India Trade Surplus

Emerging economies such as India, Brazil and Vietnam, which impose tariff on US imports higher than what US charges them, are likely to draw the attention of trump.

๐ŸŽ—๏ธ India charges a simple average (Overall) tariff of 12.4% on US products, while US charges 3.4% on Indian Imports.
๐ŸŽ—๏ธ India runs a trade surplus worth $44 billion with the US, which has been a concern for Trump.

๐€๐ฏ๐ž๐ซ๐š๐ ๐ž ๐ญ๐š๐ซ๐ข๐Ÿ๐Ÿ- Average of all the extra amount charged from importer on total products.
๐“๐ซ๐š๐๐ž ๐’๐ฎ๐ซ๐ฉ๐ฅ๐ฎ๐ฌ- When a country (India) has more to export than it imports from a country(US).

FIIs See SAW

โ˜˜๏ธ FIIs have reversed their decision about withdrawing from Indian markets and go to the US markets

โ˜˜๏ธ Their decision has not yielded any returns. Trumpโ€™s tariffs have made US markets a see saw.

โ˜˜๏ธ Last Week the FIIโ€™s have become net buyers on Indian market after almost 6 Months

โ˜˜๏ธ Majority of the stocks in mid and small segment have corrected to the extent of 60%
This makes them fairly valued.

SIP- Game of Patience

We come across numerous first-time investors who get ๐ฉ๐š๐ง๐ข๐œ๐ค๐ž๐ by the downturns in the market. The voices echoes every next fortnight โ€œ please stop my SIPโ€ or โ€œmy portfolio is in redโ€. Letโ€™s understand the market way rather than the grapevine you hear from the voices around you:

๐Ÿ”ถ Always have your funds managed under the guidance of an analyst/planner.

๐Ÿ”ถ Markets never go in one way, there will be blood on the dance floor.

๐Ÿ”ถ The downturns are the golden time to invest higher amounts rather that running away or redeeming.

๐Ÿ”ถ Investment is a long term strategy. Donโ€™t watch your investments every week/fortnight.

Buy the โ€œ๐๐€๐๐ˆ๐‚โ€ and sell the โ€œ๐„๐๐“๐‡๐ˆ๐’๐ˆ๐€๐’๐Œโ€. When the market is in panic of selling collect the most of the undervalued stocks/units.

๐ˆ๐ง๐๐ข๐šโ€™๐ฌ ๐•๐ข๐œ๐ญ๐จ๐ซ๐ฒ ๐ข๐ง ๐‚๐ก๐š๐ฆ๐ฉ๐ข๐จ๐ง๐ฌ ๐“๐ซ๐จ๐ฉ๐ก๐ฒ 2025 โ€“ ๐€ ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ ๐ฐ๐จ๐ซ๐ญ๐ก ๐ญ๐ก๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ

We all are very happily satisfied and proud on the current performances of the Indian cricket team. The run to the finals of the World Cup finals in 2023 winning all the matches till the finals and the current record of winning the 24 out of 25 matches in an ICC event.
๐Ÿ We are now hearing that the Indian cricket team is similar to the Australian team of the 2000s, lets take a back gear and understand what are the ingredients that led to this current incredible performance recipe.

๐ŸŽฌ ๐€ ๐’๐จ๐ฅ๐ข๐ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐๐š๐ฌ๐ž
๐ˆ๐ง๐๐ข๐šโ€™๐ฌ ๐” -19 teams of Men and Women are the best teams in world cricket. This creates a young pool of talent within the benches waiting to join the senior team.

๐ƒ๐จ๐ฆ๐ž๐ฌ๐ญ๐ข๐œ ๐‚๐ข๐ซ๐œ๐ฎ๐ข๐ญ โ€“ ๐ƒ๐ข๐ฏ๐ž๐ซ๐ฌ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง
India domestic cricket has been a continuous breeder and laboratory for budding international cricket talent.

๐ˆ๐๐‹ โ€“ ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Œ๐จ๐ฆ๐ž๐ง๐ญ๐ฎ๐ฆ
Started almost 2 decades ago it has now been the most successful leagues of the world with encouraging young players to adopt the sports and also making the eligible ones stars.

๐‘๐š๐ก๐ฎ๐ฅ ๐ƒ๐ซ๐š๐ฏ๐ข๐โ€™๐ฌ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ โ€“ ๐๐š๐ญ๐ข๐ž๐ง๐œ๐ž & ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ
Rahul Dravidโ€™s role as the India “A” coach can be compared to a long-term investment strategy. Dravid concentrated on developing a deep talent pool instead of seeking immediate success. His work with young cricketers laid a solid foundation. Players like Shubman Gill, Rishabh Pant, and Shreyas Iyer benefited from his long-term vision

Its not important that the returns you get today be good enough. What more important is that the future and the target of the investments meet the actual performance.