It is not as if everyone will get impacted because there will be shifting channels, because he wants to put more tariffs towards China and some other countries, so some other countries might benefit. But overall, it has an impact on companies which are exposed to global trade, while higher interest rates might help financial companies here, which are undergoing NIM compression. So, these are some of the thoughts initially.
Expect limited upside in near term, stick to stock-specific strategy; Vedanta, Motherson among top picks: CA Rudramurthy BV
Indian markets are struggling to maintain gains despite positive domestic news. Global factors and foreign selling are creating caution. Short-term traders are advised to reduce
December 10, 2025