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Tracking Trends

Podcast af Rajesh Mahapatra

engelsk

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Welcome to Tracking Trends, a series where I, Rajesh Mahapatra, analyse key #macroeconomic, #market, and #political developments through a business and economics lens. From #gdpgrowth and #inflation to financial markets, #policy shifts, and global trade, this series unpacks the trends that matter—what’s driving them, what they mean, and where they could lead. Stay ahead of the curve with clear, #data-driven insights into the forces shaping the economy.

Alle episoder

16 episoder

episode India's Exports Losing Ground Amid Global Trade Shifts II Tracking Trends W/ Rajesh Mahapatra cover

India's Exports Losing Ground Amid Global Trade Shifts II Tracking Trends W/ Rajesh Mahapatra

Ever since US President #DonaldTrump triggered the tariff war, much of our attention has been focussed on India's trouble with its biggest trading partner -- the United States. What has been missed, however, is that India's exports to its other trading destinations have suffered too. In the first five months of this fiscal, April-August, exports to 10 out of the top 20 trading destinations have contracted year on year. If this trend continues, and with the impact of the 50% tariff on exports to the US taking effect from August 27, India's exports will be hit hard. Chances are FY2025-26 may witness a contraction in India's exports, with serious consequences for growth, employment and its currency. I explain the state of play, diving into the latest trade data. #exportimport #globaltrade #trumptariffs #trumptariffsonindia #indiaustrade #trumpnews #indianeconomy #h1bvisa #h1bvisanews #indiausrelations #exportimport #indiaeurope #indiajapan #Indianetherlands #newsanalysis #tradedata #dataanalysis #PiyushGoyal #narendramodi #rajeshmahapatra Like, Share, and SubscribeTwitter - https://x.com/rajeshmahapatraLinkedln - https://www.linkedin.com/in/rajesh-mahapatra/Instagram - Rajesh_Mahapatra

6. okt. 2025 - 18 min
episode If $100k H1B Visa was Bad News, Worse is Coming -- HIRE Act I Tracking Trends w/ Rajesh Mahapatra cover

If $100k H1B Visa was Bad News, Worse is Coming -- HIRE Act I Tracking Trends w/ Rajesh Mahapatra

Even as India begins to feel the pain of Trump tariffs and a clampdown on #H1B Visas, Republican Senator Bernie Moreno has proposed a new legislation to tax services outsourced by American companies to foreign workers -- Halting International Relocation of Employment #HIRE Act. He has proposed a hefty tax of 25% on the quantum of business outsourced.There may not be any immediate impact as the process of enacting the legislation will be long drawn, but there could be serious consequences in the long run. Once the idea of such restrictive measures have taken roots, these will kick in some form or the other at some point. Corporate advisor and author Srinath Sridharan joins me to explain the intricacies.#H1bVisa #HIREAct #HIREAct2025 #globalcapabilitycenter #gcc #gccnews #infosys #tcs #trumptariffs #trumpnews #berniemoreno #indiausrelations #indiaustrade #usindiatensions #srinathsridharan #piyushgoyal Like, Share, and SubscribeTwitter - https://x.com/rajeshmahapatraLinkedln - https://www.linkedin.com/in/rajesh-mahapatra/Instagram - Rajesh_Mahapatra

6. okt. 2025 - 17 min
episode Trump Killing H1B Visas With $100k Fee: What Should India Do? II Rajesh Mahapatra ft. Ajay Shankar cover

Trump Killing H1B Visas With $100k Fee: What Should India Do? II Rajesh Mahapatra ft. Ajay Shankar

While Indian Prime Minister #NarendraModi and US President #DonaldTrump posture a friendship in front of the media, the latter continues to hit India with executive orders. The decision is to raise the fee for a H1B Visa to $100k will mostly hurt Indian IT workers who account for the bulk of the H1B Visas that the United States grants every year. India's manufacturing sector has already taken a hit with the reciprocal and penal tariffs total 50% that Trump imposed last month; the latest measures on the H1B visas hit the services economy.In this episode of Tracking Trends, I sit down with eminent public policy expert and former Industries secretary Ajay Shankar to discuss the fallout of this development, and the ramifications for those affected as well as the larger economy.Like, Share, and SubscribeTwitter - https://x.com/rajeshmahapatraLinkedln - https://www.linkedin.com/in/rajesh-mahapatra/Instagram - Rajesh_Mahapatra#h1bvisa #h1bvisanews #trumptariffs #immigration #itjobsindia

6. okt. 2025 - 37 min
episode Nepal Violence: Beyond the Headlines, What's Next? II Tracking Trends w/ Rajesh Mahapatra ft SD Muni cover

Nepal Violence: Beyond the Headlines, What's Next? II Tracking Trends w/ Rajesh Mahapatra ft SD Muni

Nepal is seeing widespread violent protests, triggered by a social media ban following days of political unrest. What may come as a surprise for many has been brewing in the background for some time. The protests, consisting largely of discontent youths, is raising a voice against alleged corruption, nepotism, inequality, and economic uncertainty. In this video we dive deep into the history leading up to this moment, various stakeholders, and what it means for India. Our guest, Professor S.D. Muni, is an expert on Nepal and has been studying the region for many years. If you found the video informative, do Like, Share, and SubscribeTwitter - https://x.com/rajeshmahapatraLinkedln - https://www.linkedin.com/in/rajesh-mahapatra/Instagram - https://instagram.com/rajesh_mahapatraFacebook - https://facebook.com/patrashastra#nepal #balenshah #nepalnews #nepalprotest #nepalupdates #genz #balendrashah #strawhatpirates #kpoli #kpolilatestnews #rajeshmahapatra #sdmuni #trackingtrends

6. okt. 2025 - 33 min
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