India is being viewed as lagging the global AI trade as investors prioritise chips, compute and infrastructure. Ruchir Sharma explains how low R&D spending and exposure of software and outsourcing jobs are weighing on sentiment. He also outlines potential positives, including strong nominal GDP growth, a valuation reset opportunity, and the chance for India to benefit later as AI adoption shifts toward productivity gains. Rockefeller International Chairman Ruchir Sharma joined Haslinda Amin on Insight with Haslinda Amin.
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Oil wavers after the US and Iran clash near the Strait of Hormuz as Washington awaits Tehran’s response for a potential deal to end the war. A federal trade court declares President Trump’s 10% global tariffs unlawful. Veronica Clark of Citi looks ahead to the April payrolls report.

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Steven Mnuchin, founder of Liberty Strategic Capital and former US Treasury Secretary, says he supports the proposal released by the Securities and Exchange Commission that will allow US companies to choose to report earnings semiannually. Speaking at the Milken Institute Global Conference in Beverly Hills, California, Mnuchin also comments on the economic impact of AI, the conflict in Iran, the federal budget deficit and Federal Reserve monetary policy.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

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00:04:43 – HSBC’s Kettner Highlights Strong Market Gains on MidEast Progress, Tech Rally
00:18:02 – Academy Securities’ Gibson on Iran’s Strategic Leverage in Strait of Hormuz
00:31:37 – Seaport Stays Neutral on AMD Amid Strong CPU Demand
00:42:02 – UBS’s Donovan on Market Trends Affected by Crude Prices
00:52:40 – CIBC’s Harvey Sees Markets Moving Past Geopolitical Risk
01:07:41 – US Gasoline at $5 ‘Not Likely,’ Oil Analyst Schork Says
01:29:47 – Invesco’s Brill on the Big Tech Debt Frenzy to Fund AI
01:39:57 – Voya Investment Management’s Reinhard Makes Bull Case for Equities
01:53:03 – Ferguson CEO Murphy on Leveraging the CapEx Boom
02:04:06 – US Trade Representative Greer on EU Complying With Trade Deal, Trump to China
02:18:47 – Nomura Securities’ Seif on Fed’s Pressure to Keep Rates Low Amid Steady US Coupon Issuance
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The standoff around the Strait of Hormuz has removed millions of barrels of oil from markets, exposing stockpiles, spare capacity and even OPEC. Here’s what would get energy markets back on track.

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#Oil #Markets #OPEC

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