No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, October 2, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Business

Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay Agarwal

by TheAdviserMagazine
2 months ago
in Business
Reading Time: 3 mins read
A A
Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay Agarwal
Share on FacebookShare on TwitterShare on LInkedIn


Abhay Agarwal, Founder & Fund Manager, Piper Serica, says the markets are eagerly awaiting a resolution to the US president’s tariff disputes, as the daily threats are impacting Indian industries. Order cancellations from US buyers in sectors like textiles and auto ancillaries are already occurring due to tariffs. A sustainable resolution is crucial to restore market confidence and prevent companies from withdrawing earnings guidance.

What is your first comment on the RBI policy? I am sure it is on the expected lines. But given that inflation is going to be limited, and the tariff situation is still evolving, GDP for the current fiscal year has also not changed because of all the uncertainty that is looming around. Having said that, the situation is still evolving. We are also looking at a Fed policy. So, what is your take on the rate cut stance in India or the US, and the way ahead?Abhay Agarwal: The RBI policy was largely on expected lines but there were a couple of things that kind of differed from the past statements by the governor and one of them was the worry that the growth that they are seeing is uneven and I do not think as a governor he would want to see that or even the finance ministry would want to see that.

One thing on their mind is how do we make sure that there is an even growth or largely even growth? The second is that the real inflation on the Street is higher than what the name plate inflation is showing and that is one of the reasons they want to see that play out over the next quarter or so, before deciding on the next rate cut.

There is ample liquidity and that is the other thing that he indicated but what they want to see is that the rate transmission takes place right to the bottom of the pyramid which I do not think has taken place as per their expectations. So, for RBI, it is a work in process that it is not only just rate cuts that will drive the economic growth but also these impacts of rate cuts being felt by everybody, the borrowers and the industry kicking off of the private capex cycle.

It is a wider agenda that he referred to and it will be interesting to see. The good thing from a market perspective is to see that the RBI is very focused on these key issues and will hopefully resolve them over the next three months and we will see the impact of that in the earnings in probably the third quarter this year.

Live Events

Now that we have all of these events, economic indicative actions, but still the triggers, the direction for the domestic market is missing. We see a lot of contingent scenarios from the global front, tariff implications are still underway and at the same time, the quarterly are a mixed bag. Where do you see the triggers coming in? What are the compounding themes?Abhay Agarwal: The markets are waiting for positive triggers and the biggest positive trigger is some kind of resolution to these tariff tantrums by the US president. This daily negative news flow, daily threats and it is something that people can discuss but completely out of control. Unfortunately, what I am seeing is that the impact of these tariffs are already being felt by the Indian industry. We have heard over the last couple of days, cancellation of orders by large US buyers from Indian suppliers in textiles, small auto ancillaries, and some consumer products because they do not want to pay that kind of tariff for imports from India. The Indian industry is already feeling the heat. It is not a discussion or a threat anymore. This has happened. The biggest positive trigger for the markets right now would be some kind of sustainable resolution of this daily tariff threat that has already started impacting Indian exporters and that will give the market confidence that the earnings can be forecast. Otherwise, most of the companies’ management will pull out their management guidance for the next quarter and the quarter after that. It is very important that some kind of resolution comes into play.



Source link

Tags: AbhayAgarwalbiggestissuemarketspositiveResolutionSustainableTariffTrigger
ShareTweetShare
Previous Post

Wells Fargo Downgrades PT on Root from $142 to $118, Maintains Equal Weight Rating

Next Post

Trump hikes tariffs on India to 50%, scrambling the country’s plans to be an alternative to China

Related Posts

edit post
Lyft CEO on the time Bill Gates told him he was making ‘the stupidest decision I’ve ever heard anyone made’

Lyft CEO on the time Bill Gates told him he was making ‘the stupidest decision I’ve ever heard anyone made’

by TheAdviserMagazine
October 1, 2025
0

Before David Risher was tasked with scripting a “comeback story” for ride-sharing company Lyft, he made a career move so...

edit post
The rise of the bro co-CEO

The rise of the bro co-CEO

by TheAdviserMagazine
October 1, 2025
0

Yesterday, Spotify founder and CEO Daniel Ek announced that he’ll be stepping down in the new year. Two of his...

edit post
Stripe is already a payments colossus. Now it wants to make stablecoins the backbone of global commerce

Stripe is already a payments colossus. Now it wants to make stablecoins the backbone of global commerce

by TheAdviserMagazine
October 1, 2025
0

Last October, the payments giant Stripe announced a blockbuster $1.1 billion acquisition of Bridge, a little-known startup focused on the...

