USD demise I How to invest in the face of AI and economic disorder

Is this the beginning of the end of the US Dollar as a reserve currency – if things continue the way it is this indeed is inevitable

• The Indian markets closed a tad negative despite a big fall earlier in the week as Trump paused tariffs and chances of the India-US trade deal getting stronger.

• The Dollar index has fallen below 100 for the first time in almost 2 years.

• The RBI cut interest rates by 25 bps which was largely on expected lines.

• The US markets had a bounce back on Friday – seems more like a dead cat bounce.

• Attached below is a quick brief on how to create portfolios at these times on the back of 2 big changes in the globe over the next few years – Economic and Technological.

• TCS results were poor and the guidance was also bleak.

• Though markets have bounced back and individuals feel the bottom has been formed – we feel its very difficult to say and unless the trade war sentiment improves the index could fall further to below 21k levels which was our worst-case situation when we began the year.

How to invest for the next 10 years – my views on ET Wealth

And MOST IMPORTANTLY

SURVIVE THE NEXT FEW MONTHS – The worst could be yet to come and individuals who survive the next few months/quarters will surely reap the benefits of this patience in the future.

• 5 undervalued stocks

• Just chill

• Bear markets and bad decisions

• India – US trade talks

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Tariffs Surge — This Tech Disruptor Moves Faster Than Global Shifts

Consumer electronics may have dodged the tariff bullet, but one smart home disruptor isn’t waiting for luck.

They’ve strategically secured production outside China, staying ahead of the global manufacturing shift.

That’s exactly how this company has hit 200% year-over-year growth while expanding into over 120 major retail locations.

Their smart shade technology is reshaping home automation, protected by patents and backed by powerful retail partnerships.

Smart investors spot the pattern: companies that turn global challenges into strategic wins often deliver the biggest returns.

At just $1.90 per share, you’re looking at a company that’s not just prepared for supply chain shifts — it’s already capitalizing on them.

INVEST NOW BEFORE THIS OPPORTUNITY ENDS

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