Expert view, July 16 -- Rahul Ghose, the founder and CEO of Octanom Tech and Hedged In, believes tariff clarity and healthy Q1 earnings are key to a sustained rally in the Indian stock market. In an interview with Mint, Ghose shared his views on a potential India-US trade deal and its impact on the Indian stock market and different sectors and his top stock picks. Here are edited excerpts of the interview:

The Indian equity market has been subdued recently, largely due to tariff uncertainties and global trade tensions.

The sell-off has been broad-based, with sectors like IT, auto, and metals underperforming, and major indices such as the Nifty 50 and the Sensex closing lower for several sessions.

For bulls to regain strength, the follo...