Top Tweets for #LongIndia
the brightest minds in indian technology have finally, at long last, due to their sharp technical brains and mathematical skill, have arrived at the pinnacle of human scientific achievement: they have successfully integrated jio hotstar with swiggy. bharat mata ki jai #longindia
I think you don’t feel more #LongIndia than in Bengaluru. Incredible energy.
Shame that the infra has not been more focused on. But the agglomeration flywheel here just incredible.
Only Delhi NCR and Mumbai MMR can compare. I do think we will get 2-3 more such huge urban zones.
ICYMI | ‘India’s story won’t be written by ministries’, Kunal Kapoor shares inspirational #LongIndia post https://t.co/iqRe4oRemB
ICYMI | ‘India’s story won’t be written by ministries’, Kunal Kapoor shares inspirational #LongIndia post https://t.co/rKRpcAzktK
ICYMI | ‘India’s story won’t be written by ministries’, Kunal Kapoor shares inspirational #LongIndia post https://t.co/0O4vMwupGo
If you are still on the wall about #India, read KKR's latest view (link below).
Simply the most eloquent assessment of why the world should choose #LongIndia.
If you still stay on that wall... well that's on you :-).
.
https://t.co/rnz3kZ7OXq
@narendramodi @nsitharaman @PiyushGoyal
ICYMI | ‘India’s story won’t be written by ministries’, Kunal Kapoor shares inspirational #LongIndia post https://t.co/UO0HVe4djh
ICYMI | ‘India’s story won’t be written by ministries’, Kunal Kapoor shares inspirational #LongIndia post https://t.co/M8FwtMwJjw
‘India’s story won’t be written by ministries’, Kunal Kapoor shares inspirational #LongIndia post https://t.co/HZeuTgcpTz
So excited to see everything that’s coming out of the @SarvamAI ecosystem. The Sarvam arc is a reminder that early metrics rarely tell the full story. It’s not how fast you leave the blocks , it’s how you build speed when it matters.
#longindia
Timing is everything.
Same GDP level. Different playbook.
India is electrifying cleaner and faster than China did, skipping the coal heavy track and going straight to solar 🌞
#LongIndia #DataBackedPatriotism
China’s rapid electrification has been hailed as a miracle. By some measures, India is even further ahead https://t.co/jlnUekiPzY
#LongIndia thesis for the next generation:
1. Global catch-up is true and has been for a couple of generations after the reverse for a few centuries. India is the leading candidate given its low base, mature institutions, industrial complexity and scale. Necessary but not sufficient.
2. In India, unlike China, economic growth converts to financial returns given capital efficiency. In fact returns are likely to outrun growth for various reasons. This adds the sufficient part.
3. Kicker comes from overall global growth acceleration. This is an accelerator but not key to the overall thesis which works on a relative basis too. Hence a good-to-have (trust me) but not necessary.
4. Since most don’t have generation-long or longer patience (let us be real), the starting point now is especially sanguine given the dollar cycle is maxed out however one triangulates it.
Convergence, Catallaxy, Cornucopia, Cycle - this is my Long India thesis for the next quarter century.
My discussion with @sreeramchaulia on the India century for @DDNewslive
https://t.co/n0ZYQbGKMH
Prof Chaulia asked nuanced questions. On India's growth, economic model, prospects, civilisational consciousness & younger generation's zeitgeist of #ViksitBharat
#NewIndia #LongIndia
I believe that if the RBI reduces interest rates by 200 basis points over the next 6 to 12 months, India could experience unprecedented economic growth of 8.5%. #LongIndia
How long will it take India to realize the real cost of Chinese money? Any longer than the other nation's that got suckered into projects that only involve Chinese workers and end with your being a PRC colony....
How long will it take India to realize the real cost of Chinese money? Any longer than the other nation's that got suckered into projects that only involve Chinese workers and end with your being a PRC colony....
Inverse Andy always and every time.
#LongIndia
India is out of bargaining chips, and if it wants to keep earning dollars by selling goods and services to America, it has to recycle them as per Washington’s diktats, argues @andymukherjee70
I want Andy's confidence in life.
https://t.co/P0FwzzfJpc
Our Ionic PIPE PMS managed by @harshmadhusudan has completed a strong first 6m!
Our #LongIndia thesis is playing out as expected and the micro & macro tailwinds make for exciting times ahead for the market.
Do join us on Tuesday, July 15th at 6pm for an insightful discussion!
'नास्तिक को आस्तिक मत बनाओ - समय बना देगा'
'Do not make an unbeliever believe - time will do that'
A very happy 65th birthday to Late Shri Rakesh Jhunjhunwala.
#LongIndia
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