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Get your hand-picked playbook here: https://www.figuringout.co/pdf/fo-506Guest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.(00:00) - Intro(03:21) - How China Conquered the World(08:55) - The SMILE Framework(11:10) - Can India Use Manufacturing to Grow?(17:12) - China's Raw Material Dominance(25:00) - What Is Debt-Trap Diplomacy & How Is It Done?(35:19) - Will India's Growth Get Delayed Because of China's Sea Route Domination?(41:18) - How Will India Escape This Sea Route Domination?(44:05) - What Chokepoint Can India Create to Become a Superpower?(52:13) - Gen Z: A Positive Generation(56:36) - China's Data & Surveillance Domination(1:14:10) - Is China Technologically Dominating the World?(1:20:29) - Countries Grow When They Steal Intellectual Property(1:25:15) - The Chinese Hustle Scam(1:36:24) - China's Currency Domination(1:40:43) - Is the Change in World Order Coming?(1:46:14) - When Will India Be in a Powerful Position?(1:49:13) - OutroIn today's episode, we sit down with Dr Samir Saran, President of Observer Research Foundation and Curator of the Raisina Dialogue, to understand global power and strategy.We discuss how China expanded influence without direct conflict, the “smile strategy,” and how it builds control while United States builds markets. Dr. Saran explains demographic power, the philosophy behind China's rise, and the smartest moves that shaped its position.The conversation focuses on India, what it must do to negotiate equally with China, how to become a manufacturing giant, and how rare earth capabilities can change the balance. This episode breaks down geopolitics into clear, practical insights for India's next decade.Subscribe for more such conversations.Follow Dr Samir Saran Here:Instagram: https://www.instagram.com/samir_saranFollow ORF here:Instagram: https://www.instagram.com/orfonlineAbout Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.To Know More,Follow Raj Shamani On ⤵︎Instagram @RajShamani https://www.instagram.com/rajshamani/Twitter @RajShamani https://twitter.com/rajshamaniFacebook @ShamaniRaj https://www.facebook.com/shamanirajLinkedIn - Raj Shamani https://www.linkedin.com/in/rajshamani/About Figuring OutFiguring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.
Download Porter Here: https://app.adjust.com/1yo3em3qGuest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.(00:00) - Intro(03:23) - Biggest geopolitical mistake India is making right now(05:29) - Will privatisation & AI take away people's jobs?(07:28) - Will robots take over doctors' jobs?(09:28) - Why did he open a hospital?(12:19) - Why does he provide treatment at such low cost?(21:27) - Why doesn't he take donations?(28:42) - The fight between NEET, JEE coaching & Khan Sir's coaching(32:42) - Results from his coaching(40:37) - Bihar election system(44:37) - Why is there religious hatred?(50:01) - Will India ever beat poverty?(52:47) - Where are Indians today vs 10 years ago vs 10 years later?(57:27) - Has India's mentality changed over the years?(1:01:39) - Why don't rich Indians invest in our country's development?(1:02:33) - OutroIn today's episode, we sit down with Khan Sir to talk about India's economy, education, healthcare, and the reality faced by common people.We discuss India's biggest economic mistakes, why poverty still exists, and how AI could lead to job losses in the coming years. Khan Sir explains how money impacts poor families, the pressure of getting a job, and the extreme steps students take to secure one.The conversation also covers his decision to keep education affordable, why he is building something bigger in healthcare, and how low pricing can still create impact at scale. He shares his experience with throat surgery, the challenges he faces, and the only donation he has ever received. This episode is simple, direct, and grounded in real issues affecting millions.Subscribe for more such conversations. Follow Khan Sir Here:Instagram: https://www.instagram.com/khanglobalstudies_official/About Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.To Know More,Follow Raj Shamani On ⤵︎Instagram @RajShamani https://www.instagram.com/rajshamani/Twitter @RajShamani https://twitter.com/rajshamaniFacebook @ShamaniRaj https://www.facebook.com/shamanirajLinkedIn - Raj Shamani https://www.linkedin.com/in/rajshamani/About Figuring OutFiguring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.
This episode is brought to you by Urban Platter, to know more checkout: https://bit.ly/urban-platter-figuring-outGuest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.(00:00) - Intro(02:43) - What does a diplomat do?(13:54) - Why do other countries care about who we vote for?(15:14) - What is a diplomat's final job?(16:38) - Why does the world knowing about Indian festivals matter?(19:18) - How do diplomats handle crisis management?(27:45) - Why would any country trust diplomats knowing they lie?(32:51) - Serving in Pakistan as a diplomat(48:40) - The ICJ win story(55:54) - Unsavoury tools used by diplomats(1:00:15) - Masood Azhar case(1:07:02) - Why hasn't India been able to prove Pakistan is a terrorist state?(1:16:16) - What happens when the US designates someone a national threat?(1:17:55) - India's friendship with everyone: is it the right strategy?(1:26:25) - Why didn't India condemn the Iran-Israel-US conflict?(1:29:07) - What price is India paying for not taking a stance?(1:39:51) - New India, new expectations & greater exposure(1:47:41) - Every growing country is somewhat dependent(1:52:54) - How is India a rising influence if no one listens to it?(2:00:47) - The US is not our friend, it's our boss(2:02:23) - Different countries handle issues differently(2:15:14) - Is India scared of China?(2:19:02) - India & its neighbouring countries(2:29:33) - Should the media and diplomats work together for a better India?(2:40:37) - Are international bodies completely useless today?(2:57:23) - India's best & worst decisions of the last decade(3:03:17) - One criticism of Indian policy that is completely wrong(3:09:47) - Will India grow at the pace the world expects?(3:13:06) - BTS(3:13:23) - OutroIn today's episode, we sit down with Syed Akbaruddin, Former Permanent Representative of India to the United Nations and Dean of Kautilya School of Public Policy, Hyderabad, to understand diplomacy, power, and global strategy.We discuss what diplomats really do, how their role has changed since the 1980s, and how they handle crises and conflicts. He shares insights from his time in Pakistan, the reality behind ceasefires, and how diplomacy works during war.The conversation also covers India's position in the world, its relationship with the US, and why global institutions are losing influence. We talk about China's moves around Taiwan, why it remains India's biggest strategic challenge, and what India needs to improve going forward. Subscribe for more such conversations.Follow Syed Akbaruddin Here:LinkedIn: https://www.linkedin.com/in/syed-akbaruddin-854b30249/About Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics include how to start an online presence, market resilience, how to stay consistent on LinkedIn and more.Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree Program0:24 Welcome to the 355th Weekly Live Webcast of March 26, 2026!0:39 Thoughts on Zillow?1:46 How to start an online presence?4:25 How to deal with high stress and stay unemotional when a stock falls?6:37 How to know if you have a broken stock or a broken company?8:46 Thoughts on Workday and PayPal?10:23 How to know if a stock is value or growth?13:36 Where does Circle and Coinbase go from here?14:28 How did Gold and Silver fall so much today?15:38 What has changed your business?17:30 How to stay consistent on LinkedIn and social media?20:07 How to publish my own book?21:26 How to get over the growth plateau?24:42 How to learn about macroeconomics?25:44 How to learn about quant trading?26:36 Biggest fear you have?31:23 Will India ever become a dictatorship?32:06 How to use AI in finance?33:35 How to choose what I should work on first?37:44 How do oil prices affect Russia?39:18 If you were young again, how would you invest?39:58 Why did Meta lay off so many people?40:31 What sort of hedge fund did you run?41:46 Will an undergraduate degree become obsolete?42:40 Are the big banks too big to fail?44:11 How to get into entrepreneurship?46:29 Should I go to grad school?4 Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun
On Episode 827 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Srivastava, Founder of the Global Trade Research Initiative (GTRI) as well as Amit Tandon, Founder and Managing Director at Institutional Investor Advisory Services (IIAS).SHOW NOTES(00:00) Stories of the day(01:00) Markets tank again, give up three days of gains on US threats to attack Iran's gas fields again(04:43) Gold and silver fall on inflation fears, major commodities crash(06:54) HDFC Bank chairman quits after likely boardroom battle but leaves behind questions(19:44) Will India curtail exports of oil products like petrol and diesel?(21:24) Trade data for last year has been positive but the US is coming after India againRegister for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Download Porter Here: https://app.adjust.com/1yo3em3qGuest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.(00:00) - Intro(03:13) - The reason behind America's success(12:52) - Are Epstein file members controlling the world?(16:06) - Will the America–Israel–Iran war end soon?(18:23) - The BRICS currency & the dollar(21:41) - Who can stop Trump?(22:26) - What are the Epstein files?(24:51) - How did Israel become so powerful?(29:21) - America's biggest current threat(33:12) - Currency wars(35:00) - Why China can't beat America in weapons(38:28) - CIA: America's strongest weapon & Telegram(50:54) - What advice would he give America as CIA head?(54:06) - Will China and America fight over Taiwan?(57:07) - What happens if China takes over Taiwan?(1:00:58) - Why China supports Kim Jong Un(1:01:53) - Is Bangladesh a threat to India?(1:05:14) - Is China actually powerful?(1:07:45) - Why is China expanding into India's neighboring countries?(1:09:38) - Is Pakistan a common link between America and China?(1:11:37) - Pakistan, rare earth metals & poverty(1:15:00) - Will Pakistan cease to exist in 50 years?(1:19:16) - Will India use Afghanistan in the future?(1:20:56) - Does America have a problem with India's global friendships?(1:23:21) - Thoughts on India's neutrality(1:27:01) - Which countries are best for India(1:29:41) - Does India's friendship with everyone benefit it?(1:30:56) - Has World War 3 begun?(1:33:08) - Which side will India take if the war continues?(1:36:05) - BTS(1:37:33) - OutroIn today's episode, we sit down with Khan Sir to understand global power, politics, and the shifting world order in simple terms.The conversation moves to global threats, why Vladimir Putin is seen as a major challenge, and how China plays a silent but strategic game through countries like North Korea. We also discuss Taiwan, semiconductors, and why control over technology can decide future wars.Subscribe for more such conversations. Follow Khan Sir Here:Instagram: https://www.instagram.com/khanglobalstudies_official/About Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.To Know More,Follow Raj Shamani On ⤵︎Instagram @RajShamani https://www.instagram.com/rajshamani/Twitter @RajShamani https://twitter.com/rajshamaniFacebook @ShamaniRaj https://www.facebook.com/shamanirajLinkedIn - Raj Shamani https://www.linkedin.com/in/rajshamani/About Figuring OutFiguring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.
Will India go on to dominate in white-ball Cricket after retaining the T20 World Cup? Why are they so successful in the white-ball format? What can England learn from India when it comes to white-ball Cricket? Can Brendon McCullum show he can take this England team forward after the Ashes? Will they be better making a change? How have Durham been affected by the ongoing trouble in the Middle East? Can they bounce straight back to Division One next season?Instagram: @talkSPORT_CricketYouTube: https://www.youtube.com/channel/UC9vsecLHNgTj-yoNumw63lQX: @Cricket_TS @NeilManthorp @Harmy611Hosts: Neil Manthorp & Steve HarmisonProducer: Scott TaylorHosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:27 Will India refine Venezuelan oil?11:50 India's Urban Funding Gap Explained22:55 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
On January 3rd, 2026, Delta Force stormed Nicolás Maduro's compound in Caracas in Operation Absolute Resolve. Within hours, the Venezuelan president was shackled aboard the USS Iwo Jima, bound for Guantanamo Bay. Trump announced America would "run" Venezuela indefinitely. The prize? The world's largest oil reserves—303 billion barrels sitting beneath a nation producing less than a million barrels daily. It's regime change theatre: sanctions turned kinetic, liberation sold as law enforcement. International critics cry “land-grab”. Venezuelans are on the edge. Many express their joy on social media and thank Trump. Now the real questions emerge: Will India's Reliance and ONGC reclaim their Venezuelan stakes? Can China's sanctioned oil pipeline survive American control? And when US companies balk at investing in a country with no political legitimacy, what then? ET’s energy expert Sanjeev Choudhary and host Anirban Chowdhury decode the geopolitics, the markets, and the messy aftermath of America's latest intervention. Listen in:You can follow Anirban Chowdhury on his social media: X and Linkedin Check out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more. Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube. Credits: Global News, dannypryp, AP Archive, The GuardianSee omnystudio.com/listener for privacy information.
