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.
Market Wrap: Sensex falls 142 points, Nifty holds 23,900; HDFC Bank shares tumble 3%
Indian stock market closed in the red, with benchmark indices Sensex and Nifty falling up to 0.2% as Iran-US tensions simmered and rupee declined. Broader
May 27, 2026