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Below the Quote on Morning Market Views 07th Aug 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"The 21 day window for the additional 25 % tariff to take effect leaves room for negotiation and an eventual deal with the US. But there is huge uncertainty surrounding the trade policy and to what extent both nations will be willing to make compromises. President Trump, fresh from the successes he has extracted in deals with others including the EU, is unlikely to budge significantly from his unjustified stand. Unfortunately for India, the U.S. is bargaining from a position of strength. India’s response has been mature and measured. 
Market is unlikely to panic but weakness will continue in the near-term. Since uncertainty is high investors should be cautious in their approach. At least in the near-term, export-oriented sectors will remain weak. Domestic consumption themes like banking and financials, telecom, hotels, cement, capital goods and segments of automobiles will remain resilient."

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