Ankit Patel, Partner and Co-founder at Arunasset Investment Services, describes in an interview with us on how recent India-US trade talks on tariffs have been stalled because Washington has insisted on gaining access to India’s farm, dairy, and fisheries markets, something India continues to be reluctant to open up. But even under US pressure, including high tariffs, political realities particularly over Russian oil purchases complicate matters. Patel says tariff choices under the current US administration sometimes go against conventional policy logic, making trust a two-way street tricky.

The Delhi High Court has recently settled a long-standing ambiguity around the tax treatment of Category III Alternative Investment Funds (AIFs). In its ruling in the Equity Intelligence AIF Trust case (July 29, 2025), the Court held that such funds cannot be classified as “indeterminate trusts” merely because the names of investors are not mentioned in the trust deed, so long as their beneficial interests are otherwise ascertainable.

There’s something about hitting your 30s that makes money feel very real. Maybe it’s the EMI reminders, or the wedding invites piling up, or just the growing sense that “I should probably be doing more with my income.” Whatever it is, this is the decade where your financial decisions start compounding, literally and metaphorically.

And no, it’s not too late. But it’s also not too early to start.

With the US slapping a fresh 25% tariff on Indian exports, ranging from auto components and textiles to electronics and gems, the threat to bilateral trade has returned to the spotlight.

Analysts say the direct hit could affect over $3 billion worth of annual shipments, though the broader impact on India’s GDP is expected to be limited.

The stock market is currently in the midst of the Q1 FY2026 earnings season, and two key sectors which often shape market sentiment – Information Technology and Retail — find themselves at a crossroads.

According to market analysts, the retail sector maintains its momentum through consumption growth even though profit margins face challenges. There are, however, no such visible tailwinds for the IT sector during these times. Hence, such divergent earnings pressures could present selective opportunities rather than sector-wide calls.