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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 24 of 89

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 24 of 89

Ep 55 | Iran-US Deal: The Big Geopolitical Shift | 25 Jun 2026 | Samir Saran

- **Host:** Ambassador Pankaj Saran, Co-founder of NatStrat, former diplomat. - **Guest:** Dr. Samir Saran, President of the Observer Research Foundation (ORF), creator of the Raisina Dialogue, and Chair of the Global Future Council at the World Economic Forum. **The Evolution of Indian Think Tanks & Samir Saran's Journey** - **Career Transition:** Samir Saran spent 14 years in the private sector across diverse…

Jun 27, 2026·Geopolitics
Ep 55 | Iran-US Deal: The Big Geopolitical Shift | 25 Jun 2026 | Samir Saran

The Untold History of Indian Statecraft | Dhruva Jaishankar | 10 Jun 2026 | GEOPODS

> "How can India navigate and accelerate its rise in this environment that is the single question... how can India leverage its partnerships... to accelerate its own capabilities at home." - **Dhruva Jaishankar** [[00:02:48](https://youtu.be/EA7JMEt8IfQ?si=x_qOtiTNTBPnfRID&t=0h2m48s)] > "The fact is for most political entities in history... they had to think strategically because it was a matter of existential…

Jun 14, 2026
·Geopolitics
The Untold History of Indian Statecraft | Dhruva Jaishankar | 10 Jun 2026 | GEOPODS

India's 300 BCE Theorem That Predates Nash. | Before It Was Possible — with Ronny

> "2,300 years before John Nash sat down at Princeton and wrote the 27-page thesis that would win him the Nobel Prize in economics... a man in Pataliputra wrote the same theorem. Not a similar idea, not a philosophical forerunner—the actual theorem." - **Ronny** [[00:00:00](https://www.youtube.com/watch?v=Q-N_PM2wTw4&t=0h0m0s)] > "He names the players in the system... entirely by their structural relationship to…

May 15, 2026·Geopolitics
India's 300 BCE Theorem That Predates Nash. | Before It Was Possible — with Ronny

Geopolitics & Defence: India’s Top Companies Set to Gain | Finding Alpha | CNBC TV18

> "For FI27 the total defense budget is stated as 7.9 trillion INR... this is roughly about 2% of the total GDP." - **Vikas** [[00:01:08](https://youtu.be/zXPgaRLvyqs?si=ToYB8Wn6HWK7W_hN&t=1m8s)] > "US has in absolute terms a little shy of a trillion dollar budget spending... out of the total $2.6-2.7 trillion of the total global defense budget." - **Vikas**…

Mar 30, 2026·Defence
Geopolitics & Defence: India’s Top Companies Set to Gain | Finding Alpha | CNBC TV18

https://youtu.be/n-uS3pPC_iU?si=wjq9fMa_d_9wE5EC

*Keynote Slides | Digital India: Fueling India’s Consumption Story | Address by Nandan Nilekani #FiresideVentures*

Mar 30, 2026·India
https://youtu.be/n-uS3pPC_iU?si=wjq9fMa_d_9wE5EC

Fortune India: In Conversation | India’s Moment: Growth, Risk & Big Bets

> "Every morning is a new headline and how one should deal with it. Sometimes the best thing is not to do anything about it." - **PD Singh** [[00:04:07](https://youtu.be/XPhlnE7Wsa4?si=3yOPsoQNR_B7bGV4&t=247s)] > "I think we have the smartest businessmen in the world because they have picked really the right timing and the right price for some of the assets they picked up." - **PD Singh**…

Mar 29, 2026·Geopolitics
Fortune India: In Conversation | India’s Moment: Growth, Risk & Big Bets

Navigating Markets Amid Global Conflicts | Prashant Jain on India’s Outlook

> "this two shall pass and uh we clearly had no inkling of what president trump will tweet but that one tweet i think has improved has changed things" - **Prashant Jain** [[00:03:06](https://youtu.be/GCwxGySOeL8?si=2ZxevNf1Q69HXCxc&t=3m6s)] > "if you absorb 30 40 billion dollars of selling and you are down only 10%... it tells you a lot how resilient these markets have become apart from the economy" - **Prashant…

