आँसू नहीं शो'ला निकलना चाहिए

दिल जवाँ सपने जवाँ मौसम जवाँ शब भी जवाँ
तुझ को मुझ से इस समय सूने में मिलना चाहिए

..... गोपालदास नीरज

#NEWS ... 18-08-2025

Today's surge n market is primarily looks driven by expectations of transformative tax reforms and a credit rating boost for India and its leading financial institutions. The GST move most benefits industry sectors that will directly see lower taxes, while the ratings upgrade boosts confidence in the financial sector and the broader market outlook.

Freedom is never dear at any price. It is the breath of life. What would a man not pay for living?

- Mahatma Gandhi

Happy Raksha Bandhan❤️