BoI MF sees export sectors de-rated if US deal not inked in next few months
Indian markets are yet to feel the full impact of the US’s 50% tariff move, with hope of a trade deal keeping sentiment afloat, says Bank of India MF’s Alok Singh. He warns of de-rating of export-focussed sectors if talks fail, and backs banking, consumption and power over energy and FMCG.
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