![balajis's tweet photo. INDIA'S VENGEANCE IS BEST SERVED COLD
The single biggest mistake of the century was America's response to Pakistan-backed fundamentalist terrorism. And it happened in three acts.
(1) First came Bush, the anti-terror president, who overreacted to terrorism by starting a giant series of wars.
(2) This led to Obama, the antiwar president[1], who overreacted to war by starting a giant surge in woke[2].
(3) This in turn led to Trump, the anti-woke president, who is now reacting to woke by ending[3] a giant empire.
And this whole series of events was due in large part to Pakistan. Because Osama bin Laden was based in Pakistan, just down the street from the Pakistan Military Academy!
Remember, America had everything going for it on September 10, 2001. It was the world's dominant hyperpower. But Osama bin Laden and Pakistan successfully baited the US into wasting its blood and treasure on war, distracting America from the rise of China[4], and thereby kicking off the series of events that brought us to the present day.
So: India should learn from America's mistakes. It should not take the bait of Pakistani terrorism. It should instead play its own game, and coldly neutralize Pakistan by aligning the world against it.
Here's what that could look like.
WHAT INDIA CAN DO
First, what should Bush have done? In retrospect, he should have stopped fundamentalist immigration into all NATO countries, avoided war in favor of surgical counterterrorism, and targeted Wahhabism at the root by backing domestic anti-fundamentalists like Mohammed bin Salman[5].
That would have neutralized the terrorist threat without waging a giant war. And that is what India can do in response to Pakistan's bait.
IN THE SHORT RUN
Let's divide India's possible strategy into short run, medium run, and long run actions. In the short run, India should:
(a) Stop the immediate threat. 99% of security is border security. So the smart first step for India is to do what they've just done[6]: namely, temporarily suspending issuance of visas to Pakistani nationals, asking those still within India to leave, and securing the border.
While this policy will regrettably impact the many Pakistani nationals who aren't fundamentalists, it is essentially nonviolent. And it addresses the immediate situation by making it hard for Pakistan to execute followup attacks within India.
(b) Begin surgical counterterrorism. The next step is to hunt down the gunmen within Kashmir and then begin surgical counterterrorism. No doubt this is already happening, but the basic point is that invisible special operations are the appropriate mirror to deniable terrorist attacks. That is: retaliation should look more like pagers[7] than bombers.
IN THE MEDIUM RUN
With the border secured and counterterrorism initiated, India's next step should be to isolate the Pakistan regime economically and diplomatically by cutting off its support from the US and EU/UK.
(a) Incentivize the US to stop arming Pakistan. Somehow America is still sending money to Pakistan[8], as a relic of Cold War-era policy. The latest episode involved the release of $397M (!) for some sort of bizarre program to monitor the use of Pakistani F-16s for counterterrorism.
Obviously: F-16s aren't useful for counterterrorism, Pakistan shouldn't have F-16s, Pakistan intends to use those F-16s against India, the $397M sent to Pakistan will be stolen, and the program as a whole just helps prop up the prestige of the Pakistani army.
Instead, India should ask the US to just shut down all funding for Pakistan, the country that harbored bin Laden. That saves the US money, it's in America's national interest, and India is a better customer anyway.
(b) Incentivize the EU/UK to stop trading with Pakistan. India has a long history with the UK and billions in trade with the EU. All parties want a trade deal given current circumstances. So India can ask the EU/UK to freeze out Pakistan[9] in return for more market access. If it really needs to sweeten the pot, India does have some influence over Russia[10] — so India can offer to help bring peace to Ukraine in return for EU/UK sanctions on Pakistan.
IN THE LONG RUN
Now for the hard part. India's strategic goal with Pakistan should actually be regime change, with the goal of deniably installing a non-fundamentalist leader like Ataturk/MBS/MBZ/Reza Shah Pahlavi/Zahir Shah[11-15] who can keep the lid on.
But this can't be done through a Bush-style invasion, both because that'll wreck India's economy and because Pakistan has ~250M people and nuclear weapons.
Fortunately, there are other mechanisms for regime change. And in Pakistan's case, the key lever may be Chinese money and Gulf oil rather than the Indian military.
NO WAR, JUST OIL
As background, China is Pakistan's number one backer[16], in part because China and India are rivals in many ways. But China needs oil more than it opposes India.
And that could be the key to flipping China on Pakistan. You see, China is trying to build a pipeline[17] through Pakistan to pump oil from the gulf:
But fundamentalist psychos in Pakistan keep launching attacks on that very corridor, including one in October[18] that killed multiple Chinese nationals:
Moreover, China and India have a shared interest in stopping fundamentalism in Central/South Asia, because it's been a huge issue for China too since at least the 2014 Kunming[19] stabbings.
So: India could make the case to China (and the Gulf states!) that they should cooperate to nonviolently support anti-fundamentalist factions in Pakistan. Then China gets all the oil they need, the Gulf gets all the money they want, and India gets all the peace they deserve.
How would this work?
Well, Turkey had Ataturk[10], and Saudi had MBS[11], and the UAE had MBZ[12], and neighboring Iran had Reza Shah Pahlavi[13], and neighboring Afghanistan had Zahir Shah[14]. Moreover, India is friendly[20] with the Gulf states, which it trades with quite a bit.
So it's not completely crazy to imagine that by combining China's economic influence, the Gulf's cultural influence, and India's political intelligence that they could eventually back a Pakistani faction willing to just crush the fundamentalists, pump the oil, and stop the infiltrations.
