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Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the Strait quietly coming apart? Randy Schriver is Chairman of the Institute for Indo-Pacific Security (the successor to Project 2049), current chair of the US-China Economic and Security Review Commission, and served as Assistant Secretary of Defense for Indo-Pacific Security Affairs in the first Trump administration. We discuss… China's new persistent Coast Guard patrol east of Taiwan, and how lawfare, fishermen rescues, and radio queries make sovereignty claims physically manifest, Why treating arms sales as a "bargaining chip" puts the US out of compliance with the Taiwan Relations Act, Whether Seoul and Tokyo go nuclear as hedging accelerates — and what the axis of autocracy means for a Korea contingency, How many Chinese mothers will sacrifice their only legal child for a Xi Jinping vanity project — and why America stopped doing information warfare, Blockade vs. invasion, Hellscape, and why the US should exercise a Keelung–Yonaguni corridor with Japan, The own-goal management of US-India relations, plus Randy's reading list for new Indo-Pacific hands. song link: https://suno.com/s/aRUtODqWdnqhKG3l Learn more about your ad choices. Visit megaphone.fm/adchoices
Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the Strait quietly coming apart? Randy Schriver is Chairman of the Institute for Indo-Pacific Security (the successor to Project 2049), current chair of the US-China Economic and Security Review Commission, and served as Assistant Secretary of Defense for Indo-Pacific Security Affairs in the first Trump administration. We discuss… China's new persistent Coast Guard patrol east of Taiwan, and how lawfare, fishermen rescues, and radio queries make sovereignty claims physically manifest, Why treating arms sales as a "bargaining chip" puts the US out of compliance with the Taiwan Relations Act, Whether Seoul and Tokyo go nuclear as hedging accelerates — and what the axis of autocracy means for a Korea contingency, How many Chinese mothers will sacrifice their only legal child for a Xi Jinping vanity project — and why America stopped doing information warfare, Blockade vs. invasion, Hellscape, and why the US should exercise a Keelung–Yonaguni corridor with Japan, The own-goal management of US-India relations, plus Randy's reading list for new Indo-Pacific hands. song link: https://suno.com/s/aRUtODqWdnqhKG3l Learn more about your ad choices. Visit megaphone.fm/adchoices
Trump-Modi friendship was strong, but now US-India ties are strained. What caused the severe turbulence? Synopsis: The Straits Times’ senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests. In this episode, senior columnist Ravi speaks with Prof Sumit Ganguly, Senior Fellow at Stanford University’s Hoover Institution and Director of the Huntington Program on improving US-India relations. They discuss the severe turbulence in bilateral ties including the massive tariffs the Trump administration placed on India, India’s refusal to give Trump credit for intervening to stop the India-Pakistan conflict in May, 2025, and the removal of ‘Indo’ from the USIndoPacific Command, now reverted to its old name US Pacific Command – which Indians have taken as a deliberate slight from Washington. They also examine the question: Is India playing a waiting game to see Trump off, and can the US really do without Indian backing if it is to maintain influence in the Indian Ocean. Highlights (click/tap above) 1:04 Why USIndoPacom was changed to USPacom 3:46 ‘Body blows’ to US-India bilateral relationship 7:20 Trump-Modi personal chemistry is gone 8:47 Present situation is an “aberration” 10:48 The Pakistan factor 14:18 End of India’s muscular foreign policy 17:16 Opportunity for China to improve India ties Read Ravi's columns: https://str.sg/3xRP Follow Ravi on X: https://twitter.com/RaviVelloor Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Ravi Velloor (velloor@sph.com.sg) 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 --- 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.
Trump-Modi friendship was strong, but now US-India ties are strained. What caused the severe turbulence? Synopsis: The Straits Times’ senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests. In this episode, senior columnist Ravi speaks with Prof Sumit Ganguly, Senior Fellow at Stanford University’s Hoover Institution and Director of the Huntington Program on improving US-India relations. They discuss the severe turbulence in bilateral ties including the massive tariffs the Trump administration placed on India, India’s refusal to give Trump credit for intervening to stop the India-Pakistan conflict in May, 2025, and the removal of ‘Indo’ from the USIndoPacific Command, now reverted to its old name US Pacific Command – which Indians have taken as a deliberate slight from Washington. They also examine the question: Is India playing a waiting game to see Trump off, and can the US really do without Indian backing if it is to maintain influence in the Indian Ocean. Highlights (click/tap above) 1:04 Why USIndoPacom was changed to USPacom 3:46 ‘Body blows’ to US-India bilateral relationship 7:20 Trump-Modi personal chemistry is gone 8:47 Present situation is an “aberration” 10:48 The Pakistan factor 14:18 End of India’s muscular foreign policy 17:16 Opportunity for China to improve India ties Read Ravi's columns: https://str.sg/3xRP Follow Ravi on X: https://twitter.com/RaviVelloor Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Ravi Velloor (velloor@sph.com.sg) 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 --- 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.
Secretary of State Marco Rubio's recent visit to India highlighted a growing area of agreement between two of the world's largest democracies: the need for abundant, reliable energy. As India's economy expands and hundreds of millions continue moving into the middle class, demand for electricity, transportation fuels, and industrial energy is set to rise dramatically in the decades ahead.In this episode, Vijay Jayaraj, a Research Associate with the Cornwall Alliance, examines the prospects for a deeper U.S.-India energy partnership and argues that both nations are increasingly embracing an energy strategy rooted in realism rather than climate politics. From coal and natural gas to energy security and economic growth, Jayaraj explores why India continues to prioritize dependable power sources and how American energy exports could help meet that demand.Visit our podcast resource page: https://cornwallalliance.org/listen%20to%20our%20podcast%20created%20to%20reign/Our work is entirely supported by donations from people like you. If you benefit from our work and would like to partner with us, please visit www.cornwallalliance.org/donate.
