LazyReview

Trump's impact on India

LazyReview · 2024-11-06T12:20:54.445789+05:30

1. A Republican administration is generally pro-India and anti-China 2. Tariff increases under Trump's administration could Impact Indian companies, especially exporters 3. India's valuations could be the next trigger for Flis to return to India 4. Weakening earnings momentum and high valuatio tions are keeping Fils away from India 5. Markets may need to correct further for valuations to appear attractive 6. Within India, prefer sectors like consumption, Financials, healthcare, and travel 7. Companies and sectors related to the U.S. may experience erratic movements and elevated volatility

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

16d ago13K views

3xPlusOne

Google16d

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