According to Ashwini Shami, AVP and Portfolio Manager at OmniScience Capital, China's export restrictions specifically target sectors such as the military and semiconductors, which are heavily reliant on critical mineral supply chains. As a result, these sectors are likely to be more significantly affected.

Further, “Trump’s tariff threat could drag down broader global indexes, contributing to increased market volatility and keeping markets in a consolidation phase,” he said in an interview with Moneycontrol.

Both countries are increasingly weaponizing trade tariffs as tools for geopolitical dominance. With neither side showing any signs of yielding to negotiation tactics, further escalation appears likely — a trend that has already been evident earlier this year, he added.

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