Navigator. The publication of the US National Security Strategy last week might be written off as a Trump rant (on the lines of his UN speech) if it did not name the EU as an enemy to be undermined by US support for extremists. It is hard to see how the US and Europe can... Read More

Shared insights on the implications of the Trump-Putin tensions as they relate to India's purchase of Russian oil. This discussion sheds light on a significant geopolitical issue that could result in lower US tariffs on India. . But it also emphasises Indian assets’ vulnerability... Read More

David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US? To what extent is the EU- US deal a blueprint for India? And what are the major differences? Read More

This broadcast looks at 2 topics. The future path of US Treasury Yields and whether the Indian market can escape Trump's tariffs threats against Russia and India - yes they are connected Read More

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More