Geopolitics and trade talks dominated headlines on September 15, setting the tone for global markets.<\/p>\n
In the U.S., President Donald Trump is expected to grant another extension for China\u2019s Bytedance to divest TikTok\u2019s U.S. assets, marking the fourth delay in a case that has raised tech sovereignty concerns. (Impact: Tech\/IT exporters like Infosys, TCS, HCLTech, TechM \u2013 sentiment linked to U.S.-China tech tussle)<\/strong><\/p>\n Meanwhile, tensions between Washington and Beijing deepened as China\u2019s Commerce Ministry launched probes into U.S. chip trade policy and dumping practices\u2014just ahead of fresh bilateral talks in Spain. (Impact: Semiconductor & chip-related plays \u2013 Tata Elxsi, Dixon Tech, SPEL Semi, ASM Tech, and Reliance Jio\u2019s chip ambitions)<\/strong><\/p>\n On the diplomatic front, China\u2019s Foreign Minister Wang Yi firmly opposed Washington\u2019s push at the G7 for tariffs on Russian oil buyers, arguing that sanctions only complicate conflicts rather than resolve them. (Impact: OMCs & refiners like IOC, BPCL, HPCL, Reliance Industries \u2013 as crude trade flows could shift)<\/strong><\/p>\n Back home, India reported headline inflation at 2.07% in August, broadly in line with expectations, driven by seasonal food price upticks while core inflation stayed steady at 4.1%. (Impact: FMCG majors like HUL, Nestle, Britannia; Food staples like ITC, DMart \u2013 sensitive to food inflation trends)<\/strong><\/p>\n In a potential trade thaw, U.S. officials signaled limited interest in India\u2019s sensitive dairy sector, focusing instead on niche premium cheese exports. (Impact: Dairy & food players \u2013 Hatsun Agro, Heritage Foods, Parag Milk, Dodla Dairy)<\/strong><\/p>\n Policy clarity also emerged on taxation: the CBIC ruled that buyers won\u2019t need to reverse input tax credit when suppliers issue post-sale credit notes, providing relief to businesses. (Impact: Positive for corporate-heavy sectors \u2013 Auto (Maruti, M&M), Consumer Durables (Voltas, Havells), Cement (UltraTech, Shree Cement))<\/strong><\/p>\n Separately, the government is considering tax exemptions of up to 20 years for data centre developers under the draft National Data Centre Policy. (Impact: Data centre beneficiaries \u2013 Adani Enterprises, Reliance Industries, Hiranandani group-linked NxtGen; IT infra players like L&T, STL Tech)<\/strong><\/p>\n India\u2019s smartphone export story continues to shine, surging 55% in the first five months of FY26, led by Apple\u2019s contract partners Tata Electronics and Foxconn. Exports have already crossed last year\u2019s full-year tally, underscoring India\u2019s growing strength in electronics manufacturing. (Impact: Dixon Tech, Tata group, Foxconn India-linked suppliers, Optiemus, Syrma SGS, Kaynes Tech)<\/strong><\/p>\n On the global trade front, India-EU negotiations are moving into a decisive phase, with hopes of sealing a free trade pact by year-end. (Impact: Pharma (Sun, Cipla, Dr. Reddy\u2019s), Auto (Tata Motors, M&M), Textiles (Arvind, KPR Mill), Specialty Chemicals (SRF, Aarti) \u2013 export-heavy sectors stand to gain)<\/strong><\/p>\n Markets across Asia-Pacific opened mixed ahead of China\u2019s activity data and a busy week of central bank meetings, with Japanese markets shut for a holiday.<\/p>\n","protected":false},"template":"","article-category":[35],"article-tags":[807],"class_list":["post-18225","article","type-article","status-publish","hentry","article-category-learn","article-tags-morning-updates"],"acf":[],"_links":{"self":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article\/18225","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article"}],"about":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/types\/article"}],"wp:attachment":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media?parent=18225"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article-category?post=18225"},{"taxonomy":"article-tags","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/article-tags?post=18225"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}