US tariffs risk slowing growth, clouding inflation outlook, and weakening the dollar. Treasury yields rise amid capital flight. Global fiscal stimulus builds, boosting gold. Multinational and domestic consumption-focused companies could outperform as uncertainty and stagflation risks rise.
Can defence and real estate continue to be flavour of the market? Rajat Sharma answers
Rajat Sharma of Sana Securities advises caution on defence and real estate due to high valuations, despite positive market sentiment. He expresses concerns about real
May 30, 2025