Yes, Pakistan's Army is the ultimate king-maker, but they are resource-constrained. In particular, if India can get the US to stop sending military aid to Pakistan, and the EU/UK to stop trading with Pakistan, it starts to seriously reduce the amount of money the Pakistani regime has without Chinese/Gulf support.
And that may open up room for alternative factions within the Pakistani regime — factions that like money more than they like terrorism.
IN SUMMARY
To be clear, I'm not saying this specific strategy to get China to flip on Pakistan is guaranteed to work, though I think it's worth trying.
I am however saying that the general concept of going upstream to cut off US/UK/EU/Chinese/Gulf support for the Pakistani regime is the right line of attack — as opposed to taking the bait like America did after 9/11.
Remember: like America in 2001, today's India has everything going for it. It has the fastest growing large economy in the world. It has UPI, Jio, dozens of tech unicorns, and a young, rising population that's optimistic about the future. It is even landing probes on the dark side of the moon!
Meanwhile, Pakistan has nothing going for it. It is a fundamentalist basketcase wracked by coups. In its envy and malevolence, it seeks to drag India down to its own level and pull it into endless war, followed by internal division and distraction. Just like bin Laden did to America.
But India can learn from America's mistakes. It can surgically respond in the short run with secure borders and deniable special operations, rather than all-out war. It can economically respond in the medium run by cooperating with the US and EU/UK to cut off Pakistan. And it can strategically respond in the long run by aligning China and the Gulf to install a stable, secular faction within Pakistan who will just crush fundamentalism and pump gas.
That's what strategic victory looks like. And that's how India can avoid taking Pakistan's bait in favor of calmly neutralizing Pakistan as a threat. This vengeance is best served cold.](https://pbs.twimg.com/media/GpcjNTUaUAABrxY.jpg)
![balajis's tweet photo. INDIA'S VENGEANCE IS BEST SERVED COLD
The single biggest mistake of the century was America's response to Pakistan-backed fundamentalist terrorism. And it happened in three acts.
(1) First came Bush, the anti-terror president, who overreacted to terrorism by starting a giant series of wars.
(2) This led to Obama, the antiwar president[1], who overreacted to war by starting a giant surge in woke[2].
(3) This in turn led to Trump, the anti-woke president, who is now reacting to woke by ending[3] a giant empire.
And this whole series of events was due in large part to Pakistan. Because Osama bin Laden was based in Pakistan, just down the street from the Pakistan Military Academy!
Remember, America had everything going for it on September 10, 2001. It was the world's dominant hyperpower. But Osama bin Laden and Pakistan successfully baited the US into wasting its blood and treasure on war, distracting America from the rise of China[4], and thereby kicking off the series of events that brought us to the present day.
So: India should learn from America's mistakes. It should not take the bait of Pakistani terrorism. It should instead play its own game, and coldly neutralize Pakistan by aligning the world against it.
Here's what that could look like.
WHAT INDIA CAN DO
First, what should Bush have done? In retrospect, he should have stopped fundamentalist immigration into all NATO countries, avoided war in favor of surgical counterterrorism, and targeted Wahhabism at the root by backing domestic anti-fundamentalists like Mohammed bin Salman[5].
That would have neutralized the terrorist threat without waging a giant war. And that is what India can do in response to Pakistan's bait.
IN THE SHORT RUN
Let's divide India's possible strategy into short run, medium run, and long run actions. In the short run, India should:
(a) Stop the immediate threat. 99% of security is border security. So the smart first step for India is to do what they've just done[6]: namely, temporarily suspending issuance of visas to Pakistani nationals, asking those still within India to leave, and securing the border.
While this policy will regrettably impact the many Pakistani nationals who aren't fundamentalists, it is essentially nonviolent. And it addresses the immediate situation by making it hard for Pakistan to execute followup attacks within India.
(b) Begin surgical counterterrorism. The next step is to hunt down the gunmen within Kashmir and then begin surgical counterterrorism. No doubt this is already happening, but the basic point is that invisible special operations are the appropriate mirror to deniable terrorist attacks. That is: retaliation should look more like pagers[7] than bombers.
IN THE MEDIUM RUN
With the border secured and counterterrorism initiated, India's next step should be to isolate the Pakistan regime economically and diplomatically by cutting off its support from the US and EU/UK.
(a) Incentivize the US to stop arming Pakistan. Somehow America is still sending money to Pakistan[8], as a relic of Cold War-era policy. The latest episode involved the release of $397M (!) for some sort of bizarre program to monitor the use of Pakistani F-16s for counterterrorism.
Obviously: F-16s aren't useful for counterterrorism, Pakistan shouldn't have F-16s, Pakistan intends to use those F-16s against India, the $397M sent to Pakistan will be stolen, and the program as a whole just helps prop up the prestige of the Pakistani army.
Instead, India should ask the US to just shut down all funding for Pakistan, the country that harbored bin Laden. That saves the US money, it's in America's national interest, and India is a better customer anyway.
(b) Incentivize the EU/UK to stop trading with Pakistan. India has a long history with the UK and billions in trade with the EU. All parties want a trade deal given current circumstances. So India can ask the EU/UK to freeze out Pakistan[9] in return for more market access. If it really needs to sweeten the pot, India does have some influence over Russia[10] — so India can offer to help bring peace to Ukraine in return for EU/UK sanctions on Pakistan.
IN THE LONG RUN
Now for the hard part. India's strategic goal with Pakistan should actually be regime change, with the goal of deniably installing a non-fundamentalist leader like Ataturk/MBS/MBZ/Reza Shah Pahlavi/Zahir Shah[11-15] who can keep the lid on.
