Trump’s U-Turn, Trade Wars & India’s Investment Edge

After more than a week of traumatising global markets with talk of implementing huge tariffs, Donald Trump did a volte face on Wednesday night pausing their implementation on all countries but one: China. It sparked a huge comeback rally in a battered Wall Street. But is this a sustainable turnaround or just a short-lived rebound? On The Morning Brief, ET’s Markets Editor Nishanth Vasudevan speaks to Sankaran Naren, CIO of ICICI Prudential Mutual Fund, to explore the broader impact of this policy u-turn, the escalating US-China trade tensions, and the implications for Indian markets. Drawing on over three decades of experience, Naren offers valuable perspectives on investment strategy, asset allocation, and whether India can outperform amid global volatility.You can follow our host Nishanth Vasudevan on his social media: Linkedin & Twitter Check out other interesting episodes from the host like: Corner Office Conversation with Maersk’s Keith Svendsen and Chris Cook, Tata, Airtel’s DTH merger: Will 2 Negatives make a Positive?, Tesla Tug-of-War: Maha, AP woo Elon Musk, and more! Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts,JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.