“Clearly, US corporates are looking at global alternate, supply chains are getting created, and multiple countries whether it is India, Indonesia, Vietnam, South America whichever company or whichever corporates will have their own strengths, they will get their share of business, so that is a mega trend that we are going to witness over the … Read more
Mumbai: A global flight to quality in the aftermath of tariff-driven volatility has widened credit spreads across dollar bonds issued by Indian corporates, leading to a sharp repricing divergence between investment-grade and high-yield bonds in the secondary market. However, following US president (Donald) Trump’s decision to pause reciprocal tariffs for 90 days, while raising Chinese … Read more
“Challenges in Europe are multifaceted: the demographic trend leans more toward consumption rather than a productive workforce, leading to high labour costs,” says Sachin Shah, Executive Director & Fund Manager, Emkay Investment Managers Limited.In an interview with ETMarkets, Shah said: “The weakening of the US dollar, which in turn drives demand for alternative asset classes, … Read more