Chat on: India’s growth, AI, geopolitics, ‘Fear’
Part 1: Part 2:
Trump
Interview (Bloomberg): India’s role in a shifting global economy
Geopolitics, Not blinking, Growth, Policy challenges, State level reforms
Chat on reasons behind Trump policies, currency wars
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
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
No Putin Oil? Bad News, For Trump
Aug 1, 2025, 20:33 IST If India stops buying Russian energy, it won’t lose much because the price advantage per barrel vis-à-vis Brent is down to two dollars or so. But were India & China to stop buying from Russia, global oil prices will likely jump, hurting everyone, US consumers included This appeared in the … Read more