• 2 days ago
In an exclusive interaction with IANS, 88-year-old Mark Mobius, when asked about Donald Trump’s return as US President he says, I believe his return will be a game changer, not only for the US but for the rest of the world. The key message he will send to both US and international investors is that he will boost the US economy and drive faster growth. He will achieve this through several measures, with the first being tariff measures. Many believe tariffs will be harmful, both for foreign countries and US consumers, but the main benefit will be increased income for the US government, helping reduce the deficit. Most businesses worldwide can adjust to these tariffs through various strategies, such as devaluing currencies against the US dollar or altering supply chains. Therefore, I don’t believe the impact will be significant.

#Trump2024 #MarkMobius #USPolitics #GlobalEconomy #TariffPolicy #EconomicGrowth #USDeficit

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00:00I think his return is going to be a game changer for not only the U.S., but the rest of the world.
00:07The first most important message that he is going to make to U.S. investors and to
00:16international investors is that he will boost the U.S. economy to a faster growth,
00:23and he will do that with a number of measures. First, of course, will be the tariff measures.
00:31Now, a lot of people believe that the tariff measures will be very negative,
00:36not only for foreigners around the world, but for U.S. consumers. But the fact is,
00:42the main benefit of the tariffs will be more income to the U.S. government, which will reduce
00:48the deficit, the government deficit, spending deficit. And most of the businesses around the
00:55world are able to adjust to these tariffs, various measures. For example, devaluation of currencies
01:01vis-a-vis the U.S. dollar is one way. Another way is to change their supply channels and so forth.
01:08So I don't think the impact will be that great. But at the end of the day, the lower taxes,
01:16which President Trump is going to impose on companies in the U.S., will result in overall
01:25costs coming down in addition to, but even more importantly, the reduction of the bureaucracy.
01:31He's determined to cut down on the government interference in business, and that will lower
01:37costs quite significantly. In fact, probably the impact of less bureaucracy will be bigger.
01:45The impact will be bigger than the lower taxes. So all of these factors is going to result in higher
01:54U.S. growth, higher U.S. productivity. And of course, that's going to be good for the world,
01:59because the U.S. is a major buyer and exporter around the world, and many countries will benefit
02:08from that. And India, of course, will be a beneficiary of this trend.

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