VUCA World Reality: Growth intact, but valuations look stretched
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We are in a typical VUCA (Volatile, Uncertain, Complex, Ambiguous) world. AI-led technological disruptions are impacting the world like never before. The long-term consequences of this technological disruptions will be profound. In the short-term, one man - the US president Donald Trump - is disrupting geopolitics and global trade in an unprecedented manner. Investors have to wade through this VUCA world cautiously. Investment decisions have to adjust to the evolving outlook, which is fast changing. Trump Tariff impact The unfair, unreasonable, unjustified 50 percent tariffs imposed on India will impact India’s exports to the US. Since exports of labor-intensive goods like textiles, gems and jewelery and leather products will be impacted; there will be loss of jobs, too. Live Events However, India’s GDP growth is unlikely to be significantly impacted since India is a domestic-consumption driven economy with exports to the US accounting fo...