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Indian stocks will benefit from the Trump 2.0 era, portfolio manager says - TL;DR CNBC

Indian stocks will benefit from the Trump 2.0 era, portfolio manager says

Publishing timestamp: 2025-01-07 23:06:27


Summary

GIB Asset Management's Kunal Desai believes India's geopolitical positioning is favorable in the Trump 2.0 era, making it an attractive investment opportunity. He highlights power cable and wiring companies in India as potential blue chip companies of the future. Desai also discusses potential benefits for Indian companies from a possible trade war between China and the U.S. He also mentions opportunities in Chinese companies like Yum China and JD.com due to potential consumer rebound and capital return.


Sentiment: POSITIVE

Tickers: 9987-HKJDYUMYUMC

Keywords: breaking news: marketsdonald trumpmarketschinaindiaasia economyyum! brands incjd.com inctradeyum china holdings incbusiness news

Source: https://www.cnbc.com/2025/01/08/indian-stocks-will-benefit-from-the-trump-2point0-era-portfolio-manager-says.html


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