Hedgie || Equities, Macros, Politics & Itihasa-Purana

Joined September 2025
334 Photos and videos
Delivery on governance on multiple parameters which makes electorate stick despite some failures which SM tries to amplify. That's the reason
Moral dumbfounding is how i will describe indian politics right now. Mostly everyone right now knows that bjp is not doing a great job, even if not, i dont think they can present a good case. But still they would vote for them, mostly pertaining to their biases, prejudices. And
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But wasn't india a vassal under GOi, while previous Govts were following independent foreign pol
My exclusive: A new problem for India is taking shape in the US America’s political parties are raising concerns on changes to India’s FCRA law US Christian groups argue the changes will damage Christian charities in India receiving foreign funds hindustantimes.com/india-new…
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Amrit Anand retweeted
Replying to @RichaChadha
I agree, thank god India is not a vassal state anymore. We buy Russian oil whenever we want. We refused to acknowledge openly the role of US in Operation Sindoor. We didn't bow to US under tariff threat. We successfully negotiated an FTA with Europe and many more countries despite turbulent times Unlike some leaders, who go abroad and ask foreigner govts. to interefere in Indian politics, who say Indian economy is dead, who tell the army that Operation Sindoor was a failure, who say make in india "ho hi nahi sakta". I am naming no one.
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Gawar hai kya bhai? SCCL is majority owned venture of whom? Whose govt is in telangana? Deliberate misinformation campaign.
How can 1000 goods trains filled with coal just "disappear" man 😂 Just think about the logistics and the number of people needed to carry out a scam of this size. I wish they were atleast half as competent at governance as they are at elections and corruption.
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Toys furnitures ceramics, in toys we have bridged CAD but all these combined will give you 20-30 bn maybe my guess.
Replying to @AMR1T1
Should focus on toys and furnitures we r legging way behind in these sectors than vietnam, indonesia
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Another funny guy 🫩. You need some gall to come & claim credit when idea conceived before you, you made a body which did zilch in construction & you severely underfunded rail capex for whole term.
Replying to @RahulChels
DFC project started in 2006
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The best thing congress supporters do is try to seep in to get credit & somehow think that people will get fooled. DFC was conceptualised in 2002-07 plan under ABV, DFCIL was formed in 2006 but DFC technically remained a plan till 14😂.
Replying to @RahulChels
Cconstruction of 2 DFCs began during Dr MMS’s time. And only those two are complete now. Modiji has started construction on Zero more DFCs since 2014. Only DPR baazi is going on for the past 12 years
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Ind mistakes 1st world activism with 3rd world PCI Premature welfare state before labour intensive industries DC activism before AI Infrastructure Env activism before building infra & manufacturing End of the day-dumbocracy.
India's greatness lies in the fact that before we could even build the basics of AI infra, we leapfrogged to "datacentres are bad" activism
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Nope Govt offered 200% tax rebates which were scaled down to 100% for a reason that it didn't move the r&d an inch. Now they have the PPP model through anrf 50 yr interest free RDI but puting everything on GoI is shameful.
Govts can induce R&D spends through tax cuts, rebates, tax holidays and PPP models. Blaming culture on low R&D spend is GOI abdicating responsibility for a self-created mess
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If you keep a 1.6 trn target from here in next decade, most of it will come from where? Electronics can give you 150 mn if done well. Textile, footwear exports if done very well will give 100 mn. Gems & jewellery is dying. Pharma/defence will can give you 60.
This table is a good summary of areas we failed to act on in the last decade. A start stop agri export policy has held that sector back. This could have created wealth in the rural side & taken some pressure of ladli behana type requirement. 1/n
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Agri maybe 40-50 bn, rest will be services which will be 350-60, if things ain't disrupted at scale. How we try to compress CAD is important. Import substitution will continue to aid.
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Well- righty said about agri. Regarding chemicals it wasn't possible, chinese flooded the chemical mkt with massive overcapacity. There was big chem capex cycle post 15 & 21. Prices of chems dropped massively, hurting exports.
This table is a good summary of areas we failed to act on in the last decade. A start stop agri export policy has held that sector back. This could have created wealth in the rural side & taken some pressure of ladli behana type requirement. 1/n
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Dreams,congress itself will deny this.
If Election's are Held Free & Fair Without Any Biased Favorism by ECI Then , Congress Party Alone Will get 290-310 Seats 💯 BJP Will be Below 50 Seats ✅
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Ccp bots shot themselves in the door, entire propoganda machine collapsing in minutes.
This is the real China 🇨🇳, which has spread this propaganda that it is 30 years ahead of World.
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Govt doesn't export or import as you say here, it's the cos, coastal plants mostly of JSW sometime prefer buying from Aus miners over mining their own captive mines as they get better deals. Also, steel capacity has gone 5x in last 20.
Sonia Government exported Iron Ore! Modi Government importing Iron Ore! What a difference! Hope someone experts elaborates it contextually with facts and figures.
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Named, called USA, condemned too. New agenda Bpillers?
Spoke to US Secretary of State Marco Rubio this evening. I reiterated India’s strong protest at the attacks by the US Navy in the Gulf that killed three Indian mariners. Such lethal actions against commercial shipping are not justified.
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Finally a bpillers crying about not naming , here is naming, calling out and condemning too. Don't ask why ambassdor wasn't called to show your dumbness.
U.S. Chargé d’Affaires summoned by the Ministry of External Affairs 🔗 bit.ly/440CYzs
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Lolz, don't do this bullshittery here. Adani & Ambani too are product of license raj cronyism only. Nehru created a system which wasn't an efficient crony one like SK or a free comp one. You ain't a serious industrialising nation if you take 7 yrs to approve a plant expansion
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For me the biggest hits and misses of GoI@12 Hits- Roadways & Rail push, basic infra dev, ISM, North East, Border Area infra dev., expanding medical coverage & seats, structural reforms, banking overhaul, "apna vikas" foreign pol, DPI, syllabus revision (1/3)
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to recognise indic dynasties, curbing NGO activism & funding, industrial policy & vision, execution at scale, FTAs, internal security, HSRs Misses- NTA exams, wokeism in higher ed still , E-20 rushing, washington dependencies, MIC indigen., insufficient lab. ind. promotion(2/3)
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Leading to higher freebies and lower urban capex, labour intensive exports stagnation. Missed a big positive- changed defence doctrine & IWT suspension. Overall a positive green scorecard till now.
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