23 January 2025 | Sunil Garg On Bloomberg

Post Trump's inauguration, Chief Investment Officer for Lighthouse Canton, Sunil Garg shares his views on the US markets with Bloomberg Ashraq's Cyba Audi.

U.S. markets have seen multiple expansion on expectations of growth supportive policy actions. Ultimately though, elevated valuations need to be supported by earnings delivery.

Expansionary and insular policies risk inflation and hence growth, especially since FED actions are likely to be data driven.

For now, its growth optimism that prevails - how inflation and growth pan out, will shape the markets.

Watch the full interaction below: