Trump Tariff War Update_ ट्रंप ने क्यों लगाया टैरिफ, एक्सपर्ट ऑनाली रूपानी ने किया खुलासा

Nivesh Manthan

Trump Tariff War Update: ट्रंप ने क्यों लगाया टैरिफ, एक्सपर्ट ऑनाली रूपानी ने किया खुलासा

Transcript

00:00I don't think it's interesting to understand that you also want to know what the views are.

00:06People are saying something like that.

00:10But I don't think that it's not like the fact that you're talking about the right things

00:19that you don't want to talk about TV and camera.

00:24I think that there is something that you don't want to talk about.

00:29see it's very hard for normal people like us to predict world trends so easily

00:38we may not be absolutely on the target but

00:44you see is the America is the most powerful nation most richest nation and

00:53the most respected post is the president of America who has a particular grace, a particular

01:02garima and a particular level of consciousness needs to keep it because it is the demand

01:07here what happened is that individual characteristics is playing out more than the post of the chair

01:14this is where the gap has got created, this is where they have to face criticism

01:19I will give you a simple example, I have recommended you and I think I always do that because

01:24you allow people to speak, if you are doing an interview and you don't give an interview

01:29then you don't have an interview, right, so similar mistake I think Trump has done

01:36first red flag was created when they had the president of Ukraine in an open meeting

01:43when it was my act of age and you were did not necessarily have the opportunity not going

01:49to be the foreigner who has given you a Telecast and that was loudly and gracious on the

01:50court that you have sent to.

01:51You have invited them to the court, who asked your house for example who asked you to ask

01:53you to ask yourself.

01:54That you cannot do that.

01:55That is the right or wrong thing, you cannot do it.

01:56So imagine that in the other three countries that we have seen the leadership of America

01:58that you have seen from the US.

01:59that the other one ninety-nine countries who are looking for the leadership of the United States,

02:05those who were the ones who were, what would they think about them? Will they ever go and ask for help from them?

02:13So, what did they do? They beat that conversation. They told their vote bank that he is a hard decision maker,

02:21he is not going to waste any more billions on this and they don't support the war,

02:29but they telecast them and gave them a wrong message.

02:33The government was the government, the government was the government.

02:36Now, if they come to the tariffs, what did they do?

02:39I will give you a simple example. I think that if you understand this example,

02:44it will become easier for them.

02:47You can imagine that you are President Trump. I am just imagining that you have 100 glasses,

02:55which are normal glasses, which are required.

02:58And 40 glasses are made in America, 40 glasses are made in China,

03:03and 20 other countries are made in China.

03:06Now, if you have a tariff,

03:09if you have 40 glasses or 60 glasses,

03:12then what will happen?

03:15If you have a tariff,

03:18you will have a tariff,

03:20there will be more tariff here on your glass.

03:23This is the tariff,

03:24it will have to do a tariff.

03:27If you do a tariff with tax,

03:28you will not miss a tariff with tax.

03:30You may want to have a tariff with tax,

03:32or you will have to risk.

03:33When it comes to a tariff,

03:35it will be a pack,

03:36and what is the trade?

03:38There will be a lot of tariff from some risk over time.

03:40So, what should you do with industry-wise, you can see where you have a shortage and you want to improve your manufacturing manufacturing.

03:53I'll cover that point in detail a little later.

03:59So, what should you do with industry-wise, what should you do with industry-wise?

04:14So, what should you do with industry-wise, what should you do with industry-wise?

04:31Is it show-off or you think that many people are doing this, that they don't have a big burden on their debt, they need to refinance their debt.

04:44And they want to know that they have a rate and get a chance to refinance their debt.

04:53Is this the theory going on? Do you have the same or do you have the same?

04:59I'll tell you the real thing behind this.

05:02These are planted theories for people to relax.

05:05If a decision is wrong, we also saw a demonetization phase in our country.

05:13Both sides argued. It got argued both sides.

05:17Similarly, this decision is getting argued both sides.

05:21So, what is the intention wrong? I would say the intention is wrong.

05:24Why?

05:25Because if you have a debt of 37 trillion, then you have to take hard measures.

05:30But you have to take hard measures.

05:32There is no time to take hard measures.

05:34Now you are just president in the second term.

05:36You have to have time to implement it.

05:38You don't have to implement it.

05:39You don't have to implement it.

05:41You could have started the things and implemented it.

05:44So, I think the first point was this.

05:46The second point is the error in the decision is not a well thought out team.

05:53Your team has not been built.

05:54You have only 100 days.

05:56You have no data points correct.

05:58And you have taken this decision.

06:00And what has happened?

06:01Well, this has changed my mind,

06:06But there is no time which 120 ONL with thatscore of this year of also.

06:11Since thisания has passed the law,

06:14Now, what do I need to do for today?

06:16Your bonds are bought by other nationals.

06:19The other countries that you trade,

06:23that you purchase your bonds.

06:26So how can you buy bonds?

06:28When you buy your bonds independently,

06:31then you can control the price.

06:34So I don't think it's a great decision.

06:37Yes.

06:39The point of the question is,

06:42what are you seeing?

06:45The trajectory of Trump has given us

06:48that Trump has given us

06:51or that the world has given us.

06:54People say that they have given us

06:57that they have given us.

06:59Because they have done us,

07:01then they have understood us

07:03how to do it and how to do it.

07:05If the world has started retaliation

07:07then we will do what to do.

07:09Then they have tried to put water in the water.

07:12But now,

07:14what are you going to do for 90 days

07:17for the world?

07:18What are you going to do for 90 days?

07:20What are you going to do for 90 days?

07:22Very interesting.

07:24I think there is no precedence in history.

07:27So this will be a new chapter.

07:29Absolutely new chapter will be written completely.

07:32As an investor,

07:34what do you want to see?

07:36There is a theory that we call

07:38coupling and decoupling.

07:40Okay?

07:41So this will be a little bit of effort.

07:43I will not be able to give you all the answers.

07:47But because it is new for me,

07:49we are new for the whole world.

07:51So what do we do for this?

07:53The lens we can use now is

07:55coupling and decoupling.

07:57What we will do for the policies,

07:59by default,

08:00we will be coupling with them.

08:01That will be our volatility with them.

08:04There will be negativity.

08:05The negativity that will continue there for some time.

08:08The negativity will be going to continue there for some time.

08:09The negativity of the impact will be coming in our way.

08:11Right?

08:12So as much as our government

08:14decoupling will decoupling

08:17Okay?

08:18You will see a growth in the market.

08:19You will see the confidence in the market.

08:20You will see the confidence in the market.

08:21It has a big character in Indian market.

08:24When we have 21,800

08:26the same bottom.

08:28So the market has said something that is necessary.

08:30It has said that

08:31that it will not break easily.

08:33Right?

08:34So we have to listen to the market.

08:35Whatever the market says.

08:36So how can decoupling happen?

08:38How can decoupling happen?

08:39This is how we understand.

08:40Decoupling can happen.

08:42If we can extend the PLI scheme

08:45in other sectors,

08:47which will be the tariffs

08:48and the tariffs will be the problem.

08:50So if you have a export impact here,

08:53then domestically

08:54you can give them incentives

08:55to them.

08:56So

08:57in some ways

08:58like interest rate

08:59to increase

09:00GST

09:01and

09:02logistics

09:04definitely

09:06you will be able to decoupling from the world market.

09:09And only in that decoupling

09:11you will see

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