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Trump Tariff War Update_ ट्रंप ने क्यों लगाया टैरिफ, एक्सपर्ट ऑनाली रूपानी ने किया खुलासा
Nivesh Manthan
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9 months ago
Trump Tariff War Update: ट्रंप ने क्यों लगाया टैरिफ, एक्सपर्ट ऑनाली रूपानी ने किया खुलासा
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00:00
I don't think it's interesting to understand that you also want to know what the views are.
00:06
People are saying something like that.
00:10
But I don't think that it's not like the fact that you're talking about the right things
00:19
that you don't want to talk about TV and camera.
00:24
I think that there is something that you don't want to talk about.
00:29
see it's very hard for normal people like us to predict world trends so easily
00:38
we may not be absolutely on the target but
00:44
you see is the America is the most powerful nation most richest nation and
00:53
the most respected post is the president of America who has a particular grace, a particular
01:02
garima and a particular level of consciousness needs to keep it because it is the demand
01:07
here what happened is that individual characteristics is playing out more than the post of the chair
01:14
this is where the gap has got created, this is where they have to face criticism
01:19
I will give you a simple example, I have recommended you and I think I always do that because
01:24
you allow people to speak, if you are doing an interview and you don't give an interview
01:29
then you don't have an interview, right, so similar mistake I think Trump has done
01:36
first red flag was created when they had the president of Ukraine in an open meeting
01:43
when it was my act of age and you were did not necessarily have the opportunity not going
01:49
to be the foreigner who has given you a Telecast and that was loudly and gracious on the
01:50
court that you have sent to.
01:51
You have invited them to the court, who asked your house for example who asked you to ask
01:53
you to ask yourself.
01:54
That you cannot do that.
01:55
That is the right or wrong thing, you cannot do it.
01:56
So imagine that in the other three countries that we have seen the leadership of America
01:58
that you have seen from the US.
01:59
that the other one ninety-nine countries who are looking for the leadership of the United States,
02:05
those who were the ones who were, what would they think about them? Will they ever go and ask for help from them?
02:13
So, what did they do? They beat that conversation. They told their vote bank that he is a hard decision maker,
02:21
he is not going to waste any more billions on this and they don't support the war,
02:29
but they telecast them and gave them a wrong message.
02:33
The government was the government, the government was the government.
02:36
Now, if they come to the tariffs, what did they do?
02:39
I will give you a simple example. I think that if you understand this example,
02:44
it will become easier for them.
02:47
You can imagine that you are President Trump. I am just imagining that you have 100 glasses,
02:55
which are normal glasses, which are required.
02:58
And 40 glasses are made in America, 40 glasses are made in China,
03:03
and 20 other countries are made in China.
03:06
Now, if you have a tariff,
03:09
if you have 40 glasses or 60 glasses,
03:12
then what will happen?
03:15
If you have a tariff,
03:18
you will have a tariff,
03:20
there will be more tariff here on your glass.
03:23
This is the tariff,
03:24
it will have to do a tariff.
03:27
If you do a tariff with tax,
03:28
you will not miss a tariff with tax.
03:30
You may want to have a tariff with tax,
03:32
or you will have to risk.
03:33
When it comes to a tariff,
03:35
it will be a pack,
03:36
and what is the trade?
03:38
There will be a lot of tariff from some risk over time.
03:40
So, what should you do with industry-wise, you can see where you have a shortage and you want to improve your manufacturing manufacturing.
03:53
I'll cover that point in detail a little later.
03:59
So, what should you do with industry-wise, what should you do with industry-wise?
04:14
So, what should you do with industry-wise, what should you do with industry-wise?
04:31
Is 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.
04:44
And they want to know that they have a rate and get a chance to refinance their debt.
04:53
Is this the theory going on? Do you have the same or do you have the same?
04:59
I'll tell you the real thing behind this.
05:02
These are planted theories for people to relax.
05:05
If a decision is wrong, we also saw a demonetization phase in our country.
