Despite tariff uncertainties, the market remains steady, anticipating potential tailwinds in the second half of the year. Santosh Rao suggests optimism stems from expected interest rate cuts, pro-growth policies, and potential liquidity support. While Trump’s unpredictability introduces confusion, a consensus on tariffs is likely, fostering a risk-on sentiment as investors return to equities.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets