Will the Tariff War benefit India ?

Today’s Daily Byte

The markets are still defying the conventional thought process. Normally, if the US markets fall overnight, we expect to follow—but that didn’t happen this time. Despite a move down, markets remained in fine fettle.

Last night (21st Monday), the US markets fell heavily, with several key stocks down 3% to 5%. The Nasdaq and S&P 500 dropped a couple of percentage points, and things don’t look great for the US markets currently. They are hovering near previous breakdown points, while we in India are witnessing the completely opposite trend. The last eight sessions have seen an impressive up-move—so far, so good.

Sectors are rotating post the recent bottom, and we'll dive deep into which sectors are performing well in this sharp bounce. This sectoral rotation will be explored in the second half of this video below.

Reading Time : 4 Minutes

Have US large caps peaked ?

A recent chart shows something very interesting in the US markets. It compares large caps (measured by the S&P 500) with small caps (measured by the Russell 2000). What it reveals is that the ratio between the two has now reached the same high as it was back in the year 2000.

This means that large caps have strongly outperformed small caps in recent years. Most of the gains and fund inflows in the US have gone into large cap stocks—especially big tech names—while smaller companies have been left behind.. . . . .

Reading Time : 4 Minutes

The Momentum Podcast

Join Alok Jain, founder of WeekendInvesting, in this insightful Momentum Podcast episode featuring Ravi Garg, a seasoned investor with nearly 30 years of market experience! From his early days navigating India’s stock market in the 1990s to mastering momentum investing, Ravi shares his journey of triumphs, failures, and game-changing lessons. 🚀

🔸 Discover his powerful ETCS model (Emotions, Time, Corpus, Strategy) for building wealth, learn why 80% of investors fail to beat the market, and get practical tips for new investors to seize India’s booming market opportunities.

Catch past episodes below in the playlist linked

https://www.youtube.com/playlist?list=PLAFeDmSLBy8PxAGFIWuIqCym13cA-HK4l

Fill in the form below to be part of this exciting series

https://forms.gle/HDbEk9xrTjVecW2c9

Tariff War may benefit India ?

There is an ongoing debate around tariffs imposed by the US, but it’s important to understand that the US is mainly focusing these tariffs on goods, not services. Goods are physical products imported from countries like China, while services include things like IT support, which countries like India export to the US. The good news is that services have not been targeted under these new policies, so India’s IT exports remain unaffected. . . . .

Reading Time : 3 Minutes