Gautam Duggad suggests that Indian stock markets are reacting steadily to tariff impacts, with financials and IT remaining stable. Earnings growth will be driven by domestic economic factors and a shift towards consumption-focused policies. Smaller sectors like EMS and cement are projected to lead earnings, while large sectors face limited growth.
Which sectors will need a relook in terms of earnings projection now? Gautam Duggad explains
by ET Markets | July 31, 2025 2:05 pm | Indian Stocks, Market, News