A highly constructive day on Dalal Street as the Nifty surged back to 24,021. Optimism climbed following official cues that a bilateral US-India trade agreement is nearing its final signature, promising immense market access. Join tonight's wrap-up as we couple this macro win with the Adani Group's massive 45 GW power expansion and discuss if this is the ultimate structural cue for an extended bull run.
A highly constructive day on Dalal Street as the Nifty surged back to 24,021. Optimism climbed following official cues that a bilateral US-India trade agreement is nearing its final signature, promising immense market access. Join tonight's wrap-up as we couple this macro win with the Adani Group's massive 45 GW power expansion and discuss if this is the ultimate structural cue for an extended bull run.
A highly constructive day on Dalal Street as the Nifty surged back to 24,021. Optimism climbed following official cues that a bilateral US-India trade agreement is nearing its final signature, promising immense market access. Join tonight's wrap-up as we couple this macro win with the Adani Group's massive 45 GW power expansion and discuss if this is the ultimate structural cue for an extended bull run.
When did the US first warm to India and why? Why did Pakistan nominate Trump for a Nobel? And what does the Y2K bug have to do with US-India relations today? Former ambassador Don Lu shares stories and insight on person-to person diplomacy and his personal connection to Disney's Splash Mountain.
① The US and Iran have digitally signed the memorandum of understanding on ending the war. We take a look at the MoU's text and whether the US has gained anything from the war? (00:53) ② The 27 leaders of the European Union are gathering in Brussels for a two-day summit, and a key agenda is to have a debate on the so-called shockwaves from the Chinese economy. Why is the EU getting tough on trade with China? (15:30) ③ At the 2026 Lujiazui Forum in Shanghai, Chinese officials have pledged to steadily expand institutional opening-up in the financial sector. (24:59) ④ Why has China's western region seen strong trade growth this year? (35:04) ⑤ US President Donald Trump and Indian Prime Minister Narendra Modi have attempted to defuse escalating tensions over the killing of three Indian sailors by US forces off the coast of Oman. Can the meeting reset US-India relations? (44:56)
World news in 7 minutes. Thursday 18th June 2026Today : Kenya Taiwan conference dispute. DRC Ebola. United Kingdom flight. France Shein partnership. South Korea border restrictions. Australia El Nino warning. Israel Lebanon strikes. US-India meeting. Argentina World Bank financing. Global resilient coral reefs.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportWith Juliet MartinSign up for the new free Friday newsletter - www.send7.org/newsletterContact us at podcast@send7.org or send an audio message at speakpipe.com/send7We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org
The US government is desperate to create a new supply chain that cuts out China, through its Pax Silica initiative. To do so, the Trump administration plans to colonize the territory of the Philippines, a supposed "ally" run by corrupt leader Ferdinand "Bongbong" Marcos, with a 99-year colonial concession. Ben Norton explains the controversy. VIDEO: https://www.youtube.com/watch?v=302uQhql3kY Topics 0:00 Intro 0:35 Cold War Two 1:50 US-India critical minerals deal 2:55 Pax Silica 3:41 US meddling in Philippines 4:55 Corrupt Marcos dynasty 6:36 US military bases & missiles 8:38 US colonial plan 10:37 Colonial 99-year leases 12:11 US colonialism 13:31 China "threat" narrative 14:34 Exploiting natural resources 15:39 US official Jacob Helberg 16:16 Silicon Valley oligarchs 17:39 US official freaks out 19:57 Neocolonialism 23:58 Comprador leaders 25:21 Poverty & development 28:31 Outro
Subscribe to Dostcast Clips:https://www.youtube.com/@dostcastclips?sub_confirmation=1Listen to Dostcast on Spotify: https://open.spotify.com/show/70vrbHeSvrcXyOeISTyBSy?si=be05dbdd564245d9Join the Dostcast Janta Party on WhatsApp for regular updates: https://whatsapp.com/channel/0029VbAZwo5D8SDs5kf94N3TWant to suggest a guest?Fill this form: https://docs.google.com/forms/d/1ft_-1QDs7XpsSWnaPOeF21yUlhk9bzKvwHSyh4hHfBU/edit?usp=drivesdk====================================================================Pavneet Singh is a renowned strategic affairs and geopolitical analyst with deep expertise in India's foreign policy, intelligence, and national security. He is a prolific author and commentator known for his sharp, unfiltered analysis of South Asian politics and global power dynamics. In this episode, Vinamre and Pavneet discuss:• Whether India is heading toward a civil war — and what the real tensions are• Marco Rubio's visit to India and what it means for US-India relations• The Middle East crisis and its implications for India• India's foreign policy with China• India-Pakistan dialogue — where things standFollow Pavneet Singh on:YouTube: https://www.youtube.com/@SpyGamesPavneetTimestamps:0:00 Coming Up1:26 Civil War coming?5:05 Cockroach Janta Party8:19 Destabilizing narrative13:50 Whose Interest Indian Politician represents17:30 Marco Rubio in India24:30 Manipur conflict reality28:00 