Geoff Dennis, an Independent EM Commentator, dismisses the notion of BRICS posing a currency threat to the US, despite China’s desire for a stronger RMB. While some de-dollarization exists, Dennis believes Trump’s perception of any overseas collaboration as anti-American is a key factor.
Power sector remains a safe bet for investors amid volatility: Gautam Trivedi
West Asian geopolitical tensions and volatile oil prices are making investors cautious. Gautam Trivedi of Nepean Capital sees no immediate buying opportunity due to ongoing