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The administration's back-and-forth stance on tariffs is unsettling global markets, especially emerging ones. Tariffs could be inflationary, potentially harming business growth and future earnings. The dollar's weakness may also contribute to imported inflation. Until clear policies are in place, market uncertainty is expected to persist, affecting economic growth worldwide.
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News and Media
Duty on steel and aluminium imports is a major hit for some of the US's top trading partners.
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News and Media
Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings growth in FY26. He emphasizes the potential revival in Indian markets due to factors such as rate cuts, tax benefits, and positive crop outcomes, predicting improved Nifty earnings.
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News and Media
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