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While tariffs have been worse than Trump's first term, they have not been as bad as expected. Repeated reversals on Canada/Mexico policy and ambiguity on reciprocal tariffs exist yet trade policy with respect to China is more focused.
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News and Media
We see the ripple effects of this slowdown impacting corporate earnings. This slowdown we believe is cyclical in nature and there are already some initial signs of a rebound.
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News and Media
Indian markets had shown some signs of recovery in the last week, however, remain volatile due to ongoing global and domestic uncertainties, making it crucial for investors to exercise patience. In an interaction with ETNow, advised against rushing into investments and suggested that investors should wait for stronger market signals before deploying capital. Instead of buying broadly, he recommended a selective approach, focusing on sectoral opportunities that could offer better returns. He believes this is no time to sell your house and buy stocks, which is what a fire sale would be, instead urging investors to remain selective and wait for clearer recovery signals before making aggressive investments. Here are excerpts from his chat with ETNow:
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News and Media
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