But this can't be done through a Bush-style invasion, both because that'll wreck India's economy and because Pakistan has ~250M people and nuclear weapons.
Fortunately, there are other mechanisms for regime change. And in Pakistan's case, the key lever may be Chinese money and Gulf oil rather than the Indian military.
NO WAR, JUST OIL
As background, China is Pakistan's number one backer[16], in part because China and India are rivals in many ways. But China needs oil more than it opposes India.
And that could be the key to flipping China on Pakistan. You see, China is trying to build a pipeline[17] through Pakistan to pump oil from the gulf:
But fundamentalist psychos in Pakistan keep launching attacks on that very corridor, including one in October[18] that killed multiple Chinese nationals:
Moreover, China and India have a shared interest in stopping fundamentalism in Central/South Asia, because it's been a huge issue for China too since at least the 2014 Kunming[19] stabbings.
So: India could make the case to China (and the Gulf states!) that they should cooperate to nonviolently support anti-fundamentalist factions in Pakistan. Then China gets all the oil they need, the Gulf gets all the money they want, and India gets all the peace they deserve.
How would this work?
Well, Turkey had Ataturk[10], and Saudi had MBS[11], and the UAE had MBZ[12], and neighboring Iran had Reza Shah Pahlavi[13], and neighboring Afghanistan had Zahir Shah[14]. Moreover, India is friendly[20] with the Gulf states, which it trades with quite a bit.
So it's not completely crazy to imagine that by combining China's economic influence, the Gulf's cultural influence, and India's political intelligence that they could eventually back a Pakistani faction willing to just crush the fundamentalists, pump the oil, and stop the infiltrations.
Yes, Pakistan's Army is the ultimate king-maker, but they are resource-constrained. In particular, if India can get the US to stop sending military aid to Pakistan, and the EU/UK to stop trading with Pakistan, it starts to seriously reduce the amount of money the Pakistani regime has without Chinese/Gulf support.
And that may open up room for alternative factions within the Pakistani regime — factions that like money more than they like terrorism.
IN SUMMARY
To be clear, I'm not saying this specific strategy to get China to flip on Pakistan is guaranteed to work, though I think it's worth trying.
I am however saying that the general concept of going upstream to cut off US/UK/EU/Chinese/Gulf support for the Pakistani regime is the right line of attack — as opposed to taking the bait like America did after 9/11.
Remember: like America in 2001, today's India has everything going for it. It has the fastest growing large economy in the world. It has UPI, Jio, dozens of tech unicorns, and a young, rising population that's optimistic about the future. It is even landing probes on the dark side of the moon!
Meanwhile, Pakistan has nothing going for it. It is a fundamentalist basketcase wracked by coups. In its envy and malevolence, it seeks to drag India down to its own level and pull it into endless war, followed by internal division and distraction. Just like bin Laden did to America.
But India can learn from America's mistakes. It can surgically respond in the short run with secure borders and deniable special operations, rather than all-out war. It can economically respond in the medium run by cooperating with the US and EU/UK to cut off Pakistan. And it can strategically respond in the long run by aligning China and the Gulf to install a stable, secular faction within Pakistan who will just crush fundamentalism and pump gas.
That's what strategic victory looks like. And that's how India can avoid taking Pakistan's bait in favor of calmly neutralizing Pakistan as a threat. This vengeance is best served cold.](https://pbs.twimg.com/media/Gpci62JbEAMFChZ.jpg)
![balajis's tweet photo. INDIA'S VENGEANCE IS BEST SERVED COLD
The single biggest mistake of the century was America's response to Pakistan-backed fundamentalist terrorism. And it happened in three acts.
(1) First came Bush, the anti-terror president, who overreacted to terrorism by starting a giant series of wars.
(2) This led to Obama, the antiwar president[1], who overreacted to war by starting a giant surge in woke[2].
(3) This in turn led to Trump, the anti-woke president, who is now reacting to woke by ending[3] a giant empire.
And this whole series of events was due in large part to Pakistan. Because Osama bin Laden was based in Pakistan, just down the street from the Pakistan Military Academy!
Remember, America had everything going for it on September 10, 2001. It was the world's dominant hyperpower. But Osama bin Laden and Pakistan successfully baited the US into wasting its blood and treasure on war, distracting America from the rise of China[4], and thereby kicking off the series of events that brought us to the present day.
So: India should learn from America's mistakes. It should not take the bait of Pakistani terrorism. It should instead play its own game, and coldly neutralize Pakistan by aligning the world against it.
Here's what that could look like.
WHAT INDIA CAN DO
First, what should Bush have done? In retrospect, he should have stopped fundamentalist immigration into all NATO countries, avoided war in favor of surgical counterterrorism, and targeted Wahhabism at the root by backing domestic anti-fundamentalists like Mohammed bin Salman[5].
That would have neutralized the terrorist threat without waging a giant war. And that is what India can do in response to Pakistan's bait.
IN THE SHORT RUN
Let's divide India's possible strategy into short run, medium run, and long run actions. In the short run, India should:
(a) Stop the immediate threat. 99% of security is border security. So the smart first step for India is to do what they've just done[6]: namely, temporarily suspending issuance of visas to Pakistani nationals, asking those still within India to leave, and securing the border.
While this policy will regrettably impact the many Pakistani nationals who aren't fundamentalists, it is essentially nonviolent. And it addresses the immediate situation by making it hard for Pakistan to execute followup attacks within India.
(b) Begin surgical counterterrorism. The next step is to hunt down the gunmen within Kashmir and then begin surgical counterterrorism. No doubt this is already happening, but the basic point is that invisible special operations are the appropriate mirror to deniable terrorist attacks. That is: retaliation should look more like pagers[7] than bombers.
IN THE MEDIUM RUN
With the border secured and counterterrorism initiated, India's next step should be to isolate the Pakistan regime economically and diplomatically by cutting off its support from the US and EU/UK.
(a) Incentivize the US to stop arming Pakistan. Somehow America is still sending money to Pakistan[8], as a relic of Cold War-era policy. The latest episode involved the release of $397M (!) for some sort of bizarre program to monitor the use of Pakistani F-16s for counterterrorism.
Obviously: F-16s aren't useful for counterterrorism, Pakistan shouldn't have F-16s, Pakistan intends to use those F-16s against India, the $397M sent to Pakistan will be stolen, and the program as a whole just helps prop up the prestige of the Pakistani army.
Instead, India should ask the US to just shut down all funding for Pakistan, the country that harbored bin Laden. That saves the US money, it's in America's national interest, and India is a better customer anyway.
(b) Incentivize the EU/UK to stop trading with Pakistan. India has a long history with the UK and billions in trade with the EU. All parties want a trade deal given current circumstances. So India can ask the EU/UK to freeze out Pakistan[9] in return for more market access. If it really needs to sweeten the pot, India does have some influence over Russia[10] — so India can offer to help bring peace to Ukraine in return for EU/UK sanctions on Pakistan.
IN THE LONG RUN
Now for the hard part. India's strategic goal with Pakistan should actually be regime change, with the goal of deniably installing a non-fundamentalist leader like Ataturk/MBS/MBZ/Reza Shah Pahlavi/Zahir Shah[11-15] who can keep the lid on.
But this can't be done through a Bush-style invasion, both because that'll wreck India's economy and because Pakistan has ~250M people and nuclear weapons.
Fortunately, there are other mechanisms for regime change. And in Pakistan's case, the key lever may be Chinese money and Gulf oil rather than the Indian military.
NO WAR, JUST OIL
As background, China is Pakistan's number one backer[16], in part because China and India are rivals in many ways. But China needs oil more than it opposes India.
And that could be the key to flipping China on Pakistan. You see, China is trying to build a pipeline[17] through Pakistan to pump oil from the gulf:
But fundamentalist psychos in Pakistan keep launching attacks on that very corridor, including one in October[18] that killed multiple Chinese nationals:
Moreover, China and India have a shared interest in stopping fundamentalism in Central/South Asia, because it's been a huge issue for China too since at least the 2014 Kunming[19] stabbings.
So: India could make the case to China (and the Gulf states!) that they should cooperate to nonviolently support anti-fundamentalist factions in Pakistan. Then China gets all the oil they need, the Gulf gets all the money they want, and India gets all the peace they deserve.
How would this work?
Well, Turkey had Ataturk[10], and Saudi had MBS[11], and the UAE had MBZ[12], and neighboring Iran had Reza Shah Pahlavi[13], and neighboring Afghanistan had Zahir Shah[14]. Moreover, India is friendly[20] with the Gulf states, which it trades with quite a bit.
So it's not completely crazy to imagine that by combining China's economic influence, the Gulf's cultural influence, and India's political intelligence that they could eventually back a Pakistani faction willing to just crush the fundamentalists, pump the oil, and stop the infiltrations.
Yes, Pakistan's Army is the ultimate king-maker, but they are resource-constrained. In particular, if India can get the US to stop sending military aid to Pakistan, and the EU/UK to stop trading with Pakistan, it starts to seriously reduce the amount of money the Pakistani regime has without Chinese/Gulf support.
And that may open up room for alternative factions within the Pakistani regime — factions that like money more than they like terrorism.
IN SUMMARY
To be clear, I'm not saying this specific strategy to get China to flip on Pakistan is guaranteed to work, though I think it's worth trying.
I am however saying that the general concept of going upstream to cut off US/UK/EU/Chinese/Gulf support for the Pakistani regime is the right line of attack — as opposed to taking the bait like America did after 9/11.
Remember: like America in 2001, today's India has everything going for it. It has the fastest growing large economy in the world. It has UPI, Jio, dozens of tech unicorns, and a young, rising population that's optimistic about the future. It is even landing probes on the dark side of the moon!
Meanwhile, Pakistan has nothing going for it. It is a fundamentalist basketcase wracked by coups. In its envy and malevolence, it seeks to drag India down to its own level and pull it into endless war, followed by internal division and distraction. Just like bin Laden did to America.
But India can learn from America's mistakes. It can surgically respond in the short run with secure borders and deniable special operations, rather than all-out war. It can economically respond in the medium run by cooperating with the US and EU/UK to cut off Pakistan. And it can strategically respond in the long run by aligning China and the Gulf to install a stable, secular faction within Pakistan who will just crush fundamentalism and pump gas.
That's what strategic victory looks like. And that's how India can avoid taking Pakistan's bait in favor of calmly neutralizing Pakistan as a threat. This vengeance is best served cold.](https://pbs.twimg.com/media/Gpb9OXkbEAA_OPB.jpg)
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Jodhpur, India
Joined March 2011
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🧵 India's Best Tailwind Sectors for Next 5 Years (2026–2030)
A thread every investor must read 👇
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@kishorenarne Congratulations and best wishes. I have been a witness and part of this journey.
