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Market focus on inflation, earnings, labour data over US shutdown, India to see capital inflows in long run: Santosh RaoThe US government shutdown adds uncertainty to global trade negotiations. India's trade talks continue despite the political gridlock. Mark...03 Oct, 2025, 12.08 PM IST- Trump’s “shock and awe” tariff tactics won’t break Indian resolve: Santosh RaoTrade relations between America and India face potential disruption. Donald Trump threatens to impose high tariffs on Indian goods. India h...05 Aug, 2025, 11.15 AM IST
- Pakistan eyes $1 billion valuation in Roosevelt Hotel redevelopment plan, source saysPakistan aims for a billion-dollar valuation of its Roosevelt Hotel in New York. The government seeks a partner for redevelopment via a joi...10 Jul, 2025, 03.01 PM IST
- US-China trade framework a step forward, but final deal still unclear: Santosh RaoUS and China are in trade negotiations. The US seeks rare earth materials. China wants US technologies, especially semiconductors. Santosh ...11 Jun, 2025, 10.48 AM IST
- Trump rally hopes spark optimism as investors eye growth in 2025: Santosh RaoIndia ultimately will get its money. We will get the FII flow back into India. But in the near term, US is still better. The yields are muc...23 Dec, 2024, 10.05 AM IST
- Over time, money will flow back to India; go with quality names and you will be rewarded: Santosh RaoSantosh Rao suggests that at present, the US market offers better investment opportunities compared to India. Despite some disturbances at ...29 Nov, 2024, 10.15 AM IST
- Best to go with Barbell strategy of investment in US as well as India: Santosh RaoSantosh Rao, Head of Research & Partner at Manhattan Venture Partners, suggests a barbell strategy for investments in both the US and India...22 Nov, 2024, 12.14 PM IST
- Over 50 bps rate cut to cause panic; gold may surge to $3,000: Santosh RaoSantosh Rao of Manhattan Venture Partners discussed how Fed rate cuts, geopolitical tensions, and a weakening dollar are driving gold price...21 Aug, 2024, 10.46 AM IST
- Regular corrections are part of the game; smart money waiting for right entry point in India: Santosh RaoThe US market is adjusting to the disparity between market expectations and the Fed's actions, with fewer rate cuts expected. Bank earnings...16 Jan, 2024, 03.34 PM IST
- There is no contagion yet but cannot be ruled out down the road: Santosh RaoThe market is not bad, but it is on a holding pattern. The Fed is expected to raise rates, but it is not clear if they will just kick the c...21 Mar, 2023, 12.19 PM IST
- Hope Fed won’t be very hawkish this time & stick to 20-25bps rate hike: Santosh Rao“We have a big week coming up. The Fed chairman is going to speak. We have the jobs report coming up and then we have all the other data co...28 Feb, 2022, 09.52 AM IST
- Money will continue to flow into emerging markets: Santosh RaoOverall, the money will go to emerging markets. That is a very good investment at this point because the valuations here are very high.30 Apr, 2021, 09.10 AM IST
- Donald Trump and Joe Biden are running neck and neck nowIn US election, it all boils down to whether voters want taxes to go up or not, says Santosh Rao23 Oct, 2020, 10.42 AM IST
- There is still some rotation left in US markets: Santosh RaoEven after the recent selloff in tech stocks, the Zooms and the other companies’ stocks are still up 30%.09 Sep, 2020, 10.54 AM IST
- There is definitely a demand shock from coronavirus outbreak: Santosh RaoThere is going to be market turbulence and it is going to be a traders’ market, says the Manhattan Venture Partners Senior MD.12 Mar, 2020, 09.01 AM IST
- Expect one more rate cut by Fed, not sure beyond that: Santosh Rao, Manhattan Venture PartnersThe US economy is still mixed and a case for further rate cuts not very strong.01 Aug, 2019, 09.42 AM IST
- Everything is a function of what happens in the US essentially: Santosh Rao, Manhattan VentureThe big risk now is the sense of nationalism everywhere, says Rao.16 May, 2019, 04.29 PM IST
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