Suvodeep Rakshit, Chief Economist of Kotak Institutional Equities, says the lack of policy clarity on tariffs is more detrimental to the Indian economy than the tariffs themselves, as it deters investment growth. A potential U.S.-India trade deal could boost India's global supply chain integration, but India must enhance its competitiveness.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=LiuOt-HgmvA

Lee Ngor Houai, Ascott COO for EMEA, South Asia, and China, discusses the company's plan to expand its portfolio in India to 12,000 units by 2028, with limited supply providing ample room for growth. He remains optimistic about India's growth prospects, driven by strong economic factors and infrastructure development despite geopolitical challenges. It's flexible brand offerings and growing loyalty program are key to meeting the evolving needs of Indian travelers.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=O2dYVGdfE8c

Alphabet shares rose in extended trade after reporting a top and bottom line beat, with its search and advertising units showing strong growth despite increasing AI competition. At the annual IMF meeting, ECB Governing Council Member Robert Holzmann told CNBC that he expects further rate cuts to come, but that the outcome of tariff talks will ultimately decide how much lower the base rate will fall. Bank of England Governor Andrew Bailey told CNBC exclusively that he doesn't think that the U.K. economy is on the brink of a downturn - despite the latest warning from the IMF. Over in Asia, Nissan flags a record loss of up to $5.3 billion dollars due to impairment charges as new CEO Ivan Espinosa attempts to turn around Japan's third largest automaker.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=DSavCMvGrgo

Dylan Patel of SemiAnalysis says China's chip design is 'not far behind'. He also discusses the U.S. chip export 'diffusion rules', and explains the differences between the Biden and Trump administration's approach.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=zWfo23VpWqE

Ravi Swarup, Head of India Consumer Products Practice at Bain & Company, emphasizes the importance of a hyper-local strategy for retail sector success in India. He highlights the need for retailers to adapt to both urban and rural markets, each with unique consumer preferences.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=BZpFzP4r7Ow

Michael Smith, CEO of Hongkong Land, talks about sentiment in the Hong Kong property market, as it moves to recycle up to $10 billion in capital in the next ten years, and it sells office & retail space in One Exchange Square to Hong Kong Exchanges & Clearing.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=l5bJls822OA

CNBC is launching Europe Early Edition - your first look at the stories set to shape the European trading day.

Anchored by Silvia Amaro live from London, Europe Early Edition brings together key developments from Asia, the Middle East, and Europe. With CNBC reporters across the continent and in-depth conversations with top CEOs and market movers, this show delivers the context and insight you need to start your day fully informed.

Tune in weekdays at 7am CET as part of CNBC’s new weekday programming slate. Europe Early Edition - setting the tone for the European market open.

-----

Subscribe: @CNBCInternationalLive

Subscribe to CNBC International: @CNBCInternational

LinkedIn: https://www.linkedin.com/showcase/cnbc-international/

TikTok: https://www.tiktok.com/@cnbci

Facebook: https://www.facebook.com/cnbcinternational

Instagram: https://www.instagram.com/cnbcinternational/

Threads: https://www.threads.net/@cnbcinternational

X: https://twitter.com/CNBCi

Telegram: https://t.me/cnbci

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=uWzxO4c4JZI

Hub71 is Abu Dhabi's global tech ecosystem for start-ups, investors, and government entites. CEO Ahmad Ali Alwan talks about appetite in the UAE, the city's 'value proposition', and how it compares to the rest of the Middle East.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=w0aXp7Dlyhg

Trump’s sweeping new tariffs on Chinese goods are squeezing the margins of dropshipping businesses — a popular e-commerce model for young entrepreneurs. With U.S. border delays and rising costs, many sellers are now shifting focus away from America.

➡️ Dropshippers who buy from China and sell to the U.S. are seeing profits shrink fast, as tariffs now stand at a cumulative 145%, slashing margins and triggering refund requests from delayed shipments.

➡️ A major blow comes from the removal of the de minimis exemption — a loophole that previously allowed shipments under $800 to enter the U.S. duty-free. Starting May 2, packages from China and Hong Kong will face duties of 30% or $25 per item, affecting over 4 million shipments a day.

Subscribe: @CNBCInternationalLive

Subscribe to CNBC International: @CNBCInternational

LinkedIn: https://www.linkedin.com/showcase/cnbc-international/

TikTok: https://www.tiktok.com/@cnbci

Facebook: https://www.facebook.com/cnbcinternational

Instagram: https://www.instagram.com/cnbcinternational/

Threads: https://www.threads.net/@cnbcinternational

X: https://twitter.com/CNBCi

Telegram: https://t.me/cnbci

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=KXrPuLj_hrI

Krishna Srinivasan, Head of Asia & Pacific Department at the IMF, believes the region faces sharper policy trade-offs to cope with U.S. tariffs.

--

Support podtube.me continuity as a free service. Become a Patreon or make an one-time donation

--

Video at Youtube: https://www.youtube.com/watch?v=c0fTrQ70zCU