Founder - Burn Inves...ย โขย 2m
I think the bottom line of Indian IT companies might get a bit worse in the coming time, because the current sentiment isnโt good enough for companies to increase their IT expenses. Right now, most companies would prefer to take a wait and watch approach regarding the USA's tariff plans.
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
See MoreFounder - 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
See MoreFounder - 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
See MoreFounder - Burn Inves...ย โขย 2m
Alright, from Dhruv Rathee to half the leftists, they've all blocked me on Twitter (X). So now I'm back to fully focusing on Medial again. Let's talk a bit about the Indian market today something I haven't discussed in a while. In my view, the India
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