India, Nov. 12 -- The global economy stands at a crucial juncture as protectionist impulses, monetary tightening, and changing consumption patterns converge. We are witnessing tectonic shifts in the global power equation and currency hegemony. Recent tariff escalations, particularly between the U.S. and key Asian exporters, have reignited concerns over global trade flows and inflationary pressures. At the same time, the U.S. Federal Reserve's cautious stance on rate cuts underscores an economy still wrestling with sticky inflation and uneven growth. Together, these dynamics are reshaping investor behavior, capital flows, and asset class preferences worldwide.

The latest round of tariffs imposed primarily on strategic sectors such as elec...