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130 IPOs from over 400 startups. IVP is now in its 18th fund, with companies like Perplexity, Glean, Slack, Figma, Twitter, Uber, and Abridge in its portfolio. Somesh Dash, general partner at the 45-year-old firm, has been part of IVP for more than 20 years.We start with something we are both passionate about, building in the US-India corridor. Somesh talks about the group of people who put the silicon in Silicon Valley, the immigrants. From Andy Grove to Elon Musk to Chennai-born Aravind Srinivas.He recalls the first time he met Aravind at a WeWork, when Perplexity had just 20 employees and a beta product or how Dylan (Founder of Figma) had the vision nobody else had on the future of design, way before ai. The early signals Somesh saw in these founders, long before any signs of massive success were visible. He also talks about the companies they missed, giants like DoorDash, OpenAI, and Anthropic.Though this seasoned investor truly believes in AI, he says the sector is due for a correction. The bubble will burst. Most Gen 1.0 AI companies are unlikely to reach billion-dollar valuations or go public. But as always in tech, the lessons from this first wave will shape Gen 2.0 companies. And the teams that understand and adapt from this early wave will build the next generation of successful AI companies. Also, when the bubble bursts, that's the time to invest. Why?Somesh Dash shares in this episode.0:00 – Trailer1:12 – Immigrants who built Silicon Valley4:27 – India's incredible contribution to the Valley5:30 – How the India–US friction will actually help6:29 – What's at stake for both countries10:42 – Where India stands in AI11:45 – First meeting with Aravind Srinivas13:47 – Why IVP invested in Perplexity two years ago17:11 – In AI, don't take product–market fit for granted18:43 – Courage to fail & double down on early wins19:36 – Why multiple investors on a cap table isn't bad22:14 – How IVP invested in Figma24:28 – IPO is a milestone, not the end25:56 – Why US public markets are not overvalued27:50 – How a VC defines startup success31:08 – The best thing about failed startups32:12 – Why IVP missed DoorDash34:54 – How IVP decides to invest or pass38:27 – The doctor who builds tech45:05 – Future of Content is honesty and vulnerability47:11 – Meeting OpenAI & Anthropic in the early days48:52 – AI “startups” with capex the size of nations49:53 – The power law in venture capital50:45 – Why we're close to an AI correction54:11 – Gen 2.0 startups are built on Gen 1.0 foundations56:45 – Will the AI bubble burst?1:01:32 – Do high valuations during peaks still make sense?1:05:04 – What keeps IVP strong for five decades1:08:11 – The Co's making IVP more bullish on India–US corridor-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------Send us a text
Send us a textWhat if you stopped selling features and started winning on outcomes? We sit down with founder Jason Bryll to unpack the plays that turned a one-person consultancy into a high-performance services engine built on trust, speed, and rock-solid systems. From healthcare data trenches to global team leadership, Jason shares the unvarnished moves that drive compounding growth without the chaos.We start with the founder shift: hire earlier than feels comfortable, build around ownership, and accept the short-term income flatline to unlock long-term scale. Jason explains how tight salary bands, margin-aware pricing, and disciplined ops saved his company from cash whiplash. Then comes the big pivot—ditching heavy implementation fees for a lower entry point and a higher, predictable monthly retainer. That single change reduced friction, boosted forecasting, and delivered what clients actually want: rapid iteration without the upsell dance.The heart of the playbook is focus and quality. Jason narrowed services to data warehousing, BI reporting, and analytics, then codified delivery with SOPs, Asana-driven workflows, and video training. This made speed a true differentiator—faster time to value with consistent standards. Layer in a US–India model with monthly culture touchpoints and you get three wins at once: 24-hour progress, approachable pricing, and meaningful wages for a growing global team. The kicker? Zero churn among clients on the recurring model, thanks to steady partnership and fewer barriers to making progress.If you're building a services firm—or stuck chasing product market fit with no payoff—this conversation is a blueprint. You'll hear how to hire for trust over resumes, define the customer outcome that matters most, and transform expertise into repeatable assets that scale. Subscribe for more bold, unfiltered strategies, share this with a founder who needs it, and drop your biggest bottleneck—we'll tackle it in a future show.Support the show
The bulls took charge as Nifty climbed to 25,876 — a solid 0.7% gain! Positive cues from the US-India trade deal and reopening of the US government lifted investor confidence. But is this the start of a sustained uptrend or just a short-term spike? Sanket Bendre breaks it down — plus, a spotlight on Advanced Enzyme that could stir the next market move. Tune in before tomorrow's bell!
