This hope, along with easing commodity prices and healthy June quarter results, has led to the return of FPIs to Indian bourses, easing investor concerns.
While tariffs have been worse than Trump’s first term, they have not been as bad as expected. Repeated reversals on Canada/Mexico policy and ambiguity on
We see the ripple effects of this slowdown impacting corporate earnings. This slowdown we believe is cyclical in nature and there are already some initial
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