The RBI's June 5 hold is being read as patience. It isn't, it's a bet. Repo held at 5.25%, neutral, unanimous. The market reflex is to call this a dovish pause with a cut waiting in the wings. Read the numbers and a different picture emerges: the RBI has decided to look through the oil shock to treat it as a relative-price event rather than generalised inflation and is declining to tighten into it. That is an active wager, not a holding pattern. The wager is legible in one place, and it isn't headline CPI. Headline is 3.48% (April), comfortably benign. But WPI is 8.3% the highest in over three years and almost entirely energy: fuel and power up 24.7%, wholesale diesel 25.2%, petrol 32.4%, while WPI food is just 2.3%. This is a pure cost-push wedge sitting in the pipeline. The tell is in the divergence. Wholesale diesel is up ~25% year-on-year, yet CPI transport is still flat for a second straight month. The pass-through hasn't reached the shelf. That ~5-point CPI–WPI gap isn't statistical noise it's the supply shock loading at the wholesale stage, waiting to generalise into transport, then into core. This is precisely why the hold is a bet and not a cut-in-waiting. The RBI itself raised its FY27 CPI projection to 5.1%, with a Q3 peak of 5.9% brushing the 6% ceiling, and cut growth to 6.6% from 6.9%. You don't ease into that trajectory. The look-through survives only as long as the wedge stays wholesale. So the operative question isn't "when does the RBI cut." It's "when is the RBI forced to stop holding." Watch the wedge close diesel into freight, freight into core. The day it reaches the CPI, the look-through breaks and the bias flips hawkish. Next test: the May print on June 12.

So Vir Sanghvi is now an economist 😃 Domestic economic growth so far has performed well despite such severe shocks due to global geopolitical situation affecting throughout the world. That is a fact and not an opinion. Rupee depreciation is a play of many factor, Oil price rise, FPI pull out of money from market due to arbitrage opportunities in other markets, the rise in Treasury yields and so on... That is the context one has to weigh in when such statements are expressed by economists who know the subject. So Vir Sanghvi sit down. When BJP was in the opposition the domestic economy was declared as in the fragile 5 of the world. Again that is a fact and not an opinion. This is what happens to darbaris who are forever in their la la land of the durbar days.

The TMC netas in general and this Kalyan Banerjee in particular deserve an Oscar for their great acting skills.

While we salute the supreme sacrifices of our Bravehearts under the UN Flag, isn't it high time for GoI to institute a 'Sarvoch Balidan Padak' awarded to our own Soldiers for sacrificing their life defending Bharat under the Indian Flag...? Other nations like USA honour Soldier's Supreme Sacrifice with Purple Heart, Canada with Medal of Sacrifice and even Srilanka does so with Uththama Pooja Pranama Padaka (Medal of Honour for Supreme Sacrifice) Sad but true that order of Precedence of Awards and Decorations instituted by President of India has 'Parakram Padak' for Soldiers Wounded in Battle but no medal for soldiers Killed as a result of those Battle Wounds! Impossible to justify such oversight for 78years since Independence. Hoping someone will bring this to the notice of @rashtrapatibhvn for all our Amar Balidani soldiers to be honoured with a medal by Bharat 🇮🇳 Please see India's list. We need to have Sarvoch Balidan Padak instituted above Parakram Padak ( Wound Medal ) indiannavy.gov.in/content/or… Hope Indian Influencers and Veterans will take this up with our Government @PMOIndia @DefenceMinIndia @HMOIndia

In the early 1700s, a tiny, cash-strapped theological school called the Collegiate School of Connecticut was on the verge of financial collapse. It desperately needed money to construct its very 1st permanent building in New Haven. The school's trustees reached out to a wealthy London merchant named Elihu Yale. Yale had spent nearly 30 yrs working for the East India Company at Fort St. George in Madras (now Chennai) looting India & eventually rising to become the Governor-President of the settlement. While in India, Elihu Yale amassed an immense personal fortune through private trading: specifically in Golconda diamonds, high-grade textiles & spices & by participating in the Indian Ocean slave trade. He was eventually ousted from his post by the East India Company for rampant illegal profiteering & corruption. In 1718, responding to the school's plea for help, Elihu Yale sent a massive cargo shipment from London to Boston. The shipment did not contain cash. It contained: - 9 large bundles of exotic Indian textiles (including fine muslins, calicos & silks from Madras). - 417 books. - A portrait of King George I. The school sold the Indian textiles & goods in Boston for the staggering sum of £800, which at the time, was enough money to completely fund the construction of their brand-new wooden college building. In pure gratitude for this South Asian windfall, the trustees officially renamed the entire institution Yale College. Yale University would literally not exist w/o India. Its very name, its 1st major building & its foundational survival were directly paid for by wealth extracted from India.

My views on the recent controversy in Bollywood on Don 3 move. 1. The Producers Excel's 2-3 year delay in shooting the movie weakens their position considerably, as it may itself constitute a breach of contract, and the actor has a legitimate right to protect his brand equity when circumstances have materially changed. 2. The actor walking out, while technically a breach, is defensible especially if he gave prior notice and sought good-faith negotiations on the script. 3. FWICE's boycott is arguably the most legally untenable stand. A blanket non-cooperation directive against an individual professional violates Section 27 of the Indian Contract Act (restraint of trade) and Article 19(1)(g) of the Constitution, which guarantees the right to practise one's profession. 4. Vicarious liability simply doesn't apply in a bilateral contract dispute between an actor and the producer and as such cannot legally bind the parties to third party liabilities that may or may not arise. The real irony is production houses routinely drop actors without facing similar consequences making FWICE's selective action look institutionally biased and commercially motivated. The right place to settle this is arbitration or civil court not an industry blacklist. Ranveer Singh has some strong cards if he takes the legal route. This will also expose the Bollywood mafia's hidden illegal practices in public domain.

For close to last 1.5 years or more, there has been negative returns in India stock market after factoring the rupee depreciation and the average returns from the market. Unlike earlier times, a lot of middle class money is invested in the market. Some of the key factors that have affected the market are: (i) FPI sell off: Since October 2024 persistent and significant, amounting to over $45 billion in 18 months. This is significant even in comparison to the sell off witnessed during Global Financial crisis. (ii) Valuation - Earnings mismatch: Even after fall, Indian stocks were trading at 22 times earnings even when corporate earnings grew in low double digits at best. (iii) Structural domestic demand weakness: Challenges such as sluggish private investment, slower household income growth, and uneven credit expansion are structural issues that limit sustainable domestic demand and affect investor confidence in long-term returns. (iv) Geopolitical overhang: Selling pressure has been driven by rising geopolitical upheavals, uncertainty surrounding the US–India trade deal, and sustained selling by foreign investors. Some of the things that could be done for market revival are: 1. Break the the FPI-DII Arbitrage Trap with a Sovereign India Fund: Create a ₹1 lakh crore Sovereign Market Stabilisation Fund (SMSF), funded via a blend of RBI surplus transfers, sovereign bonds, and divestment proceeds. This fund should not intervene indiscriminately, but act as a precision tool buying index constituents when FPI selling triggers unjustified price dislocations, and selling when valuations become stretched. The rationale: India's domestic institutional capacity has grown large enough that it need not be passive. The fund anchors markets during external shocks and removes the "FPIs can always exit at DII expense" dynamic. 2. Earnings Quality Before Earnings Growth: The government should mandate SEBI to tighten related-party transaction disclosures and require listed companies to publish segment-level return-on-equity alongside quarterly results. The current problem is not just slow earnings growth, it is that earnings quality is opaque. When investors cannot assess whether profits are genuine or accounting constructs, they apply valuation discounts. Transparency is a direct market-cap multiplier. 3. A Capital Gains Tax Architecture Redesign: India's current LTCG/STCG framework creates a holding-period cliff that encourages churning over patient capital. Replace the current threshold with a sliding tax rate structure: 0% for holdings beyond 5 years, 5% for 2-5 years, 10% for 1-2 years. This one structural change would shift the DNA of Indian equity culture from speculative to long-term deepening market stability and reducing FPI-driven volatility. 4. India-Specific Global Listing Framework: Allow Indian companies to dual-list on domestic and select international exchanges (GIFT City IFSC acting as the international gateway) without complex ADR/GDR routes. This brings foreign retail investor participation directly into Indian companies, diversifying the capital base away from institutional-only FPIs, which are the most volatile component of market flows. 5. Operationalise India - EU trade deal: Indian stock markets will come through quick operationalisation of trade India-EU deal that will give a boost to many sectors of india economy due to more market access. If additionally, the India-US trade deal is done, markets will zoom to very high levels. @nsitharaman @nsitharamanoffc @PMOIndia @PiyushGoyal @PiyushGoyalOffc @narendramodi

Some insects are better doing what they do rather than dabble into narrative building. BCCI earns from IPL and senior cricket while promoting and investing in cricket infrastructure, that being a prerequisite to avail the tax exemption. Even then, it pays IT on balance income and deposits 28% GST on IPL tickets. In 2025, it paid ₹2,038.55 crore in GST and 608 crore as TDS, out of ₹3,320 income tax. #BollywoodKeKeede

