EVA Mera Funds Newsletter - Month of April 2024

 













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Global Markets Under Pressure How the US–Iran War Is Shaking Global Financial Markets.

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  Global financial markets are once again facing uncertainty as geopolitical tensions escalate in the Middle East. The ongoing conflict involving the Uni t ed  State s   and  Ira n  ha s  trig gered  s ig n if i cant volatility across c ommo dities,  curre ncies and  stock markets worldwide. From rising  crud e  oi l prices t o f alli ng equity markets, the economic consequences of the war are already visible across global financial systems. For investors and policymakers alike, understanding the ripple effects of this conflict is essential in navigating the uncertain investment landscape. Oil Prices Surge: The Core of the Crisis The most immediate impact of the US–Iran war has been seen in the energy market. Iran sits near the Strait of Hormuz, a critical route through which a large portion of the world's oil supply passes. Any disruption in this region can significantly affect global energy supply. Recent attacks on oil infrastruc...
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Trump’s Tariff Gamble: What It Means for India’s Economy?

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  The global economy is once again bracing for disruption. With Donald Trump returning to the forefront of American politics and hinting at a revival of his protectionist trade agenda, countries worldwide are preparing for a renewed era of tariffs and economic nationalism. For India—one of the fastest-growing major economies and a rising global trade partner—the implications of Trump’s tariff playbook are profound. This article explores Trump’s tariff strategy, its direct and indirect effects on India, and how New Delhi can turn potential headwinds into opportunities. Trump’s Tariff Legacy: A Quick Recap During his 2017–2021 presidency, Donald Trump introduced sweeping tariffs under the banner of “America First.” His administration levied duties on billions of dollars’ worth of imports—targeting China most aggressively, but also extending to steel, aluminium, and other products from traditional allies like the EU, Canada, and India. In 2018, the U.S. slapped 25% tariffs ...
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Asset Allocation The Most Important Decision in wealth creation.

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  Many investors spend hours selecting the “best mutual fund” or the “next multi-bagger stock. ”But the real secret to  long-term wealth c re ation is  not stock selection. t is Ass et  Allo cation. In  fact, globally accepted investment studi e s suggest that the majority of portfolio performance depends o n how assets are al located — n ot wh ich  sp ecific s ec u rit i e s  are   chosen . W hat is Asset Allocation? Asset Alloca tio n is the strategy of dividing your investments across different asset classes such  a s: Equity (Stocks & Equity Mutual Funds) Debt (Bonds, Fixed Deposits, Debt Funds) Gold Cash & Liquid Funds Real Estate The objective is simple: Maximize returns while controlling risk. 20-Ye ar Historical Performance of Indian Asset Classes To understand why allocation matters, let us look at how major Indian asset classes have performed over the last 20 years (2005–2025). 20-Year CAGR  Comparison  (India) (Re...
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