India’s economy faces new headwinds from US tariffs, but experts see opportunities amid the turbulence. A weaker rupee may aid exporters, while IT and defence-linked firms could benefit from policy support. Investors are advised to avoid knee-jerk reactions, focus on strong company fundamentals, and prioritise global diversification to cushion portfolios against trade and currency shocks.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets