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.
Ahead of Market: 10 things that will decide stock market action on Monday
Indian equities extended losses for a fifth straight session, pressured by elevated oil prices and persistent FII outflows. Despite intraday recovery, sentiment remains weak amid
July 26, 2026