Arvind Sanger of Geosphere Capital Management discusses Trump’s tariff plans. These plans include potential hikes on pharmaceutical imports and Indian goods. China may have leverage due to rare earth elements and Trump’s desire for a meeting with Xi Jinping. India lacks a similar advantage. Sanger also addresses concerns about consistent FII selling and the need for domestic growth initiatives.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap