Dipan Mehta notes that Trump’s tariffs create uncertainty for Indian exporters, impacting stock prices alongside stagnant earnings. While the RBI’s policy remains stable, two-wheeler makers like TVS Motors, Eicher, and Hero MotoCorp show strength with improving demand. Bajaj Auto’s results are decent but volatile due to export reliance, making other stocks more attractive for fresh investment.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets