Nilesh Shah emphasizes the need to present a comprehensive trade picture to President Trump, highlighting India’s openness to American tech companies, substantial spending by Indian students and tourists in the US, and the comparatively smaller trade deficit. He suggests leveraging America’s focus on China’s large trade surplus to maintain favorable tariff terms for India.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and