{"id":85273,"date":"2025-12-01T00:00:00","date_gmt":"2025-12-01T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/mena-india\/india-us-trade-agreement-to-conclude-by-year-end-e-commerce-giants-to-offer-loans\/"},"modified":"2025-12-01T00:00:00","modified_gmt":"2025-12-01T00:00:00","slug":"india-us-trade-agreement-to-conclude-by-year-end-e-commerce-giants-to-offer-loans","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/mena-india\/2025\/12\/01\/india-us-trade-agreement-to-conclude-by-year-end-e-commerce-giants-to-offer-loans\/","title":{"rendered":"India + US trade agreement to conclude by year-end; E-commerce giants to offer loans"},"content":{"rendered":"

Good morning<\/strong>, friends,<\/strong> and happy Monda<\/strong>y to you all.<\/strong> We have a light issue for you this morning led by India\u2019s roaring GDP growth, signaling the country\u2019s ability to weather the global trade storm thanks to both strong growth momentum and the ongoing reform cycle. <\/p>\n

And the central bank looks set to lend a helping hand: <\/strong>It\u2019s withdrawing or consolidating as many as 9.4k old regulatory circulars in favor of 244 so-called \u201cmaster directions\u201d that aim to make it easier for banks (and everyone else) to do business. <\/p>\n

The IMF is taking notice: <\/strong>India got a clean bill of health as so-called Article IV consultations wrapped last week, projecting 6.6% growth for FY2025-2026 The fund is explicitly baking-in a baseline of \u201cprolonged 50% US tariffs.\u201d With inflation cooling thanks to GST reforms and benign food prices, the Fund suggests the RBI may even have room to ease policy if those tariffs persist. The catch:<\/strong> Fiscal discipline remains the watchword, and the leap to \u201cadvanced economy\u201d status hinges on structural reforms \u2014 getting more women into the workforce, tightening up labor markets, and investing in R&D and innovation, the IMF said in a statement<\/a>.<\/p>\n

ALSO THIS MORNING-<\/strong> India and the US<\/strong> are eyeing a trade agreement<\/strong> by year-end, if all goes well. Avaada Group<\/strong> says it will invest INR 1 tn (USD 11.2 bn) in the green energy sector<\/strong>. Adani <\/strong>is planning a USD 5 bn investment in AI infrastructure owned by Google<\/strong>.<\/p>\n

AND-<\/strong> E-commerce giants are set to challenge banks on their turf. The IT sector, however, may have to wait until 2027 for recovery.<\/p>\n

^^ We have all of that and more, below.<\/p>\n

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MEANWHILE- It\u2019s quiet in the GCC this morning <\/strong>as the UAE observes a four-day weekend in honor of its national day. Folks across the Emirates will be back to work on Wednesday, 3 December. <\/p>\n

Have your eye on opportunities in Saudi Arabia?<\/strong> Riyadh is the place to be, EnterpriseAM Saudi reports this morning:<\/p>\n