Can India de-couple? Dollar's future vs Gold? Why China still is gaining manufacturing share globally?
One of the best, in-depth interactions on market history and impact on global economy and India; with Kapil Gupta , my dear friend from Nuvama.
[00:00] Start
[01:26] GOLD and Its importance now
[04:30] Dollar as a global currency
[10:30] How empires get destroyed? Inflation and Currency
[12:20] Birth of Petro Dollars
[16:42] US Debt and Interest rates
[19:12] Can India de-couple from USA?
[28:26] Nike Story and China manufacturing
[29:58] China's growth model
[37:28] Why is China export so cheap?
[42:45] India's position in global manufacturing
[46:19] Importance of economics
Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.
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