Experts Advise Caution as Indian Markets Navigate Tariff and Geopolitical Volatility

Indian markets face ongoing volatility due to global tariff uncertainties, US-Iran tensions, and evolving technology impacts. Experts advise cautious optimism, viewing tariff fluctuations as manageable but warning of risks from geopolitical tensions that could raise oil prices and inflation. While some highlight opportunities in domestic sectors like basic materials and industrials, concerns persist over IT and exporters amid valuation and margin pressures. Market participants are urged to maintain valuation discipline and monitor foreign investor activity amid this complex environment.