Following ‘Liberation Day,’ Trump’s tariff announcements initially triggered market pandemonium, prompting a temporary 90-day pause except for China. Nations face choices: negotiate with the US or retaliate, potentially reshaping global trade dynamics. Countries will likely implement safeguards, manage FX, and strategize tariffs, as diplomatic efforts intensify amidst market volatility.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.