Donald Trump's unexpected decision

Trump’s U-turn: Relief or Just a Pause?

 Is a U.S. Recession Next?

Decoupling Myth or Market Reality for India?

90-Day Pause: Relief or Prolonged Uncertainty?

 Uncertainty Ahead or Opportunity?

When Do Large Caps Turn Cheap?

Value vs. Growth: Is the Cycle Set to Turn?

Hunting for Value: Where Quality Still Shines

Gold’s Run: Go Overweight or Hold Back?

US Yields Rise Amid Chaos: What’s Driving It?

Conclusion

Credits

After more than a week of traumatising global markets with talk of implementing huge tariffs, Donald Trump did a volte face on Wednesday night pausing their implementation on all countries but one: China. It sparked a huge comeback rally in a battered Wall Street. But is this a sustainable turnaround or just a short-lived rebound? On The Morning Brief, ET’s Markets Editor Nishanth Vasudevan speaks to Sankaran Naren, CIO of ICICI Prudential Mutual Fund, to explore the broader impact of this policy u-turn, the escalating US-China trade tensions, and the implications for Indian markets. Drawing on over three decades of experience, Naren offers valuable perspectives on investment strategy, asset allocation, and whether India can outperform amid global volatility.

You can follow our host Nishanth Vasudevan on his social media: Linkedin & Twitter

Check out other interesting episodes from the host like: Corner Office Conversation with Maersk’s Keith Svendsen and Chris Cook, Tata, Airtel’s DTH merger: Will 2 Negatives make a Positive?, Tesla Tug-of-War: Maha, AP woo Elon Musk, and more!


Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts,JioSaavn, Amazon Music and Youtube.

After more than a week of traumatising global markets with talk of implementing huge tariffs, Donald Trump did a volte face on Wednesday night pausing their implementation on all countries but one: China. It sparked a huge comeback rally in a battered Wall Street. But is this a sustainable turnaround or just a short-lived rebound? On The Morning Brief, ET&rsquo;s Markets Editor Nishanth Vasudevan speaks to Sankaran Naren, CIO of ICICI Prudential Mutual Fund, to explore the broader impact of this policy u-turn, the escalating US-China trade tensions, and the implications for Indian markets. Drawing on over three decades of experience, Naren offers valuable perspectives on investment strategy, asset allocation, and whether India can outperform amid global volatility. You can follow our host Nishanth Vasudevan on his social media:<a href="https://www.linkedin.com/in/nishanth-vasudevan-21b75960/"> Linkedin</a> &amp; <a href="https://x.com/NishanthV_ET?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor">Twitter</a>
Check out other interesting episodes from the host like: <a href="https://open.spotify.com/episode/5FhhqXV1NhedBppR9b8ZbQ?si=18bfd5637f3f48e8">Corner Office Conversation with Maersk&rsquo;s Keith Svendsen and Chris Cook</a>,<a href="https://open.spotify.com/episode/6dDD4ghnTmrs0ZH1KK3uCE?si=921c8e97fa3c4f34"> Tata, Airtel&rsquo;s DTH merger: Will 2 Negatives make a Positive?</a>, <a href="https://open.spotify.com/episode/7l5hVT1NiDXkGrA5ujqtb7?si=94dba6a5570b4926">Tesla Tug-of-War: Maha, AP woo Elon Musk</a>, and <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777">more!</a>
 Catch the latest episode of &lsquo;The Morning Brief&rsquo; on<a href="https://www.etplay.com/etplay"> ET Play</a>,<a href="https://economictimes.indiatimes.com/podcast?from=mdr"> The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> Apple Podcasts</a>,<a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_">JioSaavn</a>, <a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief">Amazon Music</a> and <a href="https://www.youtube.com/@theetpodcasts">Youtube</a>.

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

Trump’s U-Turn, Trade Wars & India’s Investment Edge