How will the Indian market react if July 9th deadline passes without a tariff deal? Mukul Kochhar answers

July 4, 2025

India anticipates a crucial tariff deadline on July 9th. This deadline could affect the rupee and external finances. A trade deal with the US is expected. This deal is beneficial for both countries. Market outlook is positive with double-digit growth expected in FY26. PSU banks are fundamentally strong. Discretionary consumption is attractive. Retail sector is positive.

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