Adrian Mowat suggests that tariffs, higher than anticipated, have triggered global equity corrections, with uncertainty persisting. He believes the market hasn’t fully priced in a potential US recession caused by these tariffs. Investors should analyze potential investments’ sensitivity to US policy and assess valuations, as current Indian large-cap valuations may not offer sufficient cushion.
Retail investors now the smart money, HNIs more prone to panic: Sandeep Tandon
Quant Mutual Fund’s CIO, Sandeep Tandon, anticipates India’s PE multiple to remain elevated until 2047, driven by a demographic peak and a shift in investor
June 20, 2025