Taiwan's Role in the Semiconductor Industry

In the second episode of our series with Neelkanth Mishra, Chief Economist - Axis Bank and Head of Global Research - Axis Capital, we delve into India's position in global geopolitics, reflecting on the recent G20 hosted by the country. Neelkanth shares insights on diplomatic milestones achieved, including consensus on contentious issues and the expansion of membership. The discussion revolves around the Fourth Turn Theory, highlighting the unique challenges of the current geopolitical landscape. As the decline of American power and the rise of new players like China and India unfold, Neelkanth explores how to prepare for the impending changes. Join us as we recap these significant insights and explore the role India can play in the evolving geopolitical scenarios on the horizon. Chapters: 00:00:00 - 00:00:58 Coming up! 00:00:58 - 00:01:11 Opening theme 00:01:11 - 00:02:21 Mukesh talks about India’s increasing prominence in the global economic landscape 00:02:21 - 00:28:10 USA and China: What made them go from friends to foe? 00:28:10 - 00:34:51 What role does India play in the USA-China dynamic? 00:34:51 - 00:41:37 Unravelling China and India's geopolitical ties and roles in the intricate game of global politics 00:41:37 - 00:52:03 Neelkanth provides a comprehensive analysis of the strategy and execution required behind the China Plus One approach 00:52:03 - 00:58:50 Can India be a global manufacturing powerhouse, leveraging China Plus One? 00:58:50 - 01:14:38 Neelkanth highlights the global impact of war, stressing need for India's strategic participation in world affairs while safeguarding national interests 01:14:38 - 01:21:13 Neelkanth emphasizes G20's greater relevance for India in addressing global issues and the need for more such inclusive forums 01:21:13 - 01:27:15 Neelkanth delves into the rationale behind countries forming alliances to address shared challenges or counter specific nations 01:27:15 - 01:33:33 How can India balance carbon emission reduction with fostering economic growth? 01:33:33 - 01:38:06 Is India's engagement with economically smaller neighbors crucial for regional political influence? 01:38:06 - 01:40:32 Mukesh and Neelkanth discuss the importance for Indians to take more interest in the global affairs and the world economy Resources The Fourth Turn: https://en.wikipedia.org/wiki/Strauss... Semiconductor Industry in Taiwan: https://en.wikipedia.org/wiki/Semicon... U.S. House Speaker Nancy Pelosi visited Taiwan in August 2022 to support its democracy, but China opposed the visit and conducted military drills around the island: https://carnegieendowment.org/2022/08... Plaza Accord: https://www.investopedia.com/terms/p/...https://www.firstpost.com/explainers/... QUAD: https://en.wikipedia.org/wiki/Quadril... AUKUS: https://en.wikipedia.org/wiki/AUKUS One China Policy: https://www.bbc.com/news/world-asia-c... BRICS: https://en.wikipedia.org/wiki/BRICS SAARC: https://mfasia.org/mfa_programs/advoc... NAFTA: https://en.wikipedia.org/wiki/North_A...