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Listen to the SF Daily podcast for today, September 17, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. The Federal Reserve's expected interest rate cut may be limited by rising inflation. Economists predict a 40% chance of recession due to labor reports and inflation. Corn demand is high, soybean harvest is progressing with low moisture issues, and wheat exports could increase by 35 million bushels. US-China trade talks and potential US-India trade discussions could boost commodity demand. The EPA's proposal to reallocate renewable volume credits was welcomed by the Renewable Fuels Association. Livestock markets showed mixed results, with cattle futures weak and feeder cattle demand strong. Learn more about your ad choices. Visit podcastchoices.com/adchoices

#marketoutlook #marketnews #investyadnya #yadnyanews 00:00 Start00:11 Dow hits record on rate cut hopes03:35 US-India trade deal linked to Russian oil04:59 India WPI turns positive07:15 SIP inflows stay muted08:59 Biocon opens US facility10:59 JioBlackRock launches First active equity fund13:56 Tata Capital IPO in October16:25 SEBI may phase out weekly F&O17:42 Infosys to announce ₹10–15k Cr buyback21:01 NSE IPO within 8–9 monthsComplete Fundamental Stock Analysis Tool - Stock-o-meter:https://investyadnya.in/stock-o-meterResearch Based Ready-made Model Portfolios:https://investyadnya.in/model-portfoliosComprehensive Mutual Fund Reviews:https://investyadnya.in/fund-o-meterYadnya Books and eBooks now available:On Amazon - https://amzn.to/47x0RS4On Flipkart - https://fktr.in/y3OZ3GFOn our website - https://shop.investyadnya.inFind us on Social Media and stay connected:Whatsapp Channel - https://whatsapp.com/channel/0029Va6NXDw23n3frlJION22Blog - https://blog.investyadnya.inTelegram - http://t.me/InvestYadnyaFacebook Page - https://www.facebook.com/InvestYadnyaTwitter - https://www.twitter.com/InvestYadnyaLEGAL DISCLAIMER: Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services. DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.Disclosure with regard to ownership and material conflicts of interest1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance. Disclosure with regard to receipt of Compensation1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.

Why it's significant that China and India declare they are not rivals but partners. Synopsis: Every second Friday of the month, The Straits Times’ senior columnist Ravi Velloor distils 40 years of experience covering the Asian continent, with expert guests. In this episode, Ravi speaks with Dr Henry Huiyao Wang, co-founder and head of the Centre for China and Globalisation, a non-government think tank in Beijing, about the Chinese view on recent developments in Sino-Indian ties, and the summit in early August between President Xi Jinping and Prime Minister Narendra Modi. Dr Wang says perceptions that India may be dragged by fellow Quad nations into diluting its non-aligned instincts, and the lack of exchanges during the prolonged Covid-19 shutdowns, contributed to a chill in ties. The Xi-Modi summit in Tianjin revives hope of vastly improved ties, and China’s close ties with Pakistan, and improving ties with India, could contribute to peace on the sub-continent, he adds. Highlights (click/tap above): 1:05 What went so wrong when things seemed to be going right 4:00 The ‘Quad’ factor in ties 10:05 India is nobody’s quisling 13:15 China’s reasons to mend fences 14:45 The Russia factor 16:30 Belts and Roads 19:30 How China views recent US-India troubles Host: Ravi Velloor (velloor@sph.com.sg) Read Ravi's columns: https://str.sg/3xRP Follow Ravi on X: https://twitter.com/RaviVelloor Register for Asian Insider newsletter: https://str.sg/stnewsletters Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg SPH Awedio app: https://www.awedio.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

Get your daily dose of the latest stock market news and global headlines for September 10th! In today's video, we break down a major geopolitical incident: Russian drones breached Polish airspace, leading to NATO's first direct kinetic engagement with Russia. What does this mean for global tensions and the markets?We also dive into positive economic news as the S&P 500 hit a new record high, driven by encouraging inflation readings. Discover why Oracle stock surged over 41%, making Larry Ellison the world's richest man, surpassing Elon Musk! Learn how AI-driven cloud demand is reshaping the tech landscape and impacting stocks like Nvidia and AMD.Find out what's moving oil prices amid Israeli attacks and oversupply concerns. For Indian investors, we cover Fitch's optimistic FY26 GDP growth outlook for India, despite flagging US trade risks. We'll also discuss the potential US-India trade reset as Trump plans talks with Modi, and what it means for Indian equities.Stay informed on the domestic market: PSU bank shares gained on consolidation buzz, IT stocks soared on US Fed rate-cut hopes, and equity mutual fund inflows for August. Plus, understand the impact of recent GST reforms on NBFC loans, Coal India, and cement prices. Don't miss these critical market insights!00:00 Start00:43 Russian drones breached Polish airspace02:39 S&P 500 jumps to new record05:31 Oil prices up after Israeli attacks07:12 Ellison Tops Musk as World's Richest Man07:36 US, India eye trade reset09:16 PM Modi, Meloni hold talks on FTA10:21 Fitch lifts India FY26 GDP growth outlook11:27 Union Bank, other PSU Bank shares gain11:59 Inflows into equity mutual funds drop13:03 IT stocks soar13:44 GST rate cut impact15:18 GST rate cut to lower cement prices16:16 Knowledge SectionLEGAL DISCLAIMER: Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services. DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.Disclosure with regard to ownership and material conflicts of interest1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance. Disclosure with regard to receipt of Compensation1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.

Today on the show: live to Jerusalem for reaction on the strike in Qatar. Steven Portnoy from ABC News updates the horrific murder in Charlotte. Greg Blustein from The Atlanta Journal-Constitution live on the Hyundai ICE raid. Bllomberg's Enda Curran breaks down US/India relations. Political Analyst Stephen Lawson live in studio. Plus, the $5K a Day Bonus Blitz! 9am-noon on 95.5 WSB.

Today on the show: live to Jerusalem for reaction on the strike in Qatar. Steven Portnoy from ABC News updates the horrific murder in Charlotte. Greg Blustein from The Atlanta Journal-Constitution live on the Hyundai ICE raid. Bllomberg's Enda Curran breaks down US/India relations. Political Analyst Stephen Lawson live in studio. Plus, the $5K a Day Bonus Blitz! 9am-noon on 95.5 WSB.

Today on the show: live to Jerusalem for reaction on the strike in Qatar. Steven Portnoy from ABC News updates the horrific murder in Charlotte. Greg Blustein from The Atlanta Journal-Constitution live on the Hyundai ICE raid. Bllomberg's Enda Curran breaks down US/India relations. Political Analyst Stephen Lawson live in studio. Plus, the $5K a Day Bonus Blitz! 9am-noon on 95.5 WSB.

Less than two years after independence, India found itself battered by Maoist insurgents in Telegana and growing chaos along its borders with Tibet. Even as Prime Minister Jawaharlal Nehru publicly advocated for staying out of Cold War politics, India's first intelligence chief, TG Sanjeevi Pillai, was quietly despatched to Washington to expand intelligence cooperation. The pillars built in that time have helped hold up the US-India relationship, and could prove critical again.

Manoj Kewalramani of the Takshashila Institution and the Tracking People's Daily substack https://trackingpeoplesdaily.substack.com/ alongside James Crabtree, author of Billionaire Raj, chat whatever the hell is happening in the trilateral relationship. Outtro music: Chalte Chalte Title Song | Abhijeet, Alka Yagnik | Shah Rukh Khan, Rani Mukherjee https://www.youtube.com/watch?v=rkOakcMqJ-8&ab_channel=T-SeriesBollywoodClassics Learn more about your ad choices. Visit megaphone.fm/adchoices

Manoj Kewalramani of the Takshashila Institution and the Tracking People's Daily substack https://trackingpeoplesdaily.substack.com/ alongside James Crabtree, author of Billionaire Raj, chat whatever the hell is happening in the trilateral relationship. Outtro music: Chalte Chalte Title Song | Abhijeet, Alka Yagnik | Shah Rukh Khan, Rani Mukherjee https://www.youtube.com/watch?v=rkOakcMqJ-8&ab_channel=T-SeriesBollywoodClassics Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, and Lomax unpack the forces shaping European venture capital.This week: Can Europe build a “VC Alliance” like the US and India? Why pensions remain the missing piece of Europe's capital markets. Gold, bonds, and macro risk: what really matters for startups. Google's antitrust reprieve, the UK's “middling AI power,” and how Europe should play catch-up. Plus: Xi Jinping's military parade, why manufacturing supremacy is destiny, and quantum's hot streak in Europe.Here's what's covered:00:01 Europe's VC Alliance? Lessons from the US–India deeptech pact00:06 Europe's Capital Gap: pensions, late-stage funding, and IPO droughts00:09 Macro Forces: gold, bonds, deficits, and what founders should care about00:24 Google's Antitrust Ruling: no breakup, just data-sharing00:29 The UK's Middling AI Power: Eisenberg supercomputer & Europe as a “power user”00:34 Tesla, humanoid robots, and China's military parade00:41 Europe's Defense & Industrial Base: what's at stake00:44 Deal of the Week: Quantum computing's billion-dollar moment00:46 Looking Ahead: All-In Summit, new funds, and Lisbon reflections

Markets are bracing for a positive start as hopes of a thaw in US-India relations boost sentiment. The Nifty held on to 24,700 last week and is now eyeing a positive open, with experts flagging 24,800-24,900 as key resistance. Autos and metals are leading the charge while IT lags behind. Globally, Japanese stocks jumped as PM Ishiba signaled his exit, US futures edged higher on Fed rate-cut hopes after a weak jobs report, bond yields slid, and gold hit fresh record highs. Oil, meanwhile, inched up as OPEC+ announced slower production hikes. Among stocks in focus, watch out for Vedanta, Eicher, BHEL, and SpiceJet. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Uzair talks to Pranay Kotasthane about the growing tensions in U.S.–India economic relations and the difficult road ahead for deeper trade integration. We discuss what went wrong in the bilateral relationship after the high-profile Trump Modi summit, the domestic political constraints that make agricultural and dairy sector reforms difficult in India, and why India's reliance on fiscal incentives like PLI may not be the silver bullet for manufacturing growth. We also explore whether India's decision to stay out of RCEP was a strategic misstep, and what it would take for the country to meaningfully integrate into global supply chains. Finally, we reflect on the broader trajectory of the U.S.–India partnership and what both sides need to do to steady the course. Pranay Kotasthane is deputy director of the Takshashila Institution, where he chairs the High Tech Geopolitics Programme. He co writes Anticipating the Unintended, a newsletter on public policy, and co hosts Puliyabaazi, a popular Hindi Urdu podcast on politics, policy, and technology. You can read Pranay's newsletter here - https://publicpolicy.substack.com/p/315-beyond-the-hype Reading Recommendations 1. Deborah A. Stone — Policy Paradox: The Art of Political Decision Making 2. Rutger Bregman — Humankind: A Hopeful Chapters: 0:00 Introduction 2:45 State of US-India relations 14:30 India's Evolving foreign policy 24:10 Supporting Indian businesses 31:40 Agriculture reforms and protectionism 39:00 RCEP and its impact 48:40 Reading recommendations

• Guest Name: Sadanand Dhume • Affiliation: American Enterprise Institute, writes "East to East" column for the Wall Street Journal • Summary: The discussion analyzes Indian Prime Minister Narendra Modi's visit to China for the Shanghai Cooperation Organization, amidst declining US-India relations due to tariffs. India's large farm lobby, especially dairy, heavily influences trade policy. Despite diplomatic gestures, India maintains vigilance against Chinese aggression due to deep-rooted border disputes and China's close ties with Pakistan, indicating India won't align closely with China. 1862 INDIA

SHOW SCHEDULE  9-4 The show begins in the EU, fretting Kyiv, Paris, London, Berlin. 1578 ALEX-TRAIMAN-JNS-9-4.mp3 Guest Name: Alex TRAIman MALCOLM HOENLEIN @CONF_OF_PRES @MHOENLEIN1 Affiliation: CEO and Jerusalem Bureau Chief for Jewish News Service (JNS) Summary: The discussion focuses on the Israel-Hamas conflict, emphasizing the Israeli government's preference for all hostage releases and Hamas's surrender for an end to the war. It details the IDF's military campaign in Gaza City, the challenges of urban warfare, and the ongoing threat from Iranian-backed proxies like Hamas and the Houthis. The long-term outlook suggests a complex, "unclean" end to the conflict, with continued terror attacks likely. ANATOL-LIEVEN-KYIV-9-4.mp3 Guest Name: Anatol LIeven Affiliation: Eurasia Project Director of the Quinsey Institute for Responsible Statecraft Summary: The conversation critically examines a proposal for a Eurocentric security force in Ukraine, highlighting its practical unfeasibility given European military limitations and domestic fiscal challenges, particularly in France. It suggests the proposal might be political grandstanding or a strategy to "trap" the US. Ukraine's strategy aims to wear Russia down to concede on demands, recognizing they cannot achieve a full military victory. ANNA-BORSCHEVSKAYA-9-4.mp3 Guest Name: Anna Borschevskaya MALCOLM HOENLEIN @CONF_OF_PRES @MHOENLEIN1 Affiliation: The Washington Institute Summary: This segment discusses Vladimir Putin's vision for a multipolar world with diminished US influence, emphasizing a strategic triangle of Russia, China, and India. It highlights Russia's increasing cooperation with Iran and Belarus, despite conventional wisdom. Putin is seen as willing to accept Russia's junior position to China, viewing it as a necessary alliance against a perceived Western attack on Russia. CHRIS-RIEGEL-HBM-9-4.mp3 Guest Name: Chris RIEGEL Affiliation: CEO of #SCALAREPORT: CHRIS RIEGEL CEO, SCALA.COM @STRATACACHE.  Summary: The discussion centers on High Bandwidth Memory (HBM) as a critical innovation driving the AI revolution. SK Hynix has surpassed competitors by vertically stacking memory chips, overcoming the "memory wall" to allow faster data access for AI processors. This technology is crucial for AI development, with the US leading innovation. Strict US and EU export controls aim to prevent China from acquiring advanced chip-making tools. CLIFF-MAY-ENERGY-9-4.mp3 Guest Name: Cliff May Affiliation: Founder and President of the Foundation for Defense of Democracies Summary: The conversation challenges current energy policies, noting that fossil fuels still provide over 81% of global energy despite decades of renewables promotion. Cliff May argues that climate policy often weakens the US while adversaries like China and Russia continue to rely on coal and hydrocarbons without climate concerns. He emphasizes energy security as intrinsic to national security, criticizing government subsidies as ineffective and prone to cronyism. COL-GRANT-NEWWSHAM-ROK-DPRK-9-4.mp3 Guest Name: Grant NEWSHam Affiliation: Colonel, United States Marine Corps retired, and author of "When China Attacks" Summary: The discussion traces the cynical division of Korea at the 38th parallel and the resulting prosperity of South Korea versus the starvation in North Korea. It highlights the current South Korean administration's pro-North Korea stance and its alignment with China and Russia. Kim Jong-un's presence at a Beijing military parade signifies a strengthening, serious alliance among these adversarial nations, aiming to intimidate the West. DALLAS-BIENHOFF-DSVID-LIVINGSTON-MARS-9-4.mp3 Guest Name: Dallas BIEnhof and David Livingston Affiliation:  Space Systems Architect for Offworld.ai; David Livingston: Dr. Space of The Space Show Summary: The discussion defines cis-lunar space as the volume around the Moon, highlighting planned missions and the Artemis program as a key driver. It explores the utility of Lagrange points for stable orbital stations and the need for extensive infrastructure, including transportation nodes and propellant depots, to support a permanent human presence on the Moon and Mars. Future plans also include resource utilization and space tourism. JULIA-CARTWRIGHT-HOUSING-9-4.mp3 Guest Name: Julia Cartwright Affiliation: Senior Research Fellow in Law and Economics at the American Institute for Economic Research Summary: The conversation examines the California Environmental Quality Act (CEQA) as a major impediment to housing development, particularly for rebuilding after wildfires. Julia Cartwright details how CEQA, along with restrictive building and zoning codes, creates costly delays, making California the most expensive state for construction. This bureaucracy disproportionately impacts affordable housing and is exacerbated by entities like the California Coastal Commission. MICHAEL-BERNSTAM-9-4.mp3 Guest Name: Michael Bernstam Affiliation: Hoover Institution Summary: The segment discusses Russia's energy deals with China, including the Power of Siberia pipelines, noting financing and pricing disputes. Michael Bernstam highlights Russia's struggle with declining oil prices, leading to budget deficits and losses for major oil companies. China and India are benefiting from discounted Russian crude, processing it for sale to Europe, bypassing sanctions. Secondary sanctions on China could disrupt this trade. MOHSEN-SAZEGARA-IRAN-9-4.mp3 Guest Name: Mohsen Sazagara Affiliation: Democracy activist from Iran Summary: Mohsen Sazagara confirms Iran's rearmament efforts, fueled by its leadership's belief in success against Israel and continued anti-US policies. Iran is seeking arms from Russia (via Belarus) and China (via North Korea), though Russia is reportedly less generous than expected. The speaker notes growing internal opposition within Iran and a high probability of another military conflict with Israel, especially concerning nuclear development or air defense rebuilding. SADANAND-DHUME-MODI-9-4.mp3 Guest Name: Sadanand Dhume Affiliation: American Enterprise Institute, writes "East to East" column for the Wall Street Journal Summary: The discussion analyzes Indian Prime Minister Narendra Modi's visit to China for the Shanghai Cooperation Organization, amidst declining US-India relations due to tariffs. India's large farm lobby, especially dairy, heavily influences trade policy. Despite diplomatic gestures, India maintains vigilance against Chinese aggression due to deep-rooted border disputes and China's close ties with Pakistan, indicating India won't align closely with China. VERONIQUE-DERUGY-9-4.mp3 Guest Name: Veronique de Rugy Affiliation: Mercatus Center Summary: Veronique de Rugy strongly critiques the proposal for a US sovereign wealth fund, arguing it's a poor idea given the US's high debt-to-GDP ratio and existing budget deficits. She contends that borrowing to invest would be fiscally unsound and would lead to "cronyism on steroids," as government investment decisions are driven by political priorities rather than viable market opportunities, unlike private sector investments.

//The Wire//2300Z September 5, 2025////ROUTINE////BLUF: VENEZUELAN AIRCRAFT CONDUCT FLIGHT OVER US NAVY SHIPS, PROMPTING US RESPONSE. BRITISH CABINET SHUFFLES PERSONNEL FOLLOWING RESIGNATION OF DEPUTY PRIME MINISTER DUE TO TAX EVASION SCANDAL. USA/INDIA RELATIONS DETERIORATE AFTER CHINESE DEFENSE SUMMIT.// -----BEGIN TEARLINE------International Events-Germany: Concern is growing regarding the sudden deaths of several politicians/candidates from the Alternative für Deutschland (AfD) party. Local party officials have reported that 7x candidates have died unexpectedly, two weeks before the next round of elections on September 14th. Analyst Comment: German authorities have stated that two of the deaths were from natural causes, however the others have not been explained. Independent verification is not possible at this time as government and party officials are withholding the names of the deceased for reasons of family privacy.United Kingdom: Several high-level positional changes have taken place throughout the British government following the departure of Deputy PM Angela Rayner. This morning Yvette Cooper announced her resignation from the Home Office, with Shabana Mahmood taking her place as Home Secretary. Cooper will become the Foreign Secretary, and David Lammy (the former Foreign Secretary) is to become Deputy Prime Minister.Analyst Comment: This reshuffling is largely due to several scandals that have plagued Starmer's government for several months. From the migrant crisis to internal corruption scandals, the last straw was the discovery that Angela Rayner had not paid property taxes on one of her residences, which totaled roughly £40,000 worth of tax evasion. This rapidly snowballed into a big scandal, especially since she has previously called out the tax-loopholes utilized by other politicians in the past.Caribbean: Yesterday, 2x Venezuelan F-16's conducted an overflight of the US Navy Task Force currently conducting operations in the southern Caribbean Sea. In response to this action, this morning the Pentagon announced the deployment of 10x F-35 fighter aircraft to Fort Buchanan in Puerto Rico. This forward deployment will be conducted to allegedly engage in kinetic targeting of narcotics trafficking platforms, and also to provide more air-to-air targeting capabilities in the region.Analyst Comment: As expected, the situation has escalated. The deployment of F-35s usually points to one possibility...an expansion of the conflict. More specifically, F-35's would not be needed to target simple narco-vessels but would be a satisfactory platform for engaging more substantial threats, such as the F-16's the US sold to the Venezuelan military back in the 1980's.-HomeFront-Washington D.C. - Relations between the US and India have deteriorated somewhat over the past few days, following the trade negotiations that have been ongoing for some time. Earlier this week, China hosted the Shanghai Cooperation Organization (SCO) summit, which coincided with a visit by President Vladimir Putin, and Prime Minister Modi. This summit resulted in India re-affirming their desire to strengthen ties with their fellow BRICS partners, instead of growing ties with the United States. This in turn has lead to a worsening of relations with the United States, and the White House taking a more hardball approach to trade negotiations with India. After the display of friendship between India and China, President Trump has floated the idea of blocking American tech companies from outsourcing work to India.-----END TEARLINE-----Analyst Comments: There is another angle to the deteriorating US/India relations that is worthy of note. Brief scandal erupted on social media yesterday as multiple influential accounts were discovered to be posting suspiciously pro-India content, in response to the White House making statements that

The National Security Hour with Brandon Weichert – Peter Navarro set the US-India relationship back by about a decade. This was on top of the Trump administration's overwrought threats of 50 percent tariffs being placed on Indian goods. Now, America's rivals are in a position to capitalize on these obvious missteps—all while bringing the rest of the world along with them...

The National Security Hour with Brandon Weichert – Peter Navarro set the US-India relationship back by about a decade. This was on top of the Trump administration's overwrought threats of 50 percent tariffs being placed on Indian goods. Now, America's rivals are in a position to capitalize on these obvious missteps—all while bringing the rest of the world along with them...

The 25th Shanghai Cooperation Organisation (SCO) Summit wasn't just a meeting; it was the unveiling of a strategy. Hosted by Xi Jinping, the summit served as a calculated demonstration of Sino-Russian convening power. More importantly, it marked a concrete effort to operationalize an alternative, multipolar system designed explicitly to bypass Western economic and technological architectures.We just witnessed a significant inflection point in the global strategic competition. The rhetoric in Tianjin was overtly adversarial, with Xi Jinping denouncing "bullying behavior" and a "Cold War mentality." But beyond the rhetoric, the summit launched China's Global Governance Initiative (GGI), formalized commitments to building parallel financial infrastructure, and featured a strategically significant—and complex—détente between China and India.To break down the implications of this pivotal gathering, SCSP's President and CEO Ylli Bajraktari sat down with colleagues David Lin (China/East Asia/Tech), Joe Wang (Russia/Europe), and Sameer Lalwani (U.S.-India Defense) for an immediate assessment.The Propaganda Coup and Autocratic Convening PowerThe immediate takeaway from the summit was the sheer spectacle. Xi positioned himself at the center of the largest gathering in the organization's history, flanked by Vladimir Putin and, significantly, Indian Prime Minister Narendra Modi.The timing was deliberate. As David Lin noted, it was a "big week for Xi." The SCO meeting was strategically sandwiched between the first-ever public meeting of Putin, Kim Jong Un, and Xi, and a massive World War II anniversary parade in Beijing featuring thousands of troops and military hardware."It's a huge propaganda win for Beijing," Lin observed. "It gives Xi an opportunity to promote itself as being this global convener," while simultaneously pushing a tech-focused agenda.For Vladimir Putin, the summit was essential for mitigating diplomatic isolation and promoting the SCO as an alternative to NATO."Look at the past couple of weeks of Putin... he's going to be riding high right now," said Joe Wang. While few concrete deals may have materialized immediately that changed the dynamics in Ukraine, the optics were invaluable. "Being seen with President Xi, being seen with Modi... it's like Russia's back. For him, it's a great PR coup."The Architecture of a New Techno-Economic OrderThe summit demonstrated that the SCO is evolving from a regional security forum into the primary vehicle for the PRC to consolidate a bloc resistant to U.S. influence. We are witnessing the acceleration of a bifurcated world, characterized not just by differing political ideologies, but by competing technological ecosystems and financial systems.1. The Export of Digital AuthoritarianismXi formally introduced the Global Governance Initiative (GGI). While promoting "sovereign equality," the GGI is, in practice, a strategic blueprint to legitimize digital sovereignty—the right of states to control domestic information ecosystems, data flows, and technological infrastructure without adherence to democratic norms.The SCO's endorsement provides an institutional foundation for the PRC to export its model of techno-authoritarian control. This isn't just theoretical."At the SCO in particular, China was trying to push a lot of its techno-political agenda," David Lin emphasized. This included announcements that Beijing wants to set up S&T cooperation centers, an “AI application cooperation center,” launch joint solar and wind projects, and push Beidou, its alternative to GPS, across the SCO member states. Taken together, this could directly challenge the open, interoperable architecture championed by the U.S. and its allies, moving toward a fractured, PRC-controlled digital ecosystem across Eurasia.2. Accelerating Financial De-CouplingThe most concrete outcome was the political decision to fast-track the establishment of an SCO Development Bank, seeded with significant Chinese capital. This mechanism, coupled with agreements to expand the use of local currencies for intra-SCO trade, is explicitly designed to circumvent the SWIFT system and erode the efficacy of U.S. financial sanctions.This coordinated effort directly challenges the foundation of U.S. economic statecraft by building a resilient, alternative financial architecture among major energy producers (Russia, Iran) and the world's largest manufacturer (China).The India Factor: A Strategic RecalibrationThe most significant geopolitical development, and the one that caused the most consternation in Washington, was the visible rapprochement between Xi Jinping and Indian Prime Minister Narendra Modi—Modi's first visit to China in seven years."For a lot of US-India relationship watchers, Prime Minister Modi's visit to Beijing and attending this meeting came as a big surprise. It was a shock," Ylli Bajraktari noted.How should the U.S. interpret this move by a critical Quad partner?"Honestly, I think this was inevitable in some ways. India has been rebalancing," explained Sameer Lalwani. India has always professed itself to be a multi-aligned country, but recent U.S. actions also played a significant role. "The elephant in the room is, the United States has been pushing India around a little bit more... in terms of tariffs, additional tariffs because of Russian oil."Lalwani argued that India was "demonstrating they had some options." However, this does not signal a fundamental shift. "It shouldn't be lost on us that before India went to this, they stopped in Japan first." Furthermore, Modi notably absented himself from the military parade, signaling nuance in his engagement—he would participate in the SCO, but not the military spectacle.The underlying strategic realities also remain unchanged."India has a border with China that's still disputed, and China continues to coerce India... [and] China armed, trained and wired the weapons that Pakistan used to fight India" in a recent conflict. — Sameer Lalwani"I don't think that's forgotten for India," Lalwani added. The U.S.-India defense relationship remains a strong ballast, pointing to ongoing joint exercises (like Yudh Abhyas currently underway in Alaska) and India's reliance on U.S. platforms for maritime reconnaissance.The Limits of the Axis (And Why We Can't Ignore It)While the summit projected unity, the SCSP analysts urged a nuanced view of the underlying relationships."It is important to remember that a lot of this is perhaps only skin deep," David Lin cautioned, pointing to the recent history of violent border clashes between China and India, and the tight spot Beijing was put in by Russia's invasion of Ukraine.Yet, dismissing the SCO would be a strategic error. The organization has evolved significantly."I remember I was in grad school when [the SCO] first came up... we all kind of jokingly just laughed it off," Joe Wang recalled. "Fast forward 15, 20 years and see where it is now... Things don't just happen overnight."While the "bromance between Putin and Xi" is undeniable, the integration is not comparable to U.S. alliances like NATO or the U.S.-Japan relationship. "There's still a level of distrust that I think we need to be mindful about," Wang noted.The trap is assuming this alignment is already solidified, while simultaneously failing to plan for the contingency that it might be. "If you're in the US government, you don't have the luxury of not taking a lot of these statements at face value," Wang said. "We need to plan ahead."The U.S. Response: Competing in the Gray ZoneThe 2025 SCO Summit confirms that the organization is the leading edge of China's campaign to fracture the global order. How should the United States respond?1. Offer a Compelling Alternative Tech Stack. "One of the lowest hanging fruit things the U.S. should do is show that there is an alternative to this," David Lin argued. As the SCO bloc develops internal capacities and indigenous technology standards, the U.S. must demonstrate there is a viable, democratic alternative to the "China tech stack" that Beijing is actively exporting.2. Master the Game of Global Diplomacy. The U.S. must regain its strategic agility and relearn how to operate in a complex world. "After the Cold War, one of the things that America stopped doing well was play the game of global diplomacy," Joe Wang argued. The U.S. has often viewed the world in black-and-white terms, assuming its preeminence was undisputed."We've lost that strategic foresight and ability to be nimble and operate in this sort of gray zone... We need to see the world for being the gray zone that it is." — Joe WangThis means avoiding the trap of reacting to events like Modi's visit by assuming allegiances have permanently shifted—"Oh my God, Modi is in China. Therefore it must mean that he's now on their side"—while still applying pressure and offering incentives to keep partners aligned.3. Double Down on Real Alliances. The U.S. must emphasize the depth of its own partnerships, which Lin noted "runs so much deeper" than the transactional relationships within the SCO.For India specifically, Sameer Lalwani urged action over reaction. "I don't think there's any need to overreact to cheap talk." Instead, the U.S. bureaucracy needs to move faster on concrete deliverables, and Congress should confirm key diplomatic nominees. "When India says it wants to buy Javelin missiles and it's ready to do so, I don't want that to get stalled in a process when we need the political wins now."The competition is no longer just between the U.S. and China; it is between the U.S.-led democratic order and a sophisticated, resource-rich, PRC-led coalition. The Tianjin Summit is a clear signal that this coalition is moving from rhetoric to action. The U.S. must do the same. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit scsp222.substack.com

On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss Commerce Secretary Howard Lutnick's proposal that the government take stakes in defense contractors as it did in chip-maker Intel and why state ownership of US defense contractors would be problematic; the outlook for US-India strategic and industrial cooperation as Prime Minister Narendra Modi literally holds hands with China's Xi Jinping and Russia's Vladimir Putin in the wake of US tariffs imposed on New Delhi; prospect of US military action against drug cartels in Caribbean and Latin America as American warships increase their regional presence; Norway's decision to adopt Britain's Type 26 by BAE Systems as its next surface combatant; the US budget outlook as investors return from summer holidays as Washington prepares to run out of money at the end of the month; takeaways from the National Defense Industrial Association's annual Emerging Technologies Institute conference in Washington last week; and a look at the week ahead.

With the West's ability to promote democratic transitions essentially dead, a struggle for influence is unfolding inside Bangladesh. Its traditional alliance with India is being replaced by a scramble for economic influence among China, Pakistan, the US, and Russia – none of whom are genuinely committed to promoting free elections inside the country. If you add in the fallout from the recent India-Pakistan war and Trump's tarriffs against India for importing Russian crude, you could say that a full-blown great game for South Asia is a foot. Amidst this backdrop, we return to our investigation of Bangladesh as a microcosm of the Global Enduring Disorder. There, a year ago Sheikha Hasina was removed by student protests. Since then the Nobel Laurate Mohammad Younis has been presiding over a caretaker government, which has pledged it will hold elections in February 2026. On today's pod, we will explore how the IG (interim government) in Bangladesh has essentially done all the same things that it accused the previous government of doing- locking up journalists, being repressive, taking over the economy, favouring cronies, and shying away from democratic reforms. They have said the election will be Feb but many analysts we spoke to don't believe them. We at the Disorder pod think it is equally our role to try to hold Bangladeshi politicians to account to honour their laws and commitments, just as we would do with Trump when he violates the constitution or tries to tamper with Federal Reserve Independence.  Being tough on developing world democracies is our sign of respect for them. To help guide the mega orderers on this journey, Jason is joined by Taufiq Rahim. He is the author of Trump 2.5: A Primer and Middle East in Crisis & Conflict: A Primer, and he publishes longform essays on Geopolitico. Taufiq is a Senior Fellow for the Future Security Program at New America and a Research Fellow at the Mohammed bin Rashid School of Government. Producer: George McDonagh Subscribe to our Substack - https://natoandtheged.substack.com/ Disorder on YouTube - https://www.youtube.com/@DisorderShow Show Notes Links:  Our previous episode on Bangladesh https://pod.link/1706818264/episode/ZTJiYmNmYmEtN2IzOC0xMWVmLTkxNmMtMGI4YjI4NjI4ZThm?view=apps&sort=popularity  Trump's Kashmir Conundrum - National Review https://apple.news/A1njysA98SYeo0r2UvWiqlw  The China-Pakistan-India tussle over Bangladesh (https://www.atlanticcouncil.org/blogs/new-atlanticist/bangladesh-may-have-ended-its-india-china-tightrope-game-but-it-must-continue-to-tread-carefully/) The evolution of the US-India strategic partnership (https://www.cfr.org/article/will-trumps-india-tariffs-affect-critical-us-partnership) & https://www.rusi.org/explore-our-research/publications/commentary/indias-diplomacy-dual-alignments-russia-and-us For more on https://taufiqrahim.com/ Trump 2.5: A Primer -- https://trumpprimer.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The SCO summit ended Monday with the Tianjin declaration which condemned Pahalgam & Jaffar express terror attacks. During his visit to China, PM Modi held crucial bilateral meetings with Xi Jinping & Putin. The bonhomie between Putin-Xi-Modi was on display with leaders holding hands, and the Russian President's car ride with PM Modi. Just hours after the meetings in China, Trump termed US-India trade a ‘one-sided disaster', and said that India has now offered to cut the tariffs to ‘nothing'. Tonight's #CutTheClutter with Shekhar Gupta untangles the geopolitical games— from China to Moscow, and explains where India stands.

#marketoutlook #marketnews #investyadnya #stockmarketnews #investing #stockmarket Get the most crucial updates with our Daily Stock Market News for August 28, 2025. Today's top stories: The Fed responds to Donald Trump's attempt to fire Governor Lisa Cook, launching a legal fight over the removal's legality. The US shocks India by doubling tariffs on major exports—gems, jewellery, textiles, auto parts, and seafood—threatening jobs and an estimated ₹36 billion in trade. Electronics and pharma sectors escape the hike, while India scrambles for alternative markets and engages in high-level trade talks with US officials.India's market action continues with approval for ₹12,328 crore in new railway projects, steps toward specialized investment funds as SEBI grants approvals, and the Russia-led EAEU moving forward on free trade agreement talks in Delhi. In corporate moves, Tata Steel invests ₹3,100 crore in its Singapore arm; IndiGo's Gangwal family sells a significant block stake; Suzuki pledges ₹70,000 crore for expansion and export of electric SUVs from India.Watch for reactions as pharma stocks drop following Trump's vow to slash US drug prices, new business for Waaree Solar and BLS International, and updates on Ola Electric's PLI-certified scooters. Stay tuned for daily insights, sector updates, and market moves shaping your investments.Subscribe for your key source on the latest stock market news, US-India trade, corporate deals, and economic trends!00:00 Start00:36 India hit by US doubling of tariffs04:21 India, US hold 2+2 dialogue on trade05:11 Russia-led EAEU team to visit India06:22 Fed responds to Trump effort to fire Lisa Cook07:46 Specialised investment funds rollout nears08:38 Cabinet okays ₹12,328 crore railway expansion projects08:55 IndiGo Block Deal09:34 Suzuki pledges ₹70,000 cr investment in India11:04 Pharma stocks fell11:34 Dr Agarwal's Eye Hospital approves merger with parent12:08 Waaree Solar Americas bags 452 MW solar module supply order12:31 DoT not contemplating any AGR relief to Vodafone Idea14:16 Knowledge SectionComplete Fundamental Stock Analysis Tool - Stock-o-meter:https://investyadnya.in/stock-o-meterResearch Based Ready-made Model Portfolios:https://investyadnya.in/model-portfoliosComprehensive Mutual Fund Reviews:https://investyadnya.in/fund-o-meterYadnya Books and eBooks now available:On Amazon - https://amzn.to/47x0RS4On Flipkart - https://fktr.in/y3OZ3GFOn our website - https://shop.investyadnya.in

India's growing population, economic strength, and position as an English-speaking counterweight to China should make it a perfect partner for America.   So, why isn't it?   On today's episode of “Victor Davis Hanson: In His Own Words,” Hanson explains how trade disputes, tariffs, and India's continued purchases of Russian oil have strained ties. Instead of strengthening bonds with America, Indian Prime Minister Narendra Modi is moving closer to both Russia and China. “It should be a very profitable relationship, especially for India to have all of its citizens free to come to the United States. And millions apparently do and they get billions of dollars in remittances. They run a trade surplus with us. And we have a lot of commonalities as English-speaking democracies. But we're not. And so, why aren't we? One of the greatest problems is Donald Trump slapped a tariff. And he said, ‘India's tariffs are too high.' And they replied, ‘Well, if you look at services and the other intangibles that I mentioned, maybe it's not that bad. And we're working on it.' But Trump really did put high tariffs on India.”

