If the Fed hikes the rate by 75 bps, we don’t expect a significant negative impact on the Indian market. In fact, after every 75 bps rate hike (as seen in June and July 2022), the Indian market rose. We expect a similar pattern to play out this time as well.
Post tariff tantrum, where could we see some positive surprises in Q1? Pashupati Advani explains
Pashupati Advani of Global Foray anticipates positive surprises in companies with lower tariffs and those leveraging arbitrage opportunities. He discusses the implications of tariff uncertainty
April 3, 2025