India has the engineers, the users, and the ambition to be an AI superpower. But as OpenAI floods the market at ₹399/month, Google invests $15 billion, and global giants harvest Indian data, a critical question emerges: Will India settle for being the world's largest AI user, or can it become a builder that matters?From DeepSeek's $6M shock to the race for AI sovereignty, we connect the dots on India's AI moment—and what could be next.Tune in. Episodes mentioned: Deepseek: Spotify | Apple | Youtube ChatGPT 399 Plan: Spotify | Apple | YoutubeIndia's Sovereign AI: Spotify | Apple | YoutubeDeloitte's AI blunder: Spotify | Apple | YoutubeAI Browsers: Spotify | Apple | YoutubeWhy AI minds are refusing big bucks: Spotify | Apple | YoutubeCall Centres are being rewritten by AI: Spotify | Apple | YoutubeWrite to us with your thoughts at podcast@the-ken.com! Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
The International Crimes Tribunal of Bangladesh has handed a death sentence to former Prime Minister Sheikh Hasina. The tribunal found her guilty of crimes against humanity. It convicted held her of ordering the killing of anti-government protesters between June and August 2024. Sheikh Hasina fled to Delhi last year when her government fell. She has lived in exile ever since. But now she is a wanted criminal in Bangladesh. The Bangladesh government wants India to extradite her. Will India agree to do so? Does this mark the end of Hasina's political career? With national elections due in February, what does this tribunal verdict mean for domestic politics in Bangladesh? What does it mean for the future of Awami League, the party Hasina leads? Guest: Kallol Bhattacherjee from The Hindu's Delhi bureau. Host: G. Sampath Recorded by Aniket Singh Chauhan Produced and edited by Jude Francis Weston Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the show, Baldy, Raj and Stu look back at the cricketing week that was, which saw NZ in T20 action against the West Indies, India win the Women's World Cup and Australia name their squad for the first Ashes Test. We also look ahead to an intriguing Test series between India and South Africa. We start the show by congratulating India on their Women's World Cup win, before moving back to New Zealand where the Black Caps are 2-1 up in their T20 series against the West Indies. There's praise for Matthew Forde, Ish Sodhi and Mark Chapman, plus questions about NZ's death bowling and what the T20 World Cup squad might look like if - and it's looking like a bigger 'if' with each passing day - injured players like Glenn Phillips, Finn Allen, Will O'Rourke and Lockie Ferguson do return. Next we head to India, where Rishabh Pant returns for the home side as they prepare to take on South Africa in what shapes to be the toughest challenge to date for the current World Test Champions. Can Pant and Dhruv Jurel play in the same XI? Is Keshav Maharaj the best spinner in the world? And will India simply be too strong on home soil? We round out the show with the latest Ashes news, which mainly involves asking Baldy his thoughts on the Australian squad for the first Test. Jake Weatherald's inclusion has generated most of the headlines, but will he actually play? And if so, what might that mean for Marnus Labuschagne, Beau Webster, Cameron Green - and even Sam Konstas? We'll be back in your feed next week with a full preview of The Ashes, plus some more news and notes from around the world. Until then please take the time to give us a like, follow, share or subscribe on all our channels (@toporderpod on Twitter & Facebook, and @thetoporderpodcast on Instagram & YouTube) and a (5-Star!) review at your favourite podcast provider, or tell a friend to download. It really helps others find the show and is the best thing you can do to support us. You can also find all our written content, including our Hall of Fame series, at our website. You can also dip back into our guest episodes - including conversations with Mike Hesson, Shane Bond and Mike Hussey, current players such as Matt Henry, Sophie Devine and Ish Sodhi, coaches Gary Stead, Jeetan Patel and Luke Wright, as well as Barry Richards, Frankie Mackay, Bharat Sundaresan and many more fascinating people from all across the cricketing world. And if you'd like to reach out to us with feedback, questions or guest suggestions, get in touch at thetoporderpodcast@gmail.com. Thanks for listening. 0:00 Intro 0:45 India win the Women's World Cup 3:10 Black Caps v West Indies: Matthew Forde impresses 6:00 Do NZ have a death-bowling problem? 8:00 Ish Sodhi bowling well 11:20 Is NZ's T20 World Cup squad any clearer? 23:15 India v South Africa Tests: Rishabh Pant returns 26:40 Will India be too strong? 37:35 The Ashes: Australia name their squad 39:10 Will Jake Weatherald make his Test debut? 51:45 What next for Sam Konstas? Learn more about your ad choices. Visit podcastchoices.com/adchoices
On-again off again. Hot and cold. That's how I would describe more than 75 years of America's relationship with India. It's a story that seesaws between extremely close cooperation and virtually full ruptures and severe sanctions. And the goal of this interview is to learn from history how Pres. Trump's 50% tariffs may impact our relations with India now!
India's buying cheap Russian oil. Trump's not happy. And now he's slapped 50% tariffs on Indian goods. Officially, it's about funding Russia's war machine. Unofficially? It might be about one man's ego, a Nobel Peace Prize dream, and India refusing to play along. From the MEA's unusually sharp statement to the PM's vow to "pay any price to protect farmers," we unpack the real stakes amid the India-US showdown over tariffs. - Is India's "multi-alignment" foreign policy reaching breaking point? - Why agriculture is a red line in India-US trade talks. - How diplomats handle unpredictable leaders like Donald Trump. - The shift in India's diplomatic tone - and why a career diplomat as EAM matters. - Will India hit back with counter-tariffs or play the long game? Veteran national security journalist Sandeep Unnithan joins host Dev Goswami to decode this latest round of diplomatic warfare -- from South Block's air-conditioned strategy rooms to the high-stakes oil politics of Moscow and Washington. Produced by Garvit Srivastava Sound mixed by Rohan Bharti
The two icons of Indian cricket are back in the news. After India fought hard to draw the Anderson-Tendulkar Trophy, there's calm after the storm with no international assignments scheduled for the men's team until the Asia Cup in September. However, Virat Kohli and Rohit Sharma have once again been dragged into the headlines. Reports are circulating that the two players might retire after the ODIs in Australia this October. But why? Kohli and Rohit are still among India's best one-day batters, and both have expressed their desire to play in the 2027 World Cup. Why are we forcing a transition when there's no need for it? Meanwhile, Shubman Gill is reportedly set to be named vice-captain for the Asia Cup T20Is. While Gill is undoubtedly India's next big cricket superstar, does he deserve a spot in the T20Is? Will India disturb the well-established opening pair of Abhishek Sharma and Shubman Gill? In the latest episode of the Sledging Room Podcast, Akshay Ramesh, Alan John, and Saurabh Kumar discuss the chatter around some big selection calls that are expected soon. Produced by Nikhil Khattar Sound Mixed by Aman Pal
