Jim Roges on Equity Markets On Trump's presidency and global markets: - Trump is unpredictable and lacks a clear stance. - His policies are inconsistent, making it hard to evaluate market impact. - Markets dislike uncertainty, which causes volatility. On the US economy and global markets: - Trump inherited an already weak economy. - Longest market rally in US history; corrections are expected. - The US will face economic problems, affecting global markets. - When issues arise, capital moves out of risky markets like India. On global markets in the next year: - Expects economic slowdowns globally. - No strong reasons to short US markets, but many markets are due for corrections. India’s long-term potential is strong. Waiting for a major correction before investing.