Tariff pain priced in, markets now betting on GST cuts: Ajay Bagga

According to Ajay Bagga, the Indian stock market has largely absorbed the impact of new U.S. tariffs, shifting focus to domestic events like the GST Council meeting, which could spur rallies in FMCG, durables, and auto sectors. While textiles face challenges, other export sectors like pharma and electronics remain vulnerable to policy changes.