Earnings Over Echoes: Julius Baer’s Nitin Raheja Says Fundamentals Will Drive Indian Markets

Despite global chatter around Trump’s tariff policies, Julius Baer’s Nitin Raheja believes India’s equity markets will be steered more by earnings performance than geopolitical noise. In a recent interview, Raheja emphasized that investors should focus on corporate results and domestic consumption trends as the real catalysts for market movement.

 

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Investor Sentiment

Raheja’s view underscores a broader market consensus: India’s resilience lies in its domestic growth story, not in reacting to external tremors.

 

Sources: Moneycontrol, NDTV Profit, Economic Times, Julius Baer Insights, ETMarkets Smart Talk