Rajeev Agrawal of DoorDarshi India Fund suggests Trump’s new tariffs are opening moves in a broader geopolitical strategy, not just a trade dispute. He emphasizes the strong democratic and economic alignment between India and the US, viewing the situation as an opportunity for high-level negotiations.
Muted Q4, weak forecast cast a shadow on HCLTech
HCLTech’s revenue growth guidance for FY27 is significantly lower than the actual FY26 growth, implying the effect of growing dependence of clients on operating efficiencies