Trade deal removes year-long overhang, valuations give room for multiple expansion: Trilok Agarwal
Trade deal removes year-long overhang, valuations give room for multiple expansion: Trilok Agarwal is drawing significant interest across the industry.
The India-US trade deal has significantly improved India's investment climate and export competitiveness, shifting the outlook for Indian equities to a decisive risk-on stance. With benchmark valuations below long-term averages, this reset creates headroom for multiple expansion alongside improving earnings visibility, particularly benefiting sectors like pharmaceuticals and gems.
Experts suggest this could influence future trends and innovation in the sector.
More updates are expected as the story develops.
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