25 results for “Trump”

Flight to Safety, but on Another Airline
Were the bond markets rattled by Trump or was Trump rattled by the bond markets? Regardless of the answer, there was a recent flight to safety but they're not buying their usual first-class tickets on Air Treasury. And contrary to popular notions, pharmaceuticals are not India's largest export to the US, and the US is not in such a bad shape when it comes to global merchandise exports.
CM Team23 Apr 2025Blog
[Podcast] Changing the World Order: Tariff Edition
At this point, you’ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn’t just about import duties or Donald Trump’s next announcement; it’s about a slow unraveling of the world order we’ve all taken for granted
CM Team12 Apr 2025Blog
The Much Awaited Trump Tariffs are Here
Trump has unveiled tariffs on all imports, with different rates for different countries. As arbitrary as the calculations seem, what's the real underlying malaise that has somehow caused the US to suddenly want trade barriers? We explore, with a focus on where India stands (and doesn't) in this picture.
Deepak Shenoy7 Apr 2025Opinion
[Podcast] A Structured Approach to Cash Calls
18 Oct 2024Blog
July 2024: The Sum of All Fears
We explore the fear of unpredictability and how it pushes you to act. It's never more intense than when the markets look "up". Oh and we've somehow managed to bring in Roger Federer and Trump.
Deepak Shenoy25 Jul 2024Deepaks Memos
[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More
. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!
1 Oct 2022General
Podcast: Why SEBI should implement India's EDGAR and more
Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.
9 Sept 2022Opinion
Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”
17 Feb 2020Startups
Podcast: The State of Financial Advice in India (Episode 4)
1 Apr 2019Opinion
On Slack: Bond Interest Defaults, Mercy Of Foreign Flows, Once An Intern, Pay With Amazon, Playing Dangerous Game, Trump Times Ahead For Trump-Proof India and more....
Aakash Agarwal24 Jan 2017Breaking
On Slack: A Failed President?, Bond Massacre, Bubble Online, Cash Tax, Creditworthiness Emails, Heaven Only Knows, Real GDP Growth, Trump Stump, Trumpian Uncertainty, Unsold Homes and more….
Aakash Agarwal13 Jan 2017General
“They’re getting away with murder” - How Big A Bite Will Trump Take?
Aakash Agarwal12 Jan 2017Economy
On Slack: Active Management Works!, Free Money, Indonesia Downgrade, New Sheriff In Town, Running Out of Sky, Trumped on Twitter, Unemployment Salary, Wall Street Lawyer and more….
Aakash Agarwal6 Jan 2017General
Welcome to 2017, With Donald Trump, Italian Banks and the Craziness in India
Deepak Shenoy3 Jan 2017General
On Slack: Cash At Home, Collision Course, Massive Move, Taxing FIIs Twice, The First Million, Trump Tariff, Too Much Debt?
Aakash Agarwal23 Dec 2016General
On Slack: Botched War on Cash, Chasing Trump’s Tail, Odd Lots, Taxation on Debt Funds, TCS EGM Drama, Tracking Hyperinflation, Value Investing
Aakash Agarwal16 Dec 2016General
On Slack: Benami Act, China’s Property Frenzy, Drain Excess Liquidity, Emerging Markets Sell Off, GST Ambit, Islamic Window, Modi-Fied, Recounts Looming, Unaccounted Deposits, White Paper India VIX and more….
Aakash Agarwal29 Nov 2016General
On Slack: Demonetisation Scenarios, India’s Dry ATMs, Mandatory Airbags, Stampede out of Emerging Markets, Un-real Estate and more....
Aakash Agarwal15 Nov 2016General
On Slack: Cash on Hand, Empathy for the Bull, Fatter Dividend, Gold All Night, Income Mismatch, Off the Lows, Multilevel Marketing, Tax Immunity, The Long Battle and more....
Aakash Agarwal11 Nov 2016General
Trumping Obamacare Doesn't Help Indian Pharma
Deepak Shenoy9 Nov 2016Economy
On Slack: Aadhaar Card Compulsory, Breaching Basel III, Dollar Outflows, Loophole for Insider Trading, Market Meltdown and much more...
Aakash Agarwal14 Sept 2016General
On Slack: Myntra blinks, Snapdeal buying Housing.com, Spectrum Auction destroyed sector, Flipkart valuation, Droughts in Decades, Dhanlaxmi Bank and much more...
Aakash Agarwal6 May 2016General
On Slack: The graveyard of corporate raiders, Saudi Life With $30 Oil, Trump and Sanders, Bill Gates Mobile Banking, Fed's Bullard, Barron’s 2016 Roundtable, Luxury tax on ICUs, Adani-Hazira Port, Pendulum Swing and more...
Gautam Jagannathan19 Jan 2016General
You Could Get a Tax Cut For Paying Electronically, Says a Government Proposal to Help E-Payments Trump Cash
Deepak Shenoy23 Jun 2015Economy
The Macro Trumps The Micro
Deepak Shenoy19 Jun 2012Economy
