Tracking Trends

Rajesh Mahapatra
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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.

  1. 06/10/2025

    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

    18 min

  2. 06/10/2025

    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

    17 min

  3. 06/10/2025

    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

    38 min

  4. 06/10/2025

    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

    33 min

  5. 06/10/2025

    Why GST Rate Cuts are not a Game Changer? I TrackingTrends W/ Rajesh Mahapatra ft. Dhananjay Sinha

    Will the GST rate cuts be a game changer?The #GST Council has finally moved to cut the number of tax slabs from 5 to 4 and reduced taxes on a wide range of goods and services, with an aim to stimulate consumption and expenditure. The rate rationalisation will likely bring interim relief to consumers, but it is not clear if these changes would lead to a sustained and equitable revival in demand and in broader economic growth. In this episode of #TrackingTrends, Dhananjay Sinha and I dive deep into the proposed changes in the GST regime.#newgstchanges #gstreforms #gstcouncil #gstrates2025 #nirmalasitharaman #narendramodi #indianeconomy

    35 min

  6. 06/10/2025

    US Goes To War With Iran: What Now? Tracking Trends W/ Rajesh Mahapatra ft. Pramit P Chaudhury

    The United States has entered the war with Iran. American stealth bombers struck Iran's three key nuclear facilities -- Fordow, Natanz and Isfahan -- on Saturday night, in an unprecedented assault that has significantly heightened geopolitical tension in the region. Iran has vowed to retaliate, threatening to attack American interests in the region and shutting down the strait of Hormuz. The consequences of this escalation could be devastating for the world and the global economy, unless it is contained through mediation and dialogue. In this episode of #TrackingTrends, I sit down with India head of the Eurasia Group -- a leading US-based consulting and research firm -- to understand what will likely unfold in the days to come, including the impact that the developments may have on India and its economy.

    35 min

  7. 06/10/2025

    RBI's rate cuts a pleasant surprise; abrupt policy shift stoke new concerns

    #TrackingTrends with #RajeshMahapatra ft. #KalyanRamThe Reserve Bank of India on Friday announced a bigger-than-expected cut in its benchmark lending (repo) rate -- from 6% to 5.5%, surprised markets by slashing cash reserve ratio from 4% to 3% to infuse liquidity to the tune of Rs 2.5 lakh crore and announced a sudden pivot to a “neutral” monetary policy stance. While the rate cut was cheered by industry and consumers, the push for liquidity and the about turn on policy stance have stoked new concern. That the liquidity push might have heightened many risks for the banking systems, while the policy shift might undermine RBI's credibility.Veteran financial journalist Kalyan Ram, who keeps a close watch on the central bank joins me to discuss the risks and rewards associated with RBI's latest decisions. Read: https://basispointinsight.com/Story/Home/rbi-s-abrupt-policy-shift-risks-undermining-its-own-credibility_0adc88b52089.html #rbi #rbinews #monetarypolicy #reporate #liquidity #inflation #gdpgrowth

    28 min

  8. 06/10/2025

    What Explains This Year's Freaky Monsoon: TrackingTrends w/ Rajesh Mahapatra ft Mrutyunjay Mohapatra

    Tracking Trends: #Monsoon arrives early, causes havoc in the northeast with disastrous #floods and #landslides, while northwestern states of Rajasthan and Punjab battle scorching heat. Elsewhere in Delhi and its neighbouring region, frequent #thunderstorms turn the month of May surprisingly pleasant, weather-wise. India's weather as we knew it is changing. I sit down with Dr Mrutyunjay Mohapatra, chief of India Meteorological Department, to understand the multiple factors at work and what these mean for longer-term climate changes and weather forecasting.

    49 min
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About

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.

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  • Creator
    Rajesh Mahapatra
  • Years Active
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  • Episodes
    16
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    © Rajesh Mahapatra
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