GeoCurious

Making sense of the world, one tweet at a time. Politically right of Center. Retweets ≠ endorsements. #Geopolitics , #Anglosphere, #IndianPolitics

[GeoCurious @AChandrasekarn]

The more important question is where the actual tariffs landed, and specifically how much of that cost American consumers absorbed at the point of purchase. It seems unlikely importers carried the entire burden alone. Retailers were almost certainly absorbing part of it as well, compressing their own margins rather than passing the full cost through to shelf prices. What a mess.

[GeoCurious @AChandrasekarn]

@AdityaRajKaul @Keir_Starmer If only they do the same to the boats crossing English Channel carrying illegals into UK🤦‍♂️

[GeoCurious @AChandrasekarn]

India already has somewhere between 150,000 and 200,000 ethnic whites living within its borders at any given time, a mix of long-term settlers and transient residents. Spend any meaningful time in a major Indian city and the presence becomes hard to miss. What is equally striking is how unremarkable it all is. No one stares, no one treats them differently, they are simply absorbed into the fabric of daily life. India’s diversity is so deep and layered that one more thread barely registers.

Worth noting is the Anglo-Indian community, people of mixed British and Indian descent, who have been a continuous presence since long before 1947. At Independence their numbers were estimated at around 300,000 to 500,000. Decades of emigration to Britain, Australia and Canada have whittled that figure down considerably, and current estimates put the community remaining in India at somewhere between 125,000 and 150,000. They are the only mixed-race group explicitly recognised in the Indian Constitution, a quiet acknowledgment of a history that goes back centuries.

Permanent residency and citizenship are an entirely separate conversation, one that involves policy, law and political will. But the social reality on the ground is already far more pluralistic than the debate sometimes suggests.

[GeoCurious @AChandrasekarn]

Have to agree that Estonia’s transformation is genuinely inspiring. Mart Laar did what few politicians have the courage to do. But here is what gives me pause.

Estonia in 1992 was ethnically unified, culturally cohesive, with one singular national mission. India is a civilisational democracy with profound ethnic, religious and linguistic fault lines. The conditions are not comparable.

Aggressive economic decentralisation without strong institutional guardrails historically produces ethnic economic enclaves. Enclaves create bloc voting. Bloc voting produces politicians who serve the enclave’s interests above the nation’s. We have watched this unfold in Bradford, Leicester and Tower Hamlets in Britain, a country that walked exactly this libertarian path.

For India’s specific context, I find Thomas Sowell far more instructive than Friedman. His work on how ethnic minorities consolidate economic power and convert it into political power in multiethnic societies is something every Indian policymaker should read before quoting Friedman. Sowell never assumed a level playing field. He studied what markets actually do in deeply stratified societies.

India needs Sowell before it can safely have Friedman.

[GeoCurious @AChandrasekarn]

The global leftist eco-system is at it again. This time it’s opposing Great Nicobar Project in India!

[Office Of Vijay Patel @VijayGajeraO]

Exposing the hidden hand behind the protest against the Great Nicobar Project.

You won’t find these EXCLUSIVE details anywhere.

So let’s start the THREAD.

1. Meet Ashish Kothari. He filed a petition before the NGT against this project.

But why? And who is he?

[GeoCurious @AChandrasekarn]

Doubling the sanctioned submarine fleet with the right mix is where the rebuild begins. Diesel-electric AIP boats for littoral operations, SSNs for open-ocean reach, and a more credible SSBN force to put the sea-based triad leg on proper footing. Surface fleet expansion runs parallel to this, with destroyers and corvettes taking priority over anything else.

The Andaman and Nicobar Islands need that permanent naval and air base. Carrier expansion comes later. The TEDBF programme needs to mature first, and the Air Force needs to get squadron strength back to sanctioned levels before the Navy makes a case for more deck aviation. The sanctioned numbers themselves warrant upward revision given where the threat environment stands today.

Sequence it correctly and the rest follows.

[GeoCurious @AChandrasekarn]

Agreed, but Tamil Nadu’s 3% GST growth against Haryana’s 22% reflects something structural.

Large manufacturing investments flatter GSDP and dominate investment announcements, but their consumption multiplier is limited. A multi-billion dollar factory employs predominantly semi-skilled and contract workers whose wage profile does not translate into meaningful discretionary spending. Ten thousand IT jobs, by contrast, generate a sustained lift in housing, retail, dining and services spending, all GST-dense transactions, without moving the GDP needle anywhere near as dramatically.

High-value agricultural output adds another layer to this distortion. It inflates state income figures while contributing almost nothing to GST, since unprocessed food sits largely outside the tax net.
Tamil Nadu looks prosperous by headline metrics. Its tax collections tell a more honest story, and that story will not change until its investment mix shifts towards employment that actually puts money in people’s pockets.

[GeoCurious @AChandrasekarn]

@NewsAlgebraIND @grok provide a full English transcript without paraphrasing

[GeoCurious @AChandrasekarn]

@Keir_Starmer About time for another outreach to British Muslim community, perhaps some more funds for Mosques!

[GeoCurious @AChandrasekarn]

Absolute banger - Capitalism vs Communism!

