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HomeNewsBusinessMarketsDaily Voice: Earnings, not Trump tariffs, will be the key trigger for Indian markets, says Julius Baer's Nitin Raheja
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Daily Voice: Earnings, not Trump tariffs, will be the key trigger for Indian markets, says Julius Baer's Nitin Raheja

The revival of consumption in the festival season in the second half of the year will be another key trigger for the markets, said Julius Baer's Nitin Raheja.

July 14, 2025 / 15:37 IST
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Nitin Raheja is the Executive Director - Head Discretionary Equities Business at Julius Baer

Nitin Raheja of Julius Baer believes that markets are not fully pricing in the risks of tariffs and their aftereffects.

For the Indian markets, according to him, more than the tariff’s the key trigger is going to be earnings and how much of that growth has been priced into stocks.

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The revival of consumption in the festival season in the second half of the year will be another key trigger for the markets, said the Executive Director - Head Discretionary Equities Business at Julius Baer.

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