Sridhar Sivaram from Enam Holdings discusses the impact of US tariffs and trade policies under Donald Trump. Highlighting the imbalance in tariffs, he argues that US demands for fair play are justified. Sivaram predicts short-term calm with many countries offering zero tariffs, though significant uncertainty persists around China.
The CEO posted on social media, This day. 5 years ago. When everything was red and the world looked like it would end. Keep cash (emergency fund), keep calm, and carry on.
In Kanda, Japan, residents are anxious about President Trump's 25% tariffs on car imports to the U.S., jeopardizing the town's economy reliant on Nissan's car factory. With potential job cuts looming, uncertainty surrounds the long-term impact on the town, as Nissan devises plans for varying tariff scenarios.
Bandhan Small Cap Fund has delivered impressive returns, outperforming its benchmark and category averages over multiple periods. Fund manager changes and strategic sector allocation contributed to its success. Caution is advised due to market volatility, and a staggered investment approach is recommended.
Stock Market Crash Today: Indian benchmark indices Sensex and Nifty experienced a substantial drop due to heightened fears of a global trade war and potential U.S. recession. The extensive sell-off was broad-based, affecting all sectors, while global markets also witnessed significant declines amid escalating trade tensions and investor flight to safer assets.
Mazagon Dock OFS: Mazagon Dock Shipbuilders shares plunged 13% to hit an intraday low of 2,207.30 on the BSE on Monday, following the government's decision to exercise the oversubscription option and offload an additional 1.18% stake in the company via its ongoing offer for sale (OFS).
In aggregate the valuations for the midcap are not too far away from long period averages while small caps are still away from their own mean. But as always there are differences across sectors. I do not see major froth building in a hurry and expect opportunities to be available on a bottom basis across both cohorts for investors looking at the next few quarters.
