Matt Orton of Raymond James Investment suggests fears of a US recession due to tariffs are exaggerated. He believes the rally in India is sustainable, with potential benefits from quickly negotiated tariffs. Investors should look for high-quality opportunities after April 2nd. China may face tougher tariffs, but this could lead to beneficial negotiations. Matt Orton of Raymond James Investment suggests fears of a US recession due to tariffs are exaggerated. He believes the rally in India is sustainable, with potential benefits from quickly negotiated tariffs. Investors should look for high-quality opportunities after April 2nd. China may face tougher tariffs, but this could lead to beneficial negotiations. Economic Times
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