The trade deal between India and America has reached the final stage and negotiations are still going on in active mode. According to Commerce Secretary Rajesh Agrawal, both the countries are continuing talks through virtual meetings and the talks have never stopped. Despite US’s 50% tariff, India’s exports have not been much affected, especially in the electronics and pharma sectors. There is definitely pressure on sectors like textile and leather, but companies are exploring new markets. Besides, good progress has also been made on India-EU FTA, in which 20 out of 24 chapters have been finalized.

The direct impact of trade tariffs between India and the US is now clearly visible on India’s export. In August 2025, India’s export to America has fallen for the third consecutive month to only $ 6.7 billion (₹ 58,816 crore), which is believed to be the biggest monthly decline of 2025. The figure was $ 8 billion in July and $ 8.3 billion in June. Although some sectors such as pharmaceuticals and smartphones have been relieved from tariffs, there is heavy pressure on areas such as textile, gems and jewelery, leather, shrimps and carpets. 30% to 60% of their global demand comes from the US, which has directly affected these industries. According to the GTRI report, if the same situation persists till the financial year 2026, India may face export losses ranging from ₹ 2.5 to ₹ 3 lakh crore. This decline can not only increase India’s trade deficit, but can also create crisis on MSMES and millions of jobs.

This week, a mixed performance in the stock market was seen-three trading sessions increased, but there was a decline on Friday. The tariff deadline of August 27 next week will be the largest trigger, after which Indian goods may be charged up to 50%. This may cause a decline in the market, but if there is a positive talks between India and other countries, then the sentiment can change. Also, FII selling and US FED possible rate cut declaration will also decide the direction of the market. Apart from this, there will be a stir in the IPO market as well. This week is mixed action in the Indian stock market with early Gains but a weak Friday close. The Coming Week Block Remain Volaitary Due to Key Triggers Like the 27th August tariff deadline, which may impose 50% duties on Indian good. Positive developments between nations could lift market sentiment, while fii sel-offs and a potential us fed rate cut may sleep the mood. RBI Might Follow Suit. IPO Activity will also add to the buzz.