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We have been fortunate enough to be associated with the entire journey of passive investing in India due to association with Benchmark AMC which pioneered this space in India.
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News and Media
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.
Category:
News and Media
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