Episode 77 – US Inflation Heads in the Right Direction as All Eyes Turn to the Fed, Indian Automakers Sustain Their Sales Growth, and Why I am Bullish on Salesforce and its AI Efforts
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Description
This week, I discuss the latest US inflation data and why the Fed prefers this metric compared to CPI data, the blockbuster sales growth for Indian automakers in February, and why I am bullish on Salesforce and its AI tools for the long-term.
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On this week's special episode, I interview fund manager Charles Sunnucks, CFA CAIA of Oldfield Partners. We discussed a wide variety of topics including the impact of prospective tariffs of President-elect Trump on China and other emerging markets and whether the rampant selling by FIIs in...
Published 11/17/24
On this week's episode, I discuss:
1. How Trump completely overshadowed Fed Chair Powell in the US markets,
2. What is actually going on in the Indian equity markets,
3. Why I continue to stay away from FedEx Corp (ticker: FDX)
P.S: If you have a specific Indian or US stock suggestion for...
Published 11/10/24
Published 11/10/24
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