Jaswanth sharanarthy

Fledgling glider, gourmet freak, theatre aficionado, cooking geek, interested in economics, politics & public policy to think, critique & bring change.

[Jaswanth sharanarthy @jsharanarthy]

With this as inspiration other countries might want to become a closed economy, its imperative India builds its capacity & capabilities to quench its thirst in all basic commodities be it fuel or fertilizer etc.,.

[Jaswanth sharanarthy @jsharanarthy]

50% of China exports has AI hardware and Semiconductors quenching more than 50% of the global needs esp USA. Despite this strata and recent Trump travel to China, US levying tariff for forced labout is increasingly signals USA is becoming closed economy.

[Jaswanth sharanarthy @jsharanarthy]

War/Recession is temp, austerity economics has always flopped in a capitalist society. Economy runs on consumption & when it stops, dhandha stops & thus downfall starts. It should be govt's priority to drive capex spending heavily to ensure money is there in common man's hand.

[Jaswanth sharanarthy @jsharanarthy]

India imported 968MT gold in FY16 vs 721MT in FY26, a huge dip bringing per capita demand from 0.81g to 0.45g. But, gold ETF grew from 11MT in 2010s to 115MT now. Gold obsession is household economics beyond just cultural - an informal, transparent, quick hedging instrument.

[Jaswanth sharanarthy @jsharanarthy]

If we think wars are about guns, troops and blood, thats yesterday's definition. Today war has a different dimension, chocking resources that build nations and its people aspirations after having addicted for decades to the belief that multilateralism brings shared prosperity.

[Jaswanth sharanarthy @jsharanarthy]

Washington/Beijing meeting have not bought in any truce for global supply chain constraints instead both countries have asked time for themselves. It was all about beef, soybean, NVIDIA chips, aircraft, Taiwan and rare earth minerals. #Geopolitics is stooping to different level.

[Jaswanth sharanarthy @jsharanarthy]

#UAE exit from #OPEC/+ which controls 40% of global oil signals national agility over collective stagnation, questions relevance of such cartel. It makes political, economical and strategic sense for evolving multipolar global map. Future isnt for closed rooms but for open market

[Jaswanth sharanarthy @jsharanarthy]

Whenever people around me say, Cup namdhu ee sala. I remind them Cup nimdh ala, Birla Housedhu. Which ever team/state wins the cup its a Indian Business house that wins in billions at the cost of Middle class people time. #IPLisbusiness

[Jaswanth sharanarthy @jsharanarthy]

Politics was one sector which had attrition at its bay, now attrition has made a strong entry into politics giving HRs a wider avenue and new horizon to enter. Looks like political parties need EVP, employee engagement & strong career progression for politcians to be loyal.

[Jaswanth sharanarthy @jsharanarthy]

20-person stranger trek, Gen Z to Gen X, 17/20 have iPhone. Even in public places offlate so called ugly loud tone have become exclusive than signature soothing apple tone. Is it the story of failed brand exclusivity or tech Inclusivity or societal grip on FOMO.

[Jaswanth sharanarthy @jsharanarthy]

World has bn silent on 3+yr ongoing gaza/Ukraine war, thk god Iran has SoH 4 d world 2 worry. Perhaps dis marks d onset of an end to eccentricity of world leaders against humanity be it formal military/informal terror strikes. Multilateralism isnt dying its becoming more relevant

[Jaswanth sharanarthy @jsharanarthy]

Todays world economy is curation of Hirschman Geo Economic Theory which hints to balance global growth with foreign trade. But highly hailed theory is now failing, countries are back to drawing board intending least global exposure as foreign trade is becoming a permanent risk.

[Jaswanth sharanarthy @jsharanarthy]

Just like how we have developed energy guzzling AI data centers now we r scouting for solutions that can optimize AIs energy consumption. Who said, humans are becoming cognitive debt with AI exposure, we have been in cognitive debt before & forever until we live for a purpose

[Jaswanth sharanarthy @jsharanarthy]

20+ yrs reading/observing i have come to fair conclusion, world/business leaders curate the world/business to be at inflection point/cusp of change ALWAYS by design for power/growth. Stability is underrated in this fast changing world, we are very soon gonna yearn for stability.

[Jaswanth sharanarthy @jsharanarthy]

Nihalist Penquin/Punch Monkey stole internet in Jan/Feb, most people became the character blaming society. Isn't most people maketh the society? No body ll love/heal/respect exactly like u want, accept as it comes thts reality. Stop blaming society which v curate for your failure

[Jaswanth sharanarthy @jsharanarthy]

I remember, dozen of my cousins traveled in a car not questioning who puts which song, we just enjoyed. Now a nuclear family with 3 humans have 3 Playlist completely different. This is a simple example level of how our tolerance levels are dwindling. Future is scary, isn't it?3/3

[Jaswanth sharanarthy @jsharanarthy]

2 incidents of 10-min delivery person, one where delivery person saves boys locked in home by mistake another saving a girl from suicide. Beyond the delivery person good deed which is becoming viral, what's intriguing me is, is loneliness becoming an epidemic 1/N.

[Jaswanth sharanarthy @jsharanarthy]

Are Families/Friends/Neighbors becoming more stranger than before. Sprouting stranger meet ups are testimony of loneliness becoming common amongst metro dwellers. A consumer study has found 60% of indians living in metro has reported feeling lonely with 8.7L deaths linked 2/N.

[Jaswanth sharanarthy @jsharanarthy]

So its on 14th Jan now, waiting for US SC judgements on Tariff to save our country is foolish. There cud be multiple ways for Trump to change the say, as such legal system has ways to make possible an impossible. Its d diplomatic negotiation for fair deal tht will help, not panic

[Jaswanth sharanarthy @jsharanarthy]

RBIs 2L Cr OMO & $10B currency swap just days after 1L Cr OMO & $5B currency swap totally infusing~4.5L cr liquidity into economy, while this is an phenomenal move with abating inflation. Wht worries is, is the economy so bad/gonna get bad that they are infusing so much liquidity