global trading order

China has agreed to purchase over 200 Boeing aircraft. This deal could expand to 750 planes. The agreement follows President Donald Trump's visit to China and meeting with President Xi Jinping. This marks a significant order for Boeing. GE Aerospace will supply the engines. The deal is important for China's aviation expansion.

Chinese President Xi Jinping invoked the "Thucydides Trap" during talks with US President Donald Trump, highlighting concerns that the rising power's growth could lead to conflict with the established dominant power. This theory, popularized by Graham Allison, suggests structural tensions make war more likely, a concept now central to global geopolitical debates involving trade wars and technological competition.

The CEA’s words could not be more direct and the situation the world’s sixth largest economy faces is by no means small. Several macroeconomic indicators are in focus; inflation, health of the current account, and the exchange rate.

India has banned sugar exports until September 30 to control domestic prices amid fears of lower production. This move is expected to impact global supplies and boost international rates. While some shipments already in transit will be allowed, traders face challenges fulfilling existing contracts. The decision follows concerns over weakening cane yields and potential monsoon disruptions.

The government remains committed to reforms and policy certainty, aiming for macroeconomic stability and global competitiveness, according to Principal Secretary Shaktikanta Das. He urged Indian businesses to build resilience by strengthening balance sheets, diversifying markets, and investing in R&D. Recent FTAs are expected to boost integration into global value chains.

A US federal trade court ruled against President Trump's 10% global tariffs, deeming them invalid and unauthorized by law. The court found the administration's justification under a 1974 trade law insufficient, a setback for a key trade policy. This decision offers stability to businesses reliant on global supply chains.

Massive oil market bets, totaling up to $7 billion, were placed just before significant US President Trump announcements concerning Iran. Traders executed large sell orders minutes before key political developments, leading to substantial price drops. This unusual timing and scale have triggered regulatory scrutiny, with investigators examining potential insider trading concerns.

Commerce and Industry Minister Piyush Goyal urged Indian industry to embrace self-efficiency and productivity amidst global challenges. He emphasized reducing import dependence, leveraging free trade agreements, and moving from "assembled in India" to "designed, engineered, and manufactured in India" to strengthen the economy and achieve export targets.

India and Sweden have elevated their ties to a strategic partnership, signing an action plan for 2026-2030 covering green transition, technology, trade, and defence. Prime Minister Modi emphasized shared democratic values and innovation, highlighting growing defence cooperation moving beyond a buyer-seller dynamic. Discussions also explored strengthening supply chains and sustainable mobility.

India is preparing to send ships through the Strait of Hormuz to secure vital crude oil and energy cargoes amid ongoing disruptions. The government is finalizing plans for Indian vessels to navigate the waterway, which handles a significant portion of global oil flows, as shipping activity has slowed due to the Iran conflict.

Jewellery stocks saw a sharp decline on Monday. Prime Minister Narendra Modi appealed to citizens to reduce gold purchases. This call aims to preserve foreign exchange reserves. Major jewellery companies experienced significant drops in their share prices. Investors reacted quickly to the potential demand impact. Indian equities opened lower amid global concerns.

Gems & Jewellery Artisans, Traders, Small Retailers, Machinery Manufacturers Among Those Likely To Be Hit

President Trump's China visit occurs amid a US-Iran stalemate, with analysts suggesting Xi Jinping holds more leverage. Many in Beijing view Trump as a symptom of liberal democracy's instability and American decline, validating Xi's "rise of the East" worldview. This perception of US weakness could lead China to miscalculate and test Washington.

Taiwan, a flashpoint in US-China rivalry, is increasingly central to global tensions. President Xi Jinping's "Thucydides Trap" warning highlights the risk of conflict as China rises. The island's strategic importance in semiconductors and trade, coupled with historical crises, underscores the escalating danger of miscalculation.

A senior White House official revealed President Trump has left detailed instructions for Vice President Vance in a letter at the Resolute Desk for emergencies. These remarks surfaced during Trump's China visit, with the official downplaying assassination fears despite Trump being called an "existential threat" to China. The article also recounts past assassination attempts on the President.

India's External Affairs Minister S. Jaishankar urged BRICS nations to find practical solutions to geopolitical crises, emphasizing the threat to global energy and economic security from West Asian tensions. He stressed dialogue, diplomacy, and respect for sovereignty, while also highlighting concerns over unilateral sanctions, terrorism, and the need for UN Security Council reform.