Where is Trump heading29:50 Middle east crisis39:00 Strait of Hormuz42:00 foreign policy with China45:10 Duty, CJP, and CJI49:30 Unknown gunmen54:35 RAW Chiefs First Appearance56:20 RN Kao59:00 India-Pak Dialogue1:04:20 Book suggestions1:09:00 Conclusion====================================================================Vinamre Kasanaa is a writer at heart, podcaster and entrepreneur by craft.He spends a significant part of his time reading and researching.With over 500 podcasts under his belt, he's interviewed everyone—from HNIs and industry leaders to everyday superheroes.Follow Vinamre:LinkedIn: https://www.linkedin.com/in/vinamre-kasanaa-b8524496/Instagram: https://www.instagram.com/vinamrekasanaa/Twitter: https://twitter.com/VinamreKasanaaDostcast: Instagram: https://www.instagram.com/dostcast/Twitter: https://twitter.com/dostcast====================================================================Contact Us:For business inquiries: dostcast@egiplay.com
#stockmarket #finance #investing #itc #nykaa #maxhealthcare #crudeoil #inflation #usiran #opec #nifty50 #earnings #businessnews #economy #rbiGlobal markets react as the US and Iran near a peace agreement, sending crude oil back under $95. Meanwhile, US wholesale inflation spikes, and StanChart predicts RBI rate hikes. We also cover the impending US-India trade deal, plus Q4 FY26 earnings analysis for FSN E-Commerce (Nykaa), ITC Limited, and Max Healthcare.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 US-Iran Peace Deal Looms02:02 Crude Oil & US Jobs fell03:39 US Wholesale Inflation Spikes04:33 RBI Rate Hike Predictions05:07 OPEC+ Oil Output Hike07:43 US-India Trade Deal Nears09:09 FSN E-Commerce (Nykaa) Q4 FY26 Result13:46 ITC Limited Q4 FY26 Results16:16 Max Healthcare Q4 FY26 Results20:49 Interesting Fact
Dr Anil Kakodkar is one of the senior-most living architects of India's atomic energy programme and a Padma Vibhushan awardee. He joined the Bhabha Atomic Research Centre in 1964. He served as Director of BARC from 1996 to 2000 and as Chairman of the Atomic Energy Commission and Secretary, Department of Atomic Energy, from 2000 to 2009.He was among the small group of scientists at Pokhran for India's first nuclear test — Smiling Buddha — on 18 May 1974, and played a central role a quarter-century later in the five Pokhran-II nuclear tests in May 1998 that established India as a declared nuclear weapons state.As a working engineer through the long sanctions era, he designed and built the Dhruva research reactor entirely indigenously, led the development of pressurised heavy water reactor (PHWR) systems that today form the backbone of India's civilian fleet, and rehabilitated Units 1 and 2 of the Madras Atomic Power Station after the 1989 failure of their moderator inlet manifolds — both reactors had been on the verge of being written off. He conceptualised the Advanced Heavy Water Reactor (AHWR), a 300 MW thorium-fuelled design that remains central to India's three-stage nuclear power programme.His team at BARC designed the miniaturised 83 MW pressurised light water reactor that powers INS Arihant, completing India's nuclear triad. Between 2005 and 2008, he was the technical anchor of the Indian negotiating team — alongside Manmohan Singh, Pranab Mukherjee, Shivshankar Menon and Shyam Saran — that delivered the 123 Agreement with the United States, the India-IAEA safeguards agreement, and the September 2008 Nuclear Suppliers Group waiver that ended three decades of India's nuclear isolation.A lifelong champion of thorium as the foundation of India's long-term energy sovereignty — India holds roughly a quarter of the world's known thorium reserves — he has continued to argue, well into his eighties, that abandoning the thorium path would be a serious strategic error. Beyond nuclear, he has chaired the Board of Governors of IIT Bombay, led high-level committees on Indian Railways safety and Maharashtra higher education, helped establish NISER and the Homi Bhabha National Institute, and currently chairs Maharashtra Knowledge Corporation Limited.
#inflation #stockmarketindia #nifty50 #sensex #economy #finance #tatapower #dixontech #gold #rbi #investing #globalmarket #crudeoil #gdp #businessnewsThe global economy is facing a "tribal" shift as inflation climbs and geopolitical tensions rise. In today's Daily Stock Market News(May 13, 2026), we cover the 3.8% US inflation spike, India's slowing GDP forecasts from Moody's and HSBC, and Uday Kotak's warning of a major economic shock. We also analyze Q4 results for Tata Power, Dixon Technologies, and the latest on the IDFC First Bank fraud case.How to Use Artificial Intelligence for Investing - Combo of 5 ebookshttps://shorturl.at/gM97l00:00 Start01:07 US Inflation Hits 3.8pc03:32 South Korea Markets Fall05:07 India Retail Inflation at 3.48pc06:42 PM Modi Urges Fuel & Gold Curbs07:13 Gold Monetisation Scheme Push08:20 India-UAE Energy Security Focus09:35 Uday Kotak Warns of Economic Shock13:04 India GDP Growth Forecasts Slashed13:56 IDFC First Bank Embezzlement Case14:08 Dr. Reddy's Laboratories Results16:10 Tata Power Q4 FY26 Results 17:52 Dixon Tech Profit Plummets19:13 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-meterLEGAL 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.
