How will the 2024 USA Elections Influence the World's Economy with Ayesha Tariq

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In this Face2Face video, Ayesha Tariq will discuss how the US 2024 elections may affect the Indian Stock Markets. The upcoming 2024 US elections may significantly impact the Indian stock market, with commodity prices, inflation, and global economic relations at play.

Let us discuss important highlights as discussed in this video-

Market Dependence on US Economy

The state of the US economy and the Indian stock market are inextricably intertwined, with changes in US markets influencing investor mood in India. In general, Indian markets do well when the US economy is doing well.

Impact of Election on Policies

The fiscal and monetary policies of the US presidential candidates will decide how inflationary pressures are managed, which might affect commodities and equity markets around the world, including India.

Gold as a Hedge

Gold is predicted to be a preferred asset in the event of economic turmoil, drawing in investors looking for security in the face of possible market volatility. The trading of commodities in India may be impacted by this trend.

Sector Rotation

The sectors in Indian market keep rotating and sectors associated with rural development and government spending will probably see higher investments, which would stimulate economic growth.

Divided Congress Advantage

A divided Congress could facilitate smoother policy implementation and even create an atmosphere that is more investor-friendly by reducing parliamentary deadlock.

Volatility and Positioning

The macroeconomic environment have made the current market more volatile, which has made Indian retail investors wary.

Global Trade Implications

Trade disputes and tariffs, especially during a Republican administration, may result in a higher currency, which would affect inflation and economic development worldwide and have repercussions for developing nations like India.


Ayesha Tariq in Face2Face

Your Speaker

Ayesha Tariq

Ayesha Tariq, CFA has 20 years of experience starting out with Standard Chartered in Corporate Banking managing large companies and government clients. After 12 years in banking, she took on a role as Head of Treasury for a large local group in the UAE – raising finance and managing over $1B in assets – listed equities, private equity, real estate, and hospitality. She started her own financial consulting firm in 2019 and co-founded MacroVisor in 2023, to provide research to a broader audience in Macro & Fundamentals. Ayesha regularly appears on Fox Business US, Bloomberg TV Middle East, Asharq Business Bloomberg, and CNBC Arabia.
Mr. Vivek Bajaj

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Vivek Bajaj