Matt Orton of Raymond James Investment suggests fears of a US recession due to tariffs are exaggerated. He believes the rally in India is sustainable, with potential benefits from quickly negotiated tariffs. Investors should look for high-quality opportunities after April 2nd. China may face tougher tariffs, but this could lead to beneficial negotiations.
DIIs on a buying spree: 2025 sees 2nd-highest equity inflows in a decade
Domestic Institutional Investors are showing strong confidence in Indian stocks. They invested nearly Rs 2.94 lakh crore by early June 2025.