Richard Harris of Port Shelter Investment suggests tariffs could negatively impact trade and growth, offsetting the benefits of the ‘big beautiful bill’. Markets initially overlooked tariff concerns, focusing on positive rollbacks. However, tariffs remain high for American buyers. Harris advises caution with equities, anticipating delayed negative effects from tariffs and deficit issues. He believes equities will continue to perform.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and
December 8, 2025