JM Financial's Vishal Kampani Cautions US May Seek Higher Tariffs Despite Present Relief
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US May Hike Tariffs Despite Current Relief: JM Financial's Vishal Kampani
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CNBC TV18•21-02-2026, 17:06
US May Hike Tariffs Despite Current Relief: JM Financial's Vishal Kampani
•Vishal Kampani of JM Financial warns that current US tariff relief may be temporary, citing President Trump's tendency to increase duties.
•Kampani advises investors to prepare for continued market volatility as US tariff policies evolve, with the 150-day window allowing for further adjustments.
•Sanjay Kirloskar of Kirloskar Brothers welcomes the lower 10% tariff, expecting it to improve India-US trade flows and bring stability.
•Kirloskar highlights that Indian industry has adapted to higher tariffs, with his company maintaining sales even at 60% tariffs through local manufacturing in the US.
•Both Kampani and Kirloskar emphasize the opportunity for India to expand its manufacturing base and strengthen domestic production for supply independence.
