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Rohan Saha
Founder - Burn Inves...ย โขย 3m
The Indian economy is showing good recovery, and the USA's CPI data also looks positive. However, due to the expected tariff increases, there is still a risk of economic slowdown in the USA in the coming times.
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Rohan Saha
Founder - Burn Inves...ย โขย 4m
Many people think that if the USA increases tariffs, it won't make much difference to India because India isn't among the USA's top 10 trading partners. This is somewhat true from the USA's perspective. However, from India's point of view, the USA is
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Rohan Saha
Founder - Burn Inves...ย โขย 3m
One thing is clear, the USA does not want a tariff war, they just want their companies to have a chance to compete with local players in other countries. Otherwise, they wouldn't threaten the EU again by saying if they impose a 50% tariff, we will im
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Founder - Burn Inves...ย โขย 4m
India's CPI data is showing improvement and is in line with RBI's projections, which is very positive news for the Indian market. The US CPI data is slightly concerning, and the US market has been trading in an overbought zone for a few months now. I
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Founder - Burn Inves...ย โขย 5m
Indian companies are reporting good earnings this time, but for the market to see a significant rally, Foreign Institutional Investors (FIIs) need to invest in India. Domestic Institutional Investors (DIIs) or retailers alone cannot achieve this. Ano
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Rohan Saha
Founder - Burn Inves...ย โขย 3m
If we look closely at the USA's tariff policies, it is clear that the USA is also safeguarding its own interests here. Undoubtedly, IT companies are the most impacted by this, and this is evident in today's market. Among auto companies, only Tata Mot
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