Mar 29, 2026·Equity
Navigating Markets Amid Global Conflicts | Prashant Jain on India’s Outlook

https://media.licdn.com/dms/document/media/v2/D561FAQFVsTLstCc7gA/feedshare-document-sanitized-pdf/B56Z0ohJInI0A8-/0/1774501271106?e=1775289600&v=beta&t=qYGhJQsJu4ST9gNloiTjEzTK3DnhcR-HhICHiI77Syo

*India’s Coffee Inflection Report by Prath Ventures*

Mar 28, 2026·Report
https://media.licdn.com/dms/document/media/v2/D561FAQFVsTLstCc7gA/feedshare-document-sanitized-pdf/B56Z0ohJInI0A8-/0/1774501271106?e=1775289600&v=beta&t=qYGhJQsJu4ST9gNloiTjEzTK3DnhcR-HhICHiI77Syo

India’s private markets: The global limited partner view | March 2026 | McKinsey

**Executive Summary** India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…

Mar 27, 2026·Blog / Article
India’s private markets: The global limited partner view | March 2026 | McKinsey

Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

> "A coordinated push created the rails for digital inclusion, making 2016 India's digital inflection point." - **Speaker** [[00:01:42](https://youtu.be/n-uS3pPC_iU?si=ribgANanvaWCG80w&t=1m42s)] > "Each innovation unlocked the next. India Stack was the keystone domino - and we are now in the acceleration phase." - **Speaker** [[00:02:37](https://youtu.be/n-uS3pPC_iU?si=ribgANanvaWCG80w&t=2m37s)] > "Aspiration has…

Mar 27, 2026·AI
Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

**Overview** This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter. **Part I: Why…

Mar 27, 2026·Finance
India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

The Gold Era of Indian Household Wealth | India Dispatch

India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity. This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…

Mar 27, 2026·Assets
The Gold Era of Indian Household Wealth | India Dispatch

From Global Conflict to India’s Growth: Neelkanth Mishra Explains the Big Picture | Axis Mutual Fund

> "If the Strait of Hormuz stays closed for more than four weeks, I think the world goes into recession." - **Neelkanth Mishra** [[00:09:13](https://youtu.be/GIKnrKlUafU?si=i7SL21yt-aULG7mA&t=553s)] > "Compared to any other time in the past we are the best prepared to handle a crisis like this. Low fiscal deficits, slack in the economy, inflation is low, RBI sitting on reserves." - **Neelkanth Mishra**…

Mar 27, 2026·Fundamentals
From Global Conflict to India’s Growth: Neelkanth Mishra Explains the Big Picture  | Axis Mutual Fund

The Ocean of Numbers: How India Shaped the Way We Calculate | Isaac Newton Institute for Mathematical Sciences

Note: The presentation has images. Do watch it for better comprehension. > "Sanskrit is really sometimes been dubbed the most scientifically organized language of all time with a noun system that has eight cases three genders and three numbers." - **Clemency Montelle** [[00:03:09](https://youtu.be/sa2kN-li984?si=BNx1qXxcuTELz_SV&t=0h3m9s)] > "If you write something in a book and you lose the book you're finished…

Mar 23, 2026·Geopolitics
The Ocean of Numbers: How India Shaped the Way We Calculate |  Isaac Newton Institute for Mathematical Sciences

Intermission E01 - Asian Paints [Part 2] | The Ken

> "once you see... it's everywhere... at its essence what is paint... it's a mixture of naturally found and manufactured substances" - **Rohin Dharmakumar** [[00:02:37](https://youtu.be/5ypJilevyl8?si=tTuLlpDF1VPBLi_r&t=0h2m37s)] > "painters are the the influencers of this industry right absolutely you i mean i think that word there was literally you know someone who said that this is an influencerled market" -…

