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expert view | ET Now

4 posts
EEconomy
Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay Agarwal
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Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay Agarwal

  • August 7, 2025
Abhay Agarwal, Founder & Fund Manager, Piper Serica, says the markets are eagerly awaiting a resolution to the…
MMarkets
Buy the dip and go for India-centric portfolio; US market more likely to correct sharply than India: Sandeep Tandon
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Buy the dip and go for India-centric portfolio; US market more likely to correct sharply than India: Sandeep Tandon

  • August 7, 2025
Sandeep Tandon, CIO, Quant Mutual Fund, says Donald Trump employs a chaotic management style, targeting India to indirectly…
IInternet
Internet sector can grow at double or triple the nominal GDP growth rate: Pankaj Murarka
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Internet sector can grow at double or triple the nominal GDP growth rate: Pankaj Murarka

  • August 5, 2025
Pankaj Murarka, CIO, Renaissance Investment Managers, says tariffs may not significantly hinder the overall economy. While consumption will…
EEconomy
After a global recovery, north Asian markets typically outperform with India catching up following year: Rahul Chadha
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After a global recovery, north Asian markets typically outperform with India catching up following year: Rahul Chadha

  • August 4, 2025
Rahul Chadha, Founder & CIO, Shikhara Investment Management, highlights investor concerns about India’s economic slowdown. The expectation is…
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