US trade volatility rises: the Supreme Court strikes down India tariffs, then a 10% global tariff is announced. Exporters face earnings swings, EM risk premiums may widen, and dollar strength could return. Diversification & liquidity discipline are key. #GlobalTrade#IndiaMarkets
India vs US: the divergence is sharpening. India retains a structural growth premium driven by domestic demand and capex. The US faces late-cycle pressure with tighter liquidity and elevated rates. For HNIs, calibrated allocation matters. #IndiaEconomy#USMarkets
#Vigilance is our Shared responsibility. The Vigilance Awareness Week for the year 2025 #VAW2025 will be observed in the week starting 27 Oct 2025. Take the vigilance pledge at https://t.co/tzDl3b8pB0
Fraud Alert: Scammers are impersonating me, Abhijit Talukdar (SEBI Registered Investment Adviser), on WhatsApp using fake numbers & forged SEBI certificates. I have no link to them. Cybercrime case filed & SEBI informed. Verify only via SEBI’s website. #SEBI#FraudAlert
I have put a Fraud Alert link on the homepage of my website - https://t.co/6bImupQ7cn, that alerts the general public to scams that are in my knowledge, with specific screenshots.
Beware of #Scamsters and #Impostors.
It has recently been brought to my notice that impersonators are enticing investors with messages such as
"Mr. Abhijit Talukdar har raat sharp 6:30 baje Start-up Multiple Growth-Plan ka future strategy sabhi ko samjhate hain."
I do NO such thing. Beware of #impostors.
Due to some mis-coordination between the hosting provider and the SSL provider, the security certificate on https://t.co/ftPxHsfE91 has been marked as expired. Please bear with us while this issue is resolved.
Back of the envelope estimates of goods in transit between the USA and China after April 1 is approx $40bn. At a minimum tariff of 125%, that is a tariff bill of $50bn. Who picks up the tab? This is going to be a breaking story very soon..#TrumpTarrifs
Meanwhile China raises tariffs on the US to 125%, as a reaction to #TrumpTariffs's escalation on China to 145%. At this point these numbers are just for global media entertainment, because clearly no zero trade will happen between the two countries. End game awaited...
#TrumpTariff for exporting into USA will be 10% for the next 90 days, except for China for whom it will be 125%. Every other country/block gets 90 days to negotiate tariffs bilaterally with the USA. Did China get it horribly wrong?
Mark your calendars for the most awaited event in the financial world: ASPIRE SUMMIT 2025. The two-day, power-packed event will take place on March 21st and 22nd, offering a unique opportunity to listen to industry leaders, network with established RIAs, and meet experts from the financial world.
As popularly quoted by Michele Jennae –
“Networking is not about just connecting people. It’s about connecting people with people, people with ideas, and people with opportunities”.
This is your valuable opportunity to
• Build lasting connections.
• Engage in insightful conversations.
• Exchange knowledge.
• Gain new perspectives
• Advance your practice.
Connect, learn and lead. See you at Aspire 2025. Early Bird tickets are available till 14th March.
SAVE THE DATE!
Date: March 21st Fri and 22nd, Sat
Time: 9 a.m. to 6 p.m.
Venue: Mumbai, JW Marriott, Sahar.
#ARIA #RIA #InvestmentAdviser #ASPIRE #ASPIRE2025
@SriNiveshIndia@jaygadhai@yoginsabnis@vishdhawan@B_Tears@SureshSadagopan@JigarNP@LovaiiNavlakhi@harshroongta@vivekrege@shah_rohit@aakukreja@TarunBirani@IfaTrupti@udaydhoot
Platinum Partners:
@dspmf@FTIIndia@hdfcmf@KotakMF@SBIMF
Gold Partners:
@AxisMutualFund@gripinvest
@QuantumAMC
@SPDJIndices@utimutualfund
Such has been the relentless selling by #FIIs for the past 5 months that the #Nifty is now trading below its 200 EMA. The last time this happened was almost 2 years ago in March 2023! The #Nifty had bounced back by 18% in the subsequent 4 months that time! Keep the faith.