Mar 23, 2026·Asian Paints
Intermission E01 - Asian Paints [Part 2] | The Ken

Intermission E01 - Asian Paints [Part 1] | The Ken

> "The story of Asian Paints is not just the story of a company which is once in a generation it's possibly the story of a company which is once in a nation's lifetime." - **Rohin Dharmakumar** [[00:03:16](https://youtu.be/o64I_q5c7Fk?si=x2KCGaINDBX00Sy_&t=196s)] > "Being a trader or vapari is only a small part of our identity most Gujarati are shopkeepers not entrepreneurs or industrialists and we are…

Mar 23, 2026·Asian Paints
Intermission E01 - Asian Paints [Part 1] | The Ken

Fareed Zakaria - A New Star Rises: India’s Potential and Promise | OP Jindal Distinguished Lecture

> "The idea that a rival economic power would not choose to build up its military and contest the number one power but instead accept a kind of subordinate status in which it subcontracts its foreign policy to the number one country is not only unheard of but violates every tenant of international relations theory." - **Fareed Zakaria** [[00:12:52](https://youtu.be/Zt_tG7wkJ6A?si=c8-oziPUkDiJQbDO&t=0h12m52s)] >…

Mar 23, 2026·Fundamentals
Fareed Zakaria  - A New Star Rises: India’s Potential and Promise | OP Jindal Distinguished Lecture

Manish Chokhani: Why Capital Markets are the Ultimate Spiritual Laboratory

> "The world order which was set after the second world war is clearly crumbling which is why you're seeing all this geopolitical turmoil... We are back in 1930s. There is a 1940s in the coming decade in front of us." - **Manish Chokhani** [[00:35:22](https://youtu.be/kvnH9SKKp6s?si=eOGKhH9g-_zSkREq&t=0h35m22s)] > "I truly do believe that this is the best place in the world to be a true spiritualist... you have to…

Mar 20, 2026·Equity
Manish Chokhani: Why Capital Markets are the Ultimate Spiritual Laboratory

Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing | The Money Mindset | Sonia Shenoy

> "we already come through the rough So maybe it's just a time correction that you're looking at and post that life should be quite easy" - **Kenneth Andrade** [[00:01:58](https://youtu.be/Tt9pcBSlrqA?si=dmVHZ5LtPxuP3D5f&t=1m58s)] > "a doomsday scenario is when your population stops growing and actually starts declining And I think that's that's the biggest problem that us not us as a country but us us as a specy…

Mar 19, 2026·Biographical
Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing | The Money Mindset | Sonia Shenoy

https://homegrown.co.in/homegrown-creators/sudarshan-shaws-folk-art-print-series-intersects-craft-tradition-conservation

*Wonderful artwork by [Sudarshan Shaw](https://x.com/Sudarshanshaw93/status/2034199613608259897?s=20)*

Mar 18, 2026·India
https://homegrown.co.in/homegrown-creators/sudarshan-shaws-folk-art-print-series-intersects-craft-tradition-conservation

How to Invest Amid Geopolitical Uncertainty? | Watch March 2026 Market Outlook By Mr. Nilesh Shah

> "this market reminds one of a kangaroo market - one day it is up when President Trump announces positive thing about war and it becomes a bear market when President Trump announces something negative" - **Nilesh Shah** [[00:00:22](https://www.youtube.com/watch?v=j2IGiKz9yW8&t=0h0m22s)] > "we are witnessing a perfect storm - tariff, Middle East conflict, crypto meltdown, private credit market meltdown and yen…

Mar 18, 2026·Equity
How to Invest Amid Geopolitical Uncertainty? | Watch March 2026 Market Outlook By Mr. Nilesh Shah

Market Views - March 2026 | Alchemy Capital Management

> "Just when we thought that we are done with issues regarding trade and tariff we're now besotted with another major geopolitical event on our hands and that is the war between US Israel and Iran." [[00:00:31](https://www.youtube.com/watch?v=UsUC8i2BhZk&t=0h0m31s)] > "Unless and until the Strait of Hormuz is left free for oil trade to flourish like it was before the war we may still have some risks and…

