Adding to concerns of a tight labor market and runaway inflation, data on Tuesday showed an acceleration of unit labor costs in the second quarter, which suggested strong wage pressures will help keep inflation elevated.
Rajeev Agrawal from DoorDarshi India Fund explains that Trump’s tariffs will start high to push negotiations and significantly impact the US consumer first. India, with
Pashupati Advani of Global Foray anticipates positive surprises in companies with lower tariffs and those leveraging arbitrage opportunities. He discusses the implications of tariff uncertainty
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