Global Macro Strategist Arnab Das analyzes the potential market impacts of the upcoming US election. Das suggests that a Trump presidency would bring disruption through protectionist policies, while a Harris administration would likely follow similar policies but with a more multilateral approach. The impact on China relations and the ‘China plus one’ strategy are also discussed.
Titan MD on falling profits, lab grown diamonds & shifting trends
Titan Company experienced a 15% profit decline in Q2. The company attributes this to losses from a customs duty drop on gold. Despite this, Titan