00:00Stop scrolling. India and the U.S. just hit reset on trade, and it could shake the global order.
00:05Here's the headline. Washington and New Delhi announced a new trade framework.
00:10Tariffs. The U.S. says it's cutting its reciprocal rate on India from 25% to 18%.
00:15That alone sends a big signal. Markets reacted. Indian giants popped on the news.
00:20Infosys popped. Wipro popped. But there's a catch. Details and timeline are fuzzy.
00:24Think framework, not final. Stakes are massive. Tech transfer, defense ties, supply chains.
00:30If this sticks, trade stays well above $200 billion and climbing.
00:35Why this matters globally, Asia bolsters India as a counterweight to China.
00:40Europe, Brussels is watching hard. EU just inked a massive deal with India slash tariffs and supercharged exports by 2032.
00:47Supply chains could pivot fast. Australia and across Asia, election debates get a new talking point.
00:51Align more with India. Align more with China. Hedge with Europe and the U.S.
00:55In the U.S.?
00:56We can't hold out forever. Then make a real option.
00:58Then make a real option.
00:58Then make a real option.
00:58We can't hold out forever. Then make a real option.
01:00There's political drama.
01:02A funding standoff in Washington makes external wins more valuable.
01:05The White House wants America first deals.
01:07India has new leverage.
01:08EU-packed and fresh partners from the U.K. to Oman and beyond.
01:12Risks? Plenty.
01:14China could retaliate or outbid on tariffs.
01:17U.S. domestic gridlock could stall implementation.
01:19Asian elections may flip priorities overnight.
01:22Breakthrough or headline with hopes attached.
01:24Right now, it's a reset with momentum.
01:27India's playing multi-table chess.
01:29EU, U.S., and more.
01:31The U.S. looks to lock in reliable partners.
01:33Watch the follow-through, tariff schedules, defense clauses, and who gets the next faculty.
01:38Because the next decade of jobs, chips, and ships might be decided right here.
01:41If you felt that shift, hit follow. I'll keep you ahead of the curve.
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