In this conversation, Hindol Sengupta speaks with Ashish Puntambekar, Co-Founder & Chief Innovation Officer, South Asia Renewables, about the future of US-India investments, particularly in the energy sector. Puntambekar presents a contrarian view on tariffs and predicts a significant influx of investments from the US to India, driven by geopolitical dynamics and the need to stabilize the US dollar. They discuss the evolving energy landscape in India, including the shift towards renewables and the strategic importance of the East Coast Energy Corridor. The conversation highlights the interplay between energy markets, military strategy, and economic growth in the context of US-India relations. Chapters - 0:00-0:38 Opening 0:58-7:38 Why trillions could flow from the US to India 8:57-12:10 Energy markets at a crossroads: India, Russia and US tariffs 13:22-26:05 India’s renewable energy landscape 26:59-30:51 Why India is moving to clean energy 30:52-31:50 Closing #IndiaRenewables #CleanEnergy #SustainableFuture #GreenEnergy #EVMarket #SolarPower #WindEnergy #ClimateAction #ParisAgreement #EnergyTransition #SustainableIndia #ElectricVehicles #RenewableGrowth #GreenTech #FutureOfEnergy

In this interview, the speaker argues that despite challenges, America isn’t in structural decline, its dominance in consumer-facing technologies continues to drive overall strength. Watch the full interview here - https://www.youtube.com/watch?v=iQNNypnilyg

In this interview, the speaker highlights how past U.S. alliances with adversaries suggest a future grand bargain with China is highly likely. Watch the full interview here - https://www.youtube.com/watch?v=iQNNypnilyg

In this interview, the speaker explains how H1B workers fill skill gaps in the U.S. tech sector while acknowledging concerns that the program may suppress some American wages. Watch the full interview here - https://www.youtube.com/watch?v=iQNNypnilyg

In this interview, the speaker warns that a 50% US tariff could cause mass unemployment in key Indian textile hubs, while a 25% tariff with subsidies could help retain market share. Watch the full interview here - https://www.youtube.com/watch?v=iQNNypnilyg

How is America’s changing global position affecting India? What does Trump’s tenure reveal about U.S.-China relations and the evolving global order? And how does India navigate its rise amid these geopolitical tensions? In this conversation, Hindol Sengupta talks with Jerry Rao - author, businessman, and entrepreneur about the shifting dynamics of international power and the implications for India. They explore whether America is in decline, how the U.S. might accommodate China, and what this means for India’s economic and strategic trajectory. Rao shares insights on India’s challenges as it aims for a $10 trillion economy, the role of great powers in shaping opportunities, and the hurdles India faces in balancing its interests between the U.S. and China. They also discuss the evolving story of the Indian diaspora, examining how global perceptions of Indian immigrants are changing in countries like the U.S. and the U.K., and what it signals for India’s soft power abroad. The conversation highlights the interplay of geopolitics, economics, and strategy, emphasizing the importance of state structures, economic fundamentals, and long-term vision in navigating a complex, multipolar world. Chapters - 0:00-1:08 Opening 1:45-6:10 The question of decline: where does American power stand? 7:33-10:51 Has the age of unchallenged U.S dominance ended? 12:10-16:17 Trump, China and the making of a G2 world 17:35-26:47 The road to $10 trillion: can India overcome geopolitical roadblocks? 28:03-34:18 Changing perceptions of Indians in the West 34:20-35:10 Closing #IndiaRise #USChinaRelations #Geopolitics #GlobalEconomy #IndianDiaspora #TrumpEra #EconomicStrategy #IndiaChinaUS #IndiaGlobalPosition #GreatPowerPolitics #InternationalRelations #EconomicGrowth #GlobalMarkets

Watch the full conversation - https://youtu.be/iQoZbW_dMMY

Watch the full conversation - https://youtu.be/iQoZbW_dMMY