The Daily Brief India, Europe, and the art of the deal
7 snips
Jan 30, 2026 A fast take on why India and the EU rushed to seal a complex trade pact and the geopolitical timing behind it. A closer look at what each side actually trades and the sticking points that nearly derailed talks. A deep dive into India's rare earth vulnerability and a push to turn e-waste into a strategic domestic supply. Quick market and regulatory tidbits wrap up the conversation.
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Phased Liberalisation For Services
- Where sovereignty matters, liberalisation was phased or conditional, for example limited service mobility for Indian professionals.
- The deal creates temporary entry routes for business visitors and intracorporate transfers rather than full liberalisation.
CBAM Was A Major Concession
- India largely accepted the EU's Carbon Border Adjustment Mechanism, forcing exporters to green production or pay more.
- The EU added a rebalancing mechanism to protect promised deal benefits if CBAM erodes them.
Automobiles And Agriculture Kept Protected
- India kept strict protections for autos and agriculture, allowing phased cuts and excluding EVs from some concessions.
- Luxury car duties will fall over time but quotas and exclusions guard domestic industry and EV ambitions.