A Republican administration is generally pro-India and anti-China
Tariff increases under Trump's administration could Impact Indian companies, especially exporters
India's valuations could be the next trigger for Flis to return to India
Weakening earnings momentum and high valuatio tions are keeping Fils away from India
Markets may need to correct further for valuations to appear attractive
Within India, prefer sectors like consumption, Financials, healthcare, and travel
Companies and sectors related to the U.S. may experience erratic movements and elevated volatility
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
Trump's win and a Republican-controlled Congress may have notable implications for India's economy and markets:
Honestly, if Trump wins, I think the geopolitical impact will be massive. His "America First" policy could really str...
Looking at this objectively from New Delhi's perspective - a second Trump presidency could actually benefit India in ...
Even if a trump win is better for India, your life in India will still say the same. So all this is meaningless.
