Synopsis
At this point of time, both the bulls and bears are pretty much even, though the bias is toward the bulls. The thing that will tilt the balance in favour of the bears is the implementation of the additional 25% tariff on Indian exports to the US on August 27. But we are assuming that better sense will prevail; and, even if they are implemented, we would soon see an India-US trade treaty that would reverse the tariff. If that happens, the bullish sentiment will get a boost and the tilt will first be toward large-cap stocks. Especially where the quality of the balance sheet is strong and there is little need for further debt for the business.
There are some events whose outcomes cannot be predicted. Or, should we rather say that one should not even try to predict their outcomes? Why? Because, the factors and actors in the event are so unpredictable that the chances of anyone getting it right is just remote. That is where we probably are when it comes to this question: What will happen on August 27 (when the additional 25% US tariff kicks in)? So, what is the next best option? Think
ETMarkets.com
Aug 25, 2025, 10:17:00 PM IST
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