Tariff game a non-event or new reality for your stocks? Here’s how to Trump-proof your portfolio

Despite market resilience, a $4 billion FII outflow signals deeper concerns over Trump's tariffs, impacting Indian exporters in textiles, seafood, and gems & jewellery sectors. Experts warn of potential job losses, RBI rate cuts, and fiscal support measures. Investors are advised to focus on defensive stocks and sectors insulated from US tariffs like banks and telecom.