Kanglus enjoyed 50 years of a neutral India and benefited from not having to waste a huge chunk of their resources on a military or security apparatus, unlike Pakistan. This will change at the very first act of terror or hostility against India originating in Bangladesh.
@btarunr Block airspace and don’t allow them to use Indian land ports. Heck Many Bangladeshis come to India for visa interviews for countries which doesn’t have embassies, block those trips. Create a hard border with Bangladesh like we have with Pakistan.
@MrBsCoffee30@CarsSouthAfrica *Tata*
Curvv: 25 units
Harrier: 2 units
Punch: 62 units
Tiago: 764 units
*Mahindra*
Scorpio-N: 77 units
XUV 3XO: 711 units
XUV700: 9 units
Bolero: 154 units
Pik-Up: 612 units
Bangladesh has no service economy, no mining industry. Exports are declining, agri production is stagnant, electricity generation is falling, and remittances are dropping. Still, Indian lelis think that figures in Bangladesh are underreported, while in India where all these metrics are booming the figures are being exaggerated
ZEISS evolved from a tiny 19th-century workshop making basic eyeglasses and handcrafted microscopes into a multi-billion-dollar global leader in semiconductor technology, advanced medical equipment, and precision optics.
Every time you use phone or laptop, Zeiss optics helped make chip inside it. 80% of all chips worldwide use Zeiss mirrors and lenses during manufacturing.
For most powerful AI chips, that share is 100%. ASML builds machines that print chip patterns, but those machines need Zeiss optics to work. ASML paid €1 billion just to own 24.9% stake in Zeiss SMT.
This started in 1846 when Carl Zeiss opened small workshop with 100 borrowed coins. Now it does €5 billion in semiconductor revenue alone
Zeiss is owned by Carl Zeiss Foundation that means no stock market listing, no public shareholders at all. Foundation exists only to promote science.
This gave Zeiss freedom to invest in projects that take decades to pay off. EUV optics took 30 years of R&D before becoming useful. No public company board would approve that kind of spending. Zeiss puts 14% of revenue into research every year.
€12 billion company with 46000 employees, all owned by nonprofit that patience built monopoly that runs global chip production.
DUNE 100 machine going to Taiwan fixes bent wafers. When you stack chips on top of each other for better performance, wafers bend under stress that bending ruins chip quality and wastes money.
Zeiss built DUNE to measure how each wafer bends and then straighten it before next step. They also made NLX, which uses 3D imaging to check inside chip packages without cutting them open.
Zeiss is moving beyond just making lenses for ASML, Now it wants to sell tools directly to chip factories.
Just think about it, the progress map of R&D and who hold the swing foundation vs listed. for example look at Tata in India :)
NEW: India will invest 84,000 crores ($9 billion) in deepwater oil exploration over next 3-4 years, says ONGC chairman
"India's deepwater coastline is bigger than Brazil. And Brazil today produces 3.25 million barrels per day. We need to explore deepwater wells."
''Over 100,000 residents and families around Magadi are facing uncertainty after Tata Chemicals was ordered to close,'' DCP SG John Methu says Tata Chemicals is shutting down following an ''order from above,'' alleging that it is state-sponsored sabotage aimed at allowing the government to mine lithium minerals in the area.
South African Car sales for August 2026 are out
Mahindra steady at number 12 with 1563 units retailed
But it is Tata Motors on Aag 🔥as they push up to number 15 with 853 sales and were able to beat Nissan, BYD and Stellantis
Tata Osprey is launching on 2nd september
🚨 The Islamic Republic tried to weaponize the Strait of Hormuz and ended up locking its own oil inside.
@TankerTrackers August data shows just how badly the gamble has backfired.
Iran’s exports were down 100%, compared with Iraq and Kuwait at −36%, Saudi Arabia and Qatar at −48%, while the UAE was essentially flat.
Before the war, Iran was shipping roughly 1.5–2.2 million barrels per day. In August, loadings collapsed to just 220,000–255,000 bpd, and since the U.S. blockade was reinstated on July 14, no Iranian crude cargo has successfully crossed Hormuz to China.
Iran is still loading oil, but much of it is going nowhere. TankerTrackers counted 29 tankers carrying 36.11 million barrels inside the strait, while Iranian floating storage west of the blockade line climbed to 41.7 million barrels.
