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#stockmarket #nifty50 #nmp2 #airtel #godrej #novonordisk #olaelectric #torrent #investing #finance #economy #stocks #usindia #marketshttps://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooksIndia launches NMP 2.0 targeting ₹16.72 lakh crore. Airtel to invest ₹20k crore in its NBFC arm. Godrej signs a ₹7,500 crore deal in Thane. India-US trade talks pause due to new tariffs, Ola cuts its store count, and Novo Nordisk plunges 15% after a drug trial setback.
Today's top headlines: IDFC First Bank reports a ₹590-crore fraud, the Supreme Court hears the Meta-WhatsApp privacy case, US President Donald Trump announces a hospital ship plan for Greenland, and India and Brazil sign a pharma regulation MoU. Stay updated with the latest business news, banking fraud developments, Supreme Court hearings, India-US and global geopolitical updates, pharma sector partnerships, and key regulatory stories impacting India and international markets.
Infrastructure or applications where should India place its AI bets? And does Amazon, with $75 billion committed across data centers, logistics, and cloud, already have the answer? In this special episode of the Morning Brief's from India AI Impact Summit, host Suraksha P speaks to David Zapolsky, Chief Global Affairs & Legal Officer at Amazon, about the company's deepening India strategy.The conversation explores Amazon's data center expansion in Hyderabad and Mumbai, India's pragmatic privacy legislation versus restrictive European frameworks, and how tax certainty until 2047 is reshaping hyperscaler confidence. From navigating India-US geopolitical complexity to the ten-minute quick commerce challenge, Zapolsky examines what building for a billion-plus users genuinely demands.You can follow Anirban Chowdhury on his social media: X and Linkedin You can follow Suraksha P on her social media: X and LinkedinCheck out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more.Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.
#stockmarket #japan #gdp #inflation #tradedeficit #reliance #torrentpower #britannia #trent #coalindia #greenhydrogen #economy #investing #finance #newsToday's update covers critical global and domestic financial shifts. Japan narrowly avoids a technical recession, though growth remains sluggish. In India, the trade deficit has widened to a three-month high as imports surge, while wholesale inflation has risen to 1.81%. Major stock updates include Torrent Power acquiring L&T's thermal plant, Reliance Consumer entering Nigeria, and Britannia pushing for e-commerce growth. Additionally, Trent targets small towns, and Coal India doubles its solar capex.[https://shorturl.at/gM97l]()How to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start01:09 Japan's economy avoids technical recession02:33 Wholesale price inflation rises03:34 India-US trade deal update04:17 Imports up 19% in January 06:54 India records lowest-ever price for green hydrogen in tender07:37 Indian REITs distribute ₹2,450 crore to 380K unitholders08:07 Torrent Power agrees to acquire Nabha Power from L&T 08:46 Britannia to step up e-commerce push09:51 Tata's Trent to push deeper into small town 10:44 Coal India doubles solar capex 12:30 Reliance Consumer Products looks to tap Nigeria market13:03 Knowledge Section
On Episode 799 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Singh, CIO - Equities at Tata Mutual Fund. We also feature an excerpt from our previous interview with C Vijayakumar, Managing Director and CEO at HCLTech, from our 2025 series NASSCOM conversations.SHOW NOTES(00:00) Stories of the Day(00:50) Why AI scare trading could continue this week too(02:51) Were India's IT industry leaders ready for this AI disruption?(10:42) Investing trends as the markets emerge from India-US tariff cloud(23:58) The Government allows more exports of wheat and sugar to keep farmers happyRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
In this 61st edition of The World According to Irina Tsukerman, the bi-weekly geopolitical series on The KAJ Masterclass LIVE, host Khudania Ajay (KAJ) examines how shifting trade alignments, regional security recalibrations, and diplomatic repositioning are reshaping strategic priorities across South Asia and the Middle East. Joined by national security and human rights lawyer, top global geopolitical analyst, and Washington Outsider Editor-in-Chief Irina Tsukerman, the discussion explores the India–US trade deal, Middle East realignments, evolving Iran diplomacy, and Pakistan's security posture — offering leaders a grounded strategic perspective on a rapidly evolving geopolitical landscape.About the guestIrina Tsukerman is a human rights and national security lawyer, geopolitical analyst, editor of The Washington Outsider, and president of Scarab Rising, Inc., a media and security and strategic advisory. Her writings and commentary have appeared in diverse US and international media and have been translated into over a dozen languages.Connect with Irina here:https://www.thewashingtonoutsider.com/https://www.linkedin.com/in/irina-tsukerman-4b04595/In The World According to Irina Tsukerman, we embark on a fortnightly journey into the heart of global politics. Join us as we explore the complex geopolitical landscape, delve into pressing international issues, and gain invaluable insights from Irina's expert perspective. Together, we'll empower you with the knowledge needed to navigate the intricate world of global politics. Tune in, subscribe, and embark on this enlightening journey with us.Catch up on earlier episodes in the playlist here:https://www.youtube.com/playlist?list=PLt7IEKOM1t1tKItNEVaStzsqSChTCGmp6Watch all our global politics content here:https://rumble.com/c/kajmasterclasshttps://www.youtube.com/@kajmasterclassPolitics =========================================*Host: Khudania Ajay (KAJ)*Founder & Host, KAJ Masterclass | 2,500+ live conversations | 20+ years in journalism, media & storytellingConnect:Website → https://www.khudaniaajay.comLinkedIn → https://www.linkedin.com/in/ajaykhudania/
Do startup valuations today make sense?Umesh Padval, an early investor in Cohere, now valued at about $7 billion shares why Cohere stood out at the time of his investment. He shares what he saw early that made him believe this was not just another AI model company.Umesh is the Founding Managing Partner, Seligman Ventures and previously at Thomvest and Bessemer Venture Partners. He brings experience from investing across multiple tech cycles, from chips to cloud to AI. Umesh talks about how deals are really done in venture capital and what he looks for when everything feels noisy and crowded in AI.He also shares why many strong companies are choosing to stay private and what has changed in the IPO market. Public markets now demand cash flow and durability, not just fast growth.Umesh talks about why open source has become a powerful sales funnel for modern AI companies. Developers become the first users, and community adoption turns into long-term enterprise revenue.After four decades in Silicon Valley and 20 years as a VC, Umesh shares what keeps him in building and investing.0:00 – How big is the scope for investing in AI startups?04:04 – Do unit economics justify large AI valuations?06:00 – Thomvest's LLM investment thesis (Cohere case study)09:18 – Are CTO roles changing in AI11:21 – Traits of the best AI founding teams13:40 – Timeline to find the best founders16:52 – Partnership with Jyoti Bansal19:07 – Where is the IPO market headed?23:40 – Salesforce–Clari acquisition25:18 – Is profitability a prerequisite to go public?26:00 – Can the India–US corridor beat US–Israel?28:53 – Umesh's investment philosophy31:08 – Open source as a sales funnel33:38 – IIT → Stanford → Startups41:45 – The only CEO with 60 direct reports43:43 – Why Jensen never does 1-on-1s?48:23 – What ultimately drives Umesh Padval?-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send a text
First, we start with West Bengal, where the formation of a new political front is threatening the TMC's voter base and reshaping the Assembly poll dynamics. Ravik Bhattacharya, the Chief of Bureau at The Indian Express, Kolkata newsroom, explains how Mamata Banerjee's party is responding to pressure from the BJP, central agencies, and emerging minority-led parties. Next, we speak to The Indian Express' Raakhi Jagga about why Indian farmer unions are protesting the India-US interim trade deal. From fears about the dairy sector to worries over tariffs and American agribusiness, we break down what's at stake. (12:40)And finally, we look at Rahul Gandhi's sharp critique of the India-US deal in Parliament, where he accused the Modi government of signing an agreement that undermines national interest. (22:20)Hosted by Ichha SharmaProduced by Shashank Bhargava and Ichha SharmaEdited and mixed by Suresh Pawar
Lester Kiewit speaks to Prof. Dilip Menon, Professor of History in the International Relations Department at Wits University, about a White House statement which added to the more confusion to US – India trade deal; India takes on China in solar power race; Ozempic and the Indian pharma industry. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
On Episode 796 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhu Dhamodharan, Convenor of the Indian Texpreneurs Federation as well as Priyam Gandhi-Mody, Executive Director, Future Economic Cooperation Council (FECC).SHOW NOTES(00:00) Stories of the Day(01:00) Financials are powering the benchmarks as markets stay flat(03:27) Indigo says it has complied with norms it was supposed to in December(04:21) Indian negotiators score fresh wins in evolving India-US tariff deal(05:35) A deep dive into cotton economics behind the Bangladesh reciprocal deal for garment exporters and the India connect(19:40) Not just Delhi, Mumbai has several interesting conferences lined up next week tooRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREhttps://fec-council.org/aboutFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
US & India have reached a framework for an interim agreement on trade. #CutTheClutter Episode 1793 looks at India's agriculture sector and possible effect of the trade deal on farmers. ThePrint Editor-In-Chief Shekhar Gupta also explains India's agriculture trade data- exports, imports and surplus.
First, The Indian Express' Harish Damodaran explains how the India–US trade deal could affect Indian farmers, and which US products may find a larger market in India.Next, The Indian Express' Parul Kulshrestha reports on how government school teachers in Rajasthan are using their own money to build makeshift classrooms so that children in their area can continue studying (10:02).And finally, The Indian Express' Pavneet Singh Chadha talks about how the Goa Police plans to act against men who take photographs of women without their consent (19:26).Hosted by Shashank BhargavaWritten and produced by Shashank Bhargava and Niharika NandaEdited and mixed by Suresh Pawar
In this edition of Moneycontrol Editor's Picks our focus: the India-US trade deal fact sheet and its fine print. We analyse what the lower tariffs on Bangladesh mean for India's textile sector and whether addressing non-tariff barriers could mean compromise on GM imports. Also, layoffs at Germany's Aumovio GCC in India has triggered fears about the GCC space that has so far shown robust growth. From policy updates, corporate fundraising and gold ETFs - find the latest updates inside.
