Global Macro Strategist Arnab Das analyzes the potential market impacts of the upcoming US election. Das suggests that a Trump presidency would bring disruption through protectionist policies, while a Harris administration would likely follow similar policies but with a more multilateral approach. The impact on China relations and the ‘China plus one’ strategy are also discussed.
Bright growth outlook for H2, but new risks seen in FY26: Finance Ministry
In its economic review for November, the ministry also said the “combination of monetary policy stance and macro-prudential measures by the central bank may have
December 27, 2024