Tag
tariffs
3 posts tagged tariffs
- US Investing·
Trump's geopolitical playbook at 6 months — tariffs, tech war, and Middle East: what it means for Indian investors' US portfolio
Six months into Trump's second term, the picture is bigger than tariffs. Five geopolitical levers — trade tariffs, China tech decoupling, Middle East tensions, NATO/EU dynamics, and dollar policy — are reshaping US corporate earnings. What each means for an Indian resident's US portfolio.
- US Investing·
Automotive stocks after the EV credit cliff: 38 names across 7 layers, 3 portfolios — June 2026 guide for Indian investors
Honest stock-by-stock guide to automotive for Indian residents. 38 names organized by what tariffs and the September 2025 EV credit termination actually did to the sector. Three portfolios — and the names you can no longer buy.
- US Investing·
Trump tariffs at 6 months — what actually happened to AAPL, NVDA, TSLA, WMT, and the rest
Honest assessment of Trump tariff impact 6 months in (Jan 2026 - June 2026). What actually broke at Apple, NVIDIA, Tesla, Walmart, Nike, and Chinese ADRs. Margin compression, supply chain shifts, and Indian retail positioning. See updated analysis: [Trump geopolitical influences July 2026](/posts/trump-geopolitical-influences-july-2026)