Adrian Mowat suggests Indian markets can quickly absorb a 25% tariff impact, though it might weaken the rupee and limit the RBI’s flexibility. He highlights the geopolitical motivations behind potential US penalties on India and China’s oil imports from Russia. This situation could negatively affect foreign investment inflows into India due to a less favorable risk-reward scenario.
Infosys buyback: Zerodha’s Nithin Kamath explains the tax trap investors are missing
Infosys’ massive Rs 18,000 crore share buyback is approaching. Zerodha co-founder Nithin Kamath advises investors to understand the tax rules. Gains from the buyback are
November 13, 2025