Sandeep Tandon of Quant Mutual Fund believes India is decoupling from developed economies, particularly within the Asia-centric emerging market. He highlights the pharma sector as a key beneficiary in the current economic climate, dismissing concerns about significant US tariffs on Indian generics. Tandon advocates investing in pharma funds, viewing it as a straightforward and promising strategy.
US inflation tops 4% for first time in three years, keeping Fed hike in play
US inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve’s interest rate hike plans on the table for September.
June 25, 2026