ilmscore | US-India Trade Talks: Progress or Deadlock? | CA Rachana Ranade

Predictions from this Video

Total: 18
Correct: 13
Incorrect: 3
Pending: 2
Unrated: 0
Prediction
Topic
Status
India will reduce tariffs on Bourbon imports from 150% to 50% as part of a trade deal.
"India has agreed to slash the bourbon tariffs from 150% to 50%."
US and India Trade Deal
Correct
The reduction in Bourbon tariffs will allow US producers to sell liquor in India at a lower price.
"India has agreed to slash the bourbon tariffs from 150% to 50%."
US and India Trade Deal
Correct
India will offer near-zero tariffs on auto parts imports up to a prescribed limit.
"we have offered is almost close to zero tariff on import of auto parts up to a prescribed limit of course not up to unlimited limit but up to a specific limit prescribed limit um overall import duty or tariffs on auto parts has also been reduced to near zero."
US and India Trade Deal
Correct
The US has offered to expand market access for Indian IT services.
"for India IT services also they have offered expanding the markets"
US and India Trade Deal
Correct
The US's agreement to provide more market expansion for IT services is seen as a positive development for the Indian IT industry.
"for India IT services also they have offered expanding the markets"
US and India Trade Deal
Correct
The US will work closely with India on defense, which could lead to technology transfer beneficial for India.
"they said that we would work closely with India as far as defense is concerned because why why would it be a good point for us? uh if if there is a technology transfer that happens then we would be able to you know take it to our advantage as well."
US and India Trade Deal
Correct
Trade talks suggest a negative impact on the liquor, steel, and aluminum sectors.
"be it liquor, be it something like steel and aluminium it is going to have a negative impact as per whatever trade talks happened in the last 4 days."
US and India Trade Deal
Correct
The trade talks are expected to have a positive impact on the pharma and defense sectors.
"If I'm talking about pharma, it defense it'll have a positive impact."
US and India Trade Deal
Correct
Foreign Portfolio Investors (FPIs) have shown significant net inflows into the telecommunication sector, totaling ₹6,200 crores in one period and ₹7,000 crores in another.
"telecommunication, 6,200 crores of net inflow and telecommunication also 7,000 crores of net inflow."
FPI Investments
Pending
FPIs have invested ₹6,200 crores in services and ₹7,000 crores in telecommunication.
"services, telecommunication, 6,200 crores of net inflow and telecommunication also 7,000 crores of net inflow."
FPI Investments
Pending
FPIs are showing a strong positive sentiment towards the telecommunication sector.
"FIS are going pretty bullish on telecommunication."
FPI Investments
Correct
SIP collections in May 2025 exceeded ₹26,000 crores.
"the monthly data for the month of May was released and the overall amount of SIPs which was collected during the month of May 2025 was again an amazing figure of 26,000 cr plus."
SIP Flows
Incorrect
Net equity inflows into mutual funds for the months of January, February, March, April, and May 2025 were ₹39,000 crores, ₹29,000 crores, ₹25,000 crores, ₹24,000 crores, and ₹19,000 crores respectively.
"equity inflow is 19,000 crores April 24,000 crores March 25,000 crores Feb 29,000 crores Jan 39,000 crores"
SIP Flows
Incorrect
Retail investors' equity inflows into mutual funds increased when the market was falling and decreased as the market reached higher points, suggesting a potential market timing behavior.
"when the markets were falling that is where the inflows were increasing February of course it was lower as compared to January but this is where we bottomed out and now that we are at a highest point almost at the highest point in the last few months the equity inflows are at the recent data points lowest"
Market Timing by Retail Investors
Correct
US recession fears are considered real, potentially driven by unresolved tariff issues and the current weak balance sheet positions.
"US recessionary fears are real ma'am. I mean why not possible because if if the tariffs if if good solution for tariffs is not found then it could happen plus their overall balance sheet position is also very bad right now."
US Recession Fears
Correct
Reliance Industries' energy business revenue share decreased from 95.6% in 2015 to 57.1% in 2025.
"Reliance Indust is a very interesting data point for Reliance Industries back in 2015 energy business accounted for 95.6%age and in 2025 it is accounting for only 57.1%."
Reliance Industries
Correct
Reliance Retail's revenue share significantly increased from 3.8% in 2015 to 29% in 2025.
"Whereas the big upside has happened in Reliance retail. Retail was accounting for only 3.8% back in 2015 and in 2025 it is accounting for 29%."
Reliance Industries
Incorrect
Reliance's telecom revenue share grew from 0% in 2015 to 13% in 2025.
"And of course telecom in 2015 it did not even have any revenue share per se 0% you can say and 2025 it is having 13% revenue share."
Reliance Industries
Correct