July 24, 2025

Manishi Raychaudhuri highlights the potential of ASEAN-India tariff deals, drawing parallels to recent US agreements with other nations. He emphasizes the importance of policy certainty in tariff rules for making investment decisions and ending current fluctuations. Improved sentiment for emerging markets is noted, driven by their ability to provide fiscal and monetary stimulus and benefiting from a depreciating US dollar.

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Tags: Asean-india tariff deals, Investment decisions, Fiscal stimulus, Monetary stimulus, Us dollar, Emerging markets,