Neeraj Seth, Founder and Chief Investment Officer at 3R Investment Management, believes the US Federal Reserve has further room to cut interest rates and maintains a structurally positive view on gold, while also highlighting the strength of India's primary market. In a conversation with CNBC-TV18, Seth suggested that we have likely seen the peak of US tariff escalations, with the direction of policy now clearly softening.

Regarding the Fed's monetary policy, Seth stated that the recent 25 basis points rate cut was in line with his expectations. He anticipates that the central bank's future actions will remain data dependent. 'I still think the Fed has room to cut another 50 to 75 basis points before they pause. So, December is still very much in play,' he said, indicating a clear path fo

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