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WB SSC Scam | Supreme Court Sets Aside Calcutta HC Direction For CBI Investigation Into Govt Decision For ... - Live Law
- WB SSC Scam | Supreme Court Sets Aside Calcutta HC Direction For CBI Investigation Into Govt Decision For ... Live Law
- "No CBI Inquiry Into Teacher Posts": Supreme Court Relief To Bengal Government NDTV
- Bengal’s aggrieved teachers upset over offer for ‘voluntary service’ The Hindu
- 'Dirty game being played': Mamata tries to woo sacked Bengal teachers as BJP piles pressure over school jobs case Times of India
- Over 25k teachers lose jobs, India’s cotton crisis, and markets nosedive The Indian Express
Hardik Pandya turns emotional after MI's 4th IPL 2025 loss, gets consoled by brother Krunal - Times of India
- Hardik Pandya turns emotional after MI's 4th IPL 2025 loss, gets consoled by brother Krunal Times of India
- MI vs RCB IPL 2025: Vijay Mallya has a suggestion for Virat Kohli’s team after historic Mumbai victory; check out Mint
- Virat Kohli's in-your-face celebration after Krunal haunts MI in last over; Hardik Pandya, Rohit Sharma sit in agony Hindustan Times
- Kohli, Patidar and Krunal star as RCB end ten-year Wankhede jinx ESPNcricinfo
- Watch: Pandya Brothers' Animated Chat After Krunal's "Only One Pandya Was Supposed To Win" Remark NDTV Sports
How countries are responding to Trump’s game of chicken over tariffs: Why Asian markets are betting on Japan’s move over China’s playbook - The Indian Express
- How countries are responding to Trump’s game of chicken over tariffs: Why Asian markets are betting on Japan’s move over China’s playbook The Indian Express
- Explained: How unfair are Donald Trump’s tariffs, what is India’s relative advantage, and what should it Times of India
- Reciprocal Tariff Calculations United States Trade Representative (.gov)
- China 34, Bangladesh 37, Pakistan 29..., India staring at a big danger due to..., what will PM Modi do? India.Com
- Trump presses ahead with global trade war despite calls to reconsider The Guardian
U.S. cracks down on minor violations, cancels F-1 visas of Indian students - Times of India
- U.S. cracks down on minor violations, cancels F-1 visas of Indian students Times of India
- US Is Quietly Revoking Student Visas From Harvard To Stanford NDTV
- An Indian, a Lebanese and two Saudis: How US quietly revoked visas of some foreign students Hindustan Times
- Driving in the wrong lane? US may revoke your student visa over minor criminal offences now The Economic Times
- US Student Visa Revoked: Several Harvard students lose their visas, could face deportation financialexpress.com
Tata's Rs 27,000 crore semiconductor investment in Assam underlines northeast's potential: Jyotiraditya... - Moneycontrol
- Tata's Rs 27,000 crore semiconductor investment in Assam underlines northeast's potential: Jyotiraditya... Moneycontrol
- Jyotiraditya Scindia At Rising Bharat Summit 2025: 'Our Country Today Is On A Roll, No Power Can Stop Us' News18
- Delhi Dialogues | I’m minister of Indian consumers, that’s my 1st responsibility: Jyotiraditya Scindia The New Indian Express
- 'India today is on a roll, no power can stop it': Scindia at Rising Bharat Summit 2025 Firstpost
- PM Modi has an incredible ability to connect to all individuals: Jyotiraditya Scindia Moneycontrol
3 lakh Indian students in trouble as US plans to end work visa route - Hindustan Times
- 3 lakh Indian students in trouble as US plans to end work visa route Hindustan Times
- Indian STEM students fear the exit OPTion in US The Economic Times
- Bad news for India as 300000 Indians in US at risk of..., the new bill threatens.... India.Com
- US Bill threatens to cut work options for Indian students - What this means Business Standard
- Indian Students In US May Be Forced To Leave As Congress Plans To End Work Visa Scheme Oneindia
iOS 18.4 release brings 3 useful Control Center features for iPhones- Here’s how they work - Hindustan Times
- iOS 18.4 release brings 3 useful Control Center features for iPhones- Here’s how they work Hindustan Times
- iPhone's Photos app gets new features with iOS 18.4 update: What's new Business Standard
- iOS 18.4: How to use Visual Intelligence feature on your iPhone Deccan Herald
- Apple Intelligence features expand to new languages and regions today Apple
- How to use the best new features in iOS 18.4 Popular Science
IPL 2025: Match 22, PBKS vs CSK Match Prediction – Who will win today’s IPL match between PBKS vs CSK? - CricTracker
- IPL 2025: Match 22, PBKS vs CSK Match Prediction – Who will win today’s IPL match between PBKS vs CSK? CricTracker
- IPL 2025, PBKS vs CSK 22nd Match Match Preview - Weary and battered CSK seek urgent revival against PBKS ESPNcricinfo
- IPL PBKS vs CSK: 5 Key players to watch today as Punjab Kings take on Chennai Super Kings Mint
- Punjab Kings vs Chennai Super Kings Live Streaming IPL 2025: When and where to watch PBKS vs CSK live on TV and online Hindustan Times
- PBKS look to tame home woes against a knackered CSK Cricbuzz.com
Kunal Kamra case: Bombay High Court seeks response from Maharashtra Government on Kamra’s petition to quash FIR - The Hindu
- Kunal Kamra case: Bombay High Court seeks response from Maharashtra Government on Kamra’s petition to quash FIR The Hindu
- BookMyShow to Kunal Kamra: We have NOT delisted your shows or you as an artist, it is ... Times of India
- 'Traitor' jibe: Bombay High Court issues notice to police, Sena MLA on Kamra's plea against FIR Deccan Herald
- Bombay HC issues notice to Mumbai Police, Shiv Sena MLA over Kunal Kamra’s plea Hindustan Times
- To Kunal Kamra's Open Letter, BookMyShow's "Neutrality" Reply NDTV
OMCs stocks soar as government hikes LPG prices, excise duty on petrol, diesel - Moneycontrol
- OMCs stocks soar as government hikes LPG prices, excise duty on petrol, diesel Moneycontrol
- PM Modi finally gave befitting reply to 'tariffs': Rahul Gandhi's dig at govt over excise duty hike on fuel Deccan Herald
- OMC stocks rally up to 4% as govt hikes excise duty, raises LPG prices. What should investors do? The Economic Times
- Govt raises LPG price for all categories; special excise duty on petrol, diesel Times of India
- LPG cylinder prices hiked by Rs 50 for both subsidised, non-subsidised consumers India Today
A fragmented global economy will lead to capital reallocation from US to Europe and Asia: Arnab Das
Arnab Das, Global Market Strategist-EMEA, Invesco, says the global economy is predicted to become more fragmented with varying cycles, prompting capital reallocation from the US to Europe and Asia. This shift will occur gradually, necessitating a holistic portfolio review across geographies, sectors, and asset classes. While retaliation from China is underway, the primary short-term risk remains a potential recession.Trump's new tariff blitz has triggered the synchronized global sell-off. The S&P and the Nasdaq both are in free fall, the EU is threatening countermeasures, UK leaders are pledging industrial bailouts. Even as we are hearing murmurs about Trump giving a reprieve of 90 days, do you think Trump has just launched this global economic war?Arnab Das: We have to take him very seriously and literally on much of this agenda. It is good news that India is moving to liberalise and try to have a deal with the US and that Europe is talking about zeroing out some tariffs. That will move things in the right direction and meet Trump, let us say, something like halfway on the 90-day pause. But the big thing here is that some countries are going to negotiate and some countries are going to retaliate. It is going to be hard to see how this turns into a complete go back to the status quo ante. It is more likely that we get a lot of cross currents that lead to more changes country by country in economic relationship with the US in financial market performance and that we are going to have a much more disjointed world economy with different cycles and different trends even if there is this 90-day pause. I do not think we are going to go back to the status quo ante any time soon. This is not going to go on endlessly, it has to end and the markets are going to be back in action. I do not know if you agree with that but there are recession risks and they are back on every strategist’s dashboard. Is this how recessions begin because the US is weaponizing trade and financial markets are reacting very violently. Policymakers across Europe and the United Kingdom seem to be scrambling. Are we underestimating the global ripple effect or would you say this is going to be a short-lived affair and markets will be back?Arnab Das: The truth is going to be somewhere in between. Maybe the extremes of all of this are not going to last that long. After all, we have just had a 90-day reprieve. I agree pharmaceutical is going to be exempt and there are going to be measures taken to make sure that there is not a complete bloodbath in the economy, but we cannot get away from the fact that the Trump administration is radically changing the US position in the world, with respect to Europe and with respect to Asia and in many dimensions of which trade is only one. Is this the way that recessions get started? Well, this is the way that this recessionary fear and this recessionary pressure is getting started. Of course, most recessions are started by the Fed as it tightens in order to restore price stability and that is how you normally get a recession from the demand side and through monetary policy. In this case, you are getting a regulatory onslaught through trade policy and to some extent, the Fed can help cushion the blow when the growth shock hits. Even if there is some inflation pressure which is likely, the Fed and other central banks can help to cushion that blow because there will also be a growth shock. Some of this is going to be recessionary, some of it is going to be inflationary. So, put the two of those together because it is also affecting the supply side and is going to be stagflationary and that is very difficult to deal with. The only silver lining here is this idea that these radical actions help to open up bilateral trade some more between US and other countries and between third countries. We see India trying to negotiate with the US and strike a deal there that would work for both sides and also the EU responding with this together with India to try and strike out to change the parameters of negotiations. That is the silver lining but the cloud is still there. We are still going to have this challenge with us for some time to come. There is kind of a sense that the US is much more unilateralist, much more unreliable, much less credible than it has been. Maybe some of that can be restored but not all of it, I do not think because we have had such a series of shocks not just in the trade arena but also in the geopolitical arena. People who run the European Union are going to have to be more self-reliant than they have been. In this kind of scenario, what will the Fed do? The Fed chair says the trade war impact is bigger than anticipated. Could this force a pause or a pivot in monetary policy?Arnab Das: Look, they