Healthcare has never moved this fast.Pharma giants are no longer just buying software. They are writing $50 million checks for access to a single foundational model. Systems of record are being replaced, and the shift is unfolding fastest in a place most people did not expect: healthcare.Vignesh Kumar, Partner at Sierra Ventures, has spent 13 years at the center of this enterprise shift. He has sourced and invested early in companies across Enterprise AI, including two unicorns, Phenom and Reify Health, with Reify reaching around a $4B valuation and Phenom crossing $1B.Over 40 years, Sierra has backed 300+ startups, resulting in 11 IPOs, 7 unicorns, and 104 acquisitions, and manages over $2.4B in assets. Today, the firm is a focused early-stage enterprise AI investor, writing first institutional checks while staying disciplined on fund size, growing from $150M to $270M.This episode is on how the next generation of companies in Enterprise AI will be found, funded and scaled. If you are building in AI or exploring healthcare, this will help you see the shift earlier and act on it with more clarity.0:00 – Trailer1:04 – Where Sierra Ventures invests?3:33 – How to keep fund size aligned with stage5:19 – Sierra's historical DPI5:52 – Deals that drove big returns8:25 – Sierra's exits9:53 – The formula for high returns11:47 – The perfect US–India founder example13:07 – What outcomes VCs expects from startups14:34 – How the partner consensus works15:56 – Why Sierra invested in Smallest AI17:28 – From first meeting to term sheet17:57 – Healthcare has never moved this fast23:20 – Where Vignesh invests24:39 – Only one foundational model bet25:28 – Is SaaS dead?27:44 – How PMF changes in the AI era30:16 – How a VC calculates market risk31:19 – What kept Vignesh at Sierra for 13 years33:17 – How to bet on futuristic startups34:58 – The anti-portfolio35:50 – First-time vs second-time founders36:43 – Why great storytellers attract best talent-------------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 Fan Mail
As Pakistan steps into its role as peace broker, is India being left in the cold? Former head of MI6 Sir Richard Dearlove and international journalist Rosanna Lockwood are joined by lecturer in South Asian Studies at Yale, Sushant Singh, to unpack this dramatic shift in South Asian and Middle Eastern geopolitics. Starting with In Brief, Sir Richard and Rosanna look at how the Iran and US blockades of the Strait of Hormuz are putting the global energy economy in peril. They also discuss the Israel-Lebanon ceasefire in relation to the stability of Lebanon's government, as well as whether secret US talks with Cuba will lead to military or economic intervention in the country. Then, Singh explains the unexpected rise of Pakistan as mediator for peace talks between Washington and Tehran, the diminishing influence of India Prime Minister Narendra Modi globally and at home, and how balancing its relationships with China and Russia may come at the cost of eroding India's alliance with the US. In this episode: 03:36 – Standoff in the Strait of Hormuz 08:00 – Latest on the Israel-Lebanon ceasefire 13:53 – Cuba is back on Washington's radar 18:43 – Sushant Singh introduction 19:30 – Pakistan's surprise mediator role 23:00 – Explaining India's ‘dalal' remark 25:42 – Modi's weakening at home 27:59 – Muslim-Hindu divide in India 28:56 – Modi's Pakistan dilemma 30:18 – Pakistan's Middle East reclassification 32:04 – The growing irrelevance of the Quad 34:08 – India's dependence on Russia 39:39 – Erosion of US-India relationship 44:04 – India's Israeli ties 48:19 – Risks for Pakistan as a mediator 51:21 – One Decision: Can India and Pakistan start talking again? 53:01 – Sir Richard and Rosanna discussion Read more: Pakistan's Peacemaking Is a Setback for India Hosted by Sir Richard Dearlove (former MI6 Chief) and Rosanna Lockwood (International Journalist). Learn more about your ad choices. Visit megaphone.fm/adchoices
A worldwide oil shock triggered by hostilities in the Middle East raises questions about the viability of America's energy strategy and the ability of the US and other developed nations to ride out the current storm. David Fedor, the Hoover Institution's Stephenson Policy Fellow and a member of Hoover's George P. Shultz Energy Policy Working Group, puts 2026's oil drama in historical context (2008 and the 1970's), explains why Californians pay more at the pump than most Americans, and touches on a few policy items that have Hoover's attention: the state of US-India energy relations; a nuclear reactor approved for Wyoming; Indo-Pacific nations hamstrung by limited supplies of LNG; and Taiwan's energy security. Fedor, who worked alongside Secretary Shultz for nearly a decade and a half, also touches on his mentor's intellectual curiosity and how Shultz might parse these troubled times. Recorded on March 13, 2026.
The cross-border payments market remains stubbornly difficult despite billions in venture capital and countless smart founders attacking the problem. The core challenge isn't technology—it's economics. Western Union's margins weren't exploitative greed; they reflected the brutal reality of cash distribution networks, compliance infrastructure, and dual-country regulatory overhead. Palla Financial cracked this by inverting the entire model: instead of fighting for expensive US-based senders, they partnered with Latin American banks to let recipients pull funds. This approach taps into the world's largest remittance corridor ($160+ billion annually flowing from the US to Latin America) while sidestepping the customer acquisition bloodbath. In this episode, Enrique Perezalonso, CEO of Palla Financial, breaks down why recipient-driven payments eliminate distribution costs, how they rebuilt their product three times based on bank feedback, and why the "no CAC" embedded model still requires massive partner investment to actually work. Topics Discussed: Why cross-border payments remain broken: dual-country regulations, cash distribution economics, and two-sided transaction complexity The shift from cash-based infrastructure to digital rails and its impact on unit economics Palla's pull-based model: embedding payment requests inside bank apps to flip sender/recipient dynamics Revenue mechanics: $3 consumer fees, FX markup economics, and interchange/revenue sharing with bank partners The buy-vs-build calculus for banks and why a Central American banking group returned after a four-year internal build attempt Creating a new category and watching competitors attempt to copy the embedded approach Selling into banks with no standardized buyer: navigating from remittance teams to CEOs depending on organizational maturity The reality of "indirect" CAC: why embedded distribution still requires heavy investment in partner success Implementation failures and the shift from hands-off best practices to consultative partner enablement GTM Lessons For B2B Founders: Flip expensive distribution by attacking the other side of the transaction: While competitors burned cash acquiring US-based senders in saturated corridors (US-Mexico, US-India), Palla partnered with recipient-side banks in Latin America. Banks gained deposits, interchange revenue, and digital channel differentiation without building infrastructure. The lesson isn't just "find cheaper distribution"—it's recognizing that two-sided markets have two potential wedges, and the less