One Month Of Trump 2.0 News

Donald Trump’s second innings as president is off to a stunning start. In just 27 days, he has issued 65 executive orders, more than any other president. And in some instances, the orders are testing the limits of presidential powers. Mint examines their impact.

Quality growth has been the flavour for the past two years, but quality cyclicals may now present compelling opportunities, particularly as Trump’s policies extend economic benefits beyond the biggest corporations.

From alienating allies to praising adversaries, President Trump appears set to abandon decades of American foreign policy.

The US president plans a 25% import duty on automobiles, semiconductor chips and pharma products. How this squares with reciprocal tariffs is unclear. But it won’t do either India or the US any good.

The US is India’s largest export market for pharmaceuticals, accounting for over 30% of overall pharma exports in FY23-24 at $8.7 billion

Facing intense competition in China and heavy regulation in Europe, overseas automakers were counting on the U.S. to keep their engines humming. Then came Trump’s tariffs threats.

The Russian president thinks he is a better poker player

Geopolitics quaked after the US left its European allies in the lurch over a Ukraine peace deal. Nato’s rupture isn’t all. A worst-case scenario of the future may see China gain greater power. India must stay alert.

The president provided further details about his expected tariff moves.

Negotiating a way ahead with the US may be difficult and globalization clearly faces uncertainty, but we should keep our import duties low and strike a series of trade deals to make all the gains we can.