Entrevista de Rahul Chadha – CIO Shikhara Investment Management

After an engaging week of investor meetings at the end of February, CIO Rahul Chadha caught up for an interview with Head of Investor Relations Sophia Hangyu, CFA to share his responses to the top questions from investors.

Here are the key takeaways:

📌 US tariff rhetoric primarily aims to encourage domestic investment and reshoring

📌 China better positioned vs 2018 tariffs, with manufacturing already diversified to ASEAN, Mexico, etc.

📌 Positive outlook on India with economy improving q/q, tailwinds from rate cuts and fiscal relief to flow through

📌 While macro is usually background noise 80% of the time, major shifts can impact growth outlooks. At the end of the day, the focus remains on stock selection