Pallab De

I'm a Techie turned Foodie. Find my experiences around Hyderabad at

[Pallab De @indyan]

How is @zomato allowed to sell Rs. 10 water bottles for Rs. 100 at concert venues where no one is allowed to bring their own bottles?
@VijayGopal_

[Navaldeep Singh @NavalGeekSingh]

A month ago in india: “Petrol in Australia has doubled because of the war!”

Today: 159.5c/L (cheaper than before war)

Strange how this story disappeared in india

Meanwhile, in India, petrol prices 🚀

[JerryRigEverything @ZacksJerryRig]

CONGRATS @elonmusk ! Your work at DOGE was amazing. You decreased the national debt by a positive 2.8 trillion dollars, and parasites the USA hasn't seen in 60 years are BACK. Nice work dude. Nobody could have predicted this.

[Sincere Dibya @TheSincereDude]

🚨 ₹15.15 lakh crore; that’s not a typo. That’s BIGGER than India’s entire defence budget for 10 years combined. SEBI just confirmed 99.8% of Rajesh Exports’ revenue was pure fiction. FY21 to FY25. All 5 years under THIS government.

Swiss subsidiary Valcambi? Showed only a few hundred crores in actual audited accounts.

The Indian listing? Showed lakhs of crores. Nobody asked. Nobody checked. Nobody acted.

Meanwhile, SEBI; the same regulator that spent years harassing small retail traders over ₹50,000 irregularities; looked the other way while one company faked revenues larger than the GDP of most nations.

Forensic auditor BDO India said the company gave them NO invoices, NO customer data, NO ERP access, NO journal records. And still the stock traded freely on NSE/BSE for YEARS.

This isn’t a SEBI failure. This is a SYSTEM designed to fail; selectively.

Under Modi govt: ED raids opposition politicians for ₹10 crore. ₹15 LAKH CRORE fraud? Took 5 years to even file an interim order.

Two sets of rules. One nation, multiple laws; depending on who you are.

🔴 Ask yourself: Which party’s DNA runs through India’s gold sector policy? Who gets Fortune 500 photo-ops? Who gets raided?

The answer is hiding in plain sight.

[Venkatesh Alla @venkat_fin9]

India jumped from 1.5% to 20% ethanol blending in just 11 years. The companies supplying that ethanol received ₹1.36 lakh crore from the government in that period. The vehicle owners who bear the damage costs received: ₹0. Follow the beneficiary, not the narrative.

[Arjun* @mxtaverse]

So an Indian investor has to pay tax on capital gains on govt bonds but a foreigner doesn't have to?

Waah 👏

[Venkatesh Alla @venkat_fin9]

The E20 playbook so far:

1. Change fuel silently at all pumps
2. Dismiss complaints as "misinformation"
3. Call critics a "petrol lobby"
4. Let SIAM U-turn on safety in 3 days
5. Have SC dismiss the PIL
6. Announce E30 standards
7. Repeat. Rinse. Repeat.

They make policies for their individual and families benifit, you pay the price.

[Surya Kanegaonkar @suryakane]

If @SarvamAI intends to compete for global capital and become a frontier lab, they need access to large compute capacity and captive data pools. They also require permanent tax holiday if specific technical thresholds/capabilities are met. @GoI_MeitY can guarantee all of these.

Getting turned down by top American PEs and VCs can be largely expected. Some of it is down to the US’ unwillingness to financially back a sovereign Indian AI venture. The rest will be down to the financial opportunity simply not being sufficiently appealing. That said, getting rejected by SoftBank should set off alarm bells.

[Aadil Brar @aadilbrar]

India recruited him to build a semiconductor company from scratch. A year later, he's back in a chip cluster.

K.C. Ang was appointed president and head of Tata Semiconductor Manufacturing, a flagship bet in India's push to become a serious fab nation. Then he quit after just one year. He's now CEO of Zen-Semi in Guangzhou, China.

You can read this as a corporate drama. Or you can read it as a lesson in economic geography.

Building semiconductors outside of established clusters is brutally hard. You don't just need capital and equipment. You need thousands of specialized engineers within commuting distance. You need suppliers who can deliver ultra-pure chemicals overnight. You need an ecosystem that has spent decades making mistakes and quietly fixing them.

Look at Taiwan. TSMC didn't happen because of one visionary or one government policy. It happened because an entire island spent 40 years building a dense web of fabs, suppliers, packaging houses, materials companies, and engineering talent all within a small geography. When something breaks at 2 am, someone who knows how to fix it is 20 minutes away. That's not replicable by writing a check.

The US is learning this the hard way, spending hundreds of billions to bootstrap clusters in Arizona and Ohio, and still watching timelines slip. Guangzhou, Shenzhen, Shanghai -- China built its clusters with state money, talent pipelines, and two decades of patience.

India has ambition. And ambition matters. But ambition doesn't replace the engineer who's spent 30 years troubleshooting fab yields and wants to work near people who speak his technical language.

When a senior exec leaves a greenfield fab project for an established cluster, it's rarely just about salary. It's about wanting to actually ship chips.

This is the broader story about who will win or lose the AI race.

[Puyangan Adiyan @Puyangan5]

Govt meets fiscal target - Hurrah!

But how did they manage that despite weak revenues and increased fertilizer subsidy?

Well they just cut spending on unproductive sectors. My favorite is the cut on science and tech - we are obviously spending way too much there. Which is yours? List below 👇 👇

Jal Shakti - 19,331

Housing and Urban Affairs - 6,893

Education - 4,967

Women and Child Development - 4,913

Science and Technology - 4,834

Health and Family Welfare - 3,849

GOAT finance minister vro.

[Venkatesh Alla @venkat_fin9]

Almost every major stock market across the world is performing well, except India. Full credit goes to brainless freebies, reckless tax policies, and an inefficient, incompetent government that seems clueless about economic priorities. Under this leadership, growth is being strangled while citizens are left paying the price.

[SaaS & Weights @Finance_Weights]

We have a bigger socialist and casteist PM than Chandrasekar and VP Singh combined.
When he goes, his legacy will be called India's lost 2 decades.
There have been absolutely 0 structural reforms on markets, justice or corruption.
Nothing apart from juggling of tax slabs.

[Venkatesh Alla @venkat_fin9]

A ₹7,000 upgrade kit (only Maruti offers one) for 234 million vehicles = ₹1.6 LAKH CRORE in retrofit costs passed entirely to consumers. The government caused the incompatibility. The government should fund the fix

[Venkatesh Alla @venkat_fin9]

India's 0.84% of taxpayers, those earning ₹50L+, pay 42.3% of all income tax.

A tiny sliver funds the nation.

Meanwhile:
→ Agricultural landlords with crores in land: zero tax
→ Political allowances: largely tax-free
→ Cash economy operators: untracked

The system is designed with one principle:
Tax those who can't hide.
Exempt those who can lobby.

It's not a tax code.
It's a power structure.

[🚨Indian Gems @IndianGems_]

2014:

🇮🇳 India — 1.80 trillion USD
🇹🇼 Taiwan — 0.80 trillion USD
🇰🇷 South Korea — 0.83 trillion USD

2026:

🇮🇳 India — 4.82 trillion USD
🇹🇼 Taiwan — 5.35 trillion USD
🇰🇷 South Korea — 5.05 trillion USD

Frankly speaking, the New India has become a Lost India.

[navya नव्या @navya17012001]

One man eating an entire nation and still having citizens who defend these blood suckers is insane. Incredible india

[Pallab De @indyan]

Amrit Kaal

[Sincere Dibya @TheSincereDude]

First Taiwan ($5.15T). Now South Korea ($5.04T). India? Sliding to $4.8T and 7th place.

This is not bad luck. This is 11 years of policy negligence with a BJP logo on it.

Korea’s KOSPI is up 110% in 2026. Taiwan is up 65%. India’s Nifty is down 8.5%; heading for its first annual decline in a decade.

The reason is ruthlessly simple: the global AI supercycle is the biggest wealth creation event of this century, and India has zero direct exposure to it; no chip hardware, no AI memory, no semiconductor exports at scale.

Modi called chips “the oil of the 21st century” at Semicon India 2025. Two months later, India is getting economically driven off the road by countries that actually built the refinery.

📌 Foreign investors have pulled out ₹2.25 lakh crore from Indian equities in 2026 alone; already more than the entire outflow of 2025.

