India’s Trade Talks, Middle East Risks and the Global Energy Buildout

From New Delhi’s Bloomberg New Economy Forum, I cover how trade negotiations, geopolitical tensions and shifting market expectations are affecting the global economy. Interviews and panel excerpts connect these developments with energy security, AI-related electricity demand and supply-chain resilience.

■ Markets and geopolitics
- Asian equities, U.S. inflation and Fed rate expectations; attacks on Saudi Arabia and implications for oil and shipping
- India–U.S. trade talks, China’s trade surplus and protests over voter rolls in India
■ Technology, trade and energy
- Semiconductor capacity, technological sovereignty and supply-chain security
- Hitachi Energy’s outlook on electricity demand, data centers, transformers and nuclear power; DP World on disrupted trade routes
- Indian officials on investment, capital flows and self-sufficiency

For investors, business leaders and readers following Asia, trade or energy, these segments offer a briefing on the issues and perspectives raised at the forum. Use them as context when tracking inflation data, trade negotiations and energy or shipping disruptions; the coverage does not provide personal investment advice.