Nifty survived the volatility to close at 25,935, but a nasty surprise hit the exporters. Just as we celebrated the India-US framework, the US signed a "Zero Tariff" deal with Bangladesh! This puts our Textile stocks under immediate pressure. On the flip side, domestic power is unstoppable—SIP inflows are near records, and MF assets have crossed ₹81 Lakh Crore. But why is "Smart Money" aggressively buying Gold ETFs? Join Sanket Bendre as we decode the new threat to your portfolio.
Nifty survived the volatility to close at 25,935, but a nasty surprise hit the exporters. Just as we celebrated the India-US framework, the US signed a "Zero Tariff" deal with Bangladesh! This puts our Textile stocks under immediate pressure. On the flip side, domestic power is unstoppable—SIP inflows are near records, and MF assets have crossed ₹81 Lakh Crore. But why is "Smart Money" aggressively buying Gold ETFs? Join Sanket Bendre as we decode the new threat to your portfolio.
Nifty survived the volatility to close at 25,935, but a nasty surprise hit the exporters. Just as we celebrated the India-US framework, the US signed a "Zero Tariff" deal with Bangladesh! This puts our Textile stocks under immediate pressure. On the flip side, domestic power is unstoppable—SIP inflows are near records, and MF assets have crossed ₹81 Lakh Crore. But why is "Smart Money" aggressively buying Gold ETFs? Join Sanket Bendre as we decode the new threat to your portfolio.
Start your Monday with the latest Daily Stock Market News (Feb 9, 2026)! From India-US interim trade deal to RBI MPC policy verdict, Tata Steel Q3 results, and NSE's big IPO reveal – we've got all the key updates driving Indian markets today. Watch now for actionable insights!
What does the India-US joint statement on trade actually say, and what does it leave unsaid? In this episode of ThePrint Worldview, Consulting Editor (International & Strategic Affairs) Dr Swasti Rao speaks with Ambassador Mohan Kumar, India's ex–lead negotiator at the WTO and GATT, to decode the fineprint of India-US trade understanding. From India's purchases of Russian oil and the much-talked-about $500-billion trade target, to questions around agriculture market access, this conversation cuts through political noise and headline hype to explain the real implications for India-US economic ties.
On Episode 793 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent interview with Nitin Saini, Vice President – Marketing at Mondelez India (Full video is available on youtube).SHOW NOTES(00:00) Stories of the Day(05:09) The markets will have to decipher a fresh set of India-US deal announcements.(08:48) India is pushing back on areas like corn and soybean in India-US deal.(12:06) What can we take away from the critical political optics of the India-US deal.(20:34) Behind Mondelez's success in driving brands like Cadbury and Oreo in Indian marketsJoin us at the Quorum for our Post Budget DiscussionRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
India’s trade talks with the United States have sparked a big question. Are Indian farmers being protected, or are their interests being traded away?See omnystudio.com/listener for privacy information.
#stockmarket #nifty #sensex #tatamotors #airtel #nykaa #lic #rbi #economy #investing #finance #sharemarket #stocks #quarterlyresults #businessnewsLatest Q3 results from Tata Motors, Airtel, Nykaa, LIC, and Hero MotoCorp. RBI Monetary Policy expectations, US Jobless claims, and ECB rate decisions. Detailed analysis of stock market trends and economic updates for February 2026.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start02:08 Falling Gold & Silver02:37 US Jobless claims rise more than expected02:54 Bank of England and European Central Bank hold rates steady03:21 What to expect from February 2026 RBI Monetary Policy04:18 EPFO mulls spreading equity exposure06:12 India-US trade deal update06:53 India's Reliance buys Venezuelan oil07:54 Tata Motors PV Q3 Results09:22 Bharti Airtel Q3 FY26 results10:58 Nykaa Q3 FY26 results11:52 Max Healthcare Q3 Results13:28 Kaynes Tech Q3 Results14:18 Hero Motocop Q3 Results15:23 Knowledge Trust REIT Results16:21 Coal India board clears Chile arm for lithium, copper17:00 LIC Q3 Results17:21 Yatharth Hospitals Q3 Results18:00 Knowledge Section
We're seeing big moves this week, from India-US trade talks and corporate growth to cooperative ride-hailing launches and aerospace job cuts. Here's what you need to know. Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.
