US-China ties remain tense, but markets believe the tariff conflict is more posturing than permanent; behind-the-scenes talks are likely.
The recent global risk-on rally may hinge on how fast tariff tensions ease—slow progress could disappoint markets.
Gold is the only asset looking overbought, but still favored due to its strong 2025 performance.
India appears resilient with stable macro data, easing inflation, expected rate cuts, and improving rural demand, making it attractive to global investors.
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