The bulls took charge as Nifty climbed to 25,876 — a solid 0.7% gain! Positive cues from the US-India trade deal and reopening of the US government lifted investor confidence. But is this the start of a sustained uptrend or just a short-term spike? Sanket Bendre breaks it down — plus, a spotlight on Advanced Enzyme that could stir the next market move. Tune in before tomorrow's bell!
The bulls took charge as Nifty climbed to 25,876 — a solid 0.7% gain! Positive cues from the US-India trade deal and reopening of the US government lifted investor confidence. But is this the start of a sustained uptrend or just a short-term spike? Sanket Bendre breaks it down — plus, a spotlight on Advanced Enzyme that could stir the next market move. Tune in before tomorrow's bell!
In this video, market expert V. Nagappan shares deep insights on, two major topics shaping the economy today. First, we discuss gold investments — what's the right price to buy for maximum profit? Then, we turn to the US–India trade deal, which is nearing its conclusion, and analyze which sectors stand to benefit the most. Stay tuned for detailed insights and expert analysis!
As India deepens its energy transition and the United States recalibrate its global partnerships, the US–India energy relationship stands at a pivotal moment. From energy technology collaboration, clean energy supply chains to geopolitical strategy, the partnership is evolving into a key pillar of bilateral engagement shaping both nations' economic and climate futures.In this episode, we speak with Richard Rossow, Senior Adviser and Chair in India and Emerging Asia Economics at the Center for Strategic and International Studies (CSIS). We discuss the evolution of the US–India energy ties — from the 2005 Civil Nuclear Agreement to today's cooperation on clean energy and LNG. Richard unpacks how energy fits into the broader US–India strategic relationship, the growing role of private capital, and what milestones to watch over the next decade in building a resilient, low-carbon future.Full transcript of the episode is available in English.Presented by 101ReportersRichard Rossow is on TwitterFollow TIEH podcast on Twitter, Linkedin & YouTubeOur hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin
On Episode 710 of The Core Report, financial journalist Govindraj Ethiraj talks to Dheeraj Sinha, Group CEO - India & South Asia at FCB and President of The Advertising Club.SHOW NOTES(00:00) The Take(04:41) Is a US-India trade deal really around the corner?(10:42) Oil markets are sceptical Trump will stay committed to Russian sanctions(11:41) Gold prices stay down but a fall is possible(12:42) Remembering Piyush Pandey and what's changed since his heydays?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
The arrest of Ashley J Tellis—long regarded as the intellectual face of India-United States strategic cooperation—has sent shockwaves through Washington and New Delhi's diplomatic and strategic circles. Many Chinese commentators interpret the arrest as part of a broader shift from “strategic altruism” to a results-driven, transactional approach. Watch Sana Hashmi explain in #ThePrint.----more----Read full article here: https://theprint.in/opinion/eye-on-china/in-china-ashley-tellis-arrest-is-proof-that-us-india-trust-was-always-fragile/2768261/
Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. Song: Change the World - Eric ClaptonFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ignite the fight, patriots—@intheMatrixxx and @shadygrooove, the relentless truth warriors of America-First radio, blast into Season 7, Episode 202, "Flynn's Manufactured Attacks on Trump; Arabella's Dark-Money Empire Exposed; Diwali's Light Over Leftist Darkness; ICE Heroism in LA," airing October 23, 2025, at 12:05 PM Eastern, where they shred Michael Flynn's crew ramping up bogus smears via Arabella Advisors and Soros cash floods—despite Trump's Treasury probes and FEC indictments already gutting that globalist slush fund fueling riots and sanctuary sabotage—while rolling the full White House Diwali clip from October 21, spotlighting President Trump's diya-lighting wisdom on "knowledge over ignorance" as a direct smackdown of elite fools, joined by FBI Director Kash Patel and DNI Tulsi Gabbard toasting PM Modi's alliance amid exploding US-India trade. With unfiltered intel, they break down the LA chaos where a U.S. Marshal took a ricochet hit from illegal TikTok agitator Carlitos Ricardo Parias ramming ICE rides during Trump's deportation surge—now up 1,000% in agent assaults—proving the border wall works while Portland's MAGA-backed REACH program rebuilds vet homes unscathed amid ANTIFA street tantrums; then pivot to Trump's Oval counterpunch, touting 500K+ deportations sealing the southern flank, inflation crushed under economic booms, and viral quips dismantling hostile press gotchas that only amplify America First wins against deep-state whispers. The truth is learned, never told—the Constitution is your weapon. Tune in at noon-0-five Eastern LIVE to stand with Trump! Trump, Diwali, Flynn attacks, Arabella Advisors, Soros funding, ICE assaults, US Marshal shooting, Portland REACH, ANTIFA riots, Kash Patel, Tulsi Gabbard, PM Modi, deportations, America First, MG Show, @intheMatrixxx, @shadygrooove, Oval Office, trade deals, border security, establishment smears mgshow_s7e202_flynn_attacks_arabella_exposed_diwali_light_ice_heroism TODAY"S LINKS: Support the MG Show's Mission! Join the fight for truth by donating at our official support page—keep independent journalism thriving against censorship! https://mg.show/support Fuel the Truth Movement! Contribute to MG Show's Givesendgo campaign and help us break down hidden agendas with hard-hitting facts! https://givesendgo.com/helpmgshow Grab MyPillow Deals with Code MGSHOW! Support the show while snagging patriotic discounts—question the mainstream with every purchase! https://mypillow.com/mgshow Join the MG Community on X! 