Trade Wars, Tariffs, and Your Portfolio | Sridhar Sivaram on Money Mindset| Sonia Shenoy

In this insightful episode of Money Mindset, we sat down with Sridhar Sivaram, Investment Director at ENAM Holdings, to unpack the latest developments around global tariffs, market trends, and investment strategies in the current environment. With the world witnessing rising trade barriers, Sridhar helps us understand the real impact of tariffs — not just on economies, but on everyday people and investors. We also delve deep into navigating bear markets, spotting new themes in Indian equities, and the future of sectors like IT. Packed with real-world insights and Sridhar’s personal experiences, this conversation is a masterclass for any serious investor looking to make sense of today’s rapidly changing world.

Key Topics Discussed:

Why are tariffs being introduced now and what are the driving factors behind this global shift in trade policies?

Understanding why countries, especially the U.S., are imposing heavy tariffs specifically on Chinese goods and what it signals for global trade dynamics.

How tariffs trickle down to affect the general public, impacting prices, supply chains, and consumption patterns.

A simplified yet detailed explanation of how tariffs work, their mechanisms, and their broader economic consequences.

Sridhar Sivaram’s practical approach to handling bear markets, including mindset shifts, portfolio strategies, and avoiding common pitfalls during market downturns.

Identification of emerging themes and sectors that could drive the next phase of market growth — and how investors can position themselves early.

A critical evaluation of whether the Indian IT sector is entering a phase of trouble and what future investors should expect from tech-heavy portfolios.

A lighter, personal touch as Sridhar shares some memorable experiences from his wildlife explorations, offering a glimpse into the man beyond the markets.

About Sridhar Sivaram:
Sridhar Sivaram is a seasoned investment professional and the Director of ENAM Holdings, one of India's most respected investment firms. With over two decades of experience navigating Indian and global markets, he is known for his deep analytical thinking, disciplined investing approach, and ability to simplify complex macroeconomic trends for investors. Sridhar brings a wealth of practical wisdom to the table, blending long-term vision with actionable insights. His calm, thoughtful perspective on market cycles, sectoral trends, and investment opportunities has made him a trusted voice in the Indian financial community.

Chapters-
0:00 Trailer
1:37 Introduction
4:08 Why are tariffs introduced now?
8:03 Why such heavy tariffs on China?
10:35 How tariff affects general public?
12:54 How tariffs work?
20:18 How does Sridhar Sivaram approach bear market?
26:38 What are the new themes in the market?
29:30 Is Indian IT sector in trouble?
33:24 My wildlife experiences



About the Money Mindset Podcast
Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions.
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