US tariffs risk slowing growth, clouding inflation outlook, and weakening the dollar. Treasury yields rise amid capital flight. Global fiscal stimulus builds, boosting gold. Multinational and domestic consumption-focused companies could outperform as uncertainty and stagflation risks rise.
Polycab shares slide 17% in 3 months amid Ultravolt shock, but Jefferies sees 33% upside. What’s behind the bullish view?
Polycab shares have fallen 17% from their June peak after UltraTech entered the wires and cables segment. Jefferies retained its Buy rating and Rs 11,100
September 22, 2026