Post #733 by OrmontUS on the Macroeconomic Trends and Risks board

Personal Finance Topics / Macroeconomic Trends and Risks

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Some flavor of how current changes are being viewed by an analyst, well regarded in India. Ruchir is NYC based, an author and was earlier Chief Global Strategist at Morgan Stanley.

His views stike me as a bit too zero-sum, but he pictures the new environment as an opportunity for India to advance at China's expense.

https://www.cnn.com/2025/04/22/investing/us-stock-...

I just thought that an emerging market spin on things might be usful to contemplate.

Jeff

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