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"Trade Wars, De-Dollarisation and Decoupling: Macro themes for the roaring 2020s" by Shekhar Hari Kumar

This talk aims to give a practitioner's perspective on cyclical and structural factors underpinning the trade war and global realignments set in motion by President Trump. The first part of the talk will cover the interlinkages between trade war and de-dollarisation while touching upon current legal issues regarding institutional overreach by the Trump administration. The second part of the talk will be focused on possibility of decoupling (industrial, fiscal and monetary policies) between US and the G20. The final part of the talk attempts to connect these international themes to India. 


About the speaker:

Shekhar Hari Kumar is a Senior Economist at Exante Data, and has worked in macro-finance research for 10 years. His research primarily focuses on the international trilemma, studying the interaction between capital flows and exchange rate / monetary policy in emerging markets. His secondary research interests include financial econometrics and changepoint analysis.


The event is hybrid and free, but you must register to attend.

Type
Seminar
When
8 Sep 2025
Where
Hybrid seminar at XKDR Forum, 201, Samarpan Building, Guru Hargovindji Rd, Chakala, Andheri East, Mumbai, Maharashtra 400059
Agenda
12:30 - 13:30

Talk

13:30 - 14:00

Open discussion