Recommended @X Accounts for #Tariff Volatility & Trade Realignment: Media & Other Strong Follows: • @_supplychainnow • @WSJ (Wall Street Journal Logistics) • @Reuters • @Bloomberg Follow those new to you & reply with others worth adding! #SupplyChainSunday #TradeRealignment

#USUKTrade Realignment: A New Era for Indian Investors The recently signed US–UK trade pact isn’t just another policy shift; it’s a strategic realignment with far-reaching implications — especially for India. As global trade realigns, one thing is clear: India stands to gain. This isn't merely about tariff reductions or business facilitation; it's about reshaping supply chains and redefining geopolitical alliances. Here’s what it means for us: India as the 'China 1' Alternative: With global supply chains seeking diversification, India is emerging as a go-to destination in key sectors like electronics, defence, and semiconductors. Strengthening Trade Corridors: New trade routes, including India–UK–US, are gaining momentum, supported by the GIFT City framework and FTAs that are in the works. Surge in Indian Equities: As Western institutional capital shifts from China, Indian markets, particularly in sectors like capital goods and renewable energy, are seeing heightened interest. At INVasset PMS, we’re already tracking how this shift will play out in sector rotations: Defence & Aerospace: Midcap players with strong global ties are emerging as long-term growth stories. Capital Goods & Infrastructure: India’s capex cycle is accelerating, with heavy manufacturing poised to gain. Energy Transition & Technology: As clean energy and digital infrastructure take centre stage, Indian companies excelling in these areas are being re-rated. But, as always, opportunities come with risks: Geopolitical uncertainties Valuations already reflecting optimism in certain sectors Execution challenges within India’s manufacturing ambitions The key takeaway: India is positioned to be a global economic hub — but being ahead of the curve requires careful positioning. If the trajectory holds, India could very well become the central node in the next global economic cycle. For those ready to adapt, the shift is already happening. The question is: Is your portfolio positioned for what’s next? #INVasset #India #TradeRealignment #Geopolitics #ChinaPlusOne #CapitalFlows #Investing #IndianMarkets #PMS #MacroAnalysis

🔻 The Art of Devaluation: Trump’s Strategic Dollar Reset The precipitous decline of the U.S. Dollar in the first half of 2025—marked by a -10.8% fall in the DXY, its worst six-month performance since the collapse of Bretton Woods—is not a sign of economic mismanagement, but a deliberate, precision-calibrated maneuver by President Donald J. Trump to restructure America’s global economic posture. Let us dismantle the narrative: For decades, the U.S. Dollar’s status as the global reserve currency has served as a double-edged sword—granting financial hegemony while simultaneously hollowing out American manufacturing through an overvalued currency and persistent trade deficits. The dollar’s artificial strength—sustained not by organic market demand but by systemic international dependence on USD-denominated trade and Treasury recycling—acted as a subsidy to foreign exporters and a tax on U.S. industry. President Trump understands what academia and globalists refuse to admit: A strong dollar is not always a strong America. By leveraging targeted devaluation alongside tariff-induced price realignments, Trump is executing a neo-mercantilist inversion of post-1971 dollar diplomacy. The currency devaluation, masked by market “reaction” to tariffs and deficit pressures, is an intentional move to re-anchor U.S. competitiveness. Consider the macroeconomic calculus: • A 14.4% drop against the Swiss Franc and 13.4% against the Euro instantly lowers the relative cost of U.S. goods abroad. • U.S. exporters gain pricing power in global markets—an instant stimulus to domestic manufacturing without direct subsidies. • Imports become more expensive, incentivizing onshoring and domestic consumption, aligning with Trump’s “America First” doctrine. Furthermore, Trump’s approach effectively weaponizes dollar weakness as a trade equalizer, counterbalancing decades of currency manipulation by competitors (e.g., China, Germany, Japan) who have long suppressed their currencies to flood U.S. markets. The weakening dollar is also a monetary realignment mechanism that disincentivizes Treasury hoarding by foreign central banks and repatriates capital into productive U.S. assets. It pressures the Fed to accommodate industrial growth rather than financial speculation. This is not economic chaos—it is controlled demolition of a parasitic monetary paradigm, designed to restore national sovereignty over fiscal and trade policy. President Trump is not destroying the dollar. He is liberating it from globalist servitude and aligning it with American interests. #TrumpDollarDoctrine #MonetarySovereignty #AmericaFirstEconomics #ControlledDevaluation #TradeRealignment #DXYCrash #TariffStrategy #ExportBoom #USManufacturingRevival #GlobalReset #EndTheDollarTrap #RebuildTheRepublic #MAGA #StrategicDevaluation #NeoMercantilism #EconomicWarfare

EAEU and UAE Seal Landmark Economic Pact—A New Axis of Non-Western Trade At the Supreme Eurasian Economic Council in Minsk, the Eurasian Economic Union (EAEU) and the United Arab Emirates signed a landmark Economic Partnership Agreement. The deal builds on $29 billion in non-oil trade (2024 figures) and aims to strengthen cooperation in industry, food security, and logistics. UAE Trade Minister Thani Al Zeyoudi hailed the agreement as a gateway to a new era of strategic, non-Western economic connectivity. The EAEU continues to pivot East and South, reducing dependency on EU-centric frameworks and fostering multipolar commercial routes. My Take: This is economic realignment in motion. Eurasia and the Gulf deepen integration while the West sanctions itself into irrelevance. The petrodollar cracks louder. Sources: Official statement from EAEU Council | Minister Al Zeyoudi via X | @divgen #EAEU #UAETrade #EurasianShift #MultipolarWorld #TradeRealignment #BRICSMomentum "Opportunities multiply as they are seized." – Sun Tzu War isn't Call of Duty — no respawns, no do-overs, just death

Breakout sessions covered topics in line with the conference theme, 2020 Vision. #FutureofWork #ClimateReality #DigitalEconomy #TradeRealignment #BrainFunction #EQ #Mentorship #DiversityandInclusion #professionaldevelopment #leadership #success #apa #aapi #asianamerican