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India-US Trade Deadlock Weighs On Market | Where’s The Opportunity?

India-US Trade Deadlock Weighs On Market | Where’s The Opportunity?

Shailendra Bhatnagar
Shailendra Bhatnagar
  • New Delhi,
  • Jul 17, 2025,
  • Updated Jul 18, 2025, 2:34 PM IST

In this episode of Market Masters on Business Today, we speak to Ajit Dayal, Founder of Quantum Advisors, who shares his candid views on the global impact of escalating U.S. tariffs under the Trump-era reset and what it means for investors worldwide. From the unpredictability of American trade policy to the shifting dynamics of global capital allocation, Dayal outlines how uncertainty is forcing fund managers to rethink strategies — even recommending cash as an active choice during volatile times. Dayal also delves into the long-term case for gold, the weakening dollar, and the inevitable yet slow decline of the dollar’s dominance as a reserve currency.

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