Pankaj Murarka of Renaissance Investment Managers believes tariffs’ economic impact will be moderate. He anticipates consumption will remain unaffected due to its domestic focus, despite a post-Covid economic slowdown. Murarka forecasts a 12-13% CAGR return, with potential earnings recovery in financials and consumer sectors in the second half of the year.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets