Mukul Kochhar says growth will be structurally higher by a percent, percent-and-a-half and one factor is the current account surplus which should get us into a more stable economic growth cycle. I feel that the private capex cycle is going to be very strong and going to focus a little bit on manufacturing.
Trump 2.0: Executive orders to shape US economy and global markets: ED Yardeni
We are going to have to wait a while to see what gets through and once it gets through, we will all be trying to
January 10, 2025