Trump's Tariffs Create Significant Uncertainty For Economic Forecasting & Markets: Axis Capital

Budget With CNBC-TV18 | ‘Rs 1 lakh cr of tax cuts shouldn’t drive a total change in portfolios. It would be myopic to rush fully into consumption stocks’
Neelkanth Mishra advises nuanced view of govt capex stance. Says ‘unwise to expect govt to do everything’. Expects an investment driven economic recovery hinging on the real estate & power cycle.
#unionbudget2025 #budget2025 #trumptariffs #trumptariffwar #trumptariffpolicy #trumptradewar #trumptariffs2025 #globalmarketaction #indianmarketoutlook #topstockpicks #dalalstreetoutlook #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday
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[@HDCreative-u4u]

Trump’s tariffs may create some feel-good moments in the short term, the lasting impact could be slower economic growth, higher costs for consumers, and job losses in industries that depend on international markets. It's the classic example of a policy that looks good on paper but might do more harm than good over time.