have to wait and see how the dust settles and over time they will cut. The market is obviously pushing them in the direction of sharper cuts rather than waiting and seeing. It could be the case that if a lot of tariffs do go through that, you get some measured inflation pressure but you also get a big growth hit and so over time the Fed will end up cutting and delivering cuts, maybe not quite as many and as quickly as priced in because they are still going to be concerned about inflation expectations of the public. Bond market inflation expectations continue to be well anchored but that is only one part of the story. University of Michigan survey inflation expectations are rising. That is a challenge and if that continues with these very high tariffs and the effort of some companies to pass on those tariff increases, it is going to be potentially one or a few off push to the inflation rate. It is a big consumption tax, and eventually consumption is going to take a bit of a hit from that and then the Fed will be in a better position to cut more clearly and more aggressively. Do you subscribe to that view? Would you call that being a braveheart from the investor's lens? What should be the strategy according to you? Should you sit tight? Should you average down? Should you exit and then wait? What would be your strategy advice?Arnab Das: I would be waiting for the dust to settle a little bit. You have different parts of the world going to react to all of this differently. Right now, there is a lot of dislocation everywhere. But the big picture here is that the US wants to rebalance away from consumption, towards investment, towards exports to some extent. Europe, therefore, is going to respond by boosting domestic demand, spending more money through the government. China is going to try and do the same, maybe to some extent boost consumption. As a lot of trade deal efforts all over the shop unfolds, what you are going to see is people reallocating capital accordingly, maybe a bit out of the US, maybe a bit into Europe, maybe a bit into Asia, maybe a lot less concentration in the US and a shift in market leadership. It is not all going to take place in one day or one week. It will be over time. So, it is a big shock. You want to take a step back and think about your portfolio in a holistic sense, geographically as well as sector-wise and asset class-wise. Take it slow and resist the urge to jump in because there is a lot of dislocation or on the other side of it, completely liquidate as well…. So, what would you say is the biggest risk? Is it recession or is it retaliation right now?Arnab Das: The biggest risk in the very short term is recession. Retaliation is already taking place with China, but the big risk in front of us is recession.
Categories: Business News
Scientists bring 10,000-year-old extinct dire wolf back to life - NewsBytes
- Scientists bring 10,000-year-old extinct dire wolf back to life NewsBytes
- Scientists say they have resurrected the dire wolf CNN
- Elon Musk and George R.R. Martin react to real-life return of dire wolves after 12,000 years Times of India
- ‘De-extinction’: Has an American company brought the dire wolf back from the dead? The Indian Express
- Experts dispute claim dire wolf brought back from extinction BBC
Google adds multimodal search to AI mode, rolls out image-based search - Business Standard
- Google adds multimodal search to AI mode, rolls out image-based search Business Standard
- Bringing multimodal search to AI Mode Google Blog
- Google AI Mode lets you ask questions with images Search Engine Land
- Google brings multimodal capabilities in Lens to AI Mode The Hindu
- Google brings photo support in AI Mode: What is it and how to use Times of India
Official: AA22xA6 – Allu Arjun and Atlee team up for a beyond the world spectacle - 123telugu.com
- Official: AA22xA6 – Allu Arjun and Atlee team up for a beyond the world spectacle 123telugu.com
- Allu Arjun, Atlee team up for 'spectacular' sci-fi actioner, watch special announcement India Today
- Who is Sai Abhyankkar, the 20-year-old young music composer for Allu Arjun and Atlee's next? Moneycontrol
- Allu Arjun's Birthday Treat - Collaboration With Atlee For Magnum Opus AA22 X A6 NDTV
- AA22 x A6: Allu Arjun teams up with Atlee for an ‘unbelievable story’. Watch special announcement Hindustan Times
‘China will never accept’: Beijing rejects Donald Trump’s threat to impose ‘ADDITIONAL tariffs on China of 50%’ - Mint
- ‘China will never accept’: Beijing rejects Donald Trump’s threat to impose ‘ADDITIONAL tariffs on China of 50%’ Mint
- Trump tariffs live updates: European markets open higher after days of losses as China vows to fight Trump tariffs BBC
- Trump tariffs live: China will ‘fight to the end’; Europe, Asia markets up Al Jazeera
- "Blackmail": How China Plans To Fight Trump's 50% Tariff Threat NDTV
- CNBC Daily Open: The Trump administration wants more than 0% tariffs CNBC
Samsung's One UI 7 Update Reportedly Rolling Out to Galaxy S24 Series - Gadgets 360
- Samsung's One UI 7 Update Reportedly Rolling Out to Galaxy S24 Series Gadgets 360
- Samsung rolls out stable OneUI 7 for the Galaxy S24 series The Indian Express
- Samsung reveals One UI 7 update rollout details for Galaxy smartphones and tablets: Check eligible... Moneycontrol
- Samsung’s One UI 7 rolling out from today: What’s new, eligible devices, how to update and more Mint
- Samsung Rolls Out Android 15-Based One UI 7 Update For Galaxy S24 Series; Check New Features And How To Download Zee News
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