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.