We pay a "Stability Premium" for Indian assets because we trust the continuity of policy.
But what happens when a political faction decides that if they can't run the government, they will break the governability?
The premium vanishes. The valuation crashes.
Who to follow
Saushank.eth 
@saushank_
Sic Parvis Magna | Quant at @pulsetrader_ |Coding @pitchpilot_ai
git: https://t.co/Fv0oGTqppG
Sharad Mittal
@sharad_mitta
Founder and CEO - Arnya RealEstates Fund Advisor
Vishal Mittal
@vishalmittal22
Seeker. Investor. Definite Optimistic. Multi varied Interests. Co-author 'Masterclass with Super-Investors'
We will soon complete 13 months of the Nifty being below its all time high hit in end Sep 2024.
The high capital gains taxes on all asset classes and a very poorly thought out tax on share buy backs is constraining Indian markets.
The golden goose is being butchered in the quest to extract the maximum from the 5-6 crore investors/traders/affluent.
Korea offers a good model...proposed high capital gains taxes were shelved in the light of the global policy chaos.
Korean markets are hitting daily record highs.
Not a one on one correlation, there is a lot else going right for South Korea for now.
But this has been a huge sentiment booster.
The Indian govt will collect over Rs 60,000 crores as STT.
STT was introduced while the then FM said on the floor of the Parliament that zero capital gains tax is being enshrined with this STT being levied.
Overtime STT has been increased and huge short term and long term capital gains taxes, as well as tax on dividends, as well as taxes on tendering shares for share buy backs, have been brought in.
This is in addition to SEBI charges, stamp duty , IGST , exchange charges and brokerage.
Investors are the proverbial Golden Goose.
And even if they dont make money, they have to pay all these fixed charges from STT to a long list of charges.
Over the last 12 months, most Mutual Funds and the Indian stock indices have yielded negative returns. However. investors are in the dock for all these fixed charges.
And the few who made money have to pay huge capital gains taxes.
Laffers Curve works
Lower taxes lead to higher government revenues, higher compliance and less suppression.
We see thousands of UHNI investors relocating their base to tax advantaged locations to avoid these high taxes.
The revenue loss increases with every hike in taxes and hike in other levies.
Need some action to unleash positive sentiments in the Indian investment landscape.
Repeated failures, no warranty on replaced PCBs, high charges & poor service – this is not expected from a reputed brand. Feels like customers are being cheated. We request urgent action.@BlueStarLtd @BlueStarCare
#Bluestar #VRF #CustomerService
For inspection, we were asked to pay ₹15k+GST just for checking (excluding parts/repairs). We paid immediately, but even after 4 days no team has visited.
@BlueStarLtd @BlueStarCare
We trusted @BluestarAC @Bluestar_Care VRF for our office expecting reliability. But Outdoor B keeps failing repeatedly. Paid ₹18k for PCB 6 months ago, and now again multiple indoor units are giving errors.
INDIA'S VENGEANCE IS BEST SERVED COLD
The single biggest mistake of the century was America's response to Pakistan-backed fundamentalist terrorism. And it happened in three acts.
(1) First came Bush, the anti-terror president, who overreacted to terrorism by starting a giant series of wars.
(2) This led to Obama, the antiwar president[1], who overreacted to war by starting a giant surge in woke[2].
(3) This in turn led to Trump, the anti-woke president, who is now reacting to woke by ending[3] a giant empire.
And this whole series of events was due in large part to Pakistan. Because Osama bin Laden was based in Pakistan, just down the street from the Pakistan Military Academy!
Remember, America had everything going for it on September 10, 2001. It was the world's dominant hyperpower. But Osama bin Laden and Pakistan successfully baited the US into wasting its blood and treasure on war, distracting America from the rise of China[4], and thereby kicking off the series of events that brought us to the present day.
So: India should learn from America's mistakes. It should not take the bait of Pakistani terrorism. It should instead play its own game, and coldly neutralize Pakistan by aligning the world against it.
Here's what that could look like.
WHAT INDIA CAN DO
First, what should Bush have done? In retrospect, he should have stopped fundamentalist immigration into all NATO countries, avoided war in favor of surgical counterterrorism, and targeted Wahhabism at the root by backing domestic anti-fundamentalists like Mohammed bin Salman[5].
That would have neutralized the terrorist threat without waging a giant war. And that is what India can do in response to Pakistan's bait.
IN THE SHORT RUN
Let's divide India's possible strategy into short run, medium run, and long run actions. In the short run, India should:
(a) Stop the immediate threat. 99% of security is border security. So the smart first step for India is to do what they've just done[6]: namely, temporarily suspending issuance of visas to Pakistani nationals, asking those still within India to leave, and securing the border.
While this policy will regrettably impact the many Pakistani nationals who aren't fundamentalists, it is essentially nonviolent. And it addresses the immediate situation by making it hard for Pakistan to execute followup attacks within India.
(b) Begin surgical counterterrorism. The next step is to hunt down the gunmen within Kashmir and then begin surgical counterterrorism. No doubt this is already happening, but the basic point is that invisible special operations are the appropriate mirror to deniable terrorist attacks. That is: retaliation should look more like pagers[7] than bombers.
IN THE MEDIUM RUN
With the border secured and counterterrorism initiated, India's next step should be to isolate the Pakistan regime economically and diplomatically by cutting off its support from the US and EU/UK.
