Daljeet Kohli of Roha Asset Managers expresses surprise at the market’s sharp rebound following tariff war announcements. Kohli believes the market anticipates a rollback of tariffs and sees India as a potential beneficiary due to its inherent strengths. While acknowledging potential volatility, Kohli advises investors to remain calm and analyze individual company impacts rather than reacting to macro news.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a