In the three months before the elections, the index has returned 8% on average. The brokerage has excluded years of fractured mandates — 1989 and 1998 — from its study.
Adrian Mowat suggests Indian markets can quickly absorb a 25% tariff impact, though it might weaken the rupee and limit the RBI’s flexibility. He highlights
The Indian markets may face negative sentiment due to potential US tariffs. Manishi Raychaudhuri suggests caution, citing uncertainty around exemptions for pharmaceuticals and electronics. The
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