Which sectors will need a relook in terms of earnings projection now? Gautam Duggad explains
Gautam Duggad, Head Of Research, Director – Institutional Equities at Motilal Oswal Financial Services, says stock markets are reacting maturely to tariff impacts, with major sectors like financials and IT remaining relatively stable. Earnings growth is expected to be driven by domestic economic factors and a shift towards consumption-focused policies. While large sectors face limited … Read more