Matt Orton from Raymond James Investment suggests that manageable tariff ranges and strong Q2 earnings are fueling optimism in US markets. While oil price stability is beneficial for emerging markets like India, trade negotiations with the US remain crucial.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a