Nifty IT Index saw itself underperforming the broader markets on relative terms. However, over the past few sessions, this pocket has tried to improve its relative momentum and performance against the broader markets.
As exporters from countries such as Vietnam, South Korea, and Japan shift their focus to alternative markets like India and the Middle East, Indian manufacturers
Sridhar Sivaram from Enam Holdings discusses the impact of US tariffs and trade policies under Donald Trump. Highlighting the imbalance in tariffs, he argues that
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