*E.M.I for the month of May- Video presentation* Link: https://youtu.be/6AoWuxaGiMY Underlying PPT: https://blog.sundarammutual.com/Documents/e-m-i---may-2025.pdf *Covered in this video presentation:* 00:42 *Lowering tariffs are not the end game for the United States.* What then is? 06:14 *Where must India focus its energies* during the ongoing supply-rejig? 10:39 Are *US tariffs impacting global macros now?* What key variables must you track? 13:09 How must one view *India’s 8th Pay Commission* and the following *consumption boost?* 16:36 Snapshot of macro indicators 17:20 What were the key reasons behind the US bond sell off in April? Was it China? Bond Vigilantes? Loss of faith in the US Dollar? 18:03 *Has the US bond market become more price sensitive? If yes, why?* 20:10 How do key global markets measure on 1Y forward P/E and EPS growth? 20:41 Where does India’s Market-Cap to GDP stand now? 21:10 *How frequently do Lumpsum returns underperform the 12% target?* 22:29 *Can <12% LumpSum returns be time-revived like SIPs?*