Is the India-US Trade Deal Overrated? Impact on Indian Economy, Rupee, Bonds and RBI скачать в хорошем качестве

Is the India-US Trade Deal Overrated? Impact on Indian Economy, Rupee, Bonds and RBI

The India US trade deal finally knocks US tariffs down from 50% to 18%. So is this a good deal for India? What will be the impact on the Indian economy, markets, the Rupee, bond yields and the RBI's monetary, liquidity and currency policy? What are the geopolitical implications for India - how does this impact India's relationship with China and Russia? And how does crude oil grease the chains of this agreement. Watch the 101st episode of ‪@thebondeconomist‬ for: ✅ India EU trade deal vs India US trade deal - Free Trade Agreement (FTA) vs Bilateral Trade Agreement (BTA) ✅ What India gains — and what it gives up. The impact on labour intensive manufacturing. ✅ How Russian oil, Section 232 tariffs, and US pressure shape the deal ✅ Which sectors benefit: textiles, autos, gems, pharma & electronics ✅ What this means for India's "China Plus One" plans, foreign investment, and exports ✅ How the deal impacts the rupee, RBI policy, bond yields & liquidity ✅ Why this could ease India’s bond market stress — or make it worse ✅ The geopolitical cost: standards, sovereignty & alignment against China 📌 Topics covered: India US trade deal Trump tariffs on India Russian oil sanctions RBI liquidity crisis Indian bond yields Rupee outlook China plus one strategy India exports to US Section 232 tariffs FDI FII flows Indian economy analysis Watch related episodes:    • Can India be a winner in the trade war? In...      • How India is bargaining with the West | In...      • From Big Deal to No Deal - How the India U...      • Indian Economy vs Trump | Will 50% Trump T...      • How India is fighting back 50% US Tariffs ...      • End of India's Export Boom? Impact of Trum...      • The US-China Fight Club | Venezuela, Green...   Note: The information provided in this presentation are my personal views and should not be construed as the views or advice of my employer. My employer is not responsible in any manner and does not assume any liability or responsibility on your reliance with respect to the information stated here. #indiaustradedeal #usindiatrade #thebondeconomist #indianeconomy #indiaeconomy #usindiarelations #usindiadeal #usindiatradedeal #trump #modi #moditrump #piyushgoyal #tradedeal #indiausrelations #chinaplusone Feel free to support me at: https://buymeacoffee.com/thebondecono... Chapters: 0:00 India's cinematic redemption arc 1:42 Terms & conditions of the deal 2:05 Bilateral vs Free Trade Agreement 2:56 Why US tariffs can go back to near 50% levels 5:33 What India gets from the US 5:47 India's tariff regime: Before vs After the deal 7:34 What India is giving away in return 8:57 India's $500 billion import promise 9:45 India's economic sovereignty attacked 12:27 Impact on the Indian economy 13:59 India's "China Plus One" ambitions 15:01 Impact on foreign investment 15:46 Impact on India's bond market stress 16:21 RBI's liquidity vs currency challenge 18:08 How India US trade deal could help RBI