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Browsing Tag

trump tariffs impact on india

1 post
MMarkets
The trailing P/E of defensives is still elevated at ~32x versus the broader market’s ~25x, suggesting valuations have room to correct further.
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IT, pharma, FMCG market-cap share hits 14-year low amid Trump tariffs, H1B visa fee hike; Cyclicals’ profit pool expands

  • October 6, 2025
India’s post-pandemic profit resurgence has been overwhelmingly powered by cyclical and capital-intensive sectors, pushing defensives such as FMCG,…
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