Good Morning, I'm Nelson John. This week saw $285 billion vanish from global software stocks after Anthropic's AI plugins launched. The India-US trade deal enters its final stretch with tariffs dropping to 18%. Your credit score is now being pulled by employers, insurers, and telecom companies. Sovereign gold bonds bought from secondary markets lose their tax-free status starting April. And MGNREGA is being phased out for a new scheme with a completely different funding structure. Five stories, one morning. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices
Earlier this week, President Donald Trump announced on social media that India and the US have agreed on a historic trade deal, or at least the broad framework for one. Under the agreement, the US will reduce tariffs on Indian goods from 50% to 18%. India will reduce tariffs on all American goods to zero, and eliminate all non-tariff barriers. Trump also announced that India has agreed to import American goods worth $500 billion. To put this figure in perspective, American imports to India are currently at $50 billion. Also, US Secretary of Agriculture Brooke Rollins has claimed that, under this deal, India will import huge volumes of American farm products, “pumping cash into rural America”, and reducing America's agricultural trade deficit with India, which stnds at $1.3 billion. One year ago, US tariffs on Indian imports averaged 2-3%, while Indian tariffs on American imports ranged from 5% to 30%. India's duties on US agri-imports averaged 39%. So, does an agreement where India's tariffs come down to zero while American tariffs on Indian goods go up (from 2-3% in Jan 2025 to 18% in Jan 2026) constitute a ‘good deal' for India? Will this deal fix India's foreign capital outflows problem and restore investor sentiment? What does it mean from the vantage point of India's key economic priority – generating employment? Guest: Prof. Arun Kumar, Economist and Former Professor, CESP, JNU Host: G Sampath Edited by Shiksha Jural Recorded and produced by Jude Weston and Shiksha Jural Learn more about your ad choices. Visit megaphone.fm/adchoices
A version of this essay was published by firstpost.com at https://www.firstpost.com/opinion/india-us-trade-deal-trump-skepticism-13977047.htmlI am beginning to feel quite like ‘The Boy Who Cried Wolf', who was destined to be ignored. Or maybe I am the boy who cried ‘The Emperor Has No Clothes'. For, I was skeptical last week about the India-EU FTA, which I called a triumph of hope over experience. Now I am equally skeptical about the so-called India-US trade ‘deal', which in fact is not a deal at all, but a sort-of statement of direction about the way to an actual deal.I expressed my caution on a Malayalam TV program where the host was a retired Ambassador. He was less skeptical than me, but he understood where I was coming from: after all, a diplomat's job is to put the best spin on the news (good or bad) from his country's perspective. And I spent much of my professional career in marketing: I can tell spin when I see it. Reason No. 1: Trump is famous for exaggeration and U-turns.The very first reason for the scepticism about the Indo-US lovefest is that it was announced by President Trump, who, in the past six months, has, in his whimsical way, executed any number of U-turns, as well as Z-turns, and various other pretzel-logic twists, so much so that anything he says, and its opposite, can be equally true, in a quantum Schrodinger's Cat sort of way. It is prudent not to take him at face value when he swears eternal allegiance to India. Again.Quoth he: “It was an Honor to speak with Prime Minister Modi, of India, this morning. He is one of my greatest friends, and a Powerful and Respected Leader of his Country. We spoke about many things, including Trade, and ending the War with Russia and Ukraine. He agreed to stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela. This will help END THE WAR in Ukraine, which is taking place right now, with thousands of people dying each and every week! Out of friendship and respect for Prime Minister Modi and, as per his request, effective immediately, we agreed to a Trade Deal between the United States and India, whereby the United States will charge a reduced Reciprocal Tariff, lowering it from 25% to 18%. They will likewise move forward to reduce their Tariffs and Non Tariff Barriers against the United States, to ZERO. The Prime Minister also committed to “BUY AMERICAN,” at a much higher level, in addition to over $500 BILLION DOLLARS of U.S. Energy, Technology, Agricultural, Coal, and many other products. Our amazing relationship with India will be even stronger going forward. Prime Minister Modi and I are two people that GET THINGS DONE, something that cannot be said for most. Thank you for your attention to this matter!”Okay. Very interesting. There has been no Indian readout corroborating a number of these claims, especially on agriculture, which I imagine is a redline, a no-go, for India.Besides, these are supposed to be ‘reciprocal' tariffs. If Indian tariffs go to zero on US products, why is the US imposing 18% on Indian products?Reason No. 2: Desperation of ‘jilted lovers'The ‘shotgun wedding' vibe was present in the India-EU FTA as well: a sort of desperation. There is not much choice: you simply have to do this. I am not the only one saying this. Here is a tweet from a senior EU leader, former PM of Sweden and co-chair of the EU Council for foreign relations. Of course you could say that he would say this, wouldn't he? But it happens to be true. The number of suitors is declining rapidly, so you compromise. But that is not a recipe for the longevity of the relationship, nor for faithfulness. You can expect er… adultery (early and often). The roving eye roveth.Reason No. 3: Agriculture and dairy red-linesWe really don't know much about the fine print. I am aware that sales and marketing people tend to promise anything (even things they are completely aware are impossible) just to get the sale. Thus, when India diversifies away from the US market, and its Q3 numbers are not badly affected by the Trump tariffs, it is incumbent upon Trump and Navarro, Bessent, Lutnick et al to reverse their previous abuse, and be all milk and honey.The problem here, as always, is the agriculture and dairy product front. It is an absolute red line for India: no government can afford to piss off its farmers, nor to open up the country, home of much of the world's genetic diversity, to Genetically Modified Organisms (GMO) including Terminator Seeds (that would forever put farmers at the mercy of Cargill and friends).Not only that, non-veg milk (that is, milk from cows that have been