Tariffs

Chat on Global Reset, India’s prospects

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We discuss how the world is changing, the thawing of India China relationship, US Tariff impact on India, the US India relationship, possibility of de-dollarisation, the rise of Digital Currency, how the US policymakers are much more agile than India’s governance structure allows, India’s growth slowdown and how it is reversing, FII selling in India.

Chat on India’s growth prospects

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We decode the macroeconomic outlook for India, addressing: How India is navigating economic headwinds, The impact of tariff trends and trade policies, Key drivers of India’s growth story and policy reforms, and what lies ahead for investors, businesses, and policymakers.

Chat on reasons behind Trump policies, currency wars

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Here Mukesh and I explore why the Trump moves aren’t just about trade, but about four bigger objectives. Covering various topics from stagnant U.S. wages and life expectancy gaps to America’s renewed manufacturing drive for national security, this we discuss the forces influencing today’s shifting geopolitical landscape. We explore why a dollar devaluation may be … Read more

Chat on Trump tariffs, lessons from the 1930s; how India can cope

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We discuss lessons India can draw from past currency wars to navigate the turbulent years ahead. We discuss how, in the decade before the Bretton Woods system, countries devalued their currencies to gain trade advantages—and how similar pressures are resurfacing today as major economies look to depreciate their exchange rates. Drawing on global historical patterns, … Read more