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Rohan Saha

Founder - Burn Inves... • 3m

If we look closely at the USA's tariff policies, it is clear that the USA is also safeguarding its own interests here. Undoubtedly, IT companies are the most impacted by this, and this is evident in today's market. Among auto companies, only Tata Motors and a few select companies are managing to sell their cars at a reasonable level in the USA. Overall, it is evident that FIIs may rotate some funds from one company to another. However, for now, we can expect stable movements in the market as results continue to come in.

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Rohan Saha

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Rohan Saha

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Many people think that if the USA increases tariffs, it won't make much difference to India because India isn't among the USA's top 10 trading partners. This is somewhat true from the USA's perspective. However, from India's point of view, the USA is

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Indian companies are reporting good earnings this time, but for the market to see a significant rally, Foreign Institutional Investors (FIIs) need to invest in India. Domestic Institutional Investors (DIIs) or retailers alone cannot achieve this. Ano

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Rohan Saha

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The Indian economy is showing good recovery, and the USA's CPI data also looks positive. However, due to the expected tariff increases, there is still a risk of economic slowdown in the USA in the coming times.

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Today, the USA's market also opened in the green, similar to the Indian market. China has filed a complaint against the USA in the WTO regarding their tariffs, so the situation is getting a bit tense now.

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I think the bottom line of Indian IT companies might get a bit worse in the coming time, because the current sentiment isn’t good enough for companies to increase their IT expenses. Right now, most companies would prefer to take a wait and watch appr

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