Impact on India by Trump’s Tariff

Impact on India by Trump’s Tariff

The trade wars are never pleasant, as they result in a Global slowdown of the world economy. While no country is in a ‘happy place’ currently, India, as a growing economy, needs to be strategic regarding its position in the global market.

Market Overview – March 2025

Global Economy Global Growth – Sluggish: IMF has cut global growth outlook by an enormous 50 bps for 2025 to 2.8% in its latest April outlook, from 3.3% in its Jan outlook. The main reason for downgrade is high level of trade and policy uncertainty due to tariff flip-flop by Trump. Growth of US is expected…

IA – Growth plus Value

Care PMS Growth Plus Value as on March 31st, 2025 Investment Objective Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation. Know Your Investment Approach Growth Plus Value 19 July…

IA – Large and Midcap

Care PMS Large & Midcap as on March 31st, 2025 Investment Objective Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization. Know Your Investment Approach Large & Midcap 03 July 2020 Launch Date 3-5 Years Time Horizon Moderate Volatility Model Portfolio Construction…

IA – Growth plus Value

Care PMS Growth Plus Value as on February 28th, 2025 Investment Objective Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation. Know Your Investment Approach Growth Plus Value 19 July…

IA – Large and Midcap

Care PMS Large & Midcap as on February 28th, 2025 Investment Objective Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization. Know Your Investment Approach Large & Midcap 03 July 2020 Launch Date 3-5 Years Time Horizon Moderate Volatility Model Portfolio Construction…