Emkay Investment Managers’ Sachin Shah highlights a mega-trend of US corporates diversifying supply chains globally, benefiting countries like India. He believes India is poised to gain incremental market share in sectors like specialty chemicals and pharmaceuticals. With cooling trade war tensions and increasing FII inflows, India stands out among emerging markets, showcasing its domain expertise and scale.
Dollar at more than two-week high versus yen as trade war intensifies
The dollar strengthened against the yen following President Trump’s tariff announcements on Japan and other trade partners, though previous tariffs initially weakened the dollar. Uncertainty
July 9, 2025