Subscribe now to skip the ads and hear the full interview on the Bolivia election. Don't forget our Welcome to the Crusades and Of This World series! Derek took away Danny's iPad, so now Danny has to help with the news. This week: the great Trump-Putin summit takes place (1:39) as Zelensky visits the White House (5:44); Hamas accepts the newest ceasefire (9:39), the IDF appears to have begun its Gaza City operation (12:44), and the Israeli government approves the E1 settlement in the West Bank (15:46); Wang Yi of China visits India in a sign of improving relations, as US-India relations are worsening (18:48); the Myanmar junta schedules an election (21:49); the DRC-M23 negotiations continue to falter (23:11); the US sends warships to Venezuela (25:26); and Derek goes into detail with Olivia Arigho-Stiles about the results of the Bolivia election (27:08). Read Olivia's piece in Jacobin, “Is This the End of MAS?” Learn more about your ad choices. Visit megaphone.fm/adchoices

Subscribe now to skip the ads and hear the full interview on the Bolivia election.Don't forget our Welcome to the Crusades and Of This World series!Derek took away Danny's iPad, so now Danny has to help with the news. This week: the great Trump-Putin summit takes place (1:39) as Zelensky visits the White House (5:44); Hamas accepts the newest ceasefire (9:39), the IDF appears to have begun its Gaza City operation (12:44), and the Israeli government approves the E1 settlement in the West Bank (15:46); Wang Yi of China visits India in a sign of improving relations, as US-India relations are worsening (18:48); the Myanmar junta schedules an election (21:49); the DRC-M23 negotiations continue to falter (23:11); the US sends warships to Venezuela (25:26); and Derek goes into detail with Olivia Arigho-Stiles about the results of the Bolivia election (27:08).Read Olivia's piece in Jacobin, “Is This the End of MAS?”Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Headline news for August 18, 2025: Ukraine’s security talks, Google’s legal battle in Australia, delayed US-India trade negotiations, Japan’s record stock market highs, and Singapore’s Prime Minister outlining national plans. Synopsis: A round up of global headlines to start your day by The Business Times. Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg) Produced and edited by: Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

The US government has tried for years to recruit India for its new cold war on China, but Donald Trump's aggressive tariffs have backfired, encouraging New Delhi to improve its relations with Beijing, strengthening unity in BRICS. Political economist Ben Norton explains the complex history of the foreign relations of the US, India, China, and Russia. VIDEO: https://www.youtube.com/watch?v=BstijDvJT8Y Topics 0:00 Donald Trump's contradictory policies 0:39 (CLIP) Trump threatens BRICS 1:05 Brazil pushes back 1:40 USA tries to use India against China 3:58 Goal of Trump's tariffs on India 5:34 (CLIP) EU chief on US trade deal 5:52 India buys Russian oil 7:46 Europe buys Russian oil - from India 9:10 India's trade surplus with USA 9:48 (CLIP) Trump trade advisor Peter Navarro 9:57 US trade with China 11:18 China restricts rare earth exports 12:03 US trade with India 13:35 India improves relations with China 15:41 Vietnam moves closer to China 16:35 BRICS expands to global majority 17:28 History of US-China relations 19:40 Kissinger's triangular diplomacy 20:47 Kissinger: divide Russia & China 21:21 (CLIP) Trump: divide Russia & China 21:37 Closest Russia-China relations ever 22:30 India-US-China relations 24:07 India: 3rd-largest economy on Earth 25:41 India & Non-Aligned Movement 27:03 India-USSR/Russia relations 28:39 India moves toward USA 29:50 Rise of Narendra Modi, BJP, RSS 31:22 US-India relations grow closer 32:59 Modi allies India with Israel 33:40 Modi: from banned to loved in USA 34:49 Trump's India policy 35:50 India's role in BRICS 37:59 India's foreign policy 38:52 India opposes dedollarization 42:21 BRICS' internal contradictions 45:05 Outro

After President Trump and Indian Prime Minister Modi met in the White House back in February, US-India relations appeared to be on solid ground. Back then, Trump was still confident he could broker a quick resolution in Russia's war against Ukraine.  Then, last week, the Trump administration said that if India continues to import Russian oil, the US will double tariffs on Indian goods, starting August 27. This move threatens to undermine relations between the US and India — and it could impact more than India's energy imports. The dispute is forcing bigger questions about India's approach to foreign policy and the country's long-standing policy of strategic autonomy. So will India bow to US pressure and reduce its Russian energy imports? Or will India continue to import a significant amount of oil from Russia? And what does all of this mean for global energy markets  and the use of coercive economic tools like tariffs or sanctions in the years ahead? In this special episode of Columbia Energy Exchange, Jason speaks with Richard Nephew, Tatiana Mitrova, and Shayak Sengupta about this latest development in President Trump's trade war. Richard Nephew is a senior research scholar at the Center on Global Energy Policy (CGEP) and former US Deputy Special Envoy for Iran, where he played key roles in economic sanctions policy. Tatiana Mitrova is a global fellow at CGEP and former deputy director general of the National Energy Security Fund in Moscow. She brings deep expertise on Russian energy markets. Shayak Sengupta is a senior research associate at CGEP and leads its India program. He's an expert in South Asian energy policy and US-India relations. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by James Rowlands.  

The Trump administration has hit India with 50% tariffs. And just after a short military conflict between India and Pakistan, President Trump played host to Pakistan's army chief of staff at the White House. Gideon discusses what this means for India and for the region with Tanvi Madan, author of a noted history of the US-India relationship. Clip: WION. Weekend Festival linkFree links to read more on this topic:Donald Trump tariffs threaten Narendra Modi's ‘Make in India' driveHow Pakistan wooed Trump — and rattled IndiaNarendra Modi tells Indian farmers he will ‘never compromise' in face of 50% US tariffsIndia's Russian oil conundrum: yield to Donald Trump or face tariff backlashPresented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner and the executive producer is Manuela Saragosa.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of All Things Policy, Abhishek Kadiyala is in conversation with Prof. Paul McGarr to unpack the evolution of the U.S. Intelligence Community (USIC) and its often strained, adversarial relationship with President Donald Trump. From allegations of “deep state” sabotage to growing public mistrust of intelligence briefings, we explore how this friction impacted the global strategic landscape—pushing the U.S. into an era of what some call “strategic blindness.”The conversation also looks at the internal challenges facing the USIC, including controversial DOGE operations, a wave of senior resignations, and the consequences for long-term institutional capacity. Finally, they turn to U.S.–India relations examining how intelligence cooperation helped sustain the bilateral partnership even during political turbulence, and how intelligence relations could be answer to the current strains in the US-India relations.All Things Policy is a daily podcast on public policy brought to you by the Takshashila Institution, Bengaluru.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more on our research and other work here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://takshashila.org.in/research-areas⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our public policy courses here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://school.takshashila.org.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Abhay shares a compelling discussion with Milan Vaishnav, director of the South Asia program at the Carnegie Endowment for International Peace. They chatted about the intriguing shifts in political allegiances among the Indian Americans, the concept of "Modi Democrats," the broader implications of US- India relations, and the optimism he has for continuing to study the global Indian diaspora. (0:00 - 2:41) Introduction(2:41) Part 1 - questions to ask today as an Indian American, affirming political movements(16:40) Part 2 - reform and faith in institutions, personal journey to pursue scholarship, praise and continued blind spots for the Modi government(36:22) Part 3 - India as a global power, academic roundtables to kitchen tables, optimism (50:07) ConclusionCatch Milan on the Grand Tamasha podcast

Today on the show, Fareed is joined by New York Times columnist Bret Stephens and Tarek Masoud of Harvard's Kennedy School in a conversation about Israel's recently announced plans to take over Gaza City. Then, Indian journalist Barkha Dutt talks to Fareed about Trump's threat to impost 50% tariffs on India and the ramifications for the US-India relationship.  Finally, Fareed sits down with author and veteran war correspondent Scott Anderson to discuss the long-lasting impacts of the Iranian revolution—and how it reshaped the Middle East. GUESTS: Bret Stephens; Tarek Masoud; Barkha Dutt (@BDUTT); Scott Anderson Learn more about your ad choices. Visit podcastchoices.com/adchoices

A version of this essay has been published by firstpost.com at https://www.firstpost.com/opinion/shadow-warrior-from-crisis-to-advantage-how-india-can-outplay-the-trump-tariff-gambit-13923031.htmlA simple summary of the recent brouhaha about President Trump's imposition of 25% tariffs on India as well as his comment on India's ‘dead economy' is the following from Shakespeare's Macbeth: “full of sound and fury, signifying nothing”. Trump further imposed punitive tariffs totalling 50% on August 6th allegedly for India funding Russia's war machine via buying oil.As any negotiator knows, a good opening gambit is intended to set the stage for further parleys, so that you could arrive at a negotiated settlement that is acceptable to both parties. The opening gambit could well be a maximalist statement, or one's ‘dream outcome', the opposite of which is ‘the walkway point' beyond which you are simply not willing to make concessions. The usual outcome is somewhere in between these two positions or postures.Trump is both a tough negotiator, and prone to making broad statements from which he has no problem retreating later. It's down-and-dirty boardroom tactics that he's bringing to international trade. Therefore I think Indians don't need to get rattled. It's not the end of the world, and there will be climbdowns and adjustments. Think hard about the long term.I was on a panel discussion on this topic on TV just hours after Trump made his initial 25% announcement, and I mentioned an interplay between geo-politics and geo-economics. Trump is annoyed that his Ukraine-Russia play is not making much headway, and also that BRICS is making progress towards de-dollarization. India is caught in this crossfire (‘collateral damage') but the geo-economic facts on the ground are not favorable to Trump.I am in general agreement with Trump on his objectives of bringing manufacturing and investment back to the US, but I am not sure that he will succeed, and anyway his strong-arm tactics may backfire. I consider below what India should be prepared to do to turn adversity into opportunity.The anti-Thucydides Trap and the baleful influence of Whitehall on Deep StateWhat is remarkable, though, is that Trump 2.0 seems to be indistinguishable from the Deep State: I wondered last month if the Deep State had ‘turned' Trump. The main reason many people supported Trump in the first place was the damage the Deep State was wreaking on the US under the Obama-Biden regime. But it appears that the resourceful Deep State has now co-opted Trump for its agenda, and I can only speculate how.The net result is that there is the anti-Thucydides Trap: here is the incumbent power, the US, actively supporting the insurgent power, China, instead of suppressing it, as Graham Allison suggested as the historical pattern. It, in all fairness, did not start with Trump, but with Nixon in China in 1971. In 1985, the US trade deficit with China was $6 million. In 1986, $1.78 billion. In 1995, $35 billion.But it ballooned after China entered the WTO in 2001. $202 billion in 2005; $386 billion in 2022.In 2025, after threatening China with 150% tariffs, Trump retreated by postponing them; besides he has caved in to Chinese demands for Nvidia chips and for exemptions from Iran oil sanctions if I am not mistaken.All this can be explained by one word: leverage. China lured the US with the siren-song of the cost-leader ‘China price', tempting CEOs and Wall Street, who sleepwalked into surrender to the heft of the Chinese supply chain.Now China has cornered Trump via its monopoly over various things, the most obvious of which is rare earths. Trump really has no option but to give in to Chinese blackmail. That must make him furious: in addition to his inability to get Putin to listen to him, Xi is also ignoring him. Therefore, he will take out his frustrations on others, such as India, the EU, Japan, etc. Never mind that he's burning bridges with them.There's a Malayalam proverb that's relevant here: “angadiyil thottathinu ammayodu”. Meaning, you were humiliated in the marketplace, so you come home and take it out on your mother. This is quite likely what Trump is doing, because he believes India et al will not retaliate. In fact Japan and the EU did not retaliate, but gave in, also promising to invest large sums in the US. India could consider a different path: not active conflict, but not giving in either, because its equations with the US are different from those of the EU or Japan.Even the normally docile Japanese are beginning to notice.Beyond that, I suggested a couple of years ago that Deep State has a plan to enter into a condominium agreement with China, so that China gets Asia, and the US gets the Americas and the Pacific/Atlantic. This is exactly like the Vatican-brokered medieval division of the world between Spain and Portugal, and it probably will be equally bad for everyone else. And incidentally it makes the Quad infructuous, and deepens distrust of American motives.The Chinese are sure that they have achieved the condominium, or rather forced the Americans into it. Here is a headline from the Financial Express about their reaction to the tariffs: they are delighted that the principal obstacle in their quest for hegemony, a US-India military and economic alliance, is being blown up by Trump, and they lose no opportunity to deride India as not quite up to the mark, whereas they and the US have achieved a G2 detente.Two birds with one stone: gloat about the breakdown in the US-India relationship, and exhibit their racist disdain for India yet again.They laugh, but I bet India can do an end-run around them. As noted above, the G2 is a lot like the division of the world into Spanish and Portuguese spheres of influence in 1494. Well, that didn't end too well for either of them. They had their empires, which they looted for gold and slaves, but it made them fat, dumb and happy. The Dutch, English, and French capitalized on more dynamic economies, flexible colonial systems, and aggressive competition, overtaking the Iberian powers in global influence by the 17th century. This is a salutary historical parallel.I have long suspected that the US Deep State is being led by the nose by the malign Whitehall (the British Deep State): I call it the ‘master-blaster' syndrome. On August 6th, there was indirect confirmation of this in ex-British PM Boris Johnson's tweet about India. Let us remember he single-handedly ruined the chances of a peaceful resolution of the Ukraine War in 2022. Whitehall's mischief and meddling all over, if you read between the lines.Did I mention the British Special Force's views? Ah, Whitehall is getting a bit sloppy in its propaganda.Wait, so is India important (according to Whitehall) or unimportant (according to Trump)?Since I am very pro-American, I have a word of warning to Trump: you trust perfidious Albion at your peril. Their country is ruined, and they will not rest until they ruin yours too.I also wonder if there are British paw-prints in a recent and sudden spate of racist attacks on Indians in Ireland. A 6-year old girl was assaulted and kicked in the private parts. A nurse was gang-raped by a bunch of teenagers. Ireland has never been so racist against Indians (yes, I do remember the sad case of Savita Halappanavar, but that was religious bigotry more than racism). And I remember sudden spikes in anti-Indian attacks in Australia and Canada, both British vassals.There is no point in Indians whining about how the EU and America itself are buying more oil, palladium, rare earths, uranium etc. from Russia than India is. I am sorry to say this, but Western nations are known for hypocrisy. For example, exactly 80 years ago they dropped atomic bombs on Hiroshima and Nagasaki in Japan, but not on Germany or Italy. Why? The answer is uncomfortable. Lovely post-facto rationalization, isn't it?Remember the late lamented British East India Company that raped and pillaged India?Applying the three winning strategies to geo-economicsAs a professor of business strategy and innovation, I emphasize to my students that there are three broad ways of gaining an advantage over others: 1. Be the cost leader, 2. Be the most customer-intimate player, 3. Innovate. The US as a nation is patently not playing the cost leader; it does have some customer intimacy, but it is shrinking; its strength is in innovation.If you look at comparative advantage, the US at one time had strengths in all three of the above. Because it had the scale of a large market (and its most obvious competitors in Europe were decimated by world wars) America did enjoy an ability to be cost-competitive, especially as the dollar is the global default reserve currency. It demonstrated this by pushing through the Plaza Accords, forcing the Japanese yen to appreciate, destroying their cost advantage.In terms of customer intimacy, the US is losing its edge. Take cars for example: Americans practically invented them, and dominated the business, but they are in headlong retreat now because they simply don't make cars that people want outside the US: Japanese, Koreans, Germans and now Chinese do. Why were Ford and GM forced to leave the India market? Their “world cars” are no good in value-conscious India and other emerging markets.Innovation, yes, has been an American strength. Iconic Americans like Thomas Edison, Henry Ford, and Steve Jobs led the way in product and process innovation. US universities have produced idea after idea, and startups have ignited Silicon Valley. In fact Big Tech and aerospace/armaments are the biggest areas where the US leads these days.The armaments and aerospace tradeThat is pertinent because of two reasons: one is Trump's peevishness at India's purchase of weapons from Russia (even though that has come down from 70+% of imports to 36% according to SIPRI); two is the fact that there are significant services and intangible imports by India from the US, of for instance Big Tech services, even some routed through third countries like Ireland.Armaments and aerospace purchases from the US by India have gone up a lot: for example the Apache helicopters that arrived recently, the GE 404 engines ordered for India's indigenous fighter aircraft, Predator drones and P8-i Poseidon maritime surveillance aircraft. I suspect Trump is intent on pushing India to buy F-35s, the $110-million dollar 5th generation fighters.Unfortunately, the F-35 has a spotty track record. There were two crashes recently, one in Albuquerque in May, and the other on July 31 in Fresno, and that's $220 million dollars gone. Besides, the spectacle of a hapless British-owned F-35B sitting, forlorn, in the rain, in Trivandrum airport for weeks, lent itself to trolls, who made it the butt of jokes. I suspect India has firmly rebuffed Trump on this front, which has led to his focus on Russian arms.There might be other pushbacks too. Personally, I think India does need more P-8i submarine hunter-killer aircraft to patrol the Bay of Bengal, but India is exerting its buyer power. There are rumors of pauses in orders for Javelin and Stryker missiles as well.On the civilian aerospace front, I am astonished that all the media stories about Air India 171 and the suspicion that Boeing and/or General Electric are at fault have disappeared without a trace. Why? There had been the big narrative push to blame the poor pilots, and now that there is more than reasonable doubt that these US MNCs are to blame, there is a media blackout?Allegations about poor manufacturing practices by Boeing in North Charleston, South Carolina by whistleblowers have been damaging for the company's brand: this is where the 787 Dreamliners are put together. It would not be surprising if there is a slew of cancellations of orders for Boeing aircraft, with customers moving to Airbus. Let us note Air India and Indigo have placed some very large, multi-billion dollar orders with Boeing that may be in jeopardy.India as a consuming economy, and the services trade is hugely in the US' favorMany observers have pointed out the obvious fact that India is not an export-oriented economy, unlike, say, Japan or China. It is more of a consuming economy with a large, growing and increasingly less frugal population, and therefore