The US Trump administration has criticized India’s trade policies, with Donald Trump calling the trade relationship a "one-sided disaster". This follows a meeting between Prime Minister Narendra Modi and leaders from China and Russia at the Skoll Summit in Tianjin. Treasury Secretary Scott Besant labeled India a "bad actor" for fueling the Russian war machine, while policy hawk Peter Navarro stated, "India literally is the Maharaja of tariffs." Market expert Sameer Arora of Helios Capital discusses the impact, suggesting that while the market may move on, diplomatic engagement is necessary. He remains optimistic about foreign institutional investor flows in the long run and believes a "10% plus is very reasonable" return for investors over a long period. The program also covers the NSE’s shift of F&O expiry to Tuesdays, the Semicon India event, and surging sugar stocks after the government lifted restrictions on ethanol production.
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