 "Unmesh Sharma, Head – Institutional Equities, HDFC Securities")
As the July 9 US tariff deadline nears, UNMESH SHARMA, head of institutional equities, HDFC Securities, tells Sirali Gupta in an email interview that though the impact on the markets is unlikely to be major at the aggregate earnings level, the largest impact at the sector level, if any, would be on defence and oil procurement. Edited excerpts:
As the July 9 trade tariff deadline is approaching, how do you think potential changes could affect the market sentiment and specific sectors?
We are of the view that India will close a deal with the US, which will be a
