*India is not ready to open up the politically sensitive farm sector for US products, despite Trump’s tall claim; for India, it’s a non-negotiable red line*

· *The farm and MSME sectors are big vote banks for both India and the US; thus, both the Modi and Trump administrations are not ready to compromise for respective domestic political compulsion*

· *US-India may sign a tentative mini-trade deal by July 8, and Trump may extend the tariff pause deadline to December’25*

· *At around 25800 and TTM (FY25) EPS 916, the TTM Nifty PE is around 28, almost at the bubble zone; average trend CAGR of Nifty EPS is ~ 10%*

*https://www.iforex.in/news/nifty-stumbled-us-india-trade-deal-talks-may-202506302000
*

*
*

--
Regards,
Ashish Ghosh
Regards,
Ashish Ghosh
Capital Market Analyst/Signal Provider/Content Writer-iFOREX
telegram: asisjpg
Gmail: ashishghoshjpg
NSE CERTIFIED MARKET PROFESSIONAL-LEVEL-2
Technical & Fundamental Analysis
India/Global -Consultant (B2B/B2C)

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