The potential impact of Trump's tariff threats and a weakening rupee on Indian markets has raised concerns among analysts at SBI.

They predict that if Trump is reelected, the Indian rupee could depreciate by 8-10 percent, with the average exchange rate possibly reaching between 87-92 against the dollar.

This expected decline in the rupee is anticipated to create challenges for various sectors, particularly affecting companies like Godrej Properties and Bajaj Auto, which are currently in focus.

The combination of tariff threats and currency depreciation could pose significant risks to the Indian economy and its market stability.