Christopher Wood suggests buying Indian equities despite US tariffs. He believes Trump will eventually reverse the tariffs. Wood highlights India’s geopolitical importance and notes the unusual nature of the tariffs. He mentions India’s underperformance in equities and links the second tariff tranche to India’s Russian oil purchases. Wood also observes the US Federal Reserve’s potential rate cut in September.
It’s only a matter of time before Trump blinks on tariff: Chris Wood
by ET Markets | August 16, 2025 10:03 am | Indian Stocks, Market, News