New Delhi, July 21 -- Expert view on Indian stock market: The risk of Trump tariffs is real, as the US is India's largest trading partner, and we currently run a large trade surplus with them in both goods and services, says Krishnan V R, Chief of Quantitative Research at Marcellus. In an interview with Mint, Krishnan shares his views on Indian stock market triggers, the potential impact of tariffs and his strategy for the US stock market at this juncture. Here are edited excerpts of the interview:

GDP growth moderated last year, and the current estimate is for growth to be around 6-6.5 per cent this year and next.

With core inflation trending around 3.5 per cent, I do not see much scope for aggregate revenues to grow at more than 12 pe...