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See President Trump's “Light Over Darkness” moment at the White House—full Diwali clip exposing elite fools! https://mgshow.link/7201 Unmask Arabella's Dark Money! Dive into MG Show's exposé on Soros' shadow network fueling anti-Trump chaos—truth revealed! https://mgshow.link/arabella Relive Trump's Diwali Glory! Full Rumble video of President Trump's Oval Office event—celebrating light, knowledge, and America First! https://rumble.com/v70n0cq-president-trump-participates-in-diwali-light-over-darkness-proof.html Spread the Truth on X! Share @inthematrixxx's post exposing Flynn's attacks and globalist schemes—amplify the patriot voice! https://x.com/inthematrixxx/status/1981028984432554062 Boost ShadyGrooove's X Post! Share @ShadyGrooove's take on Trump's epic wins against deep-state smears—truth goes viral! https://x.com/shadygrooove/status/1981026960571802026 Decode Dark Money with intheMatrixxx! Check out this X thread exposing Arabella's billions—connect the dots on globalist ops! https://x.com/inthematrixxx/status/1640013118544699397 Share MG on Truth Social! Repost @ShadyGrooove's Truth Social update to spread constitutional wisdom and Trump's victories! https://truthsocial.com/@shadygrooove/115418636194193874 Amplify Patriot Unity! Share @Pouissant's Truth Social post celebrating “TRUTH!” and light over darkness from the Diwali event! https://truthsocial.com/@pouissant/115418606943219079 Secretary of War's Truth Social BOOM! Check out this post on Trump's deportation wins—military precision in action! https://truthsocial.com/@SecWar/posts/115419012139744115 Light Reveals the Truth! Explore Q drop 596 on Qagg.news—see who's on the team and who's pretending in this patriot proof! https://qagg.news/?read=596 Post-Show Patriot Gem! Watch this X video shared by KramKluah for more truth bombs to fuel your fight after the episode! https://x.com/i/status/1980380767453868484 Bernie's Grift Exposed! Check out this 9-year-old YouTube gem shared by MikeHess1—proof the swamp's been fleecing us for years! https://youtu.be/yCUCwUY2lq4?si=Ni5ppaJynCxoDKSJ Follow Alison Steinberg's Fire! Track @alisonintheknow on X for her fearless press questions triggering the deep state! https://x.com/alisonintheknow Tune in weekdays at 12pm ET / 9am PST, hosted by @InTheMatrixxx and @Shadygrooove. Catch up on-demand on https://rumble.com/mgshow or via your favorite podcast platform. Where to Watch & Listen Live on https://rumble.com/mgshow https://mgshow.link/redstate X: https://x.com/inthematrixxx Backup: https://kick.com/mgshow PODCASTS: Available on PodBean, Apple, Pandora, and Amazon Music. Search for "MG Show" to listen. 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In this episode, Shumita discusses recent events impacting US-India relations, including the trade deficit, the 50% tariff rate on Indian imports to the US, and the fee changes for H-1B visa applicants.Find us on LinkedIn: https://www.linkedin.com/company/globaldatastrategicintelligence/To find out more about Strategic Intelligence: https://globaldata-26632421.hs-sites-eu1.com/themes Host: Carolina Pinto, Analyst, GlobalDataGuest: Shumita Deveshwar, Chief India Economist, GlobalData.TS Lombard
First, The Indian Express' Sophiya Mathew talks about the Supreme Court's partial lift on the years long ban on firecrackers while allowing green variants on a trial basis in one of the world's most polluted cities. Next, we are joined by The Indian Express' anonna Dutt to discuss the Nobel prize winning discovery that redefined our understanding of the immune system and how it protects our body without harming it. (17:44)Lastly, we take a look at US President Donald Trump's claim that India would no longer buy Russian oil, and how India has reacted to that claim. (26:31)Hosted by Ichha SharmaWritten and produced by Shashank Bhargava, Niharika Nanda and Ichha SharmaEdited and mixed by Suresh Pawar
Hit the ground running this Friday with the week's biggest business updates! Consumer durables see blockbuster Diwali – Sales surge 40–45% post-GST cuts, led by premium TVs, ACs, and appliances; brands like Haier, Godrej, LG, Samsung report strong festive growth, with retailers expecting 15–20% higher sales. Trump claims Modi assured India will stop buying Russian oil – The US President called it a “big stop” amid efforts to curb Russia's war funding; India says energy imports are guided by consumer interests and supply stability, with ongoing US-India cooperation. Rupee gains 25 paise to 87.82 – Buoyed by RBI intervention, softer crude, and optimism over US-India trade talks, the rupee hits a nearly one-month high, recovering most of last month's losses. Ashok Leyland wins ₹669-crore TN bus order – The company will supply 1,937 BS VI diesel buses, including low-floor and semi-low-floor models, strengthening its presence in Tamil Nadu's public transport; shares close up 1.95% at ₹137.60. Wipro Q2 revenue and profit see muted growth – Revenue rises 2% to ₹22,697 crore, net profit up 1.15% to ₹3,246 crore; BFSI and healthcare drive growth, large deal bookings surge 90.5%, and margins remain steady at 17%.