Mar 18, 2026·Equity
Market Views - March 2026 | Alchemy Capital Management

Nikhil Nigania from Bernstein on Power, Renewables & Transmission: Where’s the Big Opportunity in India? | Finding Alpha | CNBC TV18

> "We need to electrify and in fact power demand has to accelerate for us to be energy self-sufficient we don't have oil we don't have gas what we have is coal right and lots of sunshine right" - **Nikhil Nigania** [[00:03:57](https://youtu.be/nsI07KkodoY?si=fltb9I8sB8oMkSre&t=0h3m57s)] > "Our transmission network is better than US which many people find surprising but it is still lagging renewable capacity…

Mar 18, 2026·Bernstein
Nikhil Nigania from Bernstein on Power, Renewables & Transmission: Where’s the Big Opportunity in India? | Finding Alpha | CNBC TV18

https://www.mckinsey.com/industries/private-capital/our-insights/indias-private-markets-the-global-limited-partner-view#/

*India’s private markets: The global limited partner view (March 11, 2026) #McKinsey*

Mar 15, 2026·India
https://www.mckinsey.com/industries/private-capital/our-insights/indias-private-markets-the-global-limited-partner-view#/
Source
GeopoliticsIndiaPodcast

Ep 55 | Iran-US Deal: The Big Geopolitical Shift | 25 Jun 2026 | Samir Saran

  • Host: Ambassador Pankaj Saran, Co-founder of NatStrat, former diplomat.
  • Guest: Dr. Samir Saran, President of the Observer Research Foundation (ORF), creator of the Raisina Dialogue, and Chair of the Global Future Council at the World Economic Forum.

The Evolution of Indian Think Tanks & Samir Saran's Journey

  • Career Transition: Samir Saran spent 14 years in the private sector across diverse…
View Full Article
UJ
Jun 27, 2026
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The Untold History of Indian Statecraft | Dhruva Jaishankar | 10 Jun 2026 | GEOPODS

"How can India navigate and accelerate its rise in this environment that is the single question... how can India leverage its partnerships... to accelerate its own capabilities at home." - Dhruva Jaishankar [00:02:48]

"The fact is for most political entities in history... they had to think strategically because it was a matter of existential…

View Full Article
UJ
Jun 14, 2026

India's 300 BCE Theorem That Predates Nash. | Before It Was Possible — with Ronny

"2,300 years before John Nash sat down at Princeton and wrote the 27-page thesis that would win him the Nobel Prize in economics... a man in Pataliputra wrote the same theorem. Not a similar idea, not a philosophical forerunner—the actual theorem." - Ronny [00:00:00]

"He names the players in the system... entirely by their structural relationship to…

View Full Article
UJ
May 15, 2026
India Focused
Investment
Markets & Investments
Podcast

Geopolitics & Defence: India’s Top Companies Set to Gain | Finding Alpha | CNBC TV18

"For FI27 the total defense budget is stated as 7.9 trillion INR... this is roughly about 2% of the total GDP." - Vikas [00:01:08]

"US has in absolute terms a little shy of a trillion dollar budget spending... out of the total $2.6-2.7 trillion of the total global defense budget." - Vikas…

View Full Article
UJ
Mar 30, 2026
PE/VC
Geopolitics
+33 more tags
India FocusedPodcastMarkets & Investments

https://youtu.be/n-uS3pPC_iU?si=wjq9fMa_d_9wE5EC

Keynote Slides | Digital India: Fueling India’s Consumption Story | Address by Nandan Nilekani #FiresideVentures

View Full Article
UJ
Mar 30, 2026
Markets & Investments
Podcast

Fortune India: In Conversation | India’s Moment: Growth, Risk & Big Bets

"Every morning is a new headline and how one should deal with it. Sometimes the best thing is not to do anything about it." - PD Singh [00:04:07]

"I think we have the smartest businessmen in the world because they have picked really the right timing and the right price for some of the assets they picked up." - PD Singh…

View Full Article
UJ
Mar 29, 2026
Investment
Macros
Markets
Markets & Investments
Podcast

