U.S. Fed Holds Rates, Inflation Fears Return: Gaurang Shah Explains Impact On Markets

The U.S. Federal Reserve has kept interest rates unchanged, but the policy decision has raised fresh concerns over inflation after three Fed policymakers backed an immediate rate hike. What does this signal for global markets and Indian investors? In this interview, Gaurang Shah of Geojit Financial Services explains why rising bond yields, Trump's tariff policies, and expensive AI and semiconductor stocks are keeping investors on edge. He also shares why he believes India's markets remain fundamentally strong, supported by healthy Q1 earnings, improving monsoon conditions, and domestic economic resilience.