Arvind Sanger of Geosphere Capital Management shares his skepticism about the clarity of President Trump’s impending tariff announcement. He believes negotiations and adjustments will follow. Sanger does not see tariffs as a definitive solution. He highlights that India is acting intelligently by not retaliating immediately. Investors are advised to remain cautious and consider buying opportunities in unaffected sectors.
Fund Manager Talk | Sanjay Bembalkar warns against chasing story stocks
Union AMC’s Sanjay Bembalkar remains positive on equities despite the recent rally, favoring consumer discretionary, industrials, and financials. He advises caution on narrative-driven sectors lacking