Swaminathan Aiyar believes India’s economy will not be directly affected by U.S. tariffs targeting countries like China and Russia. However, global trade uncertainties could still impact India due to slower world GDP growth and reduced trade volumes.
FII flows turn positive; long-term capital returning to India: Sachin Shah
Emkay Investment Managers’ Sachin Shah highlights a mega-trend of US corporates diversifying supply chains globally, benefiting countries like India. He believes India is poised to