obvious side may offer superior economics and strategic positioning. Target buyers who already tried and failed to build: A Central American banking group spent nine months evaluating Palla, decided to build internally, then returned four years later. This wasn't poor execution—it was competing priorities, lack of scale economics, and the reality that cross-border payments isn't their core business. The strongest signal for partnership readiness isn't interest, it's previous build attempts that stalled. These buyers understand the problem deeply and won't need convincing on value. "Embedded" and "no CAC" are myths without massive partner investment: Palla initially provided best practice guides and light coaching, assuming banks would naturally drive adoption. They saw "lackluster results" until they became "more and more hands-on," shifting to consultative implementation with proper incentive design and accountability frameworks. The volume business requires scale, and scale requires active partner management. Budget for partner success resources as if you're hiring an implementation consulting team, not just doing integrations. Use speed to rebuild the product in real-time with customers: The product Palla launched bears little resemblance to their original vision. They rebuilt features "hand in hand" with bank partners, leveraging their advantage over large competitors: no bureaucracy, hunger to make it work, and speed. This isn't about "customer feedback"—it's about treating early partners as co-developers and having the discipline to throw away your original roadmap when partners show you what actually solves their problem. Extreme focus means saying no to everything adjacent: Palla deliberately limits themselves to "two or three products" all within cross-border payments, explicitly avoiding cross-sell opportunities and adjacent revenue streams. Enrique notes this is both their moat and "a potential pitfall" when opportunities multiply with success. The discipline isn't about focus when you're struggling—it's about maintaining focus when growth creates endless plausible expansions. Each "yes" to something new is a "no" to deepening your core advantage. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
In this episode of IPS Finance, we examine why Novartis shares surged by 20% and the key factors behind this sharp rally. The discussion also covers how the Pax Silica – US–India agreement has created a positive impact on market sentiment and certain sectors. A crisp analysis to help investors understand the reasons behind the movement and what it could mean for future investment decisions.
After years of trade skepticism, India appears to be back in the deal-making business—signing new agreements, reviving stalled talks, and announcing ambitious frameworks with key bilateral partners. A few weeks ago, the European Union and India announced a mega-trade deal that was more than two decades in the works. And just days after this news broke, the White House announced that the United States had also reached an understanding with India on trade, an issue which had sapped relations between the two erstwhile partners over the past year.To help make sense of what's changed—and what hasn't—Milan is joined on this show this week by Mark Linscott. Mark is a nonresident senior fellow on India at the Atlantic Council and a Senior Advisor with The Asia Group. He previously served as the assistant US trade representative for South and Central Asian Affairs from 2016 to 2018. He has more than 30 years of experience working on trade and economic issues at the Commerce Department and USTR. It is my pleasure to welcome him to the show for the very first time.Milan and Mark discuss India's new external trade posture, the geopolitics and economics of the EU-India FTA, and the timing and substance of India's trade deal with the United States. Plus, the two discuss India's relative positioning vis-à-vis other Asian competitors and the possible roadblocks in the way of a larger U.S.-India accord.Episode notes:Ravi Dutta Mishra, “How India's US deal tariff advantage over Bangladesh vanished overnight,” Indian Express, February 10, 2026.Arvind Subramanian, “India may be about to become one of the world's most open economies,” The Economist, February 5, 2026.Michael Kugelman and Mark Linscott, “What to know about the US-India trade deal,” Atlantic Council “Dispatches” blog, February 2, 2026. “Can the U.S. Salvage Its Relationship with India? (with Lisa Curtis),” Grand Tamasha, February 4, 2026.Michael Kugelman and Mark Linscott, “The India–EU trade deal is worth watching, but not overhyping,” Atlantic Council “Dispatches” blog, January 27, 2026.
Richa Singh, managing director for India and the Middle East at the Natural Diamond Council (NDC), explains the rise of one of the world's fastest-growing diamond markets. Plus: What the US-India trade deal might mean, the lab-grown sector's expansion, and how jewelers use WhatsApp to sell.
Factsheet says India intends, not pledges, to buy goods worth $500 billion from the US, Swadeshi Jagran Manch co-convener Ashwani Mahajan claims.----more----https://theprint.in/india/us-india-deal-will-benefit-farmers-traders-rss-affiliates-come-out-in-govt-support-amid-oppn-attack/2852520/
India's new trade pacts with the EU and US, and the big question: Will Delhi revisit its decision to abandon RCEP? Synopsis: The Straits Times’ senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests. A flurry of trade agreements announced by India – first, a “mother of all trade deals” FTA with the European Union, and days later, a framework deal with the US that saw Washington slashing its punitive tariffs on Indian exports to levels just below that of Vietnam and Malaysia, involves wider strategic calculations on every side. In this wide-ranging conversation, host Ravi Velloor speaks with Ambassador Jawed Ashraf, Chairman of India Trade Promotion Organisation and former foreign policy aide to Prime Minister Narendra Modi. Having served as envoy to Singapore and France, he weighs in on the thinking behind the deals, India’s newfound confidence to sign on to market-opening agreements, and the chances of India revisiting its decision to abandon the Asean-backed RCEP, or Regional Comprehensive Economic Partnership. They both discuss India’s trade imperatives, the tighter embrace by India of the European Union which is itself adjusting to a multipolar world, and how quality trade agreements help set the stage for foreign direct investment flows and stronger strategic ties. They also chat about the calibrated opening that India is making with China, even as it is not yet ready to revisit entering RCEP. Highlights (click/tap above) 1:08 India withdrawal from RCEP and focus on bilateral relations 5:15 A greater alignment of trade with geopolitics 8:46 Roots of India’s “self-confidence” to sign trade deals 11:07 What the trade deals mean for ordinary Indians 14:11 EU looks to India, Taiwan in the AI age 18:14 EU-India, and a message to the US 20:53 Did Trump negotiate with a “gun to India’s head”? 24:18 Why stress on defence in US-India trade deal 27:01 RCEP: A calibrated opening is ongoing with China Read Ravi's columns: https://str.sg/3xRP Follow Ravi on X: https://twitter.com/RaviVelloor Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Ravi Velloor (velloor@sph.com.sg) 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.