Navigating Markets Amid Global Conflicts | Prashant Jain on India’s Outlook

"this two shall pass and uh we clearly had no inkling of what president trump will tweet but that one tweet i think has improved has changed things" - Prashant Jain [00:03:06]

"if you absorb 30 40 billion dollars of selling and you are down only 10%... it tells you a lot how resilient these markets have become apart from the economy" - **Prashant…

View Full Article
UJ
Mar 29, 2026
Report
India
Coffee
+77 more tags
PE/VCConsumerGeopoliticsIndia FocusedFinanceReport, Blogs & InsightsMarkets & Investments

https://media.licdn.com/dms/document/media/v2/D561FAQFVsTLstCc7gA/feedshare-document-sanitized-pdf/B56Z0ohJInI0A8-/0/1774501271106?e=1775289600&v=beta&t=qYGhJQsJu4ST9gNloiTjEzTK3DnhcR-HhICHiI77Syo

India’s Coffee Inflection Report by Prath Ventures

View Full Article
UJ
Mar 28, 2026
Finance
Geopolitics
+77 more tags
IndiaIndia FocusedInvestingMarkets & InvestmentsPE/VCReportReport, Blogs & Insights

India’s private markets: The global limited partner view | March 2026 | McKinsey

Executive Summary

India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…

View Full Article
UJ
Mar 27, 2026
India Focused
Keynote
Macros
Markets & Investments
Nandan Nilekani
PE/VC
Podcast
Startups
Technology
Thematic

Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

"A coordinated push created the rails for digital inclusion, making 2016 India's digital inflection point." - Speaker [00:01:42]

"Each innovation unlocked the next. India Stack was the keystone domino - and we are now in the acceleration phase." - Speaker [00:02:37]

"Aspiration has…

View Full Article
UJ
Mar 27, 2026
Geopolitics
India
+88 more tags
India FocusedInvestingMacro / EconomicsMacrosMarkets & InvestmentsPE/VCReportReport, Blogs & Insights

India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

Overview

This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter.

**Part I: Why…

View Full Article
UJ
Mar 27, 2026
+6
6 more tags
GoldGold & SilverIndiaIndia FocusedMarkets & InvestmentsReport, Blogs & Insights

The Gold Era of Indian Household Wealth | India Dispatch

India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity.

This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…

View Full Article
UJ
Mar 27, 2026
Macros
Markets & Investments
Podcast

From Global Conflict to India’s Growth: Neelkanth Mishra Explains the Big Picture | Axis Mutual Fund

"If the Strait of Hormuz stays closed for more than four weeks, I think the world goes into recession." - Neelkanth Mishra [00:09:13]

"Compared to any other time in the past we are the best prepared to handle a crisis like this. Low fiscal deficits, slack in the economy, inflation is low, RBI sitting on reserves." - Neelkanth Mishra…

View Full Article
UJ
Mar 27, 2026
Knowledge Byte
Lecture
Markets & Investments
Mathematics
Podcast

The Ocean of Numbers: How India Shaped the Way We Calculate | Isaac Newton Institute for Mathematical Sciences

Note: The presentation has images. Do watch it for better comprehension.

"Sanskrit is really sometimes been dubbed the most scientifically organized language of all time with a noun system that has eight cases three genders and three numbers." - Clemency Montelle [00:03:09]

"If you write something in a book and you lose the book you're finished…

View Full Article
UJ
Mar 23, 2026
India
India Focused
Markets & Investments
Podcast
The Ken

Intermission E01 - Asian Paints [Part 2] | The Ken

"once you see... it's everywhere... at its essence what is paint... it's a mixture of naturally found and manufactured substances" - Rohin Dharmakumar [00:02:37]

"painters are the the influencers of this industry right absolutely you i mean i think that word there was literally you know someone who said that this is an influencerled market" -…

View Full Article
UJ
Mar 23, 2026
India
India Focused
Markets & Investments
Podcast
The Ken

