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Inflation is gradually creeping into the market as prices of imported goods, especially consumer products, have increased. Companies initially absorbed costs due to front-loaded purchases made before tariff deadlines. As existing inventory depletes, consumers will likely feel the pinch more, potentially influencing the Federal Reserve's actions.
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Sales, branding and tight cost controls have helped Pop Mart's profits balloon in the first half of 2025.
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Rajkumar, CIO of Quest Investment Advisors, suggests that while Indian markets show stability, global factors like U.S. tariffs and Federal Reserve policies create uncertainty. He emphasizes that earnings growth and resilient inflows from SIPs and FPIs are crucial for the Nifty to surpass its all-time high.
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News and Media
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