Which sectors will need a relook in terms of earnings projection now? Gautam Duggad explains

July 31, 2025

Gautam Duggad suggests that Indian stock markets are reacting steadily to tariff impacts, with financials and IT remaining stable. Earnings growth will be driven by domestic economic factors and a shift towards consumption-focused policies. Smaller sectors like EMS and cement are projected to lead earnings, while large sectors face limited growth.

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