00:00So I think it's a very welcome step, if in letter and spirit,
00:04I have told you 3-4 things where I haven't got to read fine print,
00:10and if you don't know, tell me.
00:12Because I have 2-3 questions, so if this is my question,
00:17and their answer is positive, then it's a very good deal.
00:19The market is celebrating, you have seen, the market is also very excited.
00:23But I think, you know, the fine print needs to be seen.
00:27So I have told you 2-3 things, like Prime Minister Modi,
00:32he didn't comment on this Russian oil, Venezuela oil,
00:36and he said that we are 140-150 crores of Bharatiya, thank you.
00:41So I think it is good.
00:43And we have done a mother of all deals with the EU,
00:47so if this is good in truth, this is a father,
00:49both of them are here with us.
00:51So this is a father of all deals.
00:53And I think it's a win-win situation, Nima.
00:56Koli sir, first of all, this is necessary to understand,
01:00that these ties between the US and India,
01:03these ties have been made in such a moment,
01:05that they don't try to counter China to counter.
01:08Because in emerging markets,
01:10China plus one strategy is also going on.
01:13It is absolutely possible.
01:15China, you see,
01:16when it happened,
01:17it was also going to counter China to counter China,
01:21because there was a deal between 27 countries,
01:23with the EU,
01:24and I have gone in all countries.
01:25And I have seen them on the shelves,
01:27shops, stores,
01:29and more than you can see China's wealth.
01:31And EU was also going to be decoupling,
01:33China plus one policy,
01:34some factories, EU countries,
01:36and China is also going to be in turn.
01:38And they have to berire now,
01:39if it is not to do anything,
01:40then China does the same thing.
01:42So what they do,
01:43somehow China could enter the market,
01:45China goes to be in one country.
01:46In other countries,
01:47China will always stay together.
01:48So China will also get into another thing.
01:50So China will also be cheap.
01:52They will also be cheap.
01:54They will also be cheap.
01:56The trade war is coming from China and the US trade war is coming from China.
02:04What is happening now?
02:05Naturally, the China factor counts here.
02:07You have been talking about it.
02:08You have kept your hand on the wrong side.
02:10It's not China.
02:12That's why we look at the geopolitical situation.
02:16The geoeconomic situation is taking a new mode.
02:21A new global order is coming.
02:23There are new equations.
02:25There are very dynamic equations.
02:28When I ask long term strategy for investment or climate,
02:33I say just take one day at a time.
02:36There is a new morning.
02:38The previous predictions, predictions and analysis
02:42It seems that everything is falling.
02:45I have learned that there is a new year.
02:48When we wake up in the morning,
02:50we think that Trump is coming from the hat.
02:54And look, with due respect to him, he is the president of America.
02:58He is the president of the world.
02:59He is the most powerful country.
03:00The world's most powerful country.
03:02And now they have dealt with it with India.
03:04If you have dealt with it,
03:05I don't have to deal with it.
03:07But I think we should just take one day at a time, Arnima.
03:10One day at a time.
03:11One day at a time.
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