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Chief Investment Officer, Aditya Birla Sun Life AMC
Why Mahesh Patil sees opportunity, not panic, in Trump's tariff escalation
If effective, the steep 50 per cent tariff would be similar to a trade embargo, and will lead to sharp fall in affected export products, especially ones with thinner margins
Equity investors must factor in uncertainty as a permanent feature
Amid the global noise, India may well emerge as a relatively safe harbour and possibly a beneficiary in the long term as global supply chains readjust