Expert view, Sept. 5 -- Varun Goel, Senior Fund Manager at Mirae Asset Investment Managers (India), shares his insights on the impact of the Trump tariffs, India's economic outlook, and investment strategies amid global uncertainty. From small-cap opportunities to FMCG trends and the growing interest in US equities, he explains where the markets are headed and how investors should navigate the road ahead. Edited excerpts:

As far as the tariffs imposed by the US government are concerned, it's a fluid situation. We don't yet know how it will evolve. As things stand today, there's a 50% tariff on almost $50 billion worth of exports. Whether this number stays or comes down - we don't know. My hope is that, with implementation, this number ca...