Arvind Sanger, Managing Partner at Geosphere Capital Management, suggests that President Trump’s tariff threats are likely negotiation tactics rather than economic destruction tools, which keeps the market optimistic. The market’s rise this year is broader-based, signifying widespread economic confidence. Fed minutes indicate inflation has plateaued, and future actions depend on economic data and geopolitical developments.
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