#cuttheclutter Strategic scholar & India expert Ashley Tellis has been arrested by US after over 1,000 pages of classified documents were found at his residence. This episode 1744 of #CutTheClutter with Shekhar Gupta looks at reasons behind the arrest of US State Department Advisor and the China angle in it. ThePrint Consulting Editor Praveen Swami joins in. --------------------------------------------------------------------------------------------- To read India Today article: https://www.indiatoday.in/magazine/investigation/story/19950131-indian-intelligence-agencies-feud-work-at-cross-purposes-bringing-embarrassment-808334-1995-01-30 --------------------------------------------------------------------------------------------- To visit ThePrint Store: https://store.theprint.in/ --------------------------------------------------------------------------------------------- Produced By: Mahira Khan
“When I saw Google change the destiny of the planet, I could not imagine doing anything else but working with brilliant entrepreneurs.”-Asha Jadeja Motwani and her husband, Rajeev Motwani, the Silicon Valley legend of technical startups, are together the founding stakeholders of Google.In the late 1990s, they came to the United States as most Indians, as students. From being part of Google's early days to their journey as investors and now, extending that into an active participation in American politics. She speaks about Rajeev's pivotal role in mentoring Larry Page and Sergey Brin, co-authoring the PageRank paper, and helping shape Google's DNA. Today, through the Motwani Jadeja Foundation, Asha continues to build on that legacy; funding entrepreneurs, supporting Indian voices in global think tanks, and opening doors at Davos and Washington. Asha also reflects on how the Indian diaspora can play a far greater role in shaping the future of India-US partnership and why entrepreneurs are critical to the future of this relationship.If you're an entrepreneur building in the India–US corridor, or curious about the opportunities the two nations are creating for startups, then this episode is for you.00:00 – Trailer01:25 – How Rajeev became founding stakeholder of Google03:48 – The early days of Google: first office to first funding07:52 – Investments of Dot Edu Ventures10:03 – Asha's role in American politics10:45 – How Indians in Silicon Valley can strengthen US–India corridor12:18 – The lack of Indian scholars in think tanks13:14 – Do Indians have enough influence in American politics?13:52 – Is Silicon Valley & the Indian diaspora shifting right?15:00 – The impact of Trump on India–US relations17:36 – Asha's role in opening doors for India globally21:09 – How the Motwani Foundation selects projects and people24:08 – Entrepreneurs as a critical part of US–India value creation24:54 – What's missing in US–India value creation?26:33 – Report on “jailed for doing business” in India27:56 – The legacy of Rajeev Motwani-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
Abhay is joined in conversation with Rich Verma, the former US Ambassador to India, former deputy Secretary of State, and current Chief Administrative Officer at MasterCard. They explore Rich's journey from being a son of Indian immigrants to a prominent leader in both the public and private sectors. They chatted about leadership, the importance of listening and empathy, the complexities of US-India relations, and the evolving definition of American identity in the context of immigration. He even touched on music and his dad coming to America with a few dollars in your pocket. Rich emphasizes the need for continuous learning and the value of diverse perspectives for a strong United States in a global context. (0:00 - 1:54) Introduction(1:54) Part 1 - Music, navigating public/private sector transitions(15:00) Part 2 - Leading upwards, new challenges for the Indian immigrant experience(27:08) Part 3 - Indian American-ness, new challenges for the US-India relations, cultivating trust(38:38) ConclusionsShout out to everyone for a Happy Navratri and to Suman and Preethi at the Indo American Arts Council.
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
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.
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.
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.
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
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.
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
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
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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
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