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

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

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

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

How have the Indian markets read Trump's tariff threats? Why are they relatively calm? What are they factoring in? And what is the anticipation for the future? How are they reading the US and the fracturing global markets? In this conversation, Hindol Sengupta and Harsh Madhusudan Gupta, Fund Manager, Ionic Asset by Angel One, discuss how markets have absorbed the tariff shocks introduced by the policies of US President Donald Trump, with a special focus on the tapering off of Foreign Direct Investment (FDI) in India. Harsh is a strong proponent of the 'long India' theory which means, simply put, that he is a believer in the long-potential of the Indian growth story. He talks about why the fundamentals of the Indian economy make it an unbeatable site for accessing services talent at the right competitive price. This is a leverage, argues Gupta, against the US, of the same kind that China has in goods. This gives India more policy room to negotiate with the US than is usually argued on Raisina Hill. The anticipation, though, is still that Trump is overplaying his hand and 50% tariffs are unlikely. And globalisation - whose demise is now widely declared - may well prove to be far more resilient than most people imagine. The genie of national competitiveness based on specialisation and outsourcing is not something that any government can stop in any comprehensive way without damaging their own economy tremendously. The conversation also covers how investors are reassessing risks and opportunities in a post-globalization world where conventional trade and investment patterns are being redefined. They delve into the future economic outlook for the United States amid these tariff-induced challenges and examine whether India holds strategic leverage in this evolving geopolitical and economic landscape. They also stress the crucial role of the state in geopolitics, emphasizing that no geopolitical rise is possible without strong state structures. A key highlight is the discussion on how these tariff policies impact India's economic sovereignty, raising questions around energy security, trade autonomy, and the country’s ability to navigate great power competition while asserting its independence in the global order. Chapters 00:00 - 02:37 - Opening 02:38 - 11:54 - How have the markets absorbed the tariff shocks? 11:55 - 24:39 - Tapering off of FDI in India 24:40 - 26:20 - The case of Vietnam 26:21 - 32:20 - How are investors assessing the post-globalisation world? 32:21 - 45:54 - How will the situation pan out for the US? 45:55 - 01:03:24 - Does India have leverage over the US in this situation? 01:03:25 - 01:07:13 - No geopolitical rise without the state #india #us #ustariffs #tariffwar #trade #geopolitics #usa #unitedstates #markets #finance #globalpolitics #globalaffairs