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Strategy Report ·David Roche ·08 Dec 2025

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…

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NDTV Profit: indian Equities: Don't Be Too Bullish on Markets As Trump.. David Roche On India Buying Russian Oil.

Television ·David Roche ·23 Oct 2025

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…

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News

David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US?

Television ·David Roche ·21 Aug 2025

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?

Media

NDTV: Trump Needs A Deal Somewhere...David Roche On trump Tariff With India.

Television ·David Roche ·18 Jul 2025

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

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Report

The Tale Of The Schizophrenic Dog

Archive Report ·David Roche ·27 Feb 2024

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.

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