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The Tariff Crash What next?
Manage episode 491688087 series 3006779
In this episode, we break down one of the biggest macro events since COVID — the global tariff war. You’ll learn how rising US import tariffs are impacting key Indian sectors like chemicals, IT, pharma, shrimp, autos, and solar. We discuss first-, second-, and third-order consequences, company-specific risks, potential export opportunities, and why investors must now focus on diversification, risk management, and survival. A must-listen for anyone navigating today’s volatile global market.
38 episodes
Manage episode 491688087 series 3006779
In this episode, we break down one of the biggest macro events since COVID — the global tariff war. You’ll learn how rising US import tariffs are impacting key Indian sectors like chemicals, IT, pharma, shrimp, autos, and solar. We discuss first-, second-, and third-order consequences, company-specific risks, potential export opportunities, and why investors must now focus on diversification, risk management, and survival. A must-listen for anyone navigating today’s volatile global market.
38 episodes
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