Trump's impact on India
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A Republican administration is generally pro-India and anti-China
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Tariff increases under Trump's administration could Impact Indian companies, especially exporters
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India's valuations could be the next trigger for Flis to return to India
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Weakening earnings momentum and high valuatio tions are keeping Fils away from India
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Markets may need to correct further for valuations to appear attractive
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Within India, prefer sectors like consumption, Financials, healthcare, and travel
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Companies and sectors related to the U.S. may experience erratic movements and elevated volatility
Talking product sense with Ridhi
9 min AI interview5 questions
There is nothing like Pro-India / Anti India. All the countries share only interests, no permanent alignment. If India were to carry out tasks that go against the American interest, Trump would be the first one to throw India under the bus!
That being said, Trump is better for BJP Govt as he is likely not to meddle on internal affairs like Biden administration's coup in Bangladesh. Trump's tariffs not going to affect India as much as India is not an export oriented economy like China or Germany. India is a country that run large merchandise deficit and our economy is driven by consumption
No permanent friend, no permanent enemy. Only mutual interest
Agreed