India Economy & Strategy - Trump’s Isolationism Forbode Dislocations While The South Consolidates: Systematix

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Systematix Research Report.Market optimism surrounding a revitalized Donald Trump presidency hinges on the assumption of renewed capitalism and reduced war-related risks. However, the "Make America Great Again" slogan under Trump 2.0 represents a vigorous effort to strengthen America’s global dominance, reminiscent of the Gilded Age following the Civil War (1881-85), utilizing a mix of mercantilism and isolationism. The ramifications of sidelining multilateralism could be extensive, as the proposed tariff levels resemble those before the Great Depression (1929).Trump’s strategy promises a multi-decade expansion in U.S. productivity, increased industrial capital expenditure, a revival of manufacturing dominance, and a reduction of the public debt-to-GDP ratio from a record level of 123%, akin to what occurred after past peaks..In this analysis, we explore the historical context of U.S. mercantilism and its likelihood of success in the current global landscape, particularly as the Global South gravitates toward China’s idea of Equitable Globalization. We will also examine the economic costs and benefits of Trump 2.0 for the U.S., G20, Emerging Markets, and India..The implications of the Trump 2.0 risk-on trade approach are likely to persist until Trump potentially resumes the presidency on January 25. This will clarify the sequencing of his priorities, particularly concerning tax cuts, protectionism, and renewed fossil fuel policies. The U.S. Federal Reserve's response to the Trump 2.0 policy reset will be critical, as will the reactions of China and other countries. Thus, beyond the short term, the market outlook remains uncertain..Click on the attachment to read the full report:.Motilal Oswal Maintains 'Buy' On Indian Hotels, Here's Why.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

India Economy & Strategy - Trump’s Isolationism Forbode Dislocations While The South Consolidates: Systematix

US market optimism may persist until January 2025, but medium term conditions are likely unfavorable, says the brokerage.

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India Economy & Strategy - Trump’s Isolationism Forbode Dislocations While The South Consolidates: Systematix

US market optimism may persist until January 2025, but medium term conditions are likely unfavorable, says the brokerage.

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