Sridhar Sivaram from Enam Holdings discusses the impact of US tariffs and trade policies under Donald Trump. Highlighting the imbalance in tariffs, he argues that US demands for fair play are justified. Sivaram predicts short-term calm with many countries offering zero tariffs, though significant uncertainty persists around China.
Navratnas of the market: 9 investing mantras from Devina Mehra’s new book
Investment mantras aren’t morning chants you recite with closed eyes and crossed legs. “They are what you believe are at the foundation of your whole