🚨 Must Watch: Section-wise Exposure of the Draconian Anti-Temple Land Bill Maharashtra’s Devasthan Inam Nirmulan Draft Act 2026 is a direct attack on Hindu temples. In this video, I have explained section by section how this Bill snatches temple lands, legalises encroachments, discriminates against Hindus, and violates our religious rights. Every section is dangerous for Sanatan Dharma. We demand: Complete Withdrawal of this Bill! Please submit your strong objections before 5th June 2026.Jai Bhavani! Jai Shivaji! Protect Temple Lands. Protect Hindu Dharma.#Bill_Against_Temple_Land #WithdrawTheBill #SaveTempleLands #StopTempleLandGrab

🚨 This Anti-Temple Bill MUST BE WITHDRAWN Immediately! The Maharashtra Devasthan Inam Nirmulan Draft Act 2026 is an open attack on Hindu Temples. Lands that were granted by Chhatrapati Shivaji Maharaj, Peshwas and our kings for the service of Deities, for puja, annadana, festivals and temple upkeep, are being snatched away and distributed to tenants, occupants and encroachers. Temple property belongs to the Deity, not the government. It is inalienable. This bill will make thousands of temples landless and bankrupt while conveniently exempting Waqf properties. This is not reform, this is selective discrimination against Hindu Institutions. We strongly demand: WITHDRAW THIS BILL NOW! Do not tamper with Hindu temples and their lands. Jai Bhavani! Jai Shivaji! Protect Sanatan Dharma. Protect Temple Lands. #Bill_Against_Temple_Land

I have nothing against private clubs. As long as they are built by private people on private land with private funds. As far as I know, Delhi Gymkhana Club is only private when it comes to memberships.

One of the bigger con story in the world, @marcorubio must consult @ChrisHitchens first. This is prime fraud and deception. It cares not for poor, but romanticises poverty. She converted people on their death beds.

29,000 have died in our one house since we began in 1952. We give them a special ticket of St. Peter. It's so beautiful to see people die with so much joy. - Mother Teresa Mother Teresa is the single-most successful emotional con-job of the 20th century. - Christopher Hitchens

India is all set to bring the FCRA bill which will confiscate the assets of missionaries if their license is cancelled. No wonder Gor is visiting Mother Terasa’s org to signal India that this won’t be accepted. Very honest about their mischief 😈

Hmm.... the recent ministerial meeting was a very low key affair after the big hype about the meeting and some even going as far as to suggest a likely change in ministerial portfolios!!! The high intensity, rapid decision making and quick reforms action of Modi 1.0 and to a lesser extent 2.0 is very much missing so far in Mod 3.0. Well could this be the lull before the storm of transformational reforms? There is no doubt that the global economic and geopolitical scenario has caused turbulence in economies of every country in the world; some more severely than others. Could this be the time for transformational reforms in the midst of such turbulence? The question is not whether this the right time, the question should be if not now when? Because, revival and performance improvement will only come from transformational reforms. This is because, Modi 1.0 and 2.0 has largely milked the full potential of incremental reforms (doing the same things in a better/quicker/more productive way). There is just no room left for incrementalism that has been the guide so far. Now is the time for transformational reforms (doing new ideas, new paths, new directions, new way...) which requires out of the box thinking. Frankly, looking at the ministerial composition, does not look like many are up to this task. Most ministers are now well ensconced in their posts and a certain lethargy and hubris seems to prevalent. A task force of experts advisory body is needed to come up with transformational ideas that could then be discussed refined by the GOS, GOMs and launched by ministries. The government cannot afford to be on firefighting mode for the next 3 - 4 years. The growth momemtum will stall. What is needed are bold reforms, the ones no one would have considered in normal circumstances. Well things are not normal. So the dictum when the going gets tough the tough gets going should brought to play.

इस दुष्ट पर कारवाई कब होगी @myogiadityanath जी ?

Oh what a bitch! Were you wearing a condom over your head and face while posting this msg? Tera number bhi aayega.

Repost if you want Suvendu Adhikari to be the next CM of West Bengal

This is not satyagraha, but PURE BLACKMAIL. That is an attempt to tell the judiciary: rule my way, or I will put your legitimacy on trial. Arvind Kejriwal lost his recusal plea on law, and instead of challenging it in the proper appellate forum first, he has chosen to boycott the judge and try to perform martyrdom in public. And look at the precedent he is trying to create. A judge attends a professional legal event organised by a body you dislike, and suddenly she must recuse. A judge’s children are empanelled as government panel counsel, and suddenly she must recuse. If that absurd standard is accepted, a huge part of the Indian judiciary would be disqualified from hearing any matter involving the government, which in criminal law is practically every second case. That is why this Kejriwal move is so ludicrous. By his logic, next time any judge appears on a panel where the government is present, accepts an invitation to a legal forum, or has a relative with a government brief, that judge can be hounded out. It is a recipe for paralysing courts through manufactured suspicion - with a logic that turns every difficult case into a judge-shopping carnival. That's why this stunt deserves to be trashed in the strongest terms.