(a) Incentivize the US to stop arming Pakistan. Somehow America is still sending money to Pakistan[8], as a relic of Cold War-era policy. The latest episode involved the release of $397M (!) for some sort of bizarre program to monitor the use of Pakistani F-16s for counterterrorism.
Obviously: F-16s aren't useful for counterterrorism, Pakistan shouldn't have F-16s, Pakistan intends to use those F-16s against India, the $397M sent to Pakistan will be stolen, and the program as a whole just helps prop up the prestige of the Pakistani army.
Instead, India should ask the US to just shut down all funding for Pakistan, the country that harbored bin Laden. That saves the US money, it's in America's national interest, and India is a better customer anyway.
(b) Incentivize the EU/UK to stop trading with Pakistan. India has a long history with the UK and billions in trade with the EU. All parties want a trade deal given current circumstances. So India can ask the EU/UK to freeze out Pakistan[9] in return for more market access. If it really needs to sweeten the pot, India does have some influence over Russia[10] — so India can offer to help bring peace to Ukraine in return for EU/UK sanctions on Pakistan.
IN THE LONG RUN
Now for the hard part. India's strategic goal with Pakistan should actually be regime change, with the goal of deniably installing a non-fundamentalist leader like Ataturk/MBS/MBZ/Reza Shah Pahlavi/Zahir Shah[11-15] who can keep the lid on.
But this can't be done through a Bush-style invasion, both because that'll wreck India's economy and because Pakistan has ~250M people and nuclear weapons.
Fortunately, there are other mechanisms for regime change. And in Pakistan's case, the key lever may be Chinese money and Gulf oil rather than the Indian military.
NO WAR, JUST OIL
As background, China is Pakistan's number one backer[16], in part because China and India are rivals in many ways. But China needs oil more than it opposes India.
And that could be the key to flipping China on Pakistan. You see, China is trying to build a pipeline[17] through Pakistan to pump oil from the gulf:
But fundamentalist psychos in Pakistan keep launching attacks on that very corridor, including one in October[18] that killed multiple Chinese nationals:
Moreover, China and India have a shared interest in stopping fundamentalism in Central/South Asia, because it's been a huge issue for China too since at least the 2014 Kunming[19] stabbings.
So: India could make the case to China (and the Gulf states!) that they should cooperate to nonviolently support anti-fundamentalist factions in Pakistan. Then China gets all the oil they need, the Gulf gets all the money they want, and India gets all the peace they deserve.
How would this work?
Well, Turkey had Ataturk[10], and Saudi had MBS[11], and the UAE had MBZ[12], and neighboring Iran had Reza Shah Pahlavi[13], and neighboring Afghanistan had Zahir Shah[14]. Moreover, India is friendly[20] with the Gulf states, which it trades with quite a bit.
So it's not completely crazy to imagine that by combining China's economic influence, the Gulf's cultural influence, and India's political intelligence that they could eventually back a Pakistani faction willing to just crush the fundamentalists, pump the oil, and stop the infiltrations.
Yes, Pakistan's Army is the ultimate king-maker, but they are resource-constrained. In particular, if India can get the US to stop sending military aid to Pakistan, and the EU/UK to stop trading with Pakistan, it starts to seriously reduce the amount of money the Pakistani regime has without Chinese/Gulf support.
And that may open up room for alternative factions within the Pakistani regime — factions that like money more than they like terrorism.
IN SUMMARY
To be clear, I'm not saying this specific strategy to get China to flip on Pakistan is guaranteed to work, though I think it's worth trying.
I am however saying that the general concept of going upstream to cut off US/UK/EU/Chinese/Gulf support for the Pakistani regime is the right line of attack — as opposed to taking the bait like America did after 9/11.
Remember: like America in 2001, today's India has everything going for it. It has the fastest growing large economy in the world. It has UPI, Jio, dozens of tech unicorns, and a young, rising population that's optimistic about the future. It is even landing probes on the dark side of the moon!
Meanwhile, Pakistan has nothing going for it. It is a fundamentalist basketcase wracked by coups. In its envy and malevolence, it seeks to drag India down to its own level and pull it into endless war, followed by internal division and distraction. Just like bin Laden did to America.
But India can learn from America's mistakes. It can surgically respond in the short run with secure borders and deniable special operations, rather than all-out war. It can economically respond in the medium run by cooperating with the US and EU/UK to cut off Pakistan. And it can strategically respond in the long run by aligning China and the Gulf to install a stable, secular faction within Pakistan who will just crush fundamentalism and pump gas.
That's what strategic victory looks like. And that's how India can avoid taking Pakistan's bait in favor of calmly neutralizing Pakistan as a threat. This vengeance is best served cold.
![balajis's tweet photo. INDIA'S VENGEANCE IS BEST SERVED COLD
The single biggest mistake of the century was America's response to Pakistan-backed fundamentalist terrorism. And it happened in three acts.
(1) First came Bush, the anti-terror president, who overreacted to terrorism by starting a giant series of wars.
(2) This led to Obama, the antiwar president[1], who overreacted to war by starting a giant surge in woke[2].
(3) This in turn led to Trump, the anti-woke president, who is now reacting to woke by ending[3] a giant empire.
And this whole series of events was due in large part to Pakistan. Because Osama bin Laden was based in Pakistan, just down the street from the Pakistan Military Academy!
Remember, America had everything going for it on September 10, 2001. It was the world's dominant hyperpower. But Osama bin Laden and Pakistan successfully baited the US into wasting its blood and treasure on war, distracting America from the rise of China[4], and thereby kicking off the series of events that brought us to the present day.
