Geoffrey Dennis Of UBS Investment Bank
✅ Reasonably sure of some talks between U.S. and China
✅ Imposition of tariff on not concerning to economic growth
✅ Global growth would take a hit in case of escalation of tariffs
✅ Believe dollar is still over valued
✅ Weaker dollar to benefit emerging markets
✅ FII’s have been taking money out of India for some time now
✅ Indian market was driven higher last year backed by domestic flows
