90-day tariff pause not a reversal, just prolongs market uncertainty: Rajeev Agrawal
Rajeev Agrawal of DoorDarshi India Fund suggests navigating market volatility stemming from President Trump’s tariff policies. He believes tariffs’ impact on India’s GDP is minimal, advising investors to focus on domestic sectors with comfortable valuations. Lending and capital markets are highlighted as promising sectors despite market fluctuations, offering opportunities for those who understand business fundamentals.
