Economy, Markets & Investments (E.M.I.) - April 2025

Описание: We’re here with the April edition of our E.M.I. series – Economy, Markets and Investments with Mr. Arjun Nagarajan, Chief Economist & Commodities Fund Manager. Check out the blog on E.M.I. here: https://bit.ly/42vBZGp

Chapters
00:00 - Intro
00:33 - Why are EMs like India in the middle of a tariff war with the US?
02:29 - What are the US tariffs as of now, and India’s key exports to the US?
03:55 - How does one quantify the first-level risks of tariffs on exports and GDP?
06:00 - What could be a few key likely outcomes for India in the ongoing tussle with tariffs?
10:36 - Snapshot of macro indicators
11:21 - How was Germany responsible for the dollar weakness that was witnessed in March? (Republished from our Market insights earlier this month)
12:42 - US equities witnessed a sharp underperformance in March. How does this measure against the Euro and the equal-weighted S&P500?
14:01 - India capcurve movements and returns over phases
14:14 - How strong were FII and DII inflows into the markets in March?
14:36 - Capcurve-wise 1Y forward P/E valuations
14:48 - From when can an investor expect higher chances of 12% Lumpsum returns?
15:34 - What do the Luckiest and Unluckiest Lumpsum returns look like?