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[hfe_template id='11223'] [ad_1] Just when the bulls were getting comfortable on Dalal Street, the dragon may be gearing up to breathe some fire. With nearly $2 billion of foreign institutional inflows flooding Indian equities since April, a fresh US-China tariff truce could flip the script. The specter of global peace in trade—once a balm for battered investors—might now drive them away from the safety of Indian shores and back into the arms of a newly seductive China. “The China-US deal may reduce the relative attractiveness of India,” analysts at CLSA warned, calling out the elephant in the room. “It may dial back fears of a global trade war. A rise in these fears made India a hiding place and the second-best performing market since March.” While the news flows might point to a temporary reshuffling of capital, not everyone is buying the China comeback story. Dr. Vikas Gupta, CEO of OmniScience Capital and Smallcase manager, offers a sharp counter. “The Chinese market...

[hfe_template id='11223'] [ad_1] Since assuming presidency of the United States for his second term, Trump has been imposing tariffs, no holds barred. Be it launching against the US largest trading partners or accelerating the antagonistic stance against China, or threatening other economies including the European Union and India, Trump has been imposing what seem to be blindly sweeping tariffs across countries and sectors. More worryingly, these tariffs have been imposed, paused, rolled back, and reimposed on apparent whims. The uncertainty has been more harmful to the business and economic environment than the tariffs themselves. Economists are left connecting the dots Given their whimsical and non-surgical nature, the tariffs’ role as a trade tactic can be all but ruled out. It could be aimed at bolstering political negotiation, but it seems too extreme a measure for that. ETMarkets.com Economists have been inferring that Trump’s agenda is more nuanced. That his poli...