Geopolitical Strategy - India is resisting U S pressure to cut ties with Moscow [1] - India benefits economically and geopolitically from its relationship with Moscow [1] Economic Impact - The relationship with Moscow brings economic benefits to India [1] Trade Relations - U S tariffs pose a threat, but India is maintaining ties with Moscow [1]

Market Opportunities & Challenges in China - Chinese market investment is complex due to economic and geopolitical factors [2] - Chinese tech sector shows promise, but private property market and macroeconomic conditions are unclear [2] Geopolitical & Economic Shifts - US-China rivalry is expected to continue, leading to fundamental changes in the world economic order [3] - Globalization is shifting towards protectionism and supply chain disruption [4] - Countries are prioritizing the protection of key industries, including AI and high tech [4]