With the Trump administration for next four years, should Indian investors rethink their strategies?

economictimes.indiatimes.com:

Volatility, stronger dollar
Trump 2.0 is largely expected to play out in a similar vein as his previous stint at the helm. The US is likely to break away from traditional ways of governance and policy-making, charting a different path than the rest of the world. Vinit Bolinjkar, Head of Research at Ventura Securities, points out, “Trump’s administration has previously shown a willingness to shake up existing norms. So we might see economic indicators like inflation and interest rates in the US diverge more sharply from global trends.” This divergent path will clearly bring elevated uncertainty to global financial markets. Prashant Tandon, Executive Director, Investment Advisory, Waterfield Advisors, insists, “The Trump sweep will ensure that macro volatility will remain elevated in the foreseeable future.”

His election plank of putting ‘America first’ will form the centerpiece of the new policy. This means a more inward-looking US. Trump will use tariffs to address the US trade imbalance with other nations and boost local manufacturing. Nitin Aggarwal, Director of Investment Research and Advisory at Client Associates, outlines, “A Republican-led government under Trump could significantly reshape trade dynamics, with heightened tariffs and a more protectionist approach to international trade.” Prima facie, Trump is positive USA, but negative rest of the world, suggests AngelOne Wealth. “This seems like a party in the USA, especially for the equity investors, but with global tariffs, global growth is likely to slow