Vikas Khemani of Carnelian Asset Management suggests that while U.S. tariffs may cause short-term earnings uncertainty for Indian exporters, a major structural risk to the overall market is unlikely. The markets have largely priced in the potential impact of a 25% tariff, and India’s strong domestic consumption and infrastructure development provide a buffer.
US inflation tops 4% for first time in three years, keeping Fed hike in play
US inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve’s interest rate hike plans on the table for September.
June 25, 2026