And for a Friday …. returning from Japan to Namma Bengaluru….. some thoughts …some musings……::

iPhones now also made in India ……. … great opportunity for India to up its Manufacturing & integrate into the evolving new Supply chains …….

Whilst we had arrived Tokyo at Narita airport we left from Haneda which is located within Greater Tokyo city ….the older rather jaded version of international airports …. ….in contrast is the swanky new Kempegowda International Airport in Bengaluru ….strikes you with all its splendour …. tasteful interiors … expanse …. Huge baggage carousels …. Live plants including some very exotic Bonsais from different parts of the world……the Duty free shops with almost every global brand available off the shelf……& every time returning to India the smell of coffee & various spices of Indian food feels appealing & welcoming ….. nothing like getting back home to India ……Mera Bharat Mahan !!!!! …….

In India as in every country of the World the dominant theme is US Tariffs…… with a 10% across the board for all countries & 26% reciprocal duty for India ….. Concerned Govt. Departments , Trade bodies , Industry Chambers & almost every large Company is grappling with the issue …… latest news ……. a sigh of relief as a 90 days pause has been announced ….. for all countries except ofcourse China………share markets are Yo-yoing… Volatility Index is high …… these are times for an average Individual share holder to just shut off from all the noise & go into a slumber ……: my recommendation ….. just “Sit-Tight” …. forget the market & finances for the next few weeks & maybe months …. don’t even read the news or follow the indices ……read jokes & keep light ……. as Individuals … what cannot be cured … has to be endured…

Undoubtedly actions in US impacts every nation….. comparatively India is still in a sweet spot as India is a very large Consumption oriented rather than export oriented economy….lets all unite to weather the storm….. the together way ….. the equitable way …. the SEEGOS way.