On Episode 654 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director - S&P Global Mobility, India & ASEAN. We also feature an excerpt from Puja Mehra's recent interview with Neelkanth Mishra from our show How India's Economy Works.SHOW NOTES(00:00) Stories of the Day(01:01) Will India join the global stock rally party?(05:45) Why you should not worry about Russian oil(07:52) Should India raise tariff barriers in these times?(18:04) The ethanol blending controversy(28:33) Europe is seeing record temperatures againhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Geopolitics is now measured in Nanometers. Anything with a battery or a plug has a semiconductor inside. But these chips aren't just tech anymore, they're shaping who becomes the next Superpower.In the 1980s, India was just two years behind the world in semiconductors. Today, we're 12 generations behind. What went wrong?India's top semiconductor expert, Raja Manickam, returns to The Neon Show to break it all down.We discuss how the U.S. lost the chip race it started, China's strategic rise, and how one visionary turned Taiwan into the most valuable island in the world.Raja Manickam dives into what the $10B India Semiconductor Mission is getting right and where we may fall behind. He explains why
Morse code transcription: vvv vvv Trump forges ahead with controversial deep sea mining Cyclists who kill could face life sentence in proposed law change Why the Post Office paid 600m to stay shackled to the faulty Horizon system Ukraine may have to give up land for peace Kyiv Mayor Klitschko Pahalgam attack Will India suspending Indus Waters Treaty affect Pakistan BBC News Quiz of the Week What kind of bread was crowned Britains Best Loaf Warhol print of former Dutch Queen Beatrix accidentally thrown away How Just Stop Oil was policed to extinction Formal notice filed to seek death penalty for Luigi Mangione Missing murderer Raymond McCourt caught on Edinburgh bus
Check out BeerBiceps SkillHouse's Designing For Clicks Course - https://bbsh.co.in/ra-yt-vid-dfcShare your guest suggestions hereLink - https://forms.gle/aoMHY9EE3Cg3Tqdx9BeerBiceps SkillHouse को Social Media पर Follow करे :-YouTube : https://www.youtube.com/channel/UC2-Y36TqZ5MH6N1cWpmsBRQ Instagram : https://www.instagram.com/beerbiceps_skillhouseWebsite : https://beerbicepsskillhouse.inFor any other queries EMAIL: support@beerbicepsskillhouse.comIn case of any payment-related issues, kindly write to support@tagmango.comLevel Supermind - Mind Performance App को Download करिए यहाँ से
Morse code transcription: vvv vvv How Just Stop Oil was policed to extinction Formal notice filed to seek death penalty for Luigi Mangione BBC News Quiz of the Week What kind of bread was crowned Britains Best Loaf Why the Post Office paid 600m to stay shackled to the faulty Horizon system Missing murderer Raymond McCourt caught on Edinburgh bus Cyclists who kill could face life sentence in proposed law change Pahalgam attack Will India suspending Indus Waters Treaty affect Pakistan Ukraine may have to give up land for peace Kyiv Mayor Klitschko Warhol print of former Dutch Queen Beatrix accidentally thrown away Trump forges ahead with controversial deep sea mining
Morse code transcription: vvv vvv How Just Stop Oil was policed to extinction Trump forges ahead with controversial deep sea mining Pahalgam attack Will India suspending Indus Waters Treaty affect Pakistan BBC News Quiz of the Week What kind of bread was crowned Britains Best Loaf Ukraine may have to give up land for peace Kyiv Mayor Klitschko Missing murderer Raymond McCourt caught on Edinburgh bus Cyclists who kill could face life sentence in proposed law change Why the Post Office paid 600m to stay shackled to the faulty Horizon system Warhol print of former Dutch Queen Beatrix accidentally thrown away Formal notice filed to seek death penalty for Luigi Mangione
Morse code transcription: vvv vvv BBC News Quiz of the Week What kind of bread was crowned Britains Best Loaf Ukraine may have to give up land for peace Kyiv Mayor Klitschko Cyclists who kill could face life sentence in proposed law change Trump forges ahead with controversial deep sea mining Formal notice filed to seek death penalty for Luigi Mangione Warhol print of former Dutch Queen Beatrix accidentally thrown away Why the Post Office paid 600m to stay shackled to the faulty Horizon system Pahalgam attack Will India suspending Indus Waters Treaty affect Pakistan How Just Stop Oil was policed to extinction Missing murderer Raymond McCourt caught on Edinburgh bus
The Indus Valley Annual Report, published by Blume Ventures, is an annual deep-dive into the Indian macroeconomy, the Indian consumer, and the innovation ecosystem in India. The report has become one of the most highly anticipated reports on the economy—pored over by policy wonks, economic analysts, and India watchers.The lead author of the report is Sajith Pai. Sajith is a partner at Blume Ventures, an early stage venture firm with offices in Mumbai, Bangalore, Delhi, and San Francisco. Sajith oversees consumer and India B2B investing at Blume. Prior to joining Blume, Sajith had a two-decade career in various corporate strategy roles with the Times of India Group.To talk more about this year's report, Sajith joins Milan from his office in Noida. The two discuss the origins and objectives of the Indus Valley Annual Report, India's post-pandemic recovery trajectory, and India's low (and declining) savings rate. Plus, the two discuss the trials and tribulations of India's manufacturing sector and whether India can become an artificial intelligence (AI) powerhouse.Episode notes:1. Abhishek Anand et al., “How quality control orders are crippling India's trade competitiveness,” Business Standard, March 4, 2025.2. Abhishek Anand et al., “Multiplying multi-plants: A new and consequential phenomenon,” Journal of Development Economics 174 (May 2025).3. “Sajith Pai Unpacks the 2024 Indus Valley Annual Report and the Changing Indian Consumer,” Ides of India (podcast), July 4, 2024.4. “Will India's Budget 2025 Turn the Economic Tide? (with Sukumar Ranganathan),” Grand Tamasha, February 5, 2025.
The news from India has been coming fast and furious.On February 1, the finance minister revealed the latest Indian budget amidst a backdrop of slowing economic growth. On February 8, a new government in the state of Delhi was elected and, for the first time in a quarter-century, it's headed by the BJP. And on February 13, Prime Minister Narendra Modi had his first face-to-face sit-down with U.S. President Donald Trump at the White House in the Trump 2.0 era.To discuss the latest events and what they mean for India, Milan is joined on the show this week by Grand Tamasha regulars by two Grand Tamasha regulars, Tanvi Madan of the Brookings Institution and Sadanand Dhume of the American Enterprise Institute and the Wall Street Journal.They discuss the BJP's striking political resilience, the fortunes of the Aam Aaadmi Party, and India's current economic malaise. Plus, they discuss Modi's high-stakes meetings with Trump and Elon Musk and the future of the China-India-United States relationship.Episode notes:1. “Will India's Budget 2025 Turn the Economic Tide? (with Sumukar Ranganathan)” Grand Tamasha, February 5, 2025.2. Sadanand Dhume, “Foreign Lessons in the Perils of DEI and Affirmative Action,” Wall Street Journal, January 29, 2025.3. Tanvi Madan, “Top Gun and Scattershot,” Times of India, January 20, 2025.4. Sadanand Dhume, “Manmohan Singh's Mixed Economic Legacy,” Wall Street Journal, January 1, 2025.5. Tanvi Madan, “India is Hoping for a Trump Bump,” Foreign Affairs, December 5, 2024.