it is a target for exporters rather than a competitor for exporting countries. As such, the impact of these US tariffs on India will be somewhat muted, and there are alternative destinations for India's exports, if need be.While Trump has focused on merchandise trade and India's modest surplus there, it is likely that there is a massive services trade, which is in the US' favor. All those Big Tech firms, such as Microsoft, Meta, Google and so on run a surplus in the US' favor, which may not be immediately evident because they route their sales through third countries, e.g. Ireland.These are the figures from the US Trade Representative, and quite frankly I don't believe them: there are a lot of invisible services being sold to India, and the value of Indian data is ignored.In addition to the financial implications, there are national security concerns. Take the case of Microsoft's cloud offering, Azure, which arbitrarily turned off services to Indian oil retailer Nayara on the flimsy grounds that the latter had substantial investment from Russia's Rosneft. This is an example of jurisdictional over-reach by US companies, which has dire consequences. India has been lax about controlling Big Tech, and this has to change.India is Meta's largest customer base. Whatsapp is used for practically everything. Which means that Meta has access to enormous amounts of Indian customer data, for which India is not even enforcing local storage. This is true of all other Big Tech (see OpenAI's Sam Altman below): they are playing fast and loose with Indian data, which is not in India's interest at all.Data is the new oil, says The Economist magazine. So how much should Meta, OpenAI et al be paying for Indian data? Meta is worth trillions of dollars, OpenAI half a trillion. How much of that can be attributed to Indian data?There is at least one example of how India too can play the digital game: UPI. Despite ham-handed efforts to now handicap UPI with a fee (thank you, brilliant government bureaucrats, yes, go ahead and kill the goose that lays the golden eggs), it has become a contender in a field that has long been dominated by the American duopoly of Visa and Mastercard. In other words, India can scale up and compete.It is unfortunate that India has not built up its own Big Tech behind a firewall as has been done behind the Great Firewall of China. But it is not too late. Is it possible for India-based cloud service providers to replace US Big Tech like Amazon Web Services and Microsoft Azure? Yes, there is at least one player in that market: Zoho.Second, what are the tariffs on Big Tech exports to India these days? What if India were to decide to impose a 50% tax on revenue generated in India through advertisement or through sales of services, mirroring the US's punitive taxes on Indian goods exports? Let me hasten to add that I am not suggesting this, it is merely a hypothetical argument.There could also be non-tariff barriers as China has implemented, but not India: data locality laws, forced use of local partners, data privacy laws like the EU's GDPR, anti-monopoly laws like the EU's Digital Markets Act, strict application of IPR laws like 3(k) that absolutely prohibits the patenting of software, and so on. India too can play legalistic games. This is a reason US agri-products do not pass muster: genetically modified seeds, and milk from cows fed with cattle feed from blood, offal and ground-up body parts.Similarly, in the ‘information' industry, India is likely to become the largest English-reading country in the world. I keep getting come-hither emails from the New York Times offering me $1 a month deals on their product: they want Indian customers. There are all these American media companies present in India, untrammelled by content controls or taxes. What if India were to give a choice to Bloomberg, Reuters, NYTimes, WaPo, NPR et al: 50% tax, or exit?This attack on peddlers of fake information and manufacturing consent I do suggest, and I have been suggesting for years. It would make no difference whatsoever to India if these media outlets were ejected, and they surely could cover India (well, basically what they do is to demean India) just as well from abroad. Out with them: good riddance to bad rubbish.What India needs to doI believe India needs to play the long game. It has to use its shatrubodha to realize that the US is not its enemy: in Chanakyan terms, the US is the Far Emperor. The enemy is China, or more precisely the Chinese Empire. Han China is just a rump on their south-eastern coast, but it is their conquered (and restive) colonies such as Tibet, Xinjiang, Manchuria and Inner Mongolia, that give them their current heft.But the historical trends are against China. It has in the past had stable governments for long periods, based on strong (and brutal) imperial power. Then comes the inevitable collapse, when the center falls apart, and there is absolute chaos. It is quite possible, given various trends, including demographic changes, that this may happen to China by 2050.On the other hand, (mostly thanks, I acknowledge, to China's manufacturing growth), the center of gravity of the world economy has been steadily shifting towards Asia. The momentum might swing towards India if China stumbles, but in any case the era of Atlantic dominance is probably gone for good. That was, of course, only a historical anomaly. Asia has always dominated: see Angus Maddison's magisterial history of the world economy, referred to below as well.I am reminded of the old story of the king berating his court poet for calling him “the new moon” and the emperor “the full moon”. The poet escaped being punished by pointing out that the new moon is waxing and the full moon is waning.This is the long game India has to keep in mind. Things are coming together for India to a great extent: in particular the demographic dividend, improved infrastructure, fiscal prudence, and the increasing centrality of the Indian Ocean as the locus of trade and commerce.India can attempt to gain competitive advantage in all three ways outlined above:* Cost-leadership. With a large market (assuming companies are willing to invest at scale), a low-cost labor force, and with a proven track-record of frugal innovation, India could well aim to be a cost-leader in selected areas of manufacturing. But this requires government intervention in loosening monetary policy and in reducing barriers to ease of doing business* Customer-intimacy. What works in highly value-conscious India could well work in other developing countries. For instance, the economic environment in ASEAN is largely similar to India's, and so Indian products should appeal to their residents; similarly with East Africa. Thus the Indian Ocean Rim with its huge (and in Africa's case, rapidly growing) population should be a natural fit for Indian products* Innovation. This is the hardest part, and it requires a new mindset in education and industry, to take risks and work at the bleeding edge of technology. In general, Indians have been content to replicate others' innovations at lower cost or do jugaad (which cannot scale up). To do real, disruptive innovation, first of all the services mindset should transition to a product mindset (sorry, Raghuram Rajan). Second, the quality of human capital must be improved. Third, there should be patient risk capital. Fourth, there should be entrepreneurs willing to try risky things. All of these are difficult, but doable.And what is the end point of this game? Leverage. The ability to compel others to buy from you.China has demonstrated this through its skill at being a cost-leader in industry after industry, often hollowing out entire nations through means both fair and foul. These means include far-sighted industrial policy including the acquisition of skills, technology, and raw materials, as well as hidden subsidies that support massive scaling, which ends up driving competing firms elsewhere out of business. India can learn a few lessons from them. One possible lesson is building capabilities, as David Teece of UC Berkeley suggested in 1997, that can span multiple products, sectors and even industries: the classic example is that of Nikon, whose optics strength helps it span industries such as photography, printing, and photolithography for chip manufacturing. Here is an interesting snapshot of China's capabilities today.2025 is, in a sense, a point of inflection for India just as the crisis in 1991 was. India had been content to plod along at the Nehruvian Rate of Growth of 2-3%, believing this was all it could achieve, as a ‘wounded civilization'. From that to a 6-7% growth rate is a leap, but it is not enough, nor is it testing the boundaries of what India can accomplish.1991 was the crisis that turned into an opportunity by accident. 2025 is a crisis that can be carefully and thoughtfully turned into an opportunity.The Idi Amin syndrome and the 1000 Talents program with AIThere is a key area where an American error may well be a windfall for India. This is based on the currently fashionable H1-B bashing which is really a race-bashing of Indians, and which has been taken up with gusto by certain MAGA folks. Once again, I suspect the baleful influence of Whitehall behind it, but whatever the reason, it looks like Indians are going to have a hard time settling down in the US.There are over a million Indians on H1-Bs, a large number of them software engineers, let us assume for convenience there are 250,000 of them. Given country caps of exactly 9800 a year, they have no realistic chance of getting a Green Card in the near future, and given the increasingly fraught nature of life there for brown people, they may leave the US, and possibly return to India..I call this the Idi Amin syndrome. In 1972, the dictator of Uganda went on a rampage against Indian-origin people in his country, and forcibly expelled 80,000 of them, because they were dominating the economy. There were unintended consequences: those who were ejected mostly went to the US and UK, and they have in many cases done well. But Uganda's economy virtually collapsed.That's a salutary experience. I am by no means saying that the US economy would collapse, but am pointing to the resilience of the Indians who were expelled. If, similarly, Trump forces a large number of Indians to return to India, that might well be a case of short-term pain and long-term gain: urvashi-shapam upakaram, as in the Malayalam phrase.Their return would be akin to what happened in China and Taiwan with their successful effort to attract their diaspora back. The Chinese program was called 1000 Talents, and they scoured the globe for academics and researchers of Chinese origin, and brought them back with attractive incentives and large budgets. They had a major role in energizing the Chinese economy.Similarly, Taiwan with Hsinchu University attracted high-quality talent, among which was the founder of TSMC, the globally dominant chip giant.And here is Trump offering to India on a platter at least 100,000 software engineers, especially at a time when generativeAI is decimating low-end jobs everywhere. They can work on some very compelling projects that could revolutionize Indian education, up-skilling and so on, and I am not at liberty to discuss them. Suffice to say that these could turbo-charge the Indian software industry and get it away from mundane, routine body-shopping type jobs.ConclusionThe Trump tariff tantrum is definitely a short-term problem for India, but it can be turned around, and turned into an opportunity, if only the country plays its cards right and focuses on building long-term comparative advantages and accepting the gift of a mis-step by Trump in geo-economics.In geo-politics, India and the US need each other to contain China, and so that part, being so obvious, will be taken care of more or less by default.Thus, overall, the old SWOT analysis: strengths, weaknesses, opportunities and threats. On balance, I am of the opinion that the threats contain in them the germs of opportunities. It is up to Indians to figure out how to take advantage of them. This is your game to win or lose, India!4150 words, 9 Aug 2025 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

