From The Tribune
Center Owned by The Tribune TrustUS elections, global macros, and tax relief to drive market resilience: Kotak Neo’s Shrikant Chouhan
What's behind this
Iran's chief negotiator Mohammad Bagher Ghalibaf said on Wednesday that the Democratic sweep in the U.S. midterm elections reflected a “NO TO WAR” message from American voters after Democrats routed Republicans and gained full control of Congress. In the same week, the U.S. dollar index and Treasury yields fell sharply as investors priced in the Democratic outcome, with experts saying the result could affect oil prices, tariff policies and regulation. Kotak Neo’s Shrikant Chouhan noted that shifting macro‑economic tailwinds and prospective tax reforms are expected to support Indian equities.
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With global investors hyper-focused on the US election outcome, shifting macroeconomic tailwinds and prospective tax reforms are converging to bolster Indian equities.
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With global investors hyper-focused on the US election outcome, shifting macroeconomic tailwinds and prospective tax reforms are converging to bolster Indian equities.