fed, among other things, ground-up animal bodies) is abhorrent to a large number of Indians. Not to mention the risk of things like Creuzfeldt-Jakob Disease or mad-cow disease (transmitted via feed that includes the ground-up brains of diseased cattle: see also the fatal brain disease Kuru, transmitted between cannibals in Papua New Guinea).The US rather urgently needs to get rid of its soybean and corn mountains and milk lakes (in contrast with the EU's butter mountain and wine lakes) and in both, exporters salivate at the prospect of the proverbial billion-customer market. (The Chinese expertly used this rather illusory meme to attract foreign makers of consumer goods. That didn't end well).In the case of India, there is no demand for soybeans, and the one place where I can see demand for corn is in ethanol, especially for blending into petrol. That would be a win-win, because it would reduce the need for India to grow highly thirsty sugarcane, thus drawing down the already alarmingly depleted water-table.Reason No. 4: Russian oil and energy in generalThe unseemly pressure over Russian oil raises hackles on the Indian side. After all, this is not the only time India has been pushed to the wall by American sanctions: there was the post-'Buddha is smiling' period, and the prevention of the sale of ex-Soviet cryogenic rocket technology, as immortalized in Nambi Narayanan's story in “Rocketry: The Nambi Effect”. Earlier, there was the embargo on supercomputers.In each of these cases, India rode out the sanctions and denials. But the question arises: why should India not use Russian oil if it makes commercial sense to India? Just because there is a conflict between Russia and Ukraine? That is really not India's problem: India does not have a dog in that fight.Now there is the allegedly impending US attack on Iran. India has been denied Iranian oil for some time, and now under US pressure, it is being forced to ramp down its involvement in Chabahar Port in Iran that India built, and views as a gateway to Central Asia. Notably, China continues to import Iranian crude. Is India getting some relief there?It is not realistic to imagine that large amounts of Venezuelan crude will now flow to India if it abjures the Russian stuff. For one, even though Reliance's Jamnagar refiner can process the heavy, sour Venezuelan oil, it is said that Venezuela will take some time and a lot of money to ramp up its output because of years of neglect, lack of naphtha to dilute and pump out the crude, and so on.Reason No. 5: Non-tariff barriers and subsidies.The US claims that India will drop all its non-tariff barriers, but what is the guarantee that the US will not raise an impenetrable wall on their side? It is a simple matter to impose difficult-to-comply-with rules that basically say “Your products are not welcome”. These may include environmental, carbon tax, quality, and various other demands.For example, there is the Merchant Marine Act of 1920 that insists that only American owned/built/crewed ships can transport goods between US ports. Then there are Buy American Act procurement restrictions that handicap foreign-origin products. Furthermore, quality standards e.g. on hormone-treated meat products, and on certification that seafood is tuna-safe have been used to keep out imported products.The US Farm Bill provides gigantic subsidies for five major crops – corn, soy, wheat, rice and cotton – amounting to $9.3 billion in 2024. Reports suggest that crop insurance and new benefits from the ‘bridge payments' announced in 2025 may add another $10 billion+ to this sum. That is an enormous subsidy, pricing competitors out of the market.Reason No. 6: Loss of trustFinally, there is a sixth and critical reason: the loss of trust. For the longest time, India had convinced itself that it was an essential strategic partner to the US, if for nothing else to contain China. But that illusion is now gone, quite possibly because the US has decided to create a G2 condominium with China and retreat into Fortress America. The US administration now considers India, at best, a transactional vassal, and at worst, a potential rival to apply the Thucydides Trap to: and what better than to do war by economic means? India has to adjust.On the other hand, there are indeed positives. In the interest of fairness, here are the immediate views of Citibank and Bank of America, who both considered it a net positive for India.If you accept the tariff reductions by the US at face value, then India at 18% is doing marginally better than several other nations, including Vietnam, Thailand and Bangladesh. Ironically, Trump's recent best-friend-forever Pakistan is hit with 19%. There was a video circulating showing Raghuram Rajan, the economist who wants to be to Rahul Gandhi who Manmohan Singh was to his mother, gloating earlier that India was suffering from 50% tariffs compared to Pakistan's 19%.That brings up one more observation: the Opposition in India is screaming bloody murder about this supposed India-US ‘deal' not because they claim India is getting a bad deal, but apparently because they think India is getting a good deal. They should see Trump's latest triumph.Opposition, fear not: Trump is making even more entertaining claims about his ‘deal' with Xi. The sum and substance: “Please buy my soybeans”. This, despite the fact that China is the biggest buyer of oil from both Russia (48% of exports) and Iran (80%). Clearly, there is a lot of marketing going on, and it's too early to tell what the reality is. The devil is in the details.1750 words, 5 Feb 2026 This is a public episode. 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Today's Daily Stock Market News (Feb 5, 2026) covers major global and Indian market developments.We start with a sharp sell-off in US tech stocks, where Nasdaq fell 1.48% due to weak forward guidance and slowing payroll growth. Despite this, Dow Jones managed to close higher, indicating rotation into value and defensive stocks.In global macro, Euro Zone inflation fell to 1.7%, below ECB's target, mainly due to falling energy prices and easing core inflation. This keeps expectations of stable interest rates intact.From India, we discuss:India–GCC FTA talks and key trade imbalance insights.India–US trade deal, focusing on protection for farmers and the dairy sector.Apollo Tyres' ₹5,800 crore capacity expansion plan.Nifty IT index crash of 5.87% and AI-driven job risk concerns.Trent Q3 FY26 results with 27% YoY operating profit growth.Vodafone Idea's financial stress, rising debt, and spectrum payment pressure.We end with the overall market outlook, Nifty EPS at 1151, FII-DII flows, and why the market view remains Net Positive.