Rohit Sharma suffered twin failure on his return to Ranji Trophy after nine years. The India captain struggled against Jammu and Kashmir in Mumbai. While he has not regained form, questions about his participation in the first-class tournament have emerged. What's the point of Rohit playing Ranji now? There was an opportunity for him to play domestic cricket before the 2024-25 Test season. What can Virat Kohli achieve from one round of Ranji Trophy? Will India look past their batting superstars for the tour of England, which starts in June? Well, what do you make of India's Champions Trophy squad? What was the need for India to pick four spinners? Will Jasprit Bumrah and Mohammed Shami be fit? Were the BCCI selectors right in not picking Sanju Samson? Akshay Ramesh, Saurabh Kumar, and Kingshuk Kusari discuss the Champions Trophy squad and Ranji Trophy performances in the latest episode of Sledging Room Podcast. Tune In Produced by Garvit Srivastava Sound mixed by Rohan Bharti
The Chief Advisor of Bangladesh's interim government Muhammad Yunus has said that his country will seek the extradition of ousted leader Sheikh Hasina. The former Bangladesh prime minister fled to India on August 5th, and has been living Delhi in a safe house ever since. But now Yunus has said in an interview with The Hindu, that she has been continuing her political activities from India, which is a “problem”. A special tribunal set up in Bangladesh for ‘crimes against humanity' has also asked Interpol to issue a red notice for the arrest of Hasina. But Bangladesh is yet to directly initiate the process with India for Hasina's extraction. What does the extradition treaty between India and Bangladesh say? Why hasn't Bangladesh initiated extradition proceedings yet, but has already approached Interpol? Will India accede to the extradition request or will it invoke the exemption clauses for political offences? Guest: Kallol Bhattacharjee from The Hindu's New Delhi Bureau. Host: G. Sampath, Social Affairs Editor, The Hindu. Edited by Jude Francis Weston
Few anticipated India would lose a home Test series -- especially not to New Zealand, a team that has struggled on foreign soil since the World Test Championship began in 2019. A 0-3 scoreline added to the disbelief. New Zealand, brilliantly led by Tom Latham, exceeded expectations, outshining India in all facets of the game.The statistics are stark. Rohit Sharma, the captain, has managed just 133 runs in 10 innings, while former captain Virat Kohli has scored 192 runs in the same number of innings. Between them, they recorded only two fifties over five Tests at home during the 2024 season.Although India secured a victory against Bangladesh in a two-Test series, their subsequent series against New Zealand saw them falter dramatically, losing 0-3 in a manner that exposed their vulnerabilities for the first time in many years.Is it time to look beyond Rohit and Virat in Tests?What does a series loss of this magnitude tell about Rohit Sharma's captaincy and Gautam Gambhir's coaching credentials?Will India be able to bounce back in Australia?Akshay Ramesh, Saurabh Kumar, and Kingshuk Kusari reflect on the shocking loss that has hurt their egos and reputations.Tune in!Produced & Sound Mix By: Sachin Dwivedi
This is a crossover episode with the Seeking Truth From Facts podcast. (00:00) - Iranian missile attack vs Israel and missile defense (13:10) - Is there potential for a 1973-style oil crisis? (21:41) - Is NATO getting tired of the proxy war in Ukraine? (25:43) - Why has Europe declined relatively since 2008 and what are the consequences of said decline? (30:13) - Is procyclical European fiscal policy to blame? (34:51) - Has China's infrastructure boom been a white elephant? (41:37) - China's energy grid and solar energy transision (46:57) - Will India catch up to or overtake China? (57:06) - Is liberal democracy really necessary for long-term economic prosperity? (01:00:14) - How did Lee Kuan Yew transform Singapore? Links: Iran ballistic missiles and missile defensehttps://stevehsu.substack.com/p/iran-vs-israel-implications-for-missile Pershing 2 Missilehttps://x.com/hsu_steve/status/1843450614552113316 Russia-Ukraine war and Iran blowbackhttps://x.com/hsu_steve/status/1844551899103863154 India developmenthttps://x.com/hsu_steve/status/1814994391502667953https://x.com/hsu_steve/status/1815047688829706279Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.--Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.
It's a rare thing for a press conference from China's Minister of Finance to excite quite so much, but there were widespread hopes in markets that Saturday's briefing from Lan Fo'an would finally provide the details of fiscal easing plans that had been missing from the government's stimulus pledges so far. Did Minister Lan deliver? Group Chief Economist Neil Shearing gives his assessment on the latest episode of The Weekly Briefing from Capital Economics and discusses what the leadership needs to deliver to boost confidence in its steering of the economy. Neil also talks about the latest flow of US data and what that signals about what the Fed will do in November and previews the coming week's ECB policy meeting. Also on the show, Deputy Chief EM Economist Shilan Shah and Assistant Economist Joe Maher talk about India's economic rise and whether it will trigger a massive and broad surge in commodities prices, as China did previously. Research and events referenced in this episode:MOF promises more spending but scale still unclearAsia Drop-In: How far will policy easing go to support Asia's economies?Europe Drop-In: What will follow another ECB rate cut?Will India kickstart the next commodity boom?RBI on course for December rate cut
On Episode 396 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, vice president of research at Dolat Capital Market. SHOW NOTES (00:00) The Take: The fear of a real stock market scam (04:12) Major indices take a pause, metal stocks shine on China light (05:44) JP Morgan highlights India manufacturing opportunity & SE Asia (07:24) Will India's IT sector have better quarters ahead? (12:08) S&P maintains India's growth at 6.8% (13:29) China unveils series of monetary measures to boost economy, speaks of propping up stock markets (15:27) How Indian banks are surviving through institutional deposits as retail fails to pick up Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 386 of The Core Report, financial journalist Govindraj Ethiraj talks to Harish Bhat, Advisor and Director at the Tata Group and co-author of the book ‘Jamsetji Tata: Powerful Learnings for Corporate Success'. SHOW NOTES (00:00) Stories Of The day (01:09) Bulls tire of pause, hit play again, markets zoom 1,439 points (02:56) ECB Cuts Rates Again, All Eyes On Federal Reserve Now (04:09) Inflation comes in at 3.65%, higher than projections (05:29) Will India cut fuel prices? (08:20) Major European carrier says air fares will fall (09:19) Jamsetji Tata, how he attacked economic problems and social gaps Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
The anticipation was finally over as the BCCI released the Indian squad for the first Test against Bangladesh on a lazy and uneventful Sunday night on September 8. As expected, the regulars were all picked in the 16-member squad, which welcomed Rishabh Pant back into all-whites.While Pant had a great return in the Duleep Trophy, could the BCCI have given him more game time before making the call to have him back in the squad? Dhruv Jurel did a fine job behind the stumps during the England series and has shown he is a serious contender for the Australia squad.The big name missing from the squad list was Shreyas Iyer, who is back into the good books of BCCI after all the misunderstanding during the England series. However, the Indian batter seems out of the Test picture as KL Rahul has been brought back into the mix. Rahul is tipped to replace Sarfaraz Khan in the lineup for the 1st Test as the competition for the middle-order spot is heating up. Shreyas may need to take his game to the next level in the domestics, especially given the emergence of talents like Musheer Khan.Yash Dayal was one of the heartwarming stories from the squad announcement. He has completed a redemption arc for the ages. Dayal's inclusion comes as India looks to find their next consistent left-arm pacer to create a big talent pool.Regarding the lineup, the big toss-up will be between Kuldeep Yadav and Axar Patel. Will India go for more strength in their batting lineup, or will Kuldeep's proficiency give him the edge?Akshay Ramesh, Saurabh Kumar, and Alan Jose John dissect the big questions ahead of the first Test between India and Bangladesh.Tune in!Produced by Anna PriyadarshiniSound mix by Nitin Rawat
