Leave your feedback Share Copy URL https://eevb.net/video/kgB6kauSgnn.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Inside India’s Macro Crossfire: Oil, Rupee & Tariffs | The Global Reset | CNBC TV18 Prime [nSiZ8PCEeXw] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT In this episode of The Global Reset, Prashant Nair speaks to Sajjid Chinoy who is the Head-Asia Economic Research for JPMorgan on why India’s macro picture is changing by the day — from wild swings in crude oil to sharp moves in the rupee, and the new wave of tariffs and Fed risks that could test policymakers. Oil crashed over $10 in a week. RBI's June measures have already pulled in $32 billion, mostly via the FCNR scheme, with the window open till September 30. Chinoy explains why these flows won't hit the spot market, why rupee expectations are turning "adaptive" rather than fundamental, and why he sees oil range bound between $80 and $100. On tariffs, he breaks down why India's effective rate is just 8%, far below the 18% headline number, and flags a new US legal instrument, Section 338, that could reshape the tariff playbook. He also weighs in on India's cyclical growth recovery and the Fed's rate path into September. Watch the full show on here on #TheGlobalReset Follow Every Breaking Story LIVE 🔴 Watch News18 LIVE 24x7: SUBSCRIBE to our Channel: --------------------------------------------------------------------------------------------------------------------- 👑 Check Out Top CNBC TV18 Playlist Videos: 🔹🔹🔹 🔹🔹🔹 ------------------------------------------------------------------------------------ You can also connect with CNBC-TV18 News Online Catch the latest news: Follow CNBC-TV18 round the clock: Stay updated with all the market action in real time: You can also stay updated with all the latest news on-the-go with CNBC-TV18 Minis: Like us on Facebook: Follow us on Twitter: Follow us on Instagram: Catch us on: Linkedin: n18oc_business About CNBC-TV18: India's leading business news channel, CNBC-TV18 offers the most comprehensive coverage of businesses, the economy and the financial markets. Catch all your favourite shows, exclusive videos, big-ticket interviews and more here. 0gTNJZQDkSm g0TsAwa7KzA 8OJKoUh4fQv Zr1OaN7j6NI X8cEY9P0SDf Rf5JJHGKQh6 zdi84rMpTNF BDKsbkZsVJk
In this episode of The Global Reset, Prashant Nair speaks to Sajjid Chinoy who is the Head-Asia Economic Research for JPMorgan on why India’s macro picture is changing by the day — from wild swings in crude oil to sharp moves in the rupee, and the new wave of tariffs and Fed risks that could test policymakers. Oil crashed over $10 in a week. RBI's June measures have already pulled in $32 billion, mostly via the FCNR scheme, with the window open till September 30. Chinoy explains why these flows won't hit the spot market, why rupee expectations are turning "adaptive" rather than fundamental, and why he sees oil range bound between $80 and $100. On tariffs, he breaks down why India's effective rate is just 8%, far below the 18% headline number, and flags a new US legal instrument, Section 338, that could reshape the tariff playbook. He also weighs in on India's cyclical growth recovery and the Fed's rate path into September. Watch the full show on here on #TheGlobalReset Follow Every Breaking Story LIVE 🔴 Watch News18 LIVE 24x7: SUBSCRIBE to our Channel: --------------------------------------------------------------------------------------------------------------------- 👑 Check Out Top CNBC TV18 Playlist Videos: 🔹🔹🔹 🔹🔹🔹 ------------------------------------------------------------------------------------ You can also connect with CNBC-TV18 News Online Catch the latest news: Follow CNBC-TV18 round the clock: Stay updated with all the market action in real time: You can also stay updated with all the latest news on-the-go with CNBC-TV18 Minis: Like us on Facebook: Follow us on Twitter: Follow us on Instagram: Catch us on: Linkedin: n18oc_business About CNBC-TV18: India's leading business news channel, CNBC-TV18 offers the most comprehensive coverage of businesses, the economy and the financial markets. Catch all your favourite shows, exclusive videos, big-ticket interviews and more here. 0gTNJZQDkSm g0TsAwa7KzA 8OJKoUh4fQv Zr1OaN7j6NI X8cEY9P0SDf Rf5JJHGKQh6 zdi84rMpTNF BDKsbkZsVJk