Since 2 April, the world economy is on a rollercoaster. President Donald Trump’s Liberation Day for US trade has injected an unprecedented level of uncertainty. The subsequent flip-flops have only made a bad situation worse. India too has been singed. Even while the country scrambles together a Bilateral Trade Agreement (BTA) with the United States to evade the tariff onslaught, it is being made aware of its long ignored Achilles Heel—lack of global competitiveness of Indian industry. https://youtu.be/fnHwjUQflaw Can India resolve this handicap in a hurry? Because once the BTA is in place, Indian industry would be exposed to global…
Author: Anil Padmanabhan
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Last weekend, leaders of BIMSTEC (Bay of Bengal Initiative for Multi Sectoral and Technical Cooperation) countries, converged in Bangkok to give a fresh start to this regional body consisting of countries flanking the Bay of Bengal. Coincidentally, the meeting happened just around the time when the world was soaking in the impact of Act-II of President Donald Trump’s tariff war. https://youtu.be/MmsM8T5jsiA Most analysts fear that the US action could hurt the world economy, particularly global trade. Global sentiment has taken a beating with stock markets in a nosedive. In this backdrop, will the fresh efforts to revive BIMSTEC, which has…
Little over a fortnight ago, gold prices topped $3,000 per troy ounce. This was not unexpected. What tipped the scales was the escalation of the tariff war initiated by the United States led by President Donald Trump and other countries responding in kind. https://youtu.be/eK65LenSJAs Gold, which has been the traditional hedge against risks and uncertainty, has found new cause in these troubled times. Will gold prices continue to rise? Is the demand for gold undergoing a makeover. To answer all this and more, StratNewsGlobal.Tech spoke to John Reade, Market Strategist for the World Gold Council on Capital Calculus.
In less than a week from now the United States President Donald Trump will enact Act Two of his tariff war. After having slapped China, Mexico and Canada with additional tariffs, on 2 April he will impose reciprocal tariffs on imports from all countries. This will impact both friends and foes. And yes, this list includes India. President Donald Trump dubs this as “liberation day” for the United States. https://youtu.be/MjNml-DLoYA How will this impact the world economy, which is still recovering from the back-to-back economic shocks beginning with the covid-19 pandemic? Will this trigger a trade war? How will India…
Last week Starlink finally made landfall in India. The big surprise was that it managed to do so by inking a deal with Airtel and Jio — the two largest telcos in the country and who had also bitterly opposed the entry of the Elon Musk-owned enterprise — to offer high-speed satellite Internet services in India. https://youtu.be/BDABWJfJEyk What made Airtel and Jio change their mind? Why did Starlink agree to do this in a partnership? Will Starlink’s entry disrupt the business of telecom in India? Does the Indian consumer stand to gain? To answer all these questions and more, StratNewsGlobal.Tech…
The ascent of Donald Trump to the White House has accelerated a makeover of global polity. The US is rapidly retreating from multilateral forums, even as President Trump weaponizes tariffs. An anchorless world is gradually pivoting to a multipolar world where existing multilateral institutions will no longer wield the influence they did earlier. https://youtu.be/p-hd-fQoD1c What does this mean for the global economy? What does this mean for emerging markets like India? To answer all this and more, Anil Padmanabhan spoke to Murali Balaraman, Founding Partner, Sempreverde Asset Management and former Managing Director and Global Portfolio Manager at Blackrock on Capital…
A few weeks ago, Prime Minister Narendra Modi told Parliament that in the last decade India had added 25 crore people to the middle class. PM Modi was referring to the segment that had been bootstrapped out of poverty on the strength of the government’s social welfare programmes and improved access to public goods like electricity, banking and so on. https://youtu.be/EdnMwLaWloI The obvious question is as to how will this impact India’s polity? How will it impact consumption? How will it shape the employment profile of India. To answer all this and more, StratNewsGlobal.Tech spoke to Pradeep Gupta, CEO, AxisMyIndia.
Till recently, the global leadership in Artificial Intelligence (AI) was firmly in the hands of the United States. And then DeepSeek happened. This foundational AI model from China at a pittance of what it cost to build ChatGPT, suddenly threw the AI race open. The obvious question is where does India figure in these global rankings? https://youtu.be/55_6HqDjoS0 Does it have a chance to make it to the big league? Does India hold any unique advantage? To answer all this and more, StratNewsGlobal.Tech spoke to Amitabh Kant, the G20 Sherpa and former CEO of NITI Aayog.
In the last few months gold prices have witnessed an unprecedented acceleration. In fact, gold prices are poised to top a record high of $3,000 per troy ounce. The recent surge in gold prices has mirrored the growing uncertainty surrounding the world order together with the overhang of a prolonged phase of inflation. Consequently, gold has emerged as the safest hedge for investors. https://youtu.be/IBeM4_nhTJI To unpack this surge in gold prices and more, StratNewsGlobal.Tech spoke to Renisha Chainani, Head of Research, Augmont Gold
The worst kept secrets about India’s maritime history in modern India is that it undercounted its maritime boundary by nearly 40 percent and has a negligible share of global shipbuilding capability. Now India wants to make up for this strategic blunder. This year’s Union Budget provided yet another push to nudge India’s audacious ambition to become a global shipbuilding hub in the next 10 years. https://youtu.be/4qvbbnUQ4Ew Can India pull this off? Is the support in the budget sufficient? To answer all this and more, StratNewsGlobal.Tech spoke to Arjun Chowgule, Executive Director, Chowgule Group.