In an exclusive conversation with BW Businessworld, Manish Jain, Chief Strategy Officer and Director at Mirae Asset Capital Markets, shared his views on the complex interplay between global geopolitics, central bank policy and investor sentiment in India. From calling the US tariff threats “more rhetorical than fundamental” to warning that Donald Trump’s policy decisions may matter more than RBI’s rate stance, Jain paints a nuanced picture of the forces currently shaping India’s capital markets.