Jim V Ker Kare had a 2008 stock market crash. Now he has 4 bold forecasts for 2025

Jim VKer, the chief economist of Aleathia Capital, who has pushed the 2008 financial crisis to be famous, has made four major predictions for 2025: a 10% reduction in the US de Dollar Llar, not a painful but catastrophic economic downturn, a long -term tendency on copper, and double the Indian similarities.

In an interview with Ato, VKer rejected anxiety that the global economy has led to the 2008 second -style meltdown. “It will be a very painful recession, but we can go to the other end of the government and the Central Bank in 2008, 2009,” he said. V Ker did not point to the attention when the U.S. While stock markets remain unstable, real concerns remain in economic fundamentals rather than systemic banking risks.

VKer tax expects the US The Dollar Ler is significantly weak – at least 10% – as the American economy slows down. V Ker said, the US The poor economy always leads to a weak dellar, and added that this type of reduction can be beneficial for emerging markets, especially in Asia.

“If I am right and we are in the US Looking at poor economic activity going forward, the dollar will be weak. It always participates in the weakest US economy and if that is the case, then the US. There may be problems with the stock markets, but in fact it will be very good news for the Asian economy, usually for emerging markets, as it will take some pressure from the companies borrowed by Off Fashore, “V Ker said.

‘Double down on India’His most strong call was on India. VKer requested investors to “completely double down” on Indian equity despite concerns about valuation. Releasing India’s stable macroeconomic policies and efforts of its economy, he said, “Economic development will depart from here and that assessment will be supported by corporate earnings quickly.”

Appreciating the macroeconomic framework and deregulation efforts of the country, VKer said, “India feels better at any time in the last 30 years in terms of policy stability and certainty.”

On commodities, VKer maintains a long position on copper, it is called a decade -long structural trade. He argued that the demand for copper in the green energy transition – renewable energy, electric vehicles and carbon neutrality – which would go beyond the supply.

It is also booming on gold for different reasons. “Bad behavior has the consequences, and people begin to lose confidence, especially in central banks and governments printing currencies,” VKer said, “There is a reliable store of gold value between rising financial deficit and government debt.”

“Copper Call L is actually a 10 -year -old Call L. It is not a Call L. Gold could easily be a two -year -old Call L L. Copper Call was about Call l l green transitions, carbon neutrality, renewable powers, electric vehicles because they are all overly with copper.”

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