Standard Chartered Bank’s Steve Englander analyzes market reactions to the potential passage of the Trump tax bill. He notes uncertainty in equities and the dollar. The market anticipates a benign resolution to the tariff deadline. Focus shifts to growth and profits, with AI potentially influencing market tone. The dollar’s future is uncertain, influenced by yields and risk premiums.
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts