✍️ Nomura : Global Outlook

✅ The strategist believes that India's relative case is still strong compared to other Asian markets.
✅ There is an expectation of reaching peak pessimism by Q2 2025, which could stabilize markets.
✅ The strategist highlights that India is expected to outperform in the Emerging Market basket despite uncertainties.

⚠️ But, Watch Out For:

❎ Uncertainty around Trump's trade policies and tariffs is causing market volatility.
❎ The dollar is expected to remain strong, putting pressure on Asian currencies and equities.
❎ Near-term caution is advised due to potential tariff announcements and their impact on inflation and markets.

💡 Guidance:

🎯 Expect continued volatility in Q1 and potentially Q2 due to trade uncertainties.
🎯 Investors should remain cautious and wait for greater clarity on Trump's policies.
🎯 India may struggle in the near term but has a strong relative case in the long term.

#TradeWar #EmergingMarkets #Investing
#IndiaStocks #EmergingMarkets #Forex #Investing #AsiaMarkets #TradePolicy