
In this exclusive episode of the Market Master series Shailendra Bhatnagar in conversation with Punita Kumar Sinha, Managing Partner at Pacific Paradigm Advisors, and a veteran investor with over three decades of global market experience. She shares sharp insights on the U.S.-India tariff standoff, its potential impact on India's GDP, the rupee, and domestic sectors like IT, pharma, infra, and defense. From the Fed's rate pause to the future of Indian exports, and the shift towards consumption-led growth.