Uzair Younus comes back on The Pakistan Experience to discuss the Indian Elections, the Indian Economy, Modi, BJP and the Pakistani Economy. Will BJP win over 350 seats? Will India's Economy catch up to China? Can the Pakistani Economy be saved? On this deep dive podcast, we discuss Modi's Popularity, the Muslim vote, BJP and Congress's Manifestos, Civilian Supremacy, Kejriwal's arrest, the Wheat Crisis in Pakistan, Kashmir, and the Economic Roadmap for Pakistan. The Pakistan Experience is an independently produced podcast looking to tell stories about Pakistan through conversations. Please consider supporting us on Patreon: https://www.patreon.com/thepakistanexperience To support the channel: Jazzcash/Easypaisa - 0325 -2982912 Patreon.com/thepakistanexperience And Please stay in touch: https://twitter.com/ThePakistanExp1 https://www.facebook.com/thepakistanexperience https://instagram.com/thepakistanexpeperience The podcast is hosted by comedian and writer, Shehzad Ghias Shaikh. Shehzad is a Fulbright scholar with a Masters in Theatre from Brooklyn College. He is also one of the foremost Stand-up comedians in Pakistan and frequently writes for numerous publications. Instagram.com/shehzadghiasshaikh Facebook.com/Shehzadghias/ Twitter.com/shehzad89 Chapters: 0:00 Introduction 2:20 Breaking Down the Indian Elections for Pakistanis 4:21 Modi's popularity and the Muslim Factor 14:00 Rahul Gandhi, Congress and Nepotism 19:43 Comparing BJP's Manifesto to Congress's Manifesto 23:00 Transforming India. Economy and Political Narratives 30:00 Imran Khan and Civilian Supremacy in India 36:00 Kejriwal's Arrest and Corporate India 42:30 India's Economy, Made in India and Catching up to China 1:00:00 Pakistan's Economy and our Automobile Industry 1:10:50 Pakistan's Wheat Crisis and the extended Caretaker Setup 1:14:50 Non political appointments, Economic Crisis and Censorship 1:30:55 Audience Questions 1:50:00 Economic Roadmap for Pakistan
India has named a 15-man squad with four reserve players under Rohit Sharma's leadership for the T20 World Cup 2024. While the top order is heavily stacked with experienced veterans like Rohit, Virat Kohli, and Suryakumar, the squad is completed by four spinners, three pacers, and two wicketkeepers. There was a joy for Sanju Samson and Yuzvendra Chahal, but despair for Rinku Singh, one of India's brightest T20 finds, who was dropped to reserves when the Ajit Agarkar-led selection committee finalized India's squad in Ahmedabad on Tuesday. Before the IPL began, Rinku was a top contender for the T20 World Cup squad, known for his finishing skills akin to MS Dhoni's. In his 15 T20Is for India, he's scored 356 runs at an impressive average of 89 and a striking rate of 176.23. But the star finisher was dropped to the reserves when the final squad was announced. It remains to be seen who will fulfil the finisher's job in the World Cup in Rinku's absence, as Hardik Pandya and Ravindra Jadeja have both struggled recently. One of the wicketkeepers, either Sanju Samson or Rishabh Pant, will have to do it. Shivam Dube has earned his maiden call-up with first-choice all-rounder Hardik Pandya named vice-captain. With spin likely to play a significant role in Caribbean conditions, Chahal's inclusion could prove vital. However, the composition of the final lineup, particularly regarding the batting order, remains a decision for the team management. Concerns also linger over India's pace bowling stocks, with Mohammed Siraj and Arshdeep Singh not being in the best of their forms in IPL 2024. Will India miss Rinku Singh's services, and how will the final playing XI shape up once the tournament begins in the Carribean? Saurabh Kumar, Akshay Ramesh, and Sabyasachi Chowdhary discuss how strong is India's T20 World Cup squad in the latest episode of Sledging Room Podcast.
Interview recorded - 19th of March, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business.During our conversation we spoke about the weaponization of the US dollar, Central Banks buying gold, gold price bonanza, whether gold could go to $8000, which commodities benefit and more!0:00 - Introduction1:12 - Outlook on commodity markets?4:08 - Will India and other markets grow as fast as China?6:29 - Which commodities benefit?9:35 - LNG glut coming online in coming years?12:16 - More energy required13:26 - Nuclear to be the best performing clean energy investment?17:23 - What impact does demand have on Uranium?19:55 - Is nuclear the future of energy?21:10 - What is happening in precious metals?24:20 - Evidence of central banks buying gold?26:17 - When will gold price go up?28:42 - Why have Gold Miners not appreciated?32:43 - How is Rick's positioned?34:15 - One message to takeaway from our conversation?Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott's largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions.Rick Rule - Twitter - https://twitter.com/RealRickRuleLinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/Website - https://ruleinvestmentmedia.com/Seminar - https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=WTFinanceWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
The recent war in Ukraine and the Israel-Hamas conflict in the Middle East have provided valuable lessons when it comes to the nature of future military modernisation and defense innovation. While traditional warfare remains relevant, we are seeing a shift towards multi-domain operations that are more kinetic and are increasingly utilizing autonomous weapons. As India seeks to boost its defence exports, its domestic industry will have a role to play. Several factors have played a role in the recent spike in defence exports—regulatory initiatives, enhanced capability of the private sector, and the desire among other countries to diversify away from their traditional defence partners and look at India instead. Additionally, the INDUS-X initiative between India and the U.S. has also been noted as a welcome mechanism to encourage further defence cooperation in other emerging technologies such as quantum computing, space, cyber-security, and deep-sea technology.What are the potential opportunities that international collaborations present? Will India's domestic industry be able to meet the armed forces' requirements? In this episode of Interpreting India, Ajay Kumar and Konark Bhandari talk about the current status of defence innovation in India and the emerging trends in this space. Episode ContributorsAjay Kumar is a nonresident senior fellow at Carnegie India. He served as the defense secretary of India between August 2019 and October 2022 and is the longest serving secretary in the Ministry of Defence, where he also served as secretary in the Department of Defence Production. As defense secretary, Ajay Kumar was the key architect for several major transformations, including the restructuring of higher defense management in the country and formation of the chief of defense staff in the Indian Armed Forces; the launch of the Agniveer scheme—a historic reform in recruitment, training, and retention of personnel in the Armed Forces. Konark Bhandari is a fellow with Carnegie India. He is a lawyer who has researched certain areas in the digital economy, focusing primarily on approaches to antitrust regulation of companies in the digital realm. He had earlier worked at India's antitrust regulator, the Competition Commission of India (CCI), where he worked closely with senior officials on a variety of matters. He is also an avid follower of the regulation of the space technology ecosystem and is keen to contribute to that discipline. Additional ReadingsINDUS-X: Charting the Way Ahead for India-U.S. Defense Industrial Cooperation, by Konark Bhandari. Can a Defense Innovation Bridge Elevate India-U.S. Defense Cooperation? by Konark Bhandari. Sameer Lalwani on India-U.S. Defense-Industrial Cooperation.U.S.-India Defense Innovation Collaboration: Building on a Promising Start by Konark Bhandari. Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.
