Sankaran Naren, CIO of ICICI Prudential Mutual Fund with over 30 years in the market, discusses the recent shifts in U.S. tariff policies and their effect on global markets. He analyzes the implications of the U.S.-China trade tensions and what it means for investors. Naren also highlights India's economic stance, suggesting it could attract investments as companies look to move away from China. Additionally, he shares insights on navigating market uncertainties, the significance of U.S. bond yields, and strategic asset allocation for investors.
