Geopolitical events have limited long-term impact on fund flows, with investors often viewing dips as buying opportunities. While some money is slowly exiting the US amidst tariff negotiations, it’s primarily moving into liquidity funds. India’s fund inflows, previously recovering, have been impacted by new tariffs, particularly on pharmaceuticals, creating uncertainty in the market.
Expect limited upside in near term, stick to stock-specific strategy; Vedanta, Motherson among top picks: CA Rudramurthy BV
Indian markets are struggling to maintain gains despite positive domestic news. Global factors and foreign selling are creating caution. Short-term traders are advised to reduce
December 10, 2025