Felix

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[Felix @BananaTree101]

@MrBsCoffee30 Where is this dashboard from? Can you share the link.

[Deccan Herald @DeccanHerald]

India under Modi has gone from ‘fragile five’ to ‘vulnerable one’ https://t.co/702G4lksL6

[Felix @BananaTree101]

@ankit_a_g_k Hey is asm tech still a buy now that it has run up 30% in the last couple of days?

[Felix @BananaTree101]

@swarajk_ Will India benefit?

[Felix @BananaTree101]

Elon out.

[Felix @BananaTree101]

Ackman is out.

[Bill Ackman @BillAckman]

The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust.

President @realDonaldTrump has elevated the tariff issue to the most important geopolitical issue in the world, and he has gotten everyone’s attention. So far, so good.

And yes, other nations have taken advantage of the U.S. by protecting their home industries at the expense of millions of our jobs and economic growth in our country.

But, by placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business, and as a market to invest capital.

The president has an opportunity to call a 90-day time out, negotiate and resolve unfair asymmetric tariff deals, and induce trillions of dollars of new investment in our country.

If, on the other hand, on April 9th we launch economic nuclear war on every country in the world, business investment will grind to a halt, consumers will close their wallets and pocket books, and we will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate.

What CEO and what board of directors will be comfortable making large,
long-term, economic commitments in our country in the middle of an economic nuclear war?

I don’t know of one who will do so.

When markets crash, new investment stops, consumers stop spending money, and businesses have no choice but to curtail investment and fire workers.

And it is not just the big companies that will suffer. Small and medium size businesses and entrepreneurs will experience much greater pain. Almost no business can pass through an overnight massive increase in costs to their customers. And that’s true even if they have no debt, and, unfortunately, there is a massive amount of leverage in the system.

Business is a confidence game. The president is losing the confidence of business leaders around the globe. The consequences for our country and the millions of our citizens who have supported the president — in particular low-income consumers who are already under a huge amount of economic stress — are going to be severely negative. This is not what we voted for.

The President has an opportunity on Monday to call a time out and have the time to execute on fixing an unfair tariff system.

Alternatively, we are heading for a self-induced, economic nuclear winter, and we should start hunkering down.

May cooler heads prevail.

[Felix @BananaTree101]

@swarajk_ Gva at 6.3 and pvt cons at 4% is a bit weak no?

[Felix @BananaTree101]

@swarajk_ Mind forwarding? I’ll dm my email

[Felix @BananaTree101]

@swarajk_ Can you share the report

[Felix @BananaTree101]

@Dinkan_ Thalavan?

[ib @Indian_Bronson]

India won’t catch up with China because even if they were given all of the infrastructure seen here the food would be stolen.

That’s their core problem, it’s character, not wealth.

[Felix @BananaTree101]

@ankur2728 Can’t compare deficit during normal times to post covid era. Also you can’t go from 9% deficit to 0% in one go without sending the economy into depression, needs to be gradually eased in and so far they’ve stuck to their glide path. Will probably reach 4.5% in fy26.

[Felix @BananaTree101]

@ankur2728 Even post covid india is on of the only countries on track to stabilize its debt to gdp at 2019 level , most probably even lower.

[Felix @BananaTree101]

@ankur2728 There was clear consolidation prior to covid. Where do you think all the extra taxes on fuel went.

[Felix @BananaTree101]

@anime_malayali3 How can you assume that without even seeing the draft law?

[Felix @BananaTree101]

@ChanderBhatia01 Motilal oswal?

[Felix @BananaTree101]

@ankur2728 Outcompeting because you have a better product or more efficient production process✅.

Outcompeting because you’re receiving a barrage of implicit and explicit gov subsidies❌.

2nd is net negative for global value add, just that the cost’s are pushed on to your trade partners.

[Felix @BananaTree101]

@dugalira But if inflation falls below a point won’t rbi be forced to cut to prevent real rates going too high?

[Felix @BananaTree101]

@ankur2728 Cause of subsidies and overcapacity.