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See David Roche on NDTV today: Global Markets Face Middle East War, Russia Risk & Rising Inflation: Could India Still Benefit?
Oil at $85–95, grain prices up 12%, and a widening window for Russian gray-zone escalation in Europe: David maps the macro backdrop most portfolios aren't pricing in. Non-AI margins face a cost-push squeeze while leveraged AI valuations sit exposed to any rate response, a combina…
Navigator.
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…
NDTV Profit: indian Equities: Don't Be Too Bullish on Markets As Trump.. David Roche On India Buying Russian Oil.
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…
David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US?
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?
NDTV: Trump Needs A Deal Somewhere...David Roche On trump Tariff With India.
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
The Tale Of The Schizophrenic Dog
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