Sustained or Dead Cat Bounce I Continue China investments I Why this trade war could benefit India

• While the US markets crumbled, Indian markets had a rebound (it remains to be seen whether it’s a dead cat bounce or something more sustainable).

• Without dwelling on the short-term view, as mentioned earlier, do start/continue investing at these levels – anything levels below 23.5k Nifty can be used for partial investing and into relatively aggressive funds (as indicated last week).

• Gold, something which we started suggesting in June 2022 at around 43000 levels, we believe can still touch 1 lakh, however, at this time we would not allocate more than 5-10% of the portfolio – Only long-term hedge allocations and no tactical allocations at these levels.

• China has done exceedingly well since we have recommended and we continue to suggest investors to continue their SIPs with a long-term view (> 2- 3 years and <10% of one’s equity portfolio at max).

My panel discussion on Mirror Now on why I feel this entire Trade war situation could be net beneficial for India if it plays its cards well (I think it will).

• Timeline of the Trade War.

• Family Offices strengthen Indian capitalism by Harsh Mariwala.

• Tata Motors begins trial for hydrogen-powered trucks.

• Edelweiss announces merger of Bharat Bond 2025 with Bharat Bond 2030 (We shall reach out to investors holding these for the next course of action).

• Manus AI - World's first truly general AI agent.

• Over 30k tax payers declare foreign assets worth > 29k crores.

• The best AI business.

• How London became an inheritocracy.

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