05:13
Both sides argued. It got argued both sides.
05:17
Similarly, this decision is getting argued both sides.
05:21
So, what is the intention wrong? I would say the intention is wrong.
05:24
Why?
05:25
Because if you have a debt of 37 trillion, then you have to take hard measures.
05:30
But you have to take hard measures.
05:32
There is no time to take hard measures.
05:34
Now you are just president in the second term.
05:36
You have to have time to implement it.
05:38
You don't have to implement it.
05:39
You don't have to implement it.
05:41
You could have started the things and implemented it.
05:44
So, I think the first point was this.
05:46
The second point is the error in the decision is not a well thought out team.
05:53
Your team has not been built.
05:54
You have only 100 days.
05:56
You have no data points correct.
05:58
And you have taken this decision.
06:00
And what has happened?
06:01
Well, this has changed my mind,
06:06
But there is no time which 120 ONL with thatscore of this year of also.
06:11
Since thisания has passed the law,
06:14
Now, what do I need to do for today?
06:16
Your bonds are bought by other nationals.
06:19
The other countries that you trade,
06:23
that you purchase your bonds.
06:26
So how can you buy bonds?
06:28
When you buy your bonds independently,
06:31
then you can control the price.
06:34
So I don't think it's a great decision.
06:37
Yes.
06:39
The point of the question is,
06:42
what are you seeing?
06:45
The trajectory of Trump has given us
06:48
that Trump has given us
06:51
or that the world has given us.
06:54
People say that they have given us
06:57
that they have given us.
06:59
Because they have done us,
07:01
then they have understood us
07:03
how to do it and how to do it.
07:05
If the world has started retaliation
07:07
then we will do what to do.
07:09
Then they have tried to put water in the water.
07:12
But now,
07:14
what are you going to do for 90 days
07:17
for the world?
07:18
What are you going to do for 90 days?
07:20
What are you going to do for 90 days?
07:22
Very interesting.
07:24
I think there is no precedence in history.
07:27
So this will be a new chapter.
07:29
Absolutely new chapter will be written completely.
07:32
As an investor,
07:34
what do you want to see?
07:36
There is a theory that we call
07:38
coupling and decoupling.
07:40
Okay?
07:41
So this will be a little bit of effort.
07:43
I will not be able to give you all the answers.
07:47
But because it is new for me,
07:49
we are new for the whole world.
07:51
So what do we do for this?
07:53
The lens we can use now is
07:55
coupling and decoupling.
07:57
What we will do for the policies,
07:59
by default,
08:00
we will be coupling with them.
08:01
That will be our volatility with them.
08:04
There will be negativity.
08:05
The negativity that will continue there for some time.
08:08
The negativity will be going to continue there for some time.
08:09
The negativity of the impact will be coming in our way.
08:11
Right?
08:12
So as much as our government
08:14
decoupling will decoupling
08:17
Okay?
08:18
You will see a growth in the market.
08:19
You will see the confidence in the market.
08:20
You will see the confidence in the market.
08:21
It has a big character in Indian market.
08:24
When we have 21,800
08:26
the same bottom.
08:28
So the market has said something that is necessary.
08:30
It has said that
08:31
that it will not break easily.
08:33
Right?
08:34
So we have to listen to the market.
08:35
Whatever the market says.
08:36
So how can decoupling happen?
08:38
How can decoupling happen?
08:39
This is how we understand.
08:40
Decoupling can happen.
08:42
If we can extend the PLI scheme
08:45
in other sectors,
08:47
which will be the tariffs
08:48
and the tariffs will be the problem.
08:50
So if you have a export impact here,
08:53
then domestically
08:54
you can give them incentives
08:55
to them.
08:56
So
08:57
in some ways
08:58
like interest rate
08:59
to increase
09:00
GST
09:01
and
09:02
logistics
09:04
definitely
09:06
you will be able to decoupling from the world market.
09:09
And only in that decoupling
09:11
you will see
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