Matt Orton of Raymond James Investment suggests fears of a US recession due to tariffs are exaggerated. He believes the rally in India is sustainable, with potential benefits from quickly negotiated tariffs. Investors should look for high-quality opportunities after April 2nd. China may face tougher tariffs, but this could lead to beneficial negotiations.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction
December 9, 2025