India's new trade pacts with the EU and US, and the big question: Will Delhi revisit its decision to abandon RCEP? Synopsis: The Straits Times’ senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests. A flurry of trade agreements announced by India – first, a “mother of all trade deals” FTA with the European Union, and days later, a framework deal with the US that saw Washington slashing its punitive tariffs on Indian exports to levels just below that of Vietnam and Malaysia, involves wider strategic calculations on every side. In this wide-ranging conversation, host Ravi Velloor speaks with Ambassador Jawed Ashraf, Chairman of India Trade Promotion Organisation and former foreign policy aide to Prime Minister Narendra Modi. Having served as envoy to Singapore and France, he weighs in on the thinking behind the deals, India’s newfound confidence to sign on to market-opening agreements, and the chances of India revisiting its decision to abandon the Asean-backed RCEP, or Regional Comprehensive Economic Partnership. They both discuss India’s trade imperatives, the tighter embrace by India of the European Union which is itself adjusting to a multipolar world, and how quality trade agreements help set the stage for foreign direct investment flows and stronger strategic ties. They also chat about the calibrated opening that India is making with China, even as it is not yet ready to revisit entering RCEP. Highlights (click/tap above) 1:08 India withdrawal from RCEP and focus on bilateral relations 5:15 A greater alignment of trade with geopolitics 8:46 Roots of India’s “self-confidence” to sign trade deals 11:07 What the trade deals mean for ordinary Indians 14:11 EU looks to India, Taiwan in the AI age 18:14 EU-India, and a message to the US 20:53 Did Trump negotiate with a “gun to India’s head”? 24:18 Why stress on defence in US-India trade deal 27:01 RCEP: A calibrated opening is ongoing with China Read Ravi's columns: https://str.sg/3xRP Follow Ravi on X: https://twitter.com/RaviVelloor Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Ravi Velloor (velloor@sph.com.sg) 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.
In today's episode we talk about, The US-India deal, the US-Argentina deal, the rare earths summit and the snap election results in Japan. All that and more!
In this episode of IPS Finance, we analyze why SBI shares surged by 7% in a single day and what triggered this sharp market reaction. The discussion also covers the latest US–India trade deal report and its potential impact on investors and the Indian stock market. This episode helps investors understand key developments, market sentiment, and what to watch before making investment decisions.
• மாணவர்களுக்கு மோடி அறிவுரை?• இந்தியா - அமெரிக்கா இடையேயான வர்த்தக ஒப்பந்தம் குறித்த கூட்டறிக்கை வெளியீடு!• “வர்த்தக ஒப்பந்தத்தை சாத்தியப்படுத்திய ட்ரம்புக்கு நன்றி..” -பிரதமர் மோடி.• ரஷ்யாவிடமிருந்து கச்சா எண்ணெய்யை வாங்கியதை குறைத்த இந்தியா?• மணிப்பூரில் குகி சமூக எம்.எல்.ஏ., புதிய அரசில் இணைந்ததற்கு எதிர்ப்பு தெரிவித்து வன்முறை - ஊரடங்கு உத்தரவு பிறப்பிப்பு• "சிறுமியின் 6 மாத காலக் கருவை கலைக்க அனுமதி!" - உச்சநீதிமன்றம்.• டி20 உலகக்கோப்பை தொடர் - இன்று மட்டும் 3 போட்டிகள்! • உதயநிதி கலந்துகொண்ட திருமண விழா... திமுக கொடிக்கம்பம் நடும்போது மின்சாரம் தாக்கி இருவர் பலி!• ”விருப்ப மனுக்களைப் பெற தவெக தலைமை அலுவலகம் வரவேண்டாம்” - என்.ஆனந்த் வலியுறுத்தல்!• “தவெக வாக்கு சதவீதத்தை யாரும் 10%-க்கு குறைவாக சொல்லவில்லை..” - ஜி.கே.வாசன்.• திமுக கூட்டணி கட்சிகள் ஆர்ப்பாட்டம் அறிவிப்பு?• "2026-27 ஆண்டுக்கான தமிழ்நாடு அரசின் இடைக்கால பட்ஜெட் பிப்.17ல் தாக்கல் செய்யப்படும்!" - அப்பாவு• கார்ல் மார்க்ஸ்க்கும் தமிழ்நாட்டுக்கும் என்ன சம்பந்தம் - தமிழிசை• "ஜனநாயகம் இப்படித்தான் இருக்கும்; விவாதங்கள் தொடர வேண்டும்." - கமல்ஹாசன் • திமுக, அதிமுக.. ராஜ்யசபா சீட்டிற்கு இருவரும் ஒப்புக்கொண்டனர் - பிரேமலதா விஜயகாந்த்• சசிகலா தேர்தலில் போட்டியிடக் கோரி அவரிடம் ஆதரவாளர்கள் வலியுறுத்தல்• சசிகலாவை சந்தித்த அமமுக நிர்வாகியை கட்சியில் இருந்து நீக்கிய டிடிவி தினகரன்!• தமிழ்நாடு அரசின் வாழ்நாள் சாதனையாளர் விருது பெற்ற இயக்குநர் ராஜசேகரன் மனைவியில் பரிதாப நிலை!• துபாய்: 'உலகின் சிறந்த ஆசிரியர்' பரிசை வென்ற இந்தியர்; யார் இந்த ரூபிள் நாகி? • பாகிஸ்தானின் தலைநகர் இஸ்லாமாபாத் மசூதியில் குண்டு வெடிப்பு?
