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-HK, JD, YUM, YUMC,
Keywords: breaking news: markets, donald trump, markets, china, india, asia economy, yum! brands inc, jd.com inc, trade, yum china holdings inc, business news,