edit post
AI godfather warns humanity risks extinction by hyperintelligent machines with their own ‘preservation goals’ within 10 years

AI godfather warns humanity risks extinction by hyperintelligent machines with their own ‘preservation goals’ within 10 years

by TheAdviserMagazine
October 1, 2025
0

The so-called “godfather of AI”, Yoshua Bengio, claims tech companies racing for AI dominance could be bringing us closer to...

edit post
Conagra Reaffirms Outlook Even As Tariffs Add To Inflation

Conagra Reaffirms Outlook Even As Tariffs Add To Inflation

by TheAdviserMagazine
October 1, 2025
0

Conagra Brands Inc. (NYSE:CAG) on Wednesday posted first-quarter fiscal 2026 results that topped Wall Street expectations but showed year-over-year declines....

edit post
US markets regulators start shuttering as government shutdown cuts federal funding

US markets regulators start shuttering as government shutdown cuts federal funding

by TheAdviserMagazine
October 1, 2025
0

U.S. market regulators began the process of furloughing workers on Wednesday as the federal government shut down after Congress failed...

Next Post
edit post
Trump hikes tariffs on India to 50%, scrambling the country’s plans to be an alternative to China

Trump hikes tariffs on India to 50%, scrambling the country's plans to be an alternative to China

edit post
US Treasury To Print 0 Bills?

US Treasury To Print $500 Bills?

  • Trending
  • Comments
  • Latest
edit post
What Happens If a Spouse Dies Without a Will in North Carolina?

What Happens If a Spouse Dies Without a Will in North Carolina?

September 14, 2025
edit post
California May Reimplement Mask Mandates

California May Reimplement Mask Mandates

September 5, 2025
edit post
Does a Will Need to Be Notarized in North Carolina?

Does a Will Need to Be Notarized in North Carolina?

September 8, 2025
edit post
Who Needs a Trust Instead of a Will in North Carolina?

Who Needs a Trust Instead of a Will in North Carolina?

September 1, 2025
edit post
DACA recipients no longer eligible for Marketplace health insurance and subsidies

DACA recipients no longer eligible for Marketplace health insurance and subsidies

September 11, 2025
edit post
‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

September 9, 2025
edit post
Taiwan Forced To Move Chip Production To The US To Maintain Protection

Taiwan Forced To Move Chip Production To The US To Maintain Protection

0
edit post
XRP Price Prediction: CTO Exit and Investor Sell Calls Clash With Bullish .70 Target

XRP Price Prediction: CTO Exit and Investor Sell Calls Clash With Bullish $4.70 Target

0
edit post
Do you pay GST/HST when you build or renovate a house?

Do you pay GST/HST when you build or renovate a house?

0
edit post
Stripe is already a payments colossus. Now it wants to make stablecoins the backbone of global commerce

Stripe is already a payments colossus. Now it wants to make stablecoins the backbone of global commerce

0
edit post
SK Hynix shares hit 25-year high, Samsung also surges as chipmakers partner with OpenAI

SK Hynix shares hit 25-year high, Samsung also surges as chipmakers partner with OpenAI

0
edit post
2026 Tax Calculator | One Big Beautiful Bill Tax Calculator

2026 Tax Calculator | One Big Beautiful Bill Tax Calculator

0
edit post
XRP Price Prediction: CTO Exit and Investor Sell Calls Clash With Bullish .70 Target

XRP Price Prediction: CTO Exit and Investor Sell Calls Clash With Bullish $4.70 Target

October 2, 2025
edit post
Do you pay GST/HST when you build or renovate a house?

Do you pay GST/HST when you build or renovate a house?

October 2, 2025
edit post
Taiwan Forced To Move Chip Production To The US To Maintain Protection

Taiwan Forced To Move Chip Production To The US To Maintain Protection

October 2, 2025
edit post
SK Hynix shares hit 25-year high, Samsung also surges as chipmakers partner with OpenAI

SK Hynix shares hit 25-year high, Samsung also surges as chipmakers partner with OpenAI

October 1, 2025
edit post
Investing Lessons From Video Game Economies: What Fortnite and Roblox Can Teach You About Money

Investing Lessons From Video Game Economies: What Fortnite and Roblox Can Teach You About Money

October 1, 2025
edit post
Pi Network arms its testnet with a DEX and AMM for DeFi innovation

Pi Network arms its testnet with a DEX and AMM for DeFi innovation

October 1, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • XRP Price Prediction: CTO Exit and Investor Sell Calls Clash With Bullish $4.70 Target
  • Do you pay GST/HST when you build or renovate a house?
  • Taiwan Forced To Move Chip Production To The US To Maintain Protection
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.