Brian Krawez, President of Scharf Investments, and Peeyush Mittal, Senior Equity Research Analyst at Matthews Asia, dive into the recent U.S.-China trade truce, highlighting its immediate positive effects on equity markets. They discuss the complexities of tariff reductions and the cautious stance of the Federal Reserve. The conversation shifts to the ceasefire between India and Pakistan, boosting Indian stock performance and potential economic growth. Mittal offers insights into India's role in global supply chains and market prospects.
