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Mint
42 minutes ago
- Mint
Trump's tariffs on India: Experts unveil this strategy for Indian stock market investors
Trump's tariffs on India: U.S. President Donald Trump, on Wednesday, an additional 25 per cent tariff on Indian imports as a punitive measure in response to New Delhi's ongoing purchases of Russian crude oil. With this move, the total U.S. tariff on Indian exports now stands at 50 per cent — 20 percentage points higher than the tariff on Chinese goods — posing a serious blow to India's export competitiveness. The revised tariff regime, revealed late Wednesday, is set to take effect after a 21-day grace period beginning August 27, 2025. Although this period offers a brief opportunity for diplomatic negotiations, both nations currently face limited avenues for resolution. Indian benchmark indices, Sensex and Nifty50, opened lower for the third consecutive session on Thursday, as investor sentiment was hit by the United States' decision to impose an additional 25% tariff on exports, sparking fears of economic repercussions and escalating global trade tensions. By 9:21 am, the BSE Sensex had dropped 266 points, or 0.33%, to 80,359, while the Nifty50 was trading 71 points lower, or 0.3%, at 24,502. " This punitive step threatens to derail the Indo-US strategic and economic relationship, which has evolved steadily since 1998. The implications of these levies extend beyond trade and into critical areas such as technology partnerships, H-1B visa access for Indian tech talent, cross-border capital flows, and the future of US firms' offshore manufacturing in India. The Indian government has strongly denounced the new measures as "unfair, unjustified, and unilateral", and is expected to explore both diplomatic and trade avenues to defend national interests. However, the near-term sentiment in financial markets is likely to remain cautious, as investors brace for potential retaliatory moves and await clarity from upcoming negotiations," said Sugandha Sachdeva- Founder-SS WealthStreet. According to Sachdeva, Nifty is hovering near a key support zone at 24,450, and a breach below this level could trigger a swift decline toward 24,180 in the short term. Key resistance in the near-term rests at the 24,750 and 24,950 levels. " Broader market sentiment may remain under pressure amid geopolitical uncertainty, with volatility expected to intensify, particularly in sectors sensitive to global trade flows, energy imports, and foreign capital exposure. Until there is visible progress on the diplomatic front or signs of a softened stance from the US administration, risk sentiment is expected to stay fragile, and a defensive approach may prevail among market participants. Eyes would also be on the Q1 earnings from several key companies which shall also influence the direction of the market," she said. Santosh Meena, Head of Research at Swastika Investmart, said that India remains a domestic consumption-driven economy, with limited direct exposure to the U.S., except in key sectors like IT, pharmaceuticals, and electronics, which are exempt from the current tariff announcement. However, sectors such as textiles, gems & jewellery, and leather may face sentimental pressure in the near term. Long-Term Investors: Stay the course. This development is a part of ongoing global trade tensions and shouldn't distract from India's long-term growth potential. Near-term volatility is an opportunity—not a threat—for long-term investors. Short-Term Traders: Exercise caution. The short-term outlook remains uncertain due to a combination of muted Q1 earnings, stretched valuations, and global trade tensions. Market texture appears weak in the near term, so a defensive and selective approach is advisable. However, any significant correction should be seen as a buying opportunity, as earnings momentum is expected to improve from the next quarter onward. Disclaimer: This story is for educational purposes only. The views and recommendations above are those of individual analysts or broking companies, not Mint. We advise investors to check with certified experts before making any investment decisions.
Economic Times
42 minutes ago
- Economic Times
Multi asset mutual funds beat other hybrid funds in 1 & 3 years. Should they be in your portfolio?
