Following 'Liberation Day,' Trump's tariff announcements initially triggered market pandemonium, prompting a temporary 90-day pause except for China. Nations face choices: negotiate with the US or retaliate, potentially reshaping global trade dynamics. Countries will likely implement safeguards, manage FX, and strategize tariffs, as diplomatic efforts intensify amidst market volatility.
While the US tariffs on China might seem beneficial to India, Jigar Mistry of Buoyant Capital warns of potential trade displacement. China may flood other markets, including India, with exports, creating challenges. Mistry emphasizes that the situation is nuanced, requiring a calibrated approach, as global slowdown fears impact crude oil and the dollar, affecting India's macro outlook.
Stock Market Crash: Robert Kiyosaki, the author of Rich Dad Poor Dad, has warned about an impending market crash, advising investors to consider gold, silver, and Bitcoin. He criticizes the current financial system, pointing to central banks as contributors to instability. Kiyosaki suggests that investing in precious metals and cryptocurrency could be a path to financial security amidst the turmoil.
Sectoral and thematic mutual funds which have continued to receive highest inflows for a very long time, received an inflow of Rs 170 crore in March against an inflow of Rs 5,711 crore in February. On a year-on-year basis, the inflows dropped by 98% from Rs 7,917 crore in March 2024.
FY26 seems like it will be the year of uncertainty. The tariff wars will continue to play out and eventually shake out into a new world order. The last time tariffs were raised so high was back in the 1930s which then led to the 2nd world war.
India's wealthiest business leaders face significant financial setbacks in 2025. They have lost $30.5 billion due to volatile markets and global economic uncertainties. Donald Trump's tariff policies intensify trade tensions, impacting figures like Mukesh Ambani and Gautam Adani. The Indian markets experience corrections, with Sensex and Nifty falling. Foreign investors withdraw capital amid concerns about economic growth.