Yashasvi Jaiswal's wonderful century has helped India to dominate England on day one of the second Test match in Vizag. Although England were able to chip away with wickets, India will be very happy with their position at the end of day one. Will India be able to turn their domination into a win? VOTE FOR TCP: https://www.sportspodcastgroup.com/sports_category/best-cricket-podcast/ Links to podcast audio: https://linktr.ee/thecricketpod Our website: thecricketpod.com Support the podcast: patreon.com/thecricketpod Buy merchandise: https://seriouscricket.co.uk/teamwear/stores/the-cricket-podcast/ Facebook: https://www.facebook.com/thecricketpod Buy coffee: https://cricketcoffeeco.com/products/the-cricket-podcast-coffee Twitter and Instagram: @thecricketpod Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/6313687373840384 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jack and Ross talk about India v England, as the teams head to Vizag for the second Test. Will England be able to repeat the trick and win a second Test in the series? The teams will both change, as a result of injuries, so how do we think the two sides will shape up? Will India miss KL Rahul and Jadeja or will Jack Leach being injured damage England's chances more? There was talk that perhaps England will play an all-spin attack was that credible? All that and more, as the boys preview the second Test. VOTE FOR TCP: https://www.sportspodcastgroup.com/sports_category/best-cricket-podcast/ Links to podcast audio: https://linktr.ee/thecricketpod Our website: thecricketpod.com Support the podcast: patreon.com/thecricketpod Buy merchandise: https://seriouscricket.co.uk/teamwear/stores/the-cricket-podcast/ Facebook: https://www.facebook.com/thecricketpod Buy coffee: https://cricketcoffeeco.com/products/the-cricket-podcast-coffee Twitter and Instagram: @thecricketpod Learn more about your ad choices. Visit megaphone.fm/adchoices
Adam & Tony deliver a full preview of England's 5-Test series in India. Is this England's toughest cricketing challenge? Can Bazball work in India? Are the spinners good enough to compete? Will India's batting bounce back after their struggles in South Africa? And is there any chance that it won't be 5-0?Plus, thoughts on Warner's retirement and the greatest boundary catch of all time, and Adam delights the World Cricket Show's target audience by revealing that he basically doesn't like cricket anymore. All this and more on the latest World Cricket Show. Hosted on Acast. See acast.com/privacy for more information.
Original Release on December 7th, 2023: Will India equities continue to outperform China equities in 2024? The two key factors investors should track.----- Transcript -----Welcome to Thoughts on the market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Market Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'm going to be discussing our continued preference for Indian equities versus China equities. It's Thursday, December 7th at 9 a.m. in Singapore. MSCI India is tracking towards a third straight year of outperformance of MSCI China, and India is currently our number one pick. Indeed, we're running our largest overweight at 100 basis points versus benchmark. In contrast, we reduced China back to equal weight in the summer of this year. So going into 2024, we're currently anticipating a fourth straight year of India outperformance versus China. Central to our bullish view on India versus China, is the trend in earnings. Starting in early 2021, MSCI India earnings per share in US dollar terms has grown by 61% versus a decline of 18% for MSCI China. As a result, Indian earnings have powered ahead on a relative basis, and this is the best period for India earnings relative to China in the modern history of the two equity markets. There are two fundamental factors underpinning this trend in India's favor, both of which we expect to continue to be present in 2024. The first is India's relative economic growth, particularly in nominal GDP terms. Our economists have written frequently in recent months on China's persistent 3D challenges, that is its battle with debt, deflation and demographics. And they're forecasting another subdued year of around 5% nominal GDP growth in 2024. In contrast, their thesis on India's decade suggests nominal GDP growth will be well into double digits as both aggregate demand and crucially supply move ahead on multiple fronts. The second factor is currency stability. Our FX team anticipate that for India, prudent macro management, particularly on the fiscal deficit, geopolitical dynamics and inward multinational investment, can lead to continued Rupee stability in real effective terms versus volatility in previous cycles. For the Chinese Yuan, in contrast, the real effective exchange rates has begun to slide lower as foreign direct investment flows have turned negative for the first time and domestic capital flight begins to pick up. Push backs we get on continuing to prefer India to China in 2024, are firstly around potential volatility of the Indian markets in an election year. But secondly, a bigger concern is relative valuations. Now, as always, we feel it's important to contextualize valuations versus return on equity and return on equity trajectory. Currently, India is trading a little over 3.7x price to book for around 15% ROE. This means it has one of the highest ROE's in emerging markets, but is the most expensive market. And in price to book terms, second only to the US globally. China is trading on a much lower price to book of 1.3x, but its ROE is 10% and indeed on an ROE adjusted basis, it's not particularly cheap versus other emerging markets such as Korea or South Africa. Importantly for India, we expect ROE to remain high as earnings compound going forward, and corporate leverage can build from current levels as nominal and real interest rates remain low to history. So the outlook is positive. But for China, the outlook is very different. And in a recent detailed piece, drawing on sector inputs from our bottom up colleagues, we concluded that whilst the base case would be for ROE stabilization, if reflation is successful, there's also a bear case for ROE to fall further to around 7% over the medium term, or less than half that of India today. Finally, within the two markets we're overweight India, financials, consumer discretionary and industrials. And these are sectors which typically do best in a strong underlying growth environment. They're the same sectors on which we're cautious in China. There our focus is on A-shares rather than large cap index names, and we like niche technology, hardware and clean energy plays which benefit from China's policy objectives. Thanks for listening. If you enjoyed the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.
This week's episode is in discussion with PM Narendra Modi's Economic Advisor who talks about Kolkata's Decline, Amrit Kaal & India's $10 Trillion Economy as we welcome Sanjeev Sanyal to the Neon Show!What Changed in India After Liberalisation in 1991?Does Being World's Largest Population Help or Hinder India's Growth?Sanjeev Sanyal's Role In Reforming The Banking SystemsAll these JUICY topics and more in this ROUSING conversation about India's economics. A deep dive into how India became a powerhouse economy in the world since 1991 & where it aims to be as a country by 2050… Tune in NOW!
Will India equities continue to outperform China equities in 2024? The two key factors investors should track.----- Transcript -----Welcome to Thoughts on the market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Market Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'm going to be discussing our continued preference for Indian equities versus China equities. It's Thursday, December 7th at 9 a.m. in Singapore. MSCI India is tracking towards a third straight year of outperformance of MSCI China, and India is currently our number one pick. Indeed, we're running our largest overweight at 100 basis points versus benchmark. In contrast, we reduced China back to equal weight in the summer of this year. So going into 2024, we're currently anticipating a fourth straight year of India outperformance versus China. Central to our bullish view on India versus China, is the trend in earnings. Starting in early 2021, MSCI India earnings per share in US dollar terms has grown by 61% versus a decline of 18% for MSCI China. As a result, Indian earnings have powered ahead on a relative basis, and this is the best period for India earnings relative to China in the modern history of the two equity markets. There are two fundamental factors underpinning this trend in India's favor, both of which we expect to continue to be present in 2024. The first is India's relative economic growth, particularly in nominal GDP terms. Our economists have written frequently in recent months on China's persistent 3D challenges, that is its battle with debt, deflation and demographics. And they're forecasting another subdued year of around 5% nominal GDP growth in 2024. In contrast, their thesis on India's decade suggests nominal GDP growth will be well into double digits as both aggregate demand and crucially supply move ahead on multiple fronts. The second factor is currency stability. Our FX team anticipate that for India, prudent macro management, particularly on the fiscal deficit, geopolitical dynamics and inward multinational investment, can lead to continued Rupee stability in real effective terms versus volatility in previous cycles. For the Chinese Yuan, in contrast, the real effective exchange rates has begun to slide lower as foreign direct investment flows have turned negative for the first time and domestic capital flight begins to pick up. Push backs we get on continuing to prefer India to China in 2024, are firstly around potential volatility of the Indian markets in an election year. But secondly, a bigger concern is relative valuations. Now, as always, we feel it's important to contextualize valuations versus return on equity and return on equity trajectory. Currently, India is trading a little over 3.7x price to book for around 15% ROE. This means it has one of the highest ROE's in emerging markets, but is the most expensive market. And in price to book terms, second only to the US globally. China is trading on a much lower price to book of 1.3x, but its ROE is 10% and indeed on an ROE adjusted basis, it's not particularly cheap versus other emerging markets such as Korea or South Africa. Importantly for India, we expect ROE to remain high as earnings compound going forward, and corporate leverage can build from current levels as nominal and real interest rates remain low to history. So the outlook is positive. But for China, the outlook is very different. And in a recent detailed piece, drawing on sector inputs from our bottom up colleagues, we concluded that whilst the base case would be for ROE stabilization, if reflation is successful, there's also a bear case for ROE to fall further to around 7% over the medium term, or less than half that of India today. Finally, within the two markets we're overweight India, financials, consumer discretionary and industrials. And these are sectors which typically do best in a strong underlying growth environment. They're the same sectors on which we're cautious in China. There our focus is on A-shares rather than large cap index names, and we like niche technology, hardware and clean energy plays which benefit from China's policy objectives. Thanks for listening. If you enjoyed the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.
