The India-US trade deal has eased tariff uncertainty, boosting investor sentiment and suggesting market stress may have peaked. While not a game-changer, the agreement is expected to align equity returns with corporate earnings, projected at 12-15% in 2026. Fund managers recommend diversified portfolios, export sectors, and selective mid and small-cap investments.
Market rout: 7 of top-10 valued firms see Rs 1.25 lakh crore erosion
The stock continued to remain the most valued listed company in the country despite the decline.