Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay Agarwal

August 7, 2025

Abhay Agarwal of Piper Serica highlights concerns over US tariffs affecting Indian industries. Order cancellations are already occurring in sectors like textiles. A resolution to the tariff disputes is crucial for market confidence. The RBI’s recent policy was largely expected. Uneven growth and real inflation are key concerns for the RBI. Rate transmission to borrowers needs improvement.

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