India's trade deal with the United States has been broadly welcomed by financial markets, but it leaves a key question unresolved- Russia. While the agreement reportedly nudges India to scale up oil imports from the US and Venezuela and cut back on Russian crude, Moscow has stressed that energy sourcing remains India's strategic choice. So what does this deal mean for India’s energy security and its long-standing partnership with Russia?See omnystudio.com/listener for privacy information.
First, we talk to The Indian Express' Ravi Dutta Mishra about India and US finally cracking a trade deal. After months of negotiations, meetings and phone calls, Indian and US have formulated a trade deal. Ravi shares all the considerations, the discussions and what all was included in the deal. Next, we talk to The Indian Express' Dheeraj Mishra about an AI enabled project that is helping save the lives of elephants. He explains how over the years elephant deaths due to collisions with trains had become very common, hence the new Intrusion Detection System was introduced. (9:34)Lastly, we talk about Rahul Gandhi's recent allegations against PM Modi. (19:32)Hosted by Niharika NandaProduced by Shashank Bhargava and Niharika NandaEdited and mixed by Suresh Pawar
In this podcast, Kushal speaks with Karan Bhasin about the India US trade deal. Who does this deal benefit? What is the future of Indian economic growth vis a vis all these trade deals that are being signed? Follow Karan X: @karanbhasin95 Website: https://kbhasin.com/ #indiaustradedeal #pmmodi #donaldtrump #indiaustrade #trumptariffs #trump #donaldtrump #pmmodi #indiaustradedeal #tradedeal #trumptariffs #indiaustrade #tariffscuts #trumppmmodi #tariffs #indiausrelations ------------------------------------------------------------ Listen to the podcasts on: SoundCloud: https://soundcloud.com/kushal-mehra-99891819 Spotify: https://open.spotify.com/show/1rVcDV3upgVurMVW1wwoBp Apple Podcasts: https://podcasts.apple.com/us/podcast/the-c%C4%81rv%C4%81ka-podcast/id1445348369 Stitcher: https://www.stitcher.com/show/the-carvaka-podcast ------------------------------------------------------------ Support The Cārvāka Podcast: Buy Kushal's Book: https://amzn.in/d/58cY4dU Become a Member on YouTube: https://www.youtube.com/channel/UCKPx... Become a Member on Patreon: https://www.patreon.com/carvaka UPI: kushalmehra@icici Interac Canada: kushalmehra81@gmail.com To buy The Carvaka Podcast Exclusive Merch please visit: http://kushalmehra.com/shop ------------------------------------------------------------ Follow Kushal: Twitter: https://twitter.com/kushal_mehra?ref_... Facebook: https://www.facebook.com/KushalMehraO... Instagram: https://www.instagram.com/thecarvakap... Koo: https://www.kooapp.com/profile/kushal... Inquiries: https://kushalmehra.com/ Feedback: kushalmehra81@gmail.com
On Episode 791 of The Core Report, financial journalist Govindraj Ethiraj talks to Abhishek Bisen, Head of Fixed Income, Kotak Mahindra AMC as well as Ajay Srivastava, Founder at Global Trade Research Initiative (GTRI). We also feature testimonials from attendees at our recent exclusive roundtable discussion.SHOW NOTES(00:00) Stories of the Day(00:41) Why markets have to reckon with two powerful forces(07:11) Why are the bond markets so volatile?(16:17) How will the India-US trade deal as we know it actually pan out?(25:33) Walmart crosses the $1 trillion mark(26:58) Blockchain and DPDP ActRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Listen to the latest SBS Hindi news from India. 04/02/2026
India's exports to get further boost: Sitharaman on U.S. tariff cut announcement Jaishankar, Rubio ‘welcome' India-US trade deal, hold talks on critical minerals in Washington An Iranian drone approaching the aircraft carrier USS Abraham Lincoln in the Arabian Sea was shot down by an United States Navy fighter jet on Tuesday, US Central Command said. It has been over a month since a 27-year-old software engineer drowned after his car fell into an unsecured water-filled excavation pit in Noida's Sector 150 area. 'Dhurandhar' continues to break box-office records. On the day the teaser of the second part of the film was released, part 1 crossed a huge milestone by surpassing 40 million (4 crore) footfalls across India. Learn more about your ad choices. Visit megaphone.fm/adchoices
This podcast does not use AI at all. For anything.World news in 7 minutes. Wednesday 4th February 2026.Today : Spain social media ban. UK Mandelson. Italy Trevi charge. Ukraine Russian bombing. Japan snow. India US deal. Syria change. Grok no change. US Iran drone. Colombia US talks. Libya Gaddafi. Kenya bank warning.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Niall Moore every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org
On Episode 790 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior VP, Geojit Financial Services as well as Krishan Arora, Partner and Indirect Tax National Leader at Grant Thornton Bharat LLP.SHOW NOTES(00:00) The Take(04:02) Markets zoom on India-US trade deal but could the fine print put a damper?(04:48) Why the Rupee's revival may be in question.(05:27) Brokerages are upselling gold and silver to fresh highs despite the carnage of last week.(14:10) GCCs could employ 2.8 million in 4 years time.(15:40) Could the India-US deal revive sentiment and investments beyond stock markets?(24:29) Disney bets on its theme park head for CEO.Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
As US cuts import tariffs on many Indian goods to 18% from 50%, Moneycontrol reporters examined the implications from all angles. From the Rupee's strong gain, to how investors should respond, to tracing the contours of the India-US deal, and what Indian exports can expect a rebound - read it all on Moneycontrol.com. Also inside: Department of Economic Affairs secretary Anuradha Thakur exclusive interview, our reports on Religare Enterprises likely demerger and the buzz around NSE's much awaited IPO.
