Beyond Market - March, 2025

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With Donald Trump taking office, a string of changes has been introduced over the last few months. While the US President is set to stir things up across the globe, one major development is the indication of reciprocal tariffs on India - following similar moves on Canada and Mexico. These changes are expected to be implemented by 2nd April, so we now wait and watch what unfolds.
In this issue, we decipher how these tariffs might impact various sectors - whether imposed on individual products or entire product classes - and examine their effects on GDP, stock markets, employment, and the Make in India initiative. Read on to discover the potential gainers and losers and how these changes could reshape India’s global trade scenario.
Skim through the issue for other intriguing reads: the Indian steel sector amid tariff hikes and capacity expansions; the microfinance sector, which needs stricter regulation and monitoring; the healthcare sector’s funding increase in the Union Budget 2025-26; and the boost in religious tourism following recent large-scale events such as the Kumbh Mela and the inauguration of the Ram Mandir in Ayodhya.
You’ll also find articles on digitalization and policy changes in the data centre industry, spotlighting new investments in this space, and on how the music industry is gaining momentum as short-form videos take the digital world by storm.
SEBI’s newly introduced Special Investment Fund (SIF) is discussed in detail in the Beyond Basics section, along with bond funds. Are these investment avenues right for you? Read the articles to find out.