This week, the US and India announced a surprise new trade deal that slashes tariffs on Indian goods. It has one major possible catch: a commitment from India to stop buying cheap Russian oil — which will be easier said than done. On today's Big Take Asia Podcast, Bloomberg’s Sudhi Ranjan Sen joins host Oanh Ha to break down the deal and explain what it means for India’s economy and its relationships with the US, Russia and China. Read more: Trump’s Surprise Trade Deal With India Resets Fractured Ties - Bloomberg Further listening: India Wanted to Become The World’s Toymaker. Then Tariffs Happened India Won’t Stop Buying Russian Oil. Now It’s Paying the Price.See omnystudio.com/listener for privacy information.
Listen to the SF Daily podcast for today, February 4, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. A US-India trade deal was announced, with tariffs on Indian goods reduced to 18% and India agreeing to stop buying Russian oil, expected to boost US agricultural exports. Beef prices remain strong, with choice at $250 and select at $232. Weather forecasts include freezing drizzle in Minnesota and Wisconsin, potentially causing travel hazards. The podcast is sponsored by Bear Crop Science, offering 0% APR financing on crop protection products. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In today's Tech3 from Moneycontrol, we break down the sharp selloff in Indian IT stocks and why markets are reassessing IT services in an AI-led world. We also look inside the partner exits at Peak XV Partners and what they signal for venture capital economics. Plus, how the US–India trade deal is boosting sentiment for cross-border payment startups, and Marico's acquisition of plant-based nutrition brand Cosmix.
Today's Headlines: The Wall Street Journal reported that a whistleblower complaint about Tulsi Gabbard is considered so sensitive it's been locked away by an inspector general for eight months due to concerns it could cause “grave damage to national security,” even as Gabbard has remained in her role. The report landed just days after her unusual involvement in an FBI raid on a Georgia election office, which the New York Times says included a phone call where Trump spoke directly with agents on speakerphone. Elsewhere, DHS announced ICE officers in Minneapolis will begin wearing body cameras, as reports surfaced of a measles outbreak at an ICE detention center in Texas holding hundreds of children. Meanwhile, Bill and Hillary Clinton agreed to testify behind closed doors before House investigators about Jeffrey Epstein, narrowly avoiding contempt charges. Trump generated headlines of his own after plans for a massive “Independence Arch” in Washington were revealed, followed by threats to sue Grammy Awards host Trevor Noah over Epstein jokes. On Resources/Articles mentioned in this episode: WSJ: Classified Whistleblower Complaint About Tulsi Gabbard Stalls Within Her Agency NYT: Gabbard Arranges Trump Call With FBI Agents After Georgia Election Center Search WSJ: Federal Officers in Minneapolis to Receive Body Cameras SA Current: Source: Measles outbreak reported at ICE's Dilley family detention facility Axios: Clintons agree to Republican demands on testifying to Congress WaPo:Trump wants to build a 250-foot-tall arch, dwarfing the Lincoln Memorial Axios: Trump, China swipe at political Grammys show WSJ: U.S. Will Cut Tariffs on India to 18% in Trade Deal WSJ: SpaceX, xAI Tie Up, Forming $1.25 Trillion Company ProPublica: FAA Warns Airlines About Safety Risks From Rocket Launches, Urges “Extreme Caution” People: Savannah Guthrie's Mom Was Possibly Kidnapped ‘in the Middle of the Night' from Her Home: Police Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Bill and Hillary Clinton agree to testify in a House investigation into Jeffrey Epstein. The U.S. will slash tariffs on India after New Delhi agrees to stop buying Russian oil. Only a trickle of Palestinians successfully travel through the reopened Rafah crossing. And the son of Norway's crown princess stands trial on charges of rape and domestic violence while she faces criticism over her ties to Jeffrey Epstein. Listen to the Morning Bid podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc
Business and finance news from the Asia-Pacific. Elon Musk is combining SpaceX and xAI in a deal that values the enlarged entity at $1.25 trillion, as the world's richest man looks to fuel his increasingly costly ambitions in artificial intelligence and space exploration. The acquisition of xAI was announced in a statement on SpaceX's website signed by Musk and confirming a Bloomberg News report earlier Monday. The deal gives SpaceX a valuation of $1 trillion, and xAI a value of $250 billion, people familiar with the matter said. The combined company's valuation was announced to employees in a memo on Monday, some of the people said earlier. Asian stocks climbed after their steepest two-day drop since April as markets found footing following sharp swings in gold and silver that sent ripples across assets. The precious metals rose in early trading. For more on what is moving the markets, we spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. President Donald Trump said he would roll back punitive tariffs on India in return for an agreement that Prime Minister Narendra Modi would stop buying Russian oil, easing months of tension between the two countries. Following a phone call with Modi, Trump said on social media that he would cut a US levy on Indian goods to 18% from 25%. The US President is also removing an extra punitive 25% duty applied in response to India's purchases of crude from Russia, according to officials familiar with the matter. We got reaction from Basant Sanghera, Managing Principal at the Asia Group. He spoke to Bloomberg's Paul Allen and Shery Ahn. See omnystudio.com/listener for privacy information.
Listen to the February 3rd, 2026, daily headline round-up and find all the top news that you need to know.