The Cincinnati Reds have a big offseason ahead and Jonathan India is the key to all of it. Will India be traded? We will know soon whether the Reds will make the deal.You will like the other bold prediction. Because Nick Krall has autonomy and the free agent pitcher market is crazy, the Reds will do something they've never done before. Also, the end of the Nick Senzel era carries some melancholy and a lesson, but not one you haven't heard before as a Reds fan.Follow & Subscribe on all Podcast platforms…
The Cincinnati Reds have a big offseason ahead and Jonathan India is the key to all of it. Will India be traded? We will know soon whether the Reds will make the deal. You will like the other bold prediction. Because Nick Krall has autonomy and the free agent pitcher market is crazy, the Reds will do something they've never done before. Also, the end of the Nick Senzel era carries some melancholy and a lesson, but not one you haven't heard before as a Reds fan. Follow & Subscribe on all Podcast platforms…
We have finally reached the 2023 ODI Cricket World Cup semi-finals. In match one, India will take on New Zealand, which is a repeat of the match in 2019. In 2019 India lost narrowly, so will be out for revenge. Will India be able to beat New Zealand, at home, and make it to the final? In the second match, Australia take on South Africa in another classic Cricket World Cup rivalry. South Africa won easily in the group stages, but we ask whether Australia have found another gear? Use the code: CRICKETPOD for 20% off + free shipping at Manscaped.com Links to podcast audio: https://linktr.ee/thecricketpod Our website: thecricketpod.com Support the podcast: patreon.com/thecricketpod Buy merchandise: https://seriouscricket.co.uk/teamwear/stores/the-cricket-podcast/ Facebook: https://www.facebook.com/thecricketpod Buy coffee: https://cricketcoffeeco.com/products/the-cricket-podcast-coffee Twitter and Instagram: @thecricketpod Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/6313687373840384 Learn more about your ad choices. Visit megaphone.fm/adchoices
Will India continue to fire in the World Cup? With Leo players rotated? Or do the ashes rivals have something to say in this World Cup along with wounded Pakistan?
From Pakistan and Sri Lanka splitting hosting duties to breaking down the six teams featuring in the competition, Kaustubh Kumar and Vishal Dikshit are joined by Danyal Rasool to preview the Asia Cup. Show notes: Asia Cup 2023 - Where, when, who, what, and everything else Polo-shaped Pakistan look to shake off ODI rust against Afghanistan - Danyal Rasool Twelve games, 11 miracles: how Nepal battled their way to the World Cup Qualifier - Shashank Kishore An Asia Cup XI featuring the best from the subcontinent Are Pakistan undercooked? Will India perfect their balancing act? - Sidharth Monga, Danyal Rasool, Mohammad Isam, Andrew Fidel Fernando
India had the world's largest economy until the 17th century but suffered almost 500 years of decline afterward. However, India is currently the world's most populous nation with one of the largest economies, growing faster this year than any other major country. Prime Minister Narendra Modi has brought stability to India, making the country economically and geopolitically resurgent. Critics worry that Modi's democracy is too autocratic and inward-looking, rooted in Hindu nationalism. India's future is uncertain as centrifugal forces of religion, inequality, and nationalism could overwhelm the current growth. Will India continue to evolve and become a global power? Milan Vaishnav is a senior fellow and director of the South Asia Program at the Carnegie Endowment for International Peace in Washington and an accomplished India watcher. He shared some answers in this episode of the New Thinking for a New World podcast. This podcast was first published on May 18, 2023
Chris, Zack, and Melanie get together to discuss Ashley Tellis's newest article, “America's Bad Bet on India.” Tellis argues that if America thinks India will fight on its side in a conflict with China, “Washington's expectations of India are misplaced….New Delhi will never involve itself in any U.S. confrontation with Beijing that does not directly threaten its own security.” Should the United States expect the world's largest democracy to come to its aid if there is a conflict with China over Taiwan? What does New Delhi want out of its relationship with Washington? Will India's democratic backsliding affect its relationship with the United States? Chris has a shoutout for Dr. Jennifer Lind for an article well done, Zack has complaints about the overreaction to news of Cuba possibly hosting a Chinese spy base, and Melanie congratulates War on the Rocks friend Will Inboden on his new post. Episode Reading: https://warontherocks.com/2023/06/is-washington-making-a-bad-bet-on-india
At long last, we come to that time in every Grand Tamasha season where Milan stops to round up the last news on Indian politics and policy with two longtime friends of the podcast—Sadanand Dhume of the American Enterprise Institute and the Wall Street Journal and Tanvi Madan of the Brookings Institution.This week on the show, the trio discuss three topics. First, they discuss India's passing China as the world's most populous country and what this means for the country's future prospects. Second, there's been a steady drumbeat of articles and Twitter discussions about India's role in the world, prompted in part by the one-year anniversary of the Russian invasion of Ukraine, among others. Milan, Sadanand, and Tanvi discuss the latest on Indian foreign policy. Last but not least, many scholars and analysts believe India's democracy is moving in reverse but who exactly has the standing to debate and discuss these developments? They take on that question as well. Episode notes:Sadanand Dhume, “Will India's Growing Population Bring an Economic Boom?” Wall Street Journal, April 27, 2023.Mujib Mashal and Alex Travelli, “India Is Passing China in Population. Can Its Economy Ever Do the Same?” New York Times, April 19, 2023.“'Europe Has to Grow Out of Mindset That Its Problems Are World's Problems': Jaishankar,” Press Trust of India, June 3, 2022.Tanvi Madan, “Lessons from Ukraine: It's Complicated,” Brookings Institution, February 24, 2023.Walter Russell Mead, “India's BJP Is the World's Most Important Party,” Wall Street Journal, March 20, 2023.Barkha Dutt, “The best way to strengthen India's democracy? Leave it to the Indians,” Washington Post, April 20, 2023.Adam Tooze, “Why CPR Is Necessary and the Suspension of Its Registration Dangerous,” The Wire, March 29, 2023.
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