Tariff Heat Hits Markets | Ajay Bagga: Time to Exit Export-Oriented Sectors

As global tariff tensions escalate, Market veteran Ajay Bagga advises investors to tread cautiously in the Indian market. While uncertainty looms—especially around export-oriented sectors like IT and pharma—there are bright spots to consider. Domestic-facing segments such as hospitals and diagnostics show promising volume-led growth. For now, steering clear of U.S.-dependent exporters may be wise until the fog of tariff-related uncertainty lifts.