Historically, during periods of geopolitical uncertainty and trade-related tensions, investors tend to shift their focus towards domestically driven sectors. Banking stocks, in particular, are often seen as a relatively safer bet in such times.

Donald Trump's proposed 50% tariff on Indian exports casts a shadow over Indian stock markets, impacting sectors like textiles and auto ancillaries. W

US President Trump imposed a cumulative 50% tariff on Indian exports, impacting labour-intensive sectors. Emkay Global remains optimistic about India's economic outlook, anticipating a consumption-led recovery.