Meanwhile, the Islamic Republic’s neighbors are still moving millions of barrels. The UAE can pump oil directly to Fujairah outside Hormuz, while other Gulf producers continue exporting despite suffering significant disruption.
The market is finding ways around the Islamic Republic while the Islamic Republic increasingly cannot find a way around the blockade.
That is catastrophic for a government dependent on oil for hard currency. China can continue buying Iranian crude already floating in Asia, but if fresh barrels cannot escape from Iran, that inventory eventually runs down and the cash flow dries up.
Years of sanctions never completely stopped Iranian oil because the Islamic Republic could evade them through discounts, shadow tankers, ship-to-ship transfers, front companies and Chinese buyers.
The blockade is doing something sanctions never fully accomplished by physically separating the Islamic Republic from its biggest oil customer.
Iran tried to turn Hormuz into economic leverage against everyone else. Instead, its neighbors are bruised but still exporting millions of barrels while the Islamic Republic has turned its own coastline into an oil parking lot.
Last year has seen India's highest ever GST collection: $270 billion; highest ever vehicle sales: 29 million; highest ever Manufacturing PMI: 59.3; highest ever Forex reserves: $726 billion; highest ever Sensex: 86,100. And now Q1 GDP zooms to 7.8%.
Terrible. Modi must resign.
INDIA’S NEXT BIG DEFENCE ORDER WAVE :
1. Program Name : Next Generation Destroyer (P18)
Value : ~₹1,00,000 Cr
Key beneficiaries : MDL, L&T, SAIL, BEL, BDL, Brahmos Aerospace, Godrej Aerospace, BHEL
2. Program Name : Next Generation Frigates (P-17B)
Value : ~₹70,000 Cr
Key beneficiaries : MDL, GRSE, BEL, BDL, L&T, Premier Explosives
3. Program Name : P75 Submarines
Value : ~₹75,000 Cr
Key beneficiaries : MDL, BEL, Astra, Apollo Micro Systems, BDL, L&T
4. Program Name : Quick Reaction Surface to Air Missiles
Value : ~₹30,000 Cr
Key beneficiaries : BEL, BDL, Astra, Ashok Leyland, L&T
5. Program Name : (ALH Dhruv) & Do-228 Upgrade
Value : ~₹90,000 Cr
Key beneficiaries : HAL, BEL, Data Patterns, BDL
6. Program Name : Mine Counter Measures Vessels (MCMV)
Value : ~₹44,000 Cr
Key beneficiaries : MDL, GRSE, BEL, Apollo Micro Systems, BDL, Astra Microwave
7. Program Name : Landing Platform Docks
Value : ~₹35,000 Cr
Key beneficiaries : L&T, Cochin Shipyard, BEL, Astra
8. Program Name : Future Ready Combat Vehicle (FRCV)
Value : ₹1,50,000 Cr
Key beneficiaries : Paras, TATA, L&T
9. Program Name : Zorawar Light Tank
Value : Not disclosed
Key beneficiaries : L&T, BEL, BDL, Munitions India
10. Program Name : Advanced Medium Combat Aircraft (AMCA) Prototype
Value : ~₹15,000 Cr
Key beneficiaries : Data Patterns, L&T, BEL, BEML, Bharat Forge
11. Program Name : LCA Tejas Mark 2
Value : ~₹1,00,000 Cr
Key beneficiaries : HAL, BEL, BDL, Data Patterns
12. Program Name : Multi-Role Fighter Aircraft (MRFA)
Value : ~₹1,20,000–₹1,50,000 Cr
Key beneficiaries : Tata Advanced Systems & Dassault Reliance
13. Program Name : Super Sukhoi Upgrade (Su-30 MKI)
Value : ~₹60,000 Cr
Key beneficiaries : HAL, BEL, Astra Microwave, Data Patterns
14. Program Name : BrahMos II (Hypersonic Cruise Missile)
Value : Not disclosed
Key beneficiaries : DRDO, BEL, Solar Industries, Data Patterns
Source: Tonbo Imaging DRHP, Ashika Institutional Equities Research
Note.
@SumitResearch
#stockmarketupdates #defence
🇨🇳 is the outsider, no matter how bad it is nations in subcontinent won't see it as evil. While 🇮🇳 is the insider, no matter what it does it will never be seen as benevolent. Its historical behaviour of subcontinent to invite outsiders. Lesson for 🇮🇳 should be to increase fear rather than expect goodwill.