David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US? To what extent is the EU- US deal a blueprint for India? And what are the major differences? Read More

Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e... Read More

Monday Oddbins Investment Conclusion Two things stand out from the data. The first is just how bad the EU-US trade agreement is. The second is the significant weakening of Port of Los Angeles three- week forward-looking anticipated container inflow. Read More

EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors... Read More