Arnab Das of Invesco analyses the US GDP dip. He attributes it to increased imports and policy uncertainties post Liberation Day. Tariff volatility and the ‘culture war’ also contribute. Trump administration’s actions against American institutions create uncertainty. Recent court rulings impact the trade war. Markets show a ‘soft dollar’ trend with international currencies performing well.
How is India benefiting from supply chain diversification away from China? Morgan Stanley’s Chetan Ahya explains
Morgan Stanley’s Chetan Ahya highlights India’s growing advantage over China due to tariff differences. American companies are considering increased imports from India. Government policies are
June 4, 2025