In today's Tech3 from Moneycontrol, we break down senior-level exits and leadership changes at Peak XV Partners, how the US–India trade deal is easing outsourcing concerns for Indian tech firms, and why PB Fintech's CEO Yashish Dahiya says the company is entering a new phase of growth as it considers a QIP. Plus, we look at Elon Musk's SpaceX acquiring xAI in a massive all-stock deal combining AI and space ambitions.
Ed Butler examines the latest trade deal announced between the United States and India and what each side stands to gain. We also look ahead to President Trump's meeting with Colombia's president amid rising tensions. And is Latin pop music coming of age in mainstream American culture?
On Episode 765 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent Energy Special featuring Vartika Shukla, Chairman and Managing Director at Engineers India Limited (EIL).SHOW NOTES(00:00) The Take(05:19) Will third quarter results power markets further?(08:52) Why Venezuela is unlikely to affect oil prices for now(10:19) India's car sales on strong wicket(11:57) Will the US-India trade agreement be back on the front burner?(20:04) Engineers India diversity of consulting work offers insights into the new energy mix globally(29:04) A car company that Elon Musk laughed at has beaten himRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Episode Summary:In the third part of our 2025 Year in Review, Nick shifts the focus to Asia, exploring the dramatic realignment of US-India relations under Donald Trump's second term.For decades, Washington viewed India as a "natural strategic partner"—a democratic counterweight to China, showered with military aid and technology transfers. But in 2025, that special relationship has collapsed. Drawing on a fascinating analysis by Chinese foreign policy expert Mao Keji, we delve into why Trump has relegated India from "favorite child" to "strategic discard."Is this just Trumpian transactionalism, or a symptom of deeper American anxiety over its own decline? From the impact of tariffs to India's refusal to abandon Russian energy, we examine how the US search for loyal "blood bags" to prop up its hegemony is alienating the very allies it needs most.Plus: Stay tuned for updates on our upcoming live masterclasses for history students launching in January!Key Topics:The Shift: From "Strategic Altruism" to transactional coercion.The Tariff War: How Trump's protectionism hit India harder than almost anyone else.Russian Energy: Why India's refusal to sanction Moscow broke the partnership.The Anxiety of Decline: How American weakness is driving a more aggressive, less strategic foreign policy.Resources:"Favorite Child to Abandoned Pawn" by Mao Keji (Beijing Cultural Review)Explaining History helps you understand the 20th Century through critical conversations and expert interviews. We connect the past to the present. If you enjoy the show, please subscribe and share.▸ Support the Show & Get Exclusive ContentBecome a Patron: patreon.com/explaininghistory▸ Join the Community & Continue the ConversationFacebook Group: facebook.com/groups/ExplainingHistoryPodcastSubstack: theexplaininghistorypodcast.substack.com▸ Read Articles & Go DeeperWebsite: explaininghistory.org Hosted on Acast. See acast.com/privacy for more information.
Today, as I ride the slow train to Calcutta, this very full episode drops, in which I discuss the New US-India Visa Rules and Potential Collateral Damage it will bring, India's Deportation of a Chinese Spy and Chinese Military Targets on the India-Tibet Border, the Shaolin Temple Scandal (Birthplace of Kungfu), the World’s Longest One-Way Flight, the Chinese Missiles Breaking Trump’s Ceasefire in Cambodia/Thailand, the Hong Kong Apartment Fire (and Beijing’s Cold Response) + More Follow me on Twitter/X (@chinaadventures) where I post new/unique Chinese city prayer profiles every single day. Also, you can email me any questions or comments (bfwesten at gmail dot com) and find everything else, including my books, at PrayGiveGo.us! New US-India Visa Rules & Collateral Damage https://timesofindia.indiatimes.com/world/us/us-to-scan-social-media-of-all-h-1b-h-4-visa-applicants-from-december-15/articleshow/125767066.cms https://www.indiatoday.in/world/us-news/story/want-us-tourist-visa-you-might-need-to-disclose-5-year-social-media-history-vetting-h1b-f1-esta-fifa-world-cup-olympics-2833929-2025-12-10 India Deports Chinese Spy & Chinese Military Targets Tibet-India Border https://www.hindustantimes.com/cities/chandigarh-news/chinese-national-detained-in-j-k-deported-to-hong-kong-101765448427109-amp.html https://www.wsj.com/world/china/chinese-forces-battle-dizzying-altitudes-to-expand-military-footprint-c9350bbd Shaolin Scandal, World’s Longest One-Way Flight & Trump’s Failed Ceasefire https://www.channelnewsasia.com/east-asia/china-shaolin-monk-arrest-embezzlement-charges-5470356 https://www.globaltimes.cn/page/202512/1349711.shtml https://www.telegraph.co.uk/world-news/2025/12/10/chinese-missile-launcher-conflict-cambodia-thailand/ Hong Kong Fire (and Beijing’s Cold Response) https://www.abc.net.au/news/2025-12-02/tai-po-fire-hong-kong-mainland-grief-red-lines/106087732 https://asiatimes.com/2025/11/hong-kong-is-chinas-most-underestimated-strategic-asset/ “[The vision for communism is not only] not to allow religious liberty, but actually to replace faith with trust in the Chinese Communist Party.” Rep. John Moolenaar (MI) - Chairman of the House Select Committee on the Chinese Communist Party Now let's take a look at this coming week's Pray for China (PrayforChina.us) cities… Pray for China (Dec 15-21): https://chinacall.substack.com/p/pray-for-china-dec-15-21-2025 Subscribe to China Compass and leave a review on your favorite podcast platform! Follow me on X (@chinaadventures) and send any questions or comments to (bfwesten at gmail dot com). You can find everything else, including my books, at PrayGiveGo.us. Luke 10, verse 2, the harvest is plentiful but the workers are few. Talk again soon!
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
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
• 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 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...
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.”
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
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
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