Trump Tariff | Kenneth Andrade on India’s Resilience Amid Trade Uncertainty

In an insightful conversation with Business Today Editor Siddharth Zarabi, Kenneth Andrade, Founder & CIO of Old Bridge Mutual Fund, shares his perspective on the evolving global trade environment. As markets begin to price in the worst of tariff-related tensions and President Donald Trump appears to soften his stance on China, Andrade highlights that the macro environment remains fluid. He emphasizes that while uncertainties persist, India is relatively better positioned compared to its global peers in both emerging and developed markets. With changes unfolding over the next few quarters, he suggests taking a cautious, quarter-by-quarter approach to navigate volatility.