justify current stock prices
Read more ↗1) How trade policy and tariffs hit markets (the mechanics) Tariffs are effectively a tax on imports. They raise input costs for companies that rely on foreign components, reduce demand for exported goods, and change profit margins and…
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The setup: Stocks are expensive again Over the past year, global stock markets — especially in the U.S. and India — have soared. The S&P 500, Nasdaq, and Nifty 50 have all hit fresh highs, powered by themes…
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