Sivasankaran

ex-IRS | laissez faire | யாதும் ஊரே யாவரும் கேளிர்…

[Sivasankaran @Siva_undefined]

The world’s governments have created a $2 trillion monster.

We talk a lot about GDP growth, but the real story is what’s happening to the denominator. 🧐

Global public debt is pushing staggering new highs relative to economic output. When you look at debt as a share of GDP, the US is rapidly exhausting its fiscal runaway, while EMs are holding onto reasonable buffer space.

Are we looking at a structural shift in global capital, or is a fiscal correction inevitable?

[Sivasankaran @Siva_undefined]

Parliament does not vote in proportions; it votes in absolute numbers."
In The Hindu, former CEC S.Y. Quraishi tears down the math behind a proposed 50% Lok Sabha expansion. Bigger isn't better. It threatens federal fairness, dilutes debate quality, and isn't necessary for women's reservation.
Delimitation does NOT require an 800+ member Lok Sabha.
Why 543 should remain 543:
🔹A larger House widens absolute voting gaps, hurting the federal compact.
🔹Delimitation can safely happen within existing state quotas.
🔹Women's 1/3rd reservation (181 seats) fits perfectly inside 543.

Institutional wisdom is about preserving balance, not just building bigger rooms. Bigger houses weaken the quality of deliberation.

The solution? Undertake internal delimitation, empower Vidhan Sabhas, and Keep it at 543.

[Sivasankaran @Siva_undefined]

India's macroeconomic playbook is evolving. Capital flight risks from FPI "hot dollars" are driving a heavy push toward stable, long-term FDI.
Hot dollars are fleeting. Sticky money builds infrastructure. India is making the smart pivot.

[Sivasankaran @Siva_undefined]

India just secured the 13th spot globally in the QS World Future Skills Index 2027! 📈
🔥 1st among lower-middle-income nations
🔥 Perfect 100 score in Economic Capacity
🔥 5th globally for the Future of WorkThe AI era belongs to India, but scaling up graduate skills remains the ultimate boss battle. 💻⚡
#India #ArtificialIntelligence #Tech

[Sivasankaran @Siva_undefined]

India’s FPI pipeline dries up as new registrations hit decade low

- FPI registrations in India slow to lowest pace in a decade
- Foreign funds sold Rs 2.8 lakh crore in Indian equities in 2026
- Weak rupee and tax regime reduce appeal for foreign investors

[Sivasankaran @Siva_undefined]

@Bhaktan4 @sumanthraman @INCIndia Bone-headed followers 😄

[Sivasankaran @Siva_undefined]

Foreign investors have pulled out nearly ₹1.76 lakh crore ($22B) from Indian stock markets in a massive exodus. Yet, the markets haven't crashed. Why? Here is a breakdown of what is driving this capital flight and who is saving the day.

Why are FPIs running away?
1️⃣ Stretched valuations (India trading at high premiums)
2️⃣ Rising US bond yields (making dollar assets safer & lucrative)
3️⃣ The global rotation of capital into cheaper tech-heavy markets like China & Taiwan.

But here is the twist: A decade ago, an outflow this massive would have triggered a total market free-fall.
Instead, Nifty and Sensex have shown incredible resilience. The reason? A powerful new counterweight.

Domestic institutional investors (DIIs) and retail investors are acting as the ultimate shock absorber. Monthly mutual fund SIP inflows are breaking records, effectively absorbing the heavy foreign selling blocks.
For the first time in over a decade, Indian domestic capital holds a more dominant share in local companies than foreign funds do. The market is transitionary, but the "retail investor wall" is holding steady. What's your strategy right now?

[Sivasankaran @Siva_undefined]

@thekaipullai Very practical approach for a sustainable development. I heard that the government is seriously considering your suggestion.

For better execution, all parties can pool in their resources in an investment fund for land acquisition and monetisation.

[Prashant Kanojia @KanojiaPJ]

ED used as an acquisition tool for Gautam Adani?

1. Ahmed A.R. Buhari, promoter of Coastal Energen, faces investigation and is jailed in an ED-linked money laundering case.

2. He spends around 32 months in prison while legal proceedings continue. Years pass, his reputation is damaged, and his business comes under stress.

3. Coastal Energen enters insolvency proceedings. Control of the company shifts through the corporate resolution process, with an Adani Power-led consortium later involved in acquiring assets.

4. Courts subsequently quash related proceedings after the underlying case collapses. Buhari walks out of jail.

5. Final outcome: a man loses years in prison, loses his company, and is later freed.

India is not a free and fair market. The Modi government is using every trick to help Adani through government machinery.

This is totally anti-national!

[Sivasankaran @Siva_undefined]

@sumanthraman அவ்வாறே சென்னையை தமிழ்நாட்டின் தலைநகரமாக மாற்ற வேண்டுகிறேன். ஆவண செய்க மந்திரிமார்களே 😂🙄

[Sivasankaran @Siva_undefined]

When election winners openly brag about manipulating public opinion — and face zero accountability — democracy isn’t just weakened. It’s mocked. We deserve better. #Democracy #ElectionIntegrity

[Sivasankaran @Siva_undefined]

@sardesairajdeep This is a remarkable digression from the “all-is-well” blind supporters. What has prompted this stand?

[Sivasankaran @Siva_undefined]

Good governance requires simplified rules, less bureaucratic discretion and an effective grievance redressal mechanism against arbitrary actions of the government officials.

Bare posturing and bald statements won’t bring transparency in government.

[Sivasankaran @Siva_undefined]

@the_hindu @TamilNaduInfra @dsureshkumar Cringe fans of TN is fed by cringe actions. விளங்கிடும். Is this going to be the longest 5 years’ soap opera?.

[Sivasankaran @Siva_undefined]

There is a reason why Singapore is far ahead of others in political leadership and vision.

Very inspiring to know how even the Foreign Minister has embraced tech to his advantage.

@CMOTamilnadu now that the dust is settled, please leave aside optics and get everyone in your team to work!

Managing the tall expectations of the public, is a Herculean task!!

Good luck!

[AI Engineer 🔜 NYC 🗽 @aiDotEngineer]

"You cannot govern a technology you have only been briefed on."

Singapore Minister for Foreign Affairs, Dr. @VivianBala, echoing @karpathy and @yacineMTB on why he runs NanoClaw: "you can outsource memory and computation, but you cannot outsource your understanding"

https://t.co/z4Aidf89ha

He also shared his tech stack for running his second brain for Singapore's Foreign Affairs Ministry and parliamentary affairs:
- @AnthropicAI Claude Agent SDK
- Baileys + WhatsApp
- Mnemon (Graph Memory)
- @ollama + @nomic_ai
- @ggerganov Whisper.cpp + OneCLI

With special notes on how he handles security and isolation, and what implications he sees for Singapore Inc.

[Sivasankaran @Siva_undefined]

A state with 6% of India's population.
Contributes 9%+ of GDP.
Now growing at 10.83% — fastest in the country.

Tamil Nadu has always punched above its weight. 2025–26 just made it official. #TamilNadu

[Sivasankaran @Siva_undefined]

@Randeep_Sisodia @mkstalin People are full of crap these days🙄🤨

[Sivasankaran @Siva_undefined]

@TVKVijayHQ @arunraajkg Have some shame, Bro🙄🙄