Manish Chokhani flags Trump disruption, China wake-up call, trade deal uncertainty and IT valuation risks
Published on: Jan. 13, 2026, 7:01 p.m. | Source: scanx.trade
Manish Chokhani outlined major global investment challenges at the CNBC-TV18 Market Forum, emphasizing Trump's reversal of 25-year globalization trends toward resilient supply chains, creating inflationary pressures. He cautioned against expecting quick US-India trade deals due to negotiating power imbalances and potential three-year timelines. Chokhani highlighted China's strategic technology development response as a model, while expressing concerns about Indian IT services valuations amid AI disruption risks.
