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.
Fund Manager Talk | FY26 earnings will grow by 12-13% after 5-6% downgrade: Srinivas Rao Ravuri
Srinivas Rao Ravuri, Chief Investment Officer at Bajaj Allianz Life Insurance, shares insights on equity markets, advising a long-term investment horizon amid global uncertainties. He