Porinju Veliyath of Equity Intelligence India advises investors to remain calm amidst tariff uncertainties, emphasizing opportunities in domestically-driven businesses and technology-led growth. He highlights India’s strong macroeconomic conditions, stable government, and the pharma sector’s competitive advantage. Despite potential tariff impacts, companies like Piramal Pharma remain promising due to their robust manufacturing and global supply capabilities.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets