Sandip Sabharwal discusses the impact of tariffs on global trade and the Indian economy, highlighting potential opportunities in sectors like auto, cement, and infrastructure. He believes the volatility in asset prices should peak soon, with supportive fiscal and monetary policies benefiting domestic-focused companies.
US inflation tops 4% for first time in three years, keeping Fed hike in play
US inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve’s interest rate hike plans on the table for September.
June 25, 2026