📌 The rupee has crashed ~10% over one year; from mid-80s to ₹95.5/dollar. Dollar-denominated returns for global investors are getting destroyed. So they’re leaving.

📌 India’s MSCI Emerging Markets weight? Collapsed from 19% to 12% in one year.

The AI supercycle began in 2023. In three years, Korea built a $5T AI hardware economy. India is still laying foundation stones for chips in Dholera that won’t produce for years.

This is not a global headwind. This is a structural failure. When the biggest technological revolution of your lifetime passes overhead, and your government’s response is a photo-op at a semiconductor summit, you don’t get to call yourself Vishwaguru.

Taiwan built TSMC. Korea built Samsung + SK Hynix. India built… speeches.

The worst part? The domestic SIP money of middle class Indians is the only thing holding the Nifty from crashing to 19,000. Retail investors are the last dam. And that dam is cracking.

This will get worse. As AI hardware demand compounds, capital will flow deeper into Korea and Taiwan. India has no on-ramp into that supply chain for at least 3–5 years, minimum. By then, we won’t be fighting for 5th or 6th. We’ll be outside the top 10.

“Sabka Saath, Sabka Vikas.”

Whose vikas? Not yours. Not the investor’s. Certainly not India’s rank in global markets.

[Anand Sankar @saybwala]

Completely agree with Ram Guha here. This CBSE NEET exam fiasco is another example of how the Congress under @RahulGandhi is incapable of a 'political intervention'. Him and his lackey JR Ramesh have been yapping away here on X. They have spectacularly blown an opportunity to hold the govt accountable in a scandal that could have been as big as the 2G / Coal scam in public imagination. Literally, there is enough evidence now that at least their pet party lawyers Sibal or Singhvi can go plead for an emergency intervention by the SC vacation bench. Nothing. Zilch.

All we are seeing is Congressis constantly complaining that the media doesn't give them attention. Anti-incumbency has been dripping in the air since 2023 like humidity in a monsoon delayed Mumbai. The country needs a credible political opposition, else don't expect any change.

[Siddharth's Echelon @SiddharthKG7]

How Government vs Market equation works and how we are still a weird country.

In Sept 2025, GST rates on motorcycles changed. It created 2 categories. Above and below 350 cc.

Older rate of GST was 28% on all bikes. Now, above 350 cc bikes had rate 40% and below ones had 18%.

So, that meant most models of Royal Enfield got cheaper and all bikes of Triumph got expensive as they started from 400 cc engines.

Triumph & Bajaj are in business partnership in India. Some bikes of Bajaj like Pulsar 400 & Dominar also got expensive.

But, Bajaj & Triumph decided to absorb the tax hike & did not transfer the load on customers as they are still finding a footing in India.

On the other hand, RE made bumper sales & launched new colours, models, & variants.
Triumph had to do something. They cannot always absorb losses.

So, they decided to cut some power in their 400 cc engine and relaunched all the models in 350 cc engines from April 2026.

Entire lineup of Triumph is now 350cc and they did not change the name of bikes. Imagine what all they had to do due to a little tax policy change by Government.

Is that healthy for businesses that they are vulnerable to such policy changes? I don’t know. Who decided that limit of 350 cc and not 400 cc? Or let’s say 200 cc? Was it some scientific or logical decision?

These things certainly discourage great international brands from coming to India.

[Cockroach is Back @Cockroachisback]

NEET: 22 lakh students affected
CBSE: 17 lakh students affected
CUET (UG): 16 lakh students affected

That’s 55 lakh students in distress.

Is one incompetent Education Minister more important than 55 lakh students? Why is the Prime Minister not sacking him?

[Ashutosh Nandan @BiharKaVoice]

People need to understand why anti-monopoly clause was earlier introduced in our laws by some "educated people".

And now why a 4th fail "anpadh-gavaar" is removing it for his friend.

You may remember 5 years ago you can easily get Shimla Apple for 100rs kg.
But now Shimla apple is costing you above 200 per kg.

What Changed ?

Adani got absolute monopoly in Cold Storage and Apple trade business.

Now get ready to pay double amount for aata rice as well.

It won't affect people who getting free ration from government, but will definitely impact hardworking people who have to buy food grains from market.