Swaminathan Aiyar sees 90-day lull as calm before the next trade storm

Amidst trade tensions, China’s restrictions on rare earth mineral exports are sending ripples through the global auto industry, potentially affecting India. While a 90-day pause offers a temporary respite, uncertainty looms as Trump’s trade strategies and China’s firm stance could lead to further disruptions. India’s resilience may offer some advantage, but the ultimate impact remains […]

Tariffs will positively impact India; pharma, metals attractive sectors: Anshul Saigal

Saigal Capital’s founder, Anshul Saigal, anticipates tariffs positively impacting India, presenting buying opportunities post-volatility. He sees value in companies benefiting from volume and price increases, particularly in pharma (CDMO) and metals. Despite tech’s potential, high valuations make it currently less appealing, with uncertainty creating opportunities in specific sectors like textiles.