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