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
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23 Oct 25
NDTV Profit: indian Equities: Don't Be Too Bullish on Markets As Trump.. David Roche On India Buying Russian Oil.
#US-India Trade Negotiations#US - India Relations#Emerging Markets (India)#Reserve Bank of India (RBI)#India Rupee#India
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
10 Sep 25
NDTV The Big Question: David Roche - Are US-Indian Relations Back On Track?
This is a three way 30 min debate on where in the poltical spectrum US - India relations will settle. And it is certainly not where they began before Trump attacked. India. Read More
06 Sep 25
NDTV - Profit: David Roche:Trump’s farewell to India!
NDTV - Profit: David Roche: what Trump’s farewell to India really means - not just the baby throwing toys outbof the pram! But that too ! Read More
21 Aug 25
David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US?
#India#US-India Trade Negotiations#Emerging Markets (India)#US - EU Trade Agreement#EU - US Trade War#Russian Oil
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
20 Aug 25
NDTV- Profit: More Tariffs On India if Putin ..." David Roche Decodes as Russia Backs India Against US Pressure.
This interview dispels a few myths about Russian oil and India. It examines whether Trump's tariffs can end the Indian investment story and stop FDI in its tracks. It describes how punitive sanctions on India for buying Russian oil are binary depending on where the Putin Trump... Read More
20 Aug 25
Money Talk: with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit; 2. Has Trump galvanised the Global South to become a new trading bloc?
#India#BRICS#Trump Tariffs and Treaty Destruction#Global South#Trump Emotional Tariffs#Trump Economic Tariffs
Money Talk with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit 2. Has Trump galvanised the Global South to become a new trading bloc which will unseat the US$ as Global Reserve and Trading Currenc... Read More
18 Jul 25
NDTV: Trump Needs A Deal Somewhere...David Roche On trump Tariff With India.
#US Treasury#US Treasury Yields#Reserve Bank of India (RBI)#India Rupee#INR (Indian Rupee)#Emerging Markets (India)#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 Read More
06 Mar 24
China Twin Meetings
#India#Globalization#Governance#Finance#Asia#Security#Politics#China#Markets#Strategy Archive#Economy
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
09 Mar 23
Russia's Matryoshka Energy Doll Set - The Truth Within The Truth
#Strategy Archive#Energy#Oil#Politics#China#Russia#India#Saudi Arabia#Europe (EU)#LNG (Liquefied Natural Gas)#New World Disorder
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
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