Strong dollar and FII exit posing challenges for India’s stock market: Seth R Freeman

«We are seeing what is going on already with equity markets going down, bond markets increasing a little bit already. Investors do not like uncertainty,» says Seth R Freeman, MD, GlassRatner Advisory.

Like the way how Trump is making sure that all of us are up early, are Trump's moves giving you sleepless nights by any chance?
Seth R Freeman: You want to wake up in the middle of the night and see the news. It has been constant now for the limited time that he has been the president. And now, he has the whole world shaken up.

How should one actually position themselves as global investors given the fact that yes, this has actually increased the volatility across the globe when you talk about it, be it the Asia, EM, or for the matter of fact developed world as well, how should one actually place their bets right now in the global market?
Seth R Freeman: We are seeing what is going on already with equity markets going down, bond markets increasing a little bit already. Investors do not like uncertainty. It would be better to just know definitively what is going on. It is this uncertainty, although now that we have seen the tariffs go into effect with Canada and Mexico, I think that we can begin to understand what some of the impacts are.
Canada is actually the largest buyer of US goods, almost $350 billion and Mexico is $334 approximately billion a year. And automobiles frankly in the United States come from Canada, they are assembled in Canada and Mexico or parts come from there. It is going to cause disruptions