New Delhi, Feb. 6 -- The announcement of an US-India trade deal, under which Washington would roll back the steep reciprocal tariffs, has eased months of trade-related uncertainty, with equity markets and the rupee both showing signs of renewed confidence.

To decode what this shift means for investors, Feroz Azeez, joint chief executive of Anand Rathi Wealth, speaks with Mint to cut through the macro noise and explain how the development could shape portfolios.

Edited excerpts of the interview:

Markets have cheered the move, with the Nifty, Sensex and even the rupee rallying sharply. Were these moves largely sentiment-driven, or do you see this as a trend reversal?

This is not purely sentimental. When uncertainty lingers for months, i...