CosmicTaco

Kiril Sokoloff's Bold Predictions

CosmicTaco · 2024-09-03T10:09:57.002852+05:30

- **Kiril Sokoloff** is bullish on India due to its people and leadership, particularly praising **Prime Minister Modi**. - He believes **Indian equities** will attract capital as funds leave the US, making India a key destination. - Sokoloff sees the **US economy** as weaker than consensus, with confusing data and potential interest rate cuts. - He predicts a **divided government** post-US elections, with Trump likely to push for tax cuts and increased oil production. - Sokoloff remains bullish on **China** and **gold**, while seeing potential in **silver** and higher **oil prices**.

Kiril Sokoloff is bullish on India due to its people and leadership, particularly praising Prime Minister Modi.
He believes Indian equities will attract capital as funds leave the US, making India a key destination.
Sokoloff sees the US economy as weaker than consensus, with confusing data and potential interest rate cuts.
He predicts a divided government post-US elections, with Trump likely to push for tax cuts and increased oil production.
Sokoloff remains bullish on China and gold, while seeing potential in silver and higher oil prices.