Equity Long-Short Analyst

Pyari Menon

Pyari has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and midcaps across various geographies including Taiwan, ASEAN, India, the US, and Europe.

Thematic (Sector/Industry)

Peru Energy equipment and services / Thematic (Sector/Industry)

<ul>
<li>Deregulation's Green Energy Boost: Reduced federal oversight could accelerate innovation in renewables as corporations and markets drive sustainability efforts independently of government policies.</li>
<li>Tariff-Induced Deflation Risks: Disrupted global supply chains and demand destruction from tariffs may lead to deflationary pressures rather than the widely expected inflation.</li>
<li>Rise of Privatized Services: Tax cuts could act as a gateway to increased privatization of government services, shifting more essential functions like education and law enforcement to corporate control.</li>
</ul>


Deregulation's Green Energy Boost: Reduced federal oversight could accelerate innovation in renewables as corporations and markets drive sustainability efforts independently of government policies.
Tariff-Induced Deflation Risks: Disrupted global supply chains and demand destruction from tariffs may lead to deflationary pressures rather than the widely expected inflation.
Rise of Privatized Services: Tax cuts could act as a gateway to increased privatization of government services, shifting more essential functions like education and law enforcement to corporate control.


Trump 2.0: Some Unexplored Market Implications of Deregulation, Tariffs, and Tax Reforms