Humpty Dumpty - SGX down another > 3% I How India shops online

Humpty Dumpty sat on the wall and they all …….

The worst days of US markets

• Mayhem all around – Trump imposes tariffs, China retaliates, Germany exploring ways to pull its gold out from the US back into Germany, Oil crashes to 3-year lows.

• Gift Nifty is down by > 3% indicating continued carnage tomorrow.

• These are tough times and investors should continue to stick to their long-term plan – next week could offer good opportunities for switching into equities from a medium – long-term view.

• On the trade side, India seems well placed as of now to gain from these tariff wars, certain sections needless to say will be impacted – however all in all the medium – long term view on Indian equities continues to be positive (and for all you know it could be actually a net gainer here). Hence best to stick to investing with a long-term view – Whole of last year we continued to scream that investors should rebalance their portfolios, reduce mid and small caps, and NOT allocate money for short-term goals to equities.

• Our users continue to outperform significantly due to our highest fund exposures being in defensive funds – we are gradually moving some of this into more aggressive bets as we feel we will soon be at a time when we should start getting greedy 😊 – However in the short term it is impossible for anyone to speculate correctly how this new world order is going to shape up.

Why returns cannot be the sole barometer on which a mutual fund is chosen – the last 6 months have described exactly that

• Trump’s tariff gambit

• Germany considers withdrawing Gold Pile

• China retaliates

• What next

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