So: India should learn from America's mistakes. It should not take the bait of Pakistani terrorism. It should instead play its own game, and coldly neutralize Pakistan by aligning the world against it.
Here's what that could look like.
WHAT INDIA CAN DO
First, what should Bush have done? In retrospect, he should have stopped fundamentalist immigration into all NATO countries, avoided war in favor of surgical counterterrorism, and targeted Wahhabism at the root by backing domestic anti-fundamentalists like Mohammed bin Salman[5].
That would have neutralized the terrorist threat without waging a giant war. And that is what India can do in response to Pakistan's bait.
IN THE SHORT RUN
Let's divide India's possible strategy into short run, medium run, and long run actions. In the short run, India should:
(a) Stop the immediate threat. 99% of security is border security. So the smart first step for India is to do what they've just done[6]: namely, temporarily suspending issuance of visas to Pakistani nationals, asking those still within India to leave, and securing the border.
While this policy will regrettably impact the many Pakistani nationals who aren't fundamentalists, it is essentially nonviolent. And it addresses the immediate situation by making it hard for Pakistan to execute followup attacks within India.
(b) Begin surgical counterterrorism. The next step is to hunt down the gunmen within Kashmir and then begin surgical counterterrorism. No doubt this is already happening, but the basic point is that invisible special operations are the appropriate mirror to deniable terrorist attacks. That is: retaliation should look more like pagers[7] than bombers.
IN THE MEDIUM RUN
With the border secured and counterterrorism initiated, India's next step should be to isolate the Pakistan regime economically and diplomatically by cutting off its support from the US and EU/UK.
(a) Incentivize the US to stop arming Pakistan. Somehow America is still sending money to Pakistan[8], as a relic of Cold War-era policy. The latest episode involved the release of $397M (!) for some sort of bizarre program to monitor the use of Pakistani F-16s for counterterrorism.
Obviously: F-16s aren't useful for counterterrorism, Pakistan shouldn't have F-16s, Pakistan intends to use those F-16s against India, the $397M sent to Pakistan will be stolen, and the program as a whole just helps prop up the prestige of the Pakistani army.
Instead, India should ask the US to just shut down all funding for Pakistan, the country that harbored bin Laden. That saves the US money, it's in America's national interest, and India is a better customer anyway.
(b) Incentivize the EU/UK to stop trading with Pakistan. India has a long history with the UK and billions in trade with the EU. All parties want a trade deal given current circumstances. So India can ask the EU/UK to freeze out Pakistan[9] in return for more market access. If it really needs to sweeten the pot, India does have some influence over Russia[10] — so India can offer to help bring peace to Ukraine in return for EU/UK sanctions on Pakistan.
IN THE LONG RUN
Now for the hard part. India's strategic goal with Pakistan should actually be regime change, with the goal of deniably installing a non-fundamentalist leader like Ataturk/MBS/MBZ/Reza Shah Pahlavi/Zahir Shah[11-15] who can keep the lid on.
But this can't be done through a Bush-style invasion, both because that'll wreck India's economy and because Pakistan has ~250M people and nuclear weapons.
Fortunately, there are other mechanisms for regime change. And in Pakistan's case, the key lever may be Chinese money and Gulf oil rather than the Indian military.
NO WAR, JUST OIL
As background, China is Pakistan's number one backer[16], in part because China and India are rivals in many ways. But China needs oil more than it opposes India.
And that could be the key to flipping China on Pakistan. You see, China is trying to build a pipeline[17] through Pakistan to pump oil from the gulf:
But fundamentalist psychos in Pakistan keep launching attacks on that very corridor, including one in October[18] that killed multiple Chinese nationals:
Moreover, China and India have a shared interest in stopping fundamentalism in Central/South Asia, because it's been a huge issue for China too since at least the 2014 Kunming[19] stabbings.
So: India could make the case to China (and the Gulf states!) that they should cooperate to nonviolently support anti-fundamentalist factions in Pakistan. Then China gets all the oil they need, the Gulf gets all the money they want, and India gets all the peace they deserve.
How would this work?
Well, Turkey had Ataturk[10], and Saudi had MBS[11], and the UAE had MBZ[12], and neighboring Iran had Reza Shah Pahlavi[13], and neighboring Afghanistan had Zahir Shah[14]. Moreover, India is friendly[20] with the Gulf states, which it trades with quite a bit.
So it's not completely crazy to imagine that by combining China's economic influence, the Gulf's cultural influence, and India's political intelligence that they could eventually back a Pakistani faction willing to just crush the fundamentalists, pump the oil, and stop the infiltrations.
Yes, Pakistan's Army is the ultimate king-maker, but they are resource-constrained. In particular, if India can get the US to stop sending military aid to Pakistan, and the EU/UK to stop trading with Pakistan, it starts to seriously reduce the amount of money the Pakistani regime has without Chinese/Gulf support.
And that may open up room for alternative factions within the Pakistani regime — factions that like money more than they like terrorism.
IN SUMMARY
To be clear, I'm not saying this specific strategy to get China to flip on Pakistan is guaranteed to work, though I think it's worth trying.
I am however saying that the general concept of going upstream to cut off US/UK/EU/Chinese/Gulf support for the Pakistani regime is the right line of attack — as opposed to taking the bait like America did after 9/11.
Remember: like America in 2001, today's India has everything going for it. It has the fastest growing large economy in the world. It has UPI, Jio, dozens of tech unicorns, and a young, rising population that's optimistic about the future. It is even landing probes on the dark side of the moon!