[Brivael Le Pogam @brivael]

Hello Julia, sans aucune ironie, c'est top que tu prennes le temps de te renseigner. Mais le problème quand on lit Marx aujourd'hui, c'est qu'on prend pour acquis sa prémisse de départ, alors qu'elle a été démontée scientifiquement il y a plus de 150 ans.

Toute la pensée de Marx repose sur la théorie de la valeur-travail. L'idée que la valeur d'un bien vient de la quantité de travail nécessaire pour le produire. Si tu acceptes cette prémisse, alors oui, tout son raisonnement tient. Le capitaliste "vole" la plus-value du travailleur, l'exploitation est mathématique, la révolution est inévitable.

Sauf qu'en 1871, trois économistes (Menger en Autriche, Jevons en Angleterre, Walras en Suisse) découvrent indépendamment la même chose : la valeur n'est pas objective, elle est subjective et marginale.

Un verre d'eau dans le désert vaut une fortune. Le même verre à côté d'une rivière ne vaut rien. Le travail incorporé est identique. Donc le travail ne détermine pas la valeur. C'est le consommateur qui valorise un bien selon son utilité marginale dans un contexte donné.

Exemple concret : tu peux passer 1000 heures à tricoter un pull moche que personne ne veut. Selon Marx, ce pull a énormément de valeur (beaucoup de travail incorporé). Selon la réalité, il ne vaut rien. Parce que personne n'en veut.

À l'inverse, Bernard Arnault crée des milliards de valeur non pas parce qu'il "exploite" mais parce qu'il a su anticiper et organiser des désirs humains à grande échelle. La valeur est créée par la coordination, pas extraite par le vol.

Cette découverte (la révolution marginaliste) a invalidé tout l'édifice marxiste. Pas pour des raisons idéologiques, pour des raisons scientifiques. C'est pour ça que plus aucun département d'économie sérieux au monde n'enseigne Marx comme un cadre d'analyse valide. On l'enseigne en histoire de la pensée.

Maintenant, le truc important. Si ton intention en lisant Marx c'est d'aider les pauvres (c'est une intention noble), alors tu vas être surprise par ce qui suit.

Regarde les chiffres de la Banque mondiale. En 1820, 90% de l'humanité vivait dans l'extrême pauvreté. Aujourd'hui, moins de 9%. Cette chute historique ne s'est PAS produite dans les pays qui ont appliqué Marx. Elle s'est produite dans les pays qui ont libéralisé leur économie.

Chine post-1978, Vietnam post-1986, Inde post-1991, Pologne post-1989. À chaque fois qu'un pays libéralise, des centaines de millions de gens sortent de la pauvreté en une génération. À chaque fois qu'un pays applique Marx (URSS, Cambodge, Corée du Nord, Venezuela), c'est la famine et les goulags.

Ce n'est pas une opinion, c'est l'expérience la plus massive jamais menée en sciences sociales. Plusieurs milliards de cobayes humains, sur un siècle.

Donc paradoxalement, si tu aimes vraiment les pauvres, la position la plus cohérente n'est pas d'être marxiste. C'est d'être pour la liberté économique. Parce que c'est empiriquement la seule chose qui a jamais sorti massivement les gens de la misère.

Pour creuser, je te recommande trois lectures qui vont changer ta vision :

"La Loi" de Frédéric Bastiat (court, lumineux, gratuit en ligne)
"La Route de la Servitude" de Hayek
"Économie en une leçon" de Henry Hazlitt
Bonne lecture, et vraiment chapeau de chercher à comprendre plutôt que de rester dans tes certitudes. C'est rare.

[GeoCurious @AChandrasekarn]

@LeeDonoghue India has a vast and affluent consumer base, larger in number than New Zealand’s entire population, that actively engages with luxury goods from across the globe.

[GeoCurious @AChandrasekarn]

@ByRakeshSimha @asafedita @grok, provide a full English transcript without paraphrasing

[GeoCurious @AChandrasekarn]

@DMKITwing @dmk_raja @grok give full transcript of the audio

[GeoCurious @AChandrasekarn]

@MahaRathii @grok provide the full english transcript for this audio without paraphrasing

[GeoCurious @AChandrasekarn]

@SheetalPronamo @grok provide me a full English transcript of the audio

[GeoCurious @AChandrasekarn]

@ndtv Vande Mataram means “I bow to my Motherland.” A pledge of allegiance to India. If some can’t say that, which land are they loyal to? The Ummah?

[GeoCurious @AChandrasekarn]

@KartiPC @RKRadhakrishn What does that make Congress and Pawan Khera? Political fraudsters who fabricate evidence and forge documents to run smear campaigns against a sitting Chief Minister?

[GeoCurious @AChandrasekarn]

@FabulasGuy @grok provide full transcript of the audio in english

[GeoCurious @AChandrasekarn]

My first article is now live on Substack. I discuss Trump, what he is actually doing, and the consequences for the world order. I also draw parallels between the US and India on immigration, electoral strategy, and the structural tension between universalism and nationalism. Link below

https://t.co/inisNsTMOF

[GeoCurious @AChandrasekarn]

@sumanthraman You must be really sick following NY Times. Like you… they are extremely leftist. 😁