<ul><li>Pharmaceuticals and banking sectors are top sectoral picks amid Trump-tariff fueled uncertainty according to Vikas Khemani, founder of Carnelian Asset Management and Advisors.</li><li>Khemani believes pharma companies will remain resilient and pharmaceutical manufacturing companies (CDMO) won't be impacted by tariffs due to their primarily domestic operations.</li><li>The banking sector is expected to be unaffected by the global tariff war, given its largely domestic domain and strong asset quality.</li><li>India's lower tariffs compared to other Asian countries and its labor cost advantage position the country well to navigate through the volatility.</li></ul>

Trump Tariffs: Vikas Khemani Lists Top Sectoral Picks — Banking, Pharma In The Spotlight

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