Categories Media Coverage

Arun Patel on Markets Reacting Positively on Easing India-Pak Tensions:
The Hindu

Markets soar after ceasefire, post highest single-day gains in 4 years

The markets witnessed an unprecedented rally on Monday, with benchmark indices recording their biggest single-day gains in nearly four years, driven by a cessation of hostilities between Indian and Pakistan and US-China agreeing to a temporary rollback of trade tariffs for a 90-day period.

The Sensex surged 2,975.43 points (3.74 per cent) to close at 82,429.90, while the Nifty 50 jumped 916.70 points (3.82 per cent) to end at 24,924.70, logging the biggest single day gain since February 1, 2021.

Continue reading..

Categories Insights

When Bonds Speak Louder Than Markets: Why Donald Trump Had To Pause ‘Reciprocal Tariffs’

In a surprising move that caught many market watchers off guard, President Donald Trump pulled back the imposition of reciprocal tariffs on all countries except China. Conventional wisdom might suggest that a sell-off in the stock market was the trigger. However the real reason is a dramatic sell-off in US government bonds was the real catalyst—a signal too ominous to ignore.

trump tariff
Categories Insights

Arunasset’s Take On Trump’s Tariff Tantrums & Why the Indian Stock Market is Likely To Recover All Losses By The End of The Year

As global economies grapple with rising debt and policy uncertainty, India’s steady hand on fiscal discipline stands out. In a world where the U.S. continues to borrow from tomorrow to fund today, discerning investors are shifting focus to markets with clarity and conviction. This article explores why India isn’t just surviving the global financial storm—it’s quietly positioning itself to thrive.

Get in touch