In this video, IPS Finance decodes the US–India Trade Deal and answers the key question every investor is asking – who stands to benefit the most? Economist V. Nagappan explains how this trade agreement could influence a bullish stock market, and which sectors are likely to deliver higher returns if trade momentum strengthens between India and the United States. The discussion covers policy signals, global trade dynamics, and the possible impact of Trump-era trade strategies on Indian markets. This video offers valuable insights for investors looking to position their portfolios strategically amid evolving global trade relationships.
Stay updated with the latest from the Indian and Global markets. Today's update covers the sharp 5% drop in global oil prices, India's steady manufacturing PMI for January, and a massive wave of Q3 earnings including Hyundai Motor India, Bajaj Housing Finance, and Tata Chemicals. We also discuss the potential PFC-REC merger and the upcoming LIC FPO.00:00 India-US Trade deal05:17 Crude oil update05:56 US ISM manufacturing index 06:11 India's factory growth improves 06:55 PFC and REC Merger07:12 LIC Stake Sale07:36 Indus Towers Q3 results08:06 PB Fintech QIP Fundraise08:45 Tata Chemicals Q3 Loss09:32 Awfis Q3 Profit Jump09:56 Hyundai Motor India Q3 Results10:13 PG Electroplast Guidance10:41 Ather Energy Results11:23 Knowledge Section
In today's Tech3 from Moneycontrol, we track the biggest startup and tech stories shaping the day. From Davos, Union Minister Ashwini Vaishnaw speaks on India–US trade talks, AI investments, online gaming rules and India's ambitions in semiconductors and artificial intelligence. We also bring you voices from top IT leaders on how AI is changing business models and hiring. Plus, a deep dive into PhonePe's IPO numbers and why newly listed tech firms are facing shareholder resistance on ESOP plans.
EU parliament suspends trade deal with US over Trump's Greenland demand Boeing 787 had technical faults long before Air India plane crash in Ahmedabad: US safety group BCB ‘hoping for miracle from ICC' following denial of T20 World Cup venue demand: ‘India is not secure for us' Sanjay Leela Bhansali to represent Indian cinema at Republic Day parade 2026 in a first ever: Report Learn more about your ad choices. Visit megaphone.fm/adchoices
First, we talk to The Indian Express' Diplomatic Affairs Editor Shubhajit Roy about the appointment of Sergio Gor as the new United States ambassador, and the impact his appointment can have on the relationship between the two countries and the stalled trade deal.Next, we talk to The Indian Express' Shubham Tigga about deadly killings in Jharkhand by an elephant that have once again brought the conflict between humans and wildlife into sharp focus. The elephant has allegedly been responsible for the death of 20 people in the West Singhbhum district. (11:48)Lastly, we talk about the ongoing protests in Iran, their escalation and an announcement by US President Donald Trump. (24: 35)Hosted by Niharika NandaProduced by Shashank Bhargava and Niharika Nanda Edited and mixed by Suresh Pawar
In this episode, we explore strategic capacity management as Abilene Motor Express being absorbed into Swift signals Knight-Swift's focus on long-term efficiency over brand diversity. We also analyze market resilience as the LTL pricing index hits new high in Q4, contrasting strong LTL yields against a truckload sector that is only showing tentative signs of recovery. Legal risks take center stage as C.H. Robinson makes its legal written case before SCOTUS on broker liability, arguing that the F4A safety exemption does not impose negligence liability on brokers. On the regulatory front, we discuss how the DOT to use AI to go after illegal truckers is transforming artificial intelligence from an operational tool into a weapon against fraud and compensation erosion. Technological fragility is exposed in our breakdown of How Verizon's Cellular Outages Expose Trucking's Technology Achilles' Heel, revealing the liability risks of cloud-dependent ELDs during infrastructure failures. Finally, we look at positive global news as Maersk returns to Red Sea with India-US service, shaving a week off transit times by resuming Suez Canal routes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The Sir Ratan Tata Trust is likely to see the appointment of Neville Tata, son of chairman Noel Tata, as a trustee. First tranche of India-US trade talks is close to being finalised. US decision to halt immigrant visa issuances to 75 countries could disrupt a big share of global migration flows. While India is diversifying into missiles and sensors, Pakistan is doubling down on naval power - all this and much more in the latest Moneycontrol Editor's Picks. Tune in.
