Post Trump tariffs, India, Latin America and parts of EMEA will be big defensives: Geoff Dennis

Independent EM Commentator, Geoff Dennis, suggests India's resilience in the post-Trump tariff world will persist. Inflation is decreasing, and interest rates have been cut. Latin America and parts of EMEA will also be defensive. China, Taiwan, Korea, and ASEAN may face challenges until tariff issues resolve. Trade talks are complex, and a mid-year review is expected.