Howard S Marks from Oaktree Capital Management discusses his views on the unpredictable economic environment, Trump’s policies, and the potential of the US Big Tech. He highlights his concerns about politics, demographics, and immigration policies, while expressing optimism about India’s growth, emphasizing the importance of leadership and equitable development.
ETMarkets Smart Talk: Mid & Small Caps plunge 25%: A buying opportunity or more pain ahead?
The ongoing correction is driven by a mix of valuation concerns, muted earnings growth, and global macro uncertainties. Rising geopolitical tensions and the risk of