Ashi Anand of IME Capital suggests that easing monetary policy by the RBI, including CRR cuts, could revive consumer demand and capital goods investment. Markets await clarity on Trump’s tariffs and the Iran-Israel conflict as potential triggers for an upswing.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a