Meanwhile, Pakistan has nothing going for it. It is a fundamentalist basketcase wracked by coups. In its envy and malevolence, it seeks to drag India down to its own level and pull it into endless war, followed by internal division and distraction. Just like bin Laden did to America.
But India can learn from America's mistakes. It can surgically respond in the short run with secure borders and deniable special operations, rather than all-out war. It can economically respond in the medium run by cooperating with the US and EU/UK to cut off Pakistan. And it can strategically respond in the long run by aligning China and the Gulf to install a stable, secular faction within Pakistan who will just crush fundamentalism and pump gas.
That's what strategic victory looks like. And that's how India can avoid taking Pakistan's bait in favor of calmly neutralizing Pakistan as a threat. This vengeance is best served cold.](https://pbs.twimg.com/media/Gpcn2FBaIAAzyxM.png)
Release Chinmoy Krishna Das!
Muslims Are Killing and Tormenting Hindus in Bangladesh While the World Stays Silent...
Once again, Muslims are on a rampage, targeting Hindus and other non-Muslims in Bangladesh with brutal violence, imprisonment, and murder. The latest victim of this jihad against minorities is Chinmoy Krishna Das, a Hindu monk and tireless advocate for the rights of his community and other minorities. Arrested under false charges of "disrespecting the national flag," Das has become a scapegoat in a country where Islam dominates and non-Muslims are treated as second-class citizens—or worse.
Das is being treated as a terrorist—a blatant attempt to criminalize his activism and silence his voice. Denied bail, many fear that Das will be targeted for death while in prison, a common fate for those who dare to stand up to Islamic supremacism.
This isn’t just about one man—it’s about a systemic, violent conquest happening before our eyes. Hindus in Bangladesh are being beaten, jailed, killed, and driven from their ancestral lands by an Islamic regime intent on erasing them. Mosques are rising where temples once stood, and the world’s media ignores it, unwilling to confront the uncomfortable truth of Islamic supremacy.
Since the violent ousting of Sheikh Hasina, Islamic forces have tightened their grip on the country, plunging Bangladesh into a reign of terror against Hindus, Christians, and other non-Muslims. Entire communities live in fear: homes are burned, temples desecrated, and children kidnapped or killed. This is jihad in its rawest form—a campaign to wipe out every trace of non-Islamic culture and faith from a country where minorities once thrived.
The hatred for Chinmoy Krishna Das is rooted in the Islamic supremacism that dominates Bangladesh. He defies their narrative by standing up as a Hindu unwilling to be erased. His activism exposes the systemic oppression and brutal jihad aimed at silencing non-Muslims. For the mob, Das is more than just a man—he is a symbol of defiance, a reminder that Hindus will not surrender their culture or faith. Silencing him is their attempt to crush that resistance and force Hindus into submission or exile.
Westerners must wake up. You’re told to believe in the “religion of peace,” but the facts on the ground paint a very different picture. Where Islam dominates, minorities suffer. The arrest of Chinmoy Krishna Das is part of a larger pattern: Islam advances, and non-Muslims are either converted, silenced, or eliminated.
Why is the West silent? Why isn’t the media reporting on how Hindus in Bangladesh are being slaughtered in broad daylight? Because they’re afraid to offend Muslims. The victims don’t fit the narrative, so their suffering is ignored. But make no mistake: silence is complicity.
We must demand the immediate release of Chinmoy Krishna Das and call out the Bangladeshi government for enabling this madness. We must stand with Hindus, Christians, and all other minorities being crushed under the weight of Islamic rule. Raise your voice. The conquest will continue as long as we stay silent.
Statement from ISKCON Bangladesh regarding the current situation in Bangladesh and the arrest of Chinmoy Krishna Das shared earlier today.
Dear @airtelindia Deepawali is a Hindu festival, not an occasion to peddle your work agenda! Learn to show respect to Hindu customers. If you want to wish your customers Happy Deepawali, just do that. Don’t sermonise like a 16 year old pimply teenager eager to show off to the class!
Indians must understand what is going on by people with vested interests to choke India.
This ain't directly related to investment, but indirectly it impacts everything.
Everything goes downhill be it your real estate or equity if India as a country is in mess.
@deepakshenoy Rightly put, SME IPOs are being played as an arbitrage. No one cares about fundamentals,every one applies on looking at the grey market premium and has to sell on listing day itself.
With so much unpleasant news and shocking revelations around an incident involving an IIT educated Chief Minister, his official residence and a female member of his own party, I wish to share my experience with another IIT educated Chief Minister, his official residence and a female relative of his own staff (1/10).
TRUTH.
1. God is real.
2. There are two genders.
3. Human flourishing requires fossil fuels.
4. Reverse racism is racism.
5. An open border is no border.
6. Parents determine the education of their children.
7. The nuclear family is the greatest form of governance known to mankind.
8. Capitalism lifts people up from poverty.
9. There are three branches of the U.S. government, not four.
10. The U.S. Constitution is the strongest guarantor of freedoms in history.
Firang hitjobs on India’s economy is not new. It’s centuries old. If shining India is sore to some eyes, they need shades as India for sure will rise & shine. India’s enterprise is on solid foundation & institutions are trustworthy. A prosperous India - Let Us Make It Happen! –Sg
@Iamsamirarora Welcome to Jodhpur,Sir.
Artificial Intelligence has bias against Hindu dharma. I pointed this out in my AI book 2 years ago. Note the Open AI session below. Krishna treated differently than Mohammad and Jesus.
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