Shailesh Karwa

Professional Entrepreneur; Wordsmith on the side.. Like to see the lighter side of things, provocative, witty & wry, some of the offense is meant 😉

[Shailesh Karwa @krishnaNgrey]

@zerodhamarkets To put things in perspective, it means the Inflation was 5.4% per annum.

[Shailesh Karwa @krishnaNgrey]

@Dev_Fadnavis @mybmc Sir, Desalination from Sea has to be the number one priority for Water Security of Mumbai. Water Infrastructure comes before Road & Tunnels. How can we risk 22 million+ people and depend on rain arriving before Mid-June, every year. #mumbai #infrastructure #monsoon

[Jeet Mashru @mashrujeet]

Mumbai - Press note from BMC :

The water storage in the reservoirs supplying Mumbai has continued to decline, and as of 16 June 2026, only 10.35% of the total water stock remains available. With the monsoon delayed, extending the usability of this remaining water supply has become a major challenge for the municipal administration.

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Due to the delayed monsoon caused by the El Niño effect and the declining water levels in the reservoirs supplying Mumbai, the Brihanmumbai Municipal Corporation (BMC) has implemented various precautionary measures to ensure that the available water stock lasts as long as possible. As part of these measures, a 10% water cut has already been in effect across Mumbai since 15 May 2026.

To further conserve drinking water, additional restrictions on non-essential water use will come into force from Wednesday, 17 June 2026. Accordingly:

Water connections provided for all construction activities will be temporarily disconnected.

New water connections for construction projects will be suspended until further notice.

Water connections to all swimming pools will be temporarily disconnected.

A 20% reduction in water supply will be imposed on industrial establishments, commercial establishments, and sports clubs.

The BMC has stated that these measures will be strictly enforced. It has also warned that stringent action will be taken against anyone found misusing or wasting potable water supplied by the corporation.

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Following directives from the Maharashtra Government's Water Resources Department, the BMC has begun implementing water conservation measures and has issued a detailed circular through its Water Engineering Department outlining the steps to be followed during the period of water restrictions.

Mumbai city and its suburbs currently require approximately 4,664 million litres per day (MLD) of water. However, the city receives an average of about 4,100 MLD from available sources. As a precautionary measure, a 10% water cut was introduced from 15 May 2026.

The water storage in the reservoirs supplying Mumbai has continued to decline, and as of 16 June 2026, only 10.35% of the total water stock remains available. With the monsoon delayed, extending the usability of this remaining water supply has become a major challenge for the municipal administration.

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In accordance with the directives of the Water Resources Department, the following additional restrictions will take effect from 17 June 2026:

Existing water connections for all construction activities will be temporarily disconnected.

No new construction water connections will be approved until further orders.

Water connections for all swimming pools will be temporarily suspended.

