Saurabh Mukherjea suggests that China’s manufacturing advantage, stemming from artificially lowered costs, poses a challenge to democracies. He anticipates China will attempt to flood global markets, including India, necessitating currency depreciation as a countermeasure. Mukherjea believes that India, along with other nations, will negotiate favorable trade deals with America, potentially benefiting the Indian economy.
ETMarkets Smart Talk| Two more US Fed cuts could trigger FII comeback to Indian equities, says SMC Global’s Ajay Garg
The US Federal Reserve’s rate cut sets the stage for increased FII inflows into Indian equities, driven by strong domestic fundamentals and festive demand. Despite
September 23, 2025