In this episode of the Oil Ground Up podcast, host Rory Johnston delves into the complex dynamics of US-India trade relations, focusing on the recent imposition of secondary tariffs by President Trump in response to India's continued purchases of Russian oil. Joined by Gregory Brew, a senior analyst at Eurasia Group, the discussion explores whether these tariffs are a strategic move in broader trade negotiations or a direct response to the India-Russia oil trade. Tune in to understand the implications of these tariffs on global oil markets and the geopolitical landscape. #USIndiaTrade #Tariffs #OilMarket

The 99th episode in our world news series. DOJ investigates Obama officials, Trump-India rift, Armenia-Azerbaijan peace deal, and more. Please consider support our project by donating to us. Ways to donate and other resources here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/analyzeeducate⁠

Uzair talks to Dr. Irfan Nooruddin about the growing volatility in U.S.–India relations under President Trump. We discuss the impact of the 25% tariff imposed on Indian goods, the administration's criticism of India's oil trade with Russia, and the challenges around H-1B visas and illegal immigration. We also talk about the political constraints facing Prime Minister Modi in Delhi and what all this means for the future of the bilateral relationship. Dr. Irfan Nooruddin is the Hamad bin Khalifa Professor of Indian Politics at Georgetown University. He is the author of The Everyday Crusade, Elections in Hard Times, and Coalition Politics and Economic Development. His work focuses on democratization, international political economy, and policymaking in the Global South. Chapters: 0:00 Introduction 1:20 State of play in the relationship 8:30 MAGA's view of India 23:15 Indian right wing's bet on Trump 2.0 30:50 What can India do to make a deal with Trump? 42:40 Impact of Operation Sindoor on US-India ties

The US has imposed a punitive 25% tariff on India. President Trump warns more could follow. It's a spectacular change from six months ago when the leaders of the two nations declared their warm friendship at the White House. So what went wrong? And what's next? In this episode: Brahma Chellaney, Professor of Strategic Studies at the Centre for Policy Research. Elizabeth Threlkeld, Director of the South Asia Program at the Stimson Center. Sumantra Bose, Political Scientist and Professor at Krea University in India. Host: Dareen Abughaida Connect with us:@AJEPodcasts on Twitter, Instagram, Facebook

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

W Health Ventures launched a $70 million fund to invest in early-stage healthcare and healthtech startups in India and the United States, focusing on oncology, psychiatry, geriatric care, longevity, and preventive health. The firm plans to support eight to ten startups over four years, offering hands-on operational support and expanding its team with senior operating partners. Initial investments include Everhope Oncology, co-incubated with Narayana Health, and a psychiatry-focused startup structured as a US-India managed services platform. W Health Ventures previously deployed $43 million across 12 companies, serving over 25 million patients globally.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

US equity futures are firmer with S&P up 0.3%. European equity markets go up with Asian markets mixed. US 2-year flat to 3.9% and 10-year is off 1bp at 4.4%. Dollar firmer, with biggest move versus Euro and Aussie. Oil up. Gold little changed, industrial metals lower. Trade deal momentum continues after President Trump announced US-EU deal establishing 15% tariff on most EU exports, including autos. Agreement expands list of major US trading partners signing deals over past week, with attention now centering on US-China negotiations as Treasury Secretary Bessent and China Vice Premier He Lifeng meet in Stockholm on Monday. Press reports that two sides are expected to agree to another 90-day tariff deadline extension. Fading prospects of US-India deal by deadline, tough both side sound positive on negotiations. South Korea to resume talks this week.Companies Mentioned: KKR&Co., First National Financial, Union Pacific

Parth Vakil Interview at 361Firm's Newport Conference - July 2025SUMMARY KEYWORDSAI, family offices, investment opportunities, diversification, US-India intersection, Saura Star Capital, Parth Vakil, LP investors, GPS sponsors, asset classes, information advantage, LinkedIn, email contact.SPEAKERSParth VakilParth Vakil 00:00Parth Vakil with Saura Star Capital. Biggest takeaway, I guess it's interesting hearing everyone's perspective on, I guess the most timely topic there is right now of AI, hearing it from both the family office, LP, investor side of things, and also from GPS sponsors, managers, founders and really, I guess connecting the dots between all those perspectives was super interesting to me. I think sourcing, sourcing and screening are probably the the two biggest opportunities I see in the near term for family offices, with leveraging AI also, I think longer term, it'll allow family offices to diversify across more asset classes than they could otherwise, right? Because you have more information at your favorite tips. Anyone who has any interest in or has ever touched India in in any way, we kind of operate at the the intersection of the US and India. So anything indirectly related to that is in our wheelhouse. Reach me or reach out to me. Find me on LinkedIn. Parth-Vakil@saurastarcapital.com, You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

The first ever US-India joint satellite named NISAR will launch on 30 July. It is expected to be the most powerful earth observation satellite yet, with dual frequencies. Watch #ThePrintVideo with Akanksha Mishra to know more.

The first ever US-India joint satellite named NISAR will launch on 30 July. It is expected to be the most powerful earth observation satellite yet, with dual frequencies. Watch #ThePrintVideo with Akanksha Mishra to know more. ----more----Read full article here: https://theprint.in/science/landslides-to-ice-sheet-changes-isro-nasas-nisar-is-the-most-ambitious-earth-mapping-satellite-yet/2698220/

On Episode 636 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashvin is the Chief Strategy Officer for Consulting in Deloitte Asia Pacific as well as Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP.SHOW NOTES(00:00) Stories of the Day(05:12) Why IT stocks are pulling the indices down(15:33) A top Sebi official says staggering derivative losses could have gone towards responsible investing and capital formation.(17:50) India has sufficient options for oil imports if sanctions on Russia, Govt.(18:43) US-India trade deal imminent, says Trump again.(19:36) And on AI Appreciation Day, a look at where AgenticAI could change the way companies interact with customers.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.investing-referral.com/aff303⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠

Huge Political Storm is Coming Against Modi | US India Trade Deal | VN Bhatt, Dhirendra Pundir

US equity futures are slightly lower after Tuesday's gains. European markets are firmer in early trade, while Asian markets ended higher with broad gains across Greater China and Korea. US and China reached a framework to implement the Geneva consensus, though execution still requires approval from Presidents Trump and Xi. Commerce Secretary Lutnick suggested rare earth and magnet issues may be resolved through the deal, but any US export control easing depends on reciprocal Chinese moves. US-India and US-Mexico are reportedly close to interim trade deals addressing digital access and tariff relief, according to Reuters and Bloomberg. Eyes turn to Wednesday's US CPI report, where tariffs are expected to show up in higher core inflation. Elon Musk just now said he regrets his recent comments about President Trump.Companies Mentioned: Tesla, Lockheed Martin, Starbucks, General Mills

US Secretary of Defense Pete Hegseth delivered an extremely hawkish speech in which he demonized China as a "threat" and said, "We are preparing for war". Ben Norton analyzes the top Trump admin official's aggressive remarks at the Shangri-La Dialogue 2025 summit. He explains the geopolitics of the Asia-Pacific region, and Washington's unsuccessful attempt to pressure countries to join its new cold war on Beijing. VIDEO: https://www.youtube.com/watch?v=kLOTTVI_LAA US defense secretary declared 'holy war' on China, left & Islam: https://geopoliticaleconomy.com/2025/03/07/us-defense-secretary-hegseth-overthrow-china-crusade/ Is war on China coming? The US military is seriously preparing: https://geopoliticaleconomy.com/2025/04/28/us-military-war-china-silicon-valley/ Topics 0:00 (CLIPS) US defense secretary speech 0:30 US military prepares for war 1:05 (CLIP) "We are preparing for war" 1:25 Trump admin's war threats 1:55 (CLIP) Trump "will never hesitate to" use force 2:13 (CLIP) "Deterrence" and war 2:24 Shangri-La Dialogue 2025 summit 2:41 Asia-Pacific region 3:59 (CLIP) USA is "here to stay" in "Indo-Pacific" 4:19 US empire seeks hegemony 4:50 (CLIP) Pentagon says China is a "threat" 5:11 Pete Hegseth, extremist US "crusader" 6:31 Myth of Chinese "hegemony" 7:24 (CLIP) Hegseth on China "threat" 8:01 China opposes hegemony 9:34 China doesn't want hegemony 10:33 US pressures Asia to cut ties with China 11:17 (CLIP) USA opposes "economic cooperation" 11:47 Taiwan 13:05 (CLIP) Hegseth on Taiwan 13:32 Hegseth's hawkish rhetoric 13:56 (CLIP) US "warfighters" and "warfighting" 14:31 US military budget of $1 trillion 14:40 (CLIP) Trump boosts US military spending 15:02 Military interventions 15:32 (CLIP) USA tells Asia: Join us against China 15:48 US divide-and-conquer strategy is failing 16:23 China, Japan, South Korea cooperate 16:47 Trump's tariff threats 17:25 RCEP trade deal 17:55 ASEAN-GCC-China summit 18:36 India 18:43 (CLIP) Hegseth on US-India partnership 19:00 India-China relations 20:24 Philippines volunteers to be Ukraine of Asia 21:21 US military bases and missiles in Philippines 21:51 Militarization of first island chain 22:48 Regional non-alignment 23:19 Philippines and Australia 24:40 Colonialist Monroe Doctrine 25:03 (CLIP) Hegseth threatens Panama Canal 25:31 US imperialism is bipartisan 26:03 Biden official praises Trump's China policy 27:02 Republicans vs Democrats 27:39 US empire says war is peace 28:32 (CLIP) USA doesn't seek encirclement? 28:45 US "grand encirclement plan" for China 29:34 Biden admin's China policy 30:02 (CLIP) Antony Blinken on China containment 30:15 Imperial hypocrisy 31:05 Cold War Two 31:54 Silicon Valley profits from war preparations 32:15 Outro

With tensions rising in India and Pakistan, it was only a matter of time before Trump had to step in and put his foot in his mouth. Basically, what happened is the Trump administration announced a ceasefire and peace talks between India and Pakistan...seemingly without consulting either side.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/did-trump-just-wreck-us-india-relations

The US and India move forward on a trade deal, Marco Rubio overhauls State Department, and egg prices come down. Get the facts first with Morning Wire.Jeremy's Razors: Try Jeremy's Razors for 20% off risk-free: https://www.jeremysrazors.com/MORNINGWIRE