Multi asset allocation mutual funds lead hybrid fund returns over one and three years. Multi asset allocation mutual funds have topped the return chart among all hybrid funds in the last one and three years, an analysis of the performance by all hybrid funds showed. The market experts believe that the combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle. 'It's evident that the strong performance has been driven not just by gold, but also by the rally in silver and overall favourable conditions for debt and equity. The combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle,' Shruti Jain, Chief Strategy Officer, Arihant Capital Markets shared with ETMutualFunds. Also Read | NFO Insight: Can this multi asset allocation fund help diversify your portfolio? There were around 23 multi asset funds in the last one year and only eight have marked their presence in the market in the last three years. In the last one year and three years, multi asset funds gave an average return of 8.12% and 16.46% Multi Asset Allocation Fund offered the highest return of around 16.89% in the last one year, followed by DSP Multi Asset Allocation Fund which gave 13.09% return in the same period. Shriram Multi Asset Allocation Fund was the only fund in the category which gave a negative return of around 3.14%. Quant Multi Asset Allocation Fund offered the highest return in the last three years of around 20.48%, followed by ICICI Pru Multi-Asset Fund which gave 19.15% return in the same period. Axis Multi Asset Allocation Fund offered the lowest return of 10.70% in the same at the historical performance and with these funds topping the return chart, Jain believes that the outlook for multi-asset funds remains positive. 'As markets navigate consolidation and global macro shifts, the diversified structure of these funds could help cushion volatility and capitalise on opportunities across asset classes. They present a stable investment route in times of economic uncertainty,' she allocation funds are hybrid funds that need to invest a minimum of 10% in at least 3 asset classes. These funds typically have a combination of equity, debt, and gold. Some schemes also add international equities, InvITs and REITs. Also Read | Confused about investment in stocks, gold & silver? Simplify it with multi-asset mutual funds! The equity allocation in the case of multi-asset funds could vary between 0-70%. Aggressive multi-asset funds could typically have 50-65% equity while the conservative ones could have between 35-50%. In the case of multi-asset funds, some schemes that allocate more than 65% to equity enjoy equity taxation. According to the Sebi mandate, multi asset allocation funds invest in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes. They aim to deliver ease from the volatility linked to plain vanilla equity funds. According to a report by ETMarkets, Gold and silver extended their gains amid safe-haven buying due to U.S. trade tariff uncertainty and weakness in the U.S. equity markets. The U.S. President again threatened India for imposing higher trade tariffs for importing Russian oil and supported safe-haven buying for precious metals. The U.S. equity markets plunged amid mixed U.S. economic data and the dollar index was also off day highs, supporting gold and silver gold and silver rallying and offering good returns, many investors are willing to invest separately in equity, debt, and gold funds against multi-asset allocation funds, to which Jain replies that as the market is in consolidation phase multi-asset or hybrid funds offer a balanced exposure across asset classes.'With silver and gold continuing to perform well and the rate cut cycle potentially favouring debt, multi-asset funds can be a compelling option right now for investors looking for diversification without actively managing allocations themselves,' Jain to another report by ETMarkets, Zerodha Fund House, which has just launched a new Multi Asset Passive FoF (fund of funds), comes with 25% allocation to gold ETF and 15% to G-Sec ETFs. The remaining 60% is divided equally between largecap and midcap investors were to invest separately in gold, equity, and debt and rebalance the portfolio every year, the resulting tax outgo could be significantly higher, denting overall post-tax returns. Multi-Asset Allocation funds, as a product category, are taxed on the basis of the equity allocation, according to a report by ETBureau. Also Read | MF Tracker: HDFC Flexi Cap Fund turns Rs 10,000 SIP to nearly Rs 21.50 crore in 31 years Assets under management in multi asset funds rose 51% over the past year — from Rs 86,000 crore in June 2024 to Rs 1.3 lakh crore in June 2025. Fund managers also point to the tax efficiency of these products as a key draw for wealthy should always invest based on their risk appetite, investment horizon, and goals. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
The Hindu
42 minutes ago
- The Hindu
Stock markets decline in early trade as Trump slaps additional 25% tariff on Indian goods
Benchmark equity indices Sensex and Nifty declined in early trade on Thursday (August 7, 2025) as U.S. President Donald Trump slapped an additional 25% duty — doubling it to 50% — on Indian goods over New Delhi's continued imports of Russian oil. The move that is likely to hit sectors such as textiles, marine and leather exports hard was slammed by India as 'unfair, unjustified and unreasonable'. With this action singling out New Delhi for the Russian oil imports, India will attract the highest U.S. tariff of 50% along with Brazil. The 30-share BSE Sensex dropped 335.71 points to 80,208.28 in early trade. The 50-share NSE Nifty declined 114.15 points to 24,460.05. From the Sensex firms, Adani Ports, Tata Motors, Kotak Mahindra Bank, Eternal, Tata Steel and NTPC were among the laggards. However, Trent, Titan, Sun Pharma and ITC were among the gainers. In Asian markets, South Korea's Kospi, Japan's Nikkei 225 index, Shanghai's SSE Composite index and Hong Kong's Hang Seng were quoted in positive territory. The U.S. markets ended higher on Wednesday (August 6, 2025). Foreign Institutional Investors (FIIs) offloaded equities worth ₹4,999.10 crore on Wednesday (August 6, 2025), according to exchange data. Global oil benchmark Brent crude jumped 1% to $67.56 a barrel. On Wednesday (August 6, 2025), the 30-share BSE Sensex fell 166.26 points or 0.21%, to settle at 80,543.99. The Nifty dipped 75.35 points or 0.31% to close at 24,574.20.
