Markets anticipate a softened tariff regime, influencing inflation and the Federal Reserve’s response. A manageable tariff rate of 10% to 14% is expected, potentially leading to a one-off inflationary impact. Stephen Innes favors gold as the top-performing asset, citing central bank buying driven by de-dollarization and strong Asian demand, anticipating significant gains in the coming years.
MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows
MSCI’s latest rebalancing is set to drive heightened trading activity in several Indian stocks on Monday, with revised weights taking effect from September 1. The