Market Masters | Kenneth Andrade On Trump Tariff Impact, Market Outlook, Sectors, Mutual Funds & More

In this insightful conversation, Kenneth Andrade, Founder & CIO of Old Bridge Asset Management, delves heavy into nan existent macro challenges posed by nan world economical landscape. As nan world grapples pinch nan effects of tariffs and waste and acquisition imbalances, Andrade shares his position connected really Trump's tariffs are influencing not only nan world marketplace but besides nan Indian economy, which remains comparatively amended positioned successful nan look of specified uncertainties.He discusses really nan US's waste and acquisition policies whitethorn lead to inflationary pressures domestically, while perchance deflationary effects could ripple crossed nan remainder of nan world. Andrade highlights that Indian equities, though antecedently pricey, now coming a much reasonable finance opportunity amidst world volatility. He besides touches connected nan cash-rich corporates successful India and their imaginable strategical responses, including ratio improvements complete ample superior expenditure cycles.Additionally, Andrade offers a affirmative rotation connected nan result of these challenges, suggesting that companies successful nan US, peculiarly those successful inventory-led industries, mightiness acquisition a merchandise of cash, presenting a mini model of opportunity. As nan world recalibrates its proviso chains, India emerges arsenic a important marketplace that nary developed state tin spend to neglect.Catch this elaborate study and much successful our Market Masters conception pinch Kenneth Andrade, Founder & CIO, Old Bridge Mutual Fund successful speech pinch Siddharth Zarabi, Editor, Business Today.