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Time to accumulate, not exit, tariff-hit stocks: Sunil Subramaniam
Amidst U.S.-India trade uncertainties, Sundaram Mutual Fund's Sunil Subramaniam views Trump's tariff tactics as business maneuvers, not solely India-centric. He suggests India is a pawn in broader geopolitical plays, particularly concerning Russia and the EU. Despite initial FII selling, recent inflows and domestic portfolio shifts signal a positive market outlook.
Amidst U.S.-India trade uncertainties, Sundaram Mutual Fund's Sunil Subramaniam views Trump's tariff tactics as business maneuvers, not solely India-centric. He suggests India is a pawn in broader geopolitical plays, particularly concerning Russia and the EU. Despite initial FII selling, recent inflows and domestic portfolio shifts signal a positive market outlook.
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