Trump's impact on India

A Republican administration is generally pro-India and anti-China

Tariff increases under Trump's administration could Impact Indian companies, especially exporters

India's valuations could be the next trigger for Flis to return to India

Weakening earnings momentum and high valuatio tions are keeping Fils away from India

Markets may need to correct further for valuations to appear attractive

Within India, prefer sectors like consumption, Financials, healthcare, and travel

Companies and sectors related to the U.S. may experience erratic movements and elevated volatility