Sridhar Sivaram from Enam Holdings discusses the impact of US tariffs and trade policies under Donald Trump. Highlighting the imbalance in tariffs, he argues that US demands for fair play are justified. Sivaram predicts short-term calm with many countries offering zero tariffs, though significant uncertainty persists around China.
ITC, HUL among 10 FMCG stocks that have tumbled up to 31% in 2026. How many do you have?
FMCG stocks remained under pressure in 2026, with the sector index declining 10% year-to-date amid geopolitical disruptions and inflationary pressures. Most major names, including ITC,