While the US tariffs on China might seem beneficial to India, Jigar Mistry of Buoyant Capital warns of potential trade displacement. China may flood other markets, including India, with exports, creating challenges. Mistry emphasizes that the situation is nuanced, requiring a calibrated approach, as global slowdown fears impact crude oil and the dollar, affecting India’s macro outlook.
Surgical strike like Uri or attack like Balakot? India-Pakistan military clash can’t be ruled out: Swaminathan Aiyar
Geopolitical tensions between India and Pakistan are simmering. Swaminathan Aiyar suggests a possible military response if India acts. He highlights Modi’s past actions and Pakistan’s