In this episode, we explore strategic capacity management as Abilene Motor Express being absorbed into Swift signals Knight-Swift's focus on long-term efficiency over brand diversity. We also analyze market resilience as the LTL pricing index hits new high in Q4, contrasting strong LTL yields against a truckload sector that is only showing tentative signs of recovery. Legal risks take center stage as C.H. Robinson makes its legal written case before SCOTUS on broker liability, arguing that the F4A safety exemption does not impose negligence liability on brokers. On the regulatory front, we discuss how the DOT to use AI to go after illegal truckers is transforming artificial intelligence from an operational tool into a weapon against fraud and compensation erosion. Technological fragility is exposed in our breakdown of How Verizon's Cellular Outages Expose Trucking's Technology Achilles' Heel, revealing the liability risks of cloud-dependent ELDs during infrastructure failures. Finally, we look at positive global news as Maersk returns to Red Sea with India-US service, shaving a week off transit times by resuming Suez Canal routes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
How President Ruto wins 2027 polls & China-India US-Saudi AI Supremacy Battle | Global Digest S07E06 by Capital FM
After 20+ years at some of the most important Silicon Valley tech companies like Yahoo, LinkedIn, Oracle, Informix and NerdWallet, Bhaskar today leads investment of enterprise infrastructure companies at 8 VC.Bhaskar Ghosh spent 20+ years at some of the most important Silicon Valley tech companies before moving into venture capital as a Partner at 8VC.After completing his PhD in computer science from Yale, he worked across Yahoo, LinkedIn, Oracle, Informix and NerdWallet. He brings this experience to founders building the next generation of enterprise infrastructure companies.In this episode Bhaskar explains how IT services are being reimagined for India, a country that over the last 25 years turned its skilled workforce into a global services engine. We discuss the shift happening inside workflows most people do not think about: mid-office ops, call centers, insurance, travel and HR. These are areas where thousands of people move information every day, and where AI is now good enough to take over entire workflows.Bhaskar talks about the founders already building in this space, including those buying traditional services companies and rebuilding them with AI at the core. He also explains why this new wave will not behave, scale or be valued like SaaS, because this is no longer pure software. It is the reinvention of services.If you are a founder making engineering decisions, someone curious about the less visible layers of software, or interested in people who move technology forward, this conversation with Bhaskar is for you.00:00 –Trailer03:03 – How India will reimagine IT services (TCS, Infosys)04:32 – “why now” of services06:07 – How unstructured data became easier to handle?07:53 – What LLMs can do today with high precision10:35 – Use of GenAI will increase margins in services11:54 – Front & mid offices will become more productive and lean14:30 – Will a pure services business scale anymore?15:55 – Legacy service businesses + AI-first software20:04 – Real challenge to operate and scale such businesses20:33 – 3 reasons on why SaaS companies get higher multiples?22:06 – Network-effect players win big in SaaS24:18 – Replacing software v/s replacing services26:16 – Business without inherent network effects (yet)28:22 – Is AI unlocking TAM larger than Software era?30:57 – How prosperity of a country influences growth of Co's32:50 – India's tech talent is key to India-US corridor39:36 – Deeply disruptive AI Co's will come from India43:04 – How new-age AI services companies of India should grow in US?44:39 – Current BPOs have an unfair advantage47:21 – Will older BPOs understand the importance of AI?49:22 – A Moat in outcome-based pricing can replace old businesses51:50 – Has the US ever been sensitive to cost?55:23 – The new AI-enabled services have a Palantir-risk flavour58:47 – Where to build when model Co's eat forward & backward revenue?01:06:10 – What type of founding teams are needed?01:08:10 – How founders think about GTM is changing-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonSend us a text
First, The Indian Express' Sweety Kumari talks about a large organized cybercrime network that the West Bengal police says it has uncovered.Next, we talk to The Indian Express' Kanchan Vasdev about the growing rift between the AAP led Punjab government and the Centre over flood relief funds. (09:10)Lastly, we take a look at India's first ever LPG import deal with the United States, a move that could reform the country's energy strategy. (21:08)Hosted by Ichha SharmaWritten and produced by Shashank Bhargava, Niharika Nanda and Ichha SharmaEdited and mixed by Vijay Doiphode
The headlines of the day by The Indian Express
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