Paul Gruenwald

This episode features Paul Gruenwald, Chief Economist at S&P Global Ratings, who discusses balancing immediate energy concerns with long-term sustainability amidst policy uncertainties. Arshad Mansoor, CEO of EPRI, examines how AI will shape future electricity generation to meet increasing demands. Damian Beauchamp, from 8 Rivers, shares insights on innovative clean energy solutions aimed at achieving net-zero emissions. The conversation unveils a pragmatic approach to addressing energy security, affordability, and climate challenges in today's fluctuating landscape.

Paul Gruenwald, Global Chief Economist at S&P Global Ratings, and Nikhil Narendran, a Partner at Trilegal, delve into pressing economic themes. They explore why foreign portfolio inflows might soon resurge, driven by GDP valuation and investment dynamics. Gruenwald shares insights on how data centers are boosting US GDP growth while masking broader economic weaknesses. Narendran discusses India's new Digital Personal Data Protection Act, detailing compliance challenges for companies and the importance of consumer data rights.

Aparna Bharadwaj, a managing director at Boston Consulting Group, shares insights alongside Paul Gruenwald, S&P's global chief economist, Santitarn Sathirathai from Thailand Development Research Institute, and Peking University's Huang Yiping. They dissect the darkening global economic outlook amidst geopolitical tensions, particularly U.S.-China relations. Topics include trade volatility, the shift towards broader economic forecasts, the rise of Southeast Asia, and the intricacies of globalization. Their discussion emphasizes the need for adaptive strategies and local partnerships in this evolving landscape.