While the US tariffs on China might seem beneficial to India, Jigar Mistry of Buoyant Capital warns of potential trade displacement. China may flood other markets, including India, with exports, creating challenges. Mistry emphasizes that the situation is nuanced, requiring a calibrated approach, as global slowdown fears impact crude oil and the dollar, affecting India’s macro outlook.
Nifty at 26K, but why is your stock portfolio bleeding?
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty