Quant Mutual Fund’s CIO, Sandeep Tandon, believes India is skillfully navigating Trump’s indirect pressure tactics related to Russia. He suggests an India-centric portfolio, excluding pharma, anticipating a sharp US market correction that could alter Trump’s stance. Tandon views current trade tensions as posturing, not deal-breakers, and sees opportunities for Indian investors.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets