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So, the deception due to tariffs is because of two things. One, tariffs have been imposed, they were being talked of, people were thinking they might get postponed but they were not.
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News and Media
Hiren Ved, Director & CIO of Alchemy Capital, highlights the ongoing significance of India's manufacturing story, and how the recent Budget supports middle-class consumption. He emphasizes the balanced approach between capex, consumption, pharma, and tech sectors. The Budget's focus on discretionary consumption, especially in autos, retail, real estate, and tourism, is likely to drive positive market reactions.
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News and Media
Investors are bracing for a potential trade war that could hit the earnings of major companies.
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News and Media
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