Dhananjay Sinha of Systematix Group suggests a cautious market outlook. Upcoming results season, tariff concerns, and US Fed rate decisions are key factors. A rotational investment strategy is advised. Focus on sectors like consumption-related ideas, non-ferrous metals, tractors, two-wheelers, agri-inputs, FMCG, and defence. Banking sector rally may slow down. Auto sector faces potential supply headwinds. Investors should be nimble.
Tariff extension signals tough road ahead in US-China talks: Peter Cardillo
Donald Trump has extended the deadline for new China tariffs by 90 days. This move creates uncertainty in the market. Experts believe inflation data will