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.
Caution, not panic: Anand Tandon urges measured approach amid market volatility
Amidst global tensions and market volatility, analyst Anand Tandon advises caution on Indian equities, deeming them expensive relative to growth. He suggests selective buying of
March 4, 2026