Intermission E01 - Asian Paints [Part 1] | The Ken

"The story of Asian Paints is not just the story of a company which is once in a generation it's possibly the story of a company which is once in a nation's lifetime." - Rohin Dharmakumar [00:03:16]

"Being a trader or vapari is only a small part of our identity most Gujarati are shopkeepers not entrepreneurs or industrialists and we are…

View Full Article
UJ
Mar 23, 2026
Macros
Markets & Investments
Podcast

Fareed Zakaria - A New Star Rises: India’s Potential and Promise | OP Jindal Distinguished Lecture

"The idea that a rival economic power would not choose to build up its military and contest the number one power but instead accept a kind of subordinate status in which it subcontracts its foreign policy to the number one country is not only unheard of but violates every tenant of international relations theory." - Fareed Zakaria [00:12:52]

…

View Full Article
UJ
Mar 23, 2026
Manish Chokhani
Markets
Markets & Investments
Podcast

Manish Chokhani: Why Capital Markets are the Ultimate Spiritual Laboratory

"The world order which was set after the second world war is clearly crumbling which is why you're seeing all this geopolitical turmoil... We are back in 1930s. There is a 1940s in the coming decade in front of us." - Manish Chokhani [00:35:22]

"I truly do believe that this is the best place in the world to be a true spiritualist... you have to…

View Full Article
UJ
Mar 20, 2026
India
India Focused
Leaders, Investors & Entrepreneurs
Markets
Markets & Investments
Podcast
Self-Development
Sonia Shenoy

Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing | The Money Mindset | Sonia Shenoy

"we already come through the rough So maybe it's just a time correction that you're looking at and post that life should be quite easy" - Kenneth Andrade [00:01:58]

"a doomsday scenario is when your population stops growing and actually starts declining And I think that's that's the biggest problem that us not us as a country but us us as a specy…

View Full Article
UJ
Mar 19, 2026
Report, Blogs & Insights
+22 more tags
HistoryGeopolitics

https://homegrown.co.in/homegrown-creators/sudarshan-shaws-folk-art-print-series-intersects-craft-tradition-conservation

Wonderful artwork by Sudarshan Shaw

View Full Article
UJ
Mar 18, 2026
Kotak Mutual Fund
Market Outlook
Markets & Investments
Middle East
Podcast

How to Invest Amid Geopolitical Uncertainty? | Watch March 2026 Market Outlook By Mr. Nilesh Shah

"this market reminds one of a kangaroo market - one day it is up when President Trump announces positive thing about war and it becomes a bear market when President Trump announces something negative" - Nilesh Shah [00:00:22]

"we are witnessing a perfect storm - tariff, Middle East conflict, crypto meltdown, private credit market meltdown and yen…

View Full Article
UJ
Mar 18, 2026
Market Outlook
Markets & Investments
Middle East
Podcast

Market Views - March 2026 | Alchemy Capital Management

"Just when we thought that we are done with issues regarding trade and tariff we're now besotted with another major geopolitical event on our hands and that is the war between US Israel and Iran." [00:00:31]

"Unless and until the Strait of Hormuz is left free for oil trade to flourish like it was before the war we may still have some risks and…

View Full Article
UJ
Mar 18, 2026
Energy
Equity
Geopolitics
India
India Focused
Macro / Economics
Markets & Investments
Podcast
Power

Nikhil Nigania from Bernstein on Power, Renewables & Transmission: Where’s the Big Opportunity in India? | Finding Alpha | CNBC TV18

"We need to electrify and in fact power demand has to accelerate for us to be energy self-sufficient we don't have oil we don't have gas what we have is coal right and lots of sunshine right" - Nikhil Nigania [00:03:57]

"Our transmission network is better than US which many people find surprising but it is still lagging renewable capacity…

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UJ
Mar 18, 2026
IndiaPE/VCReport
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https://www.mckinsey.com/industries/private-capital/our-insights/indias-private-markets-the-global-limited-partner-view#/

India’s private markets: The global limited partner view (March 11, 2026) #McKinsey

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UJ
Mar 15, 2026