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Bharti Airtel In, Tata Motors Out: Macquarie's India Strategy Focuses On Domestic Facing Players

  • Macquarie's India strategy focuses on domestic facing players to leverage local market strengths and mitigate global exposure risks.
  • Inclusions: Bharti Airtel, UltraTech Cement, and GAIL are included in Macquarie's Super 6s buy ideas list.
  • Exclusions: Sun Pharma, Tata Motors, and Wipro are excluded from Macquarie's Super 6s buy ideas list.
  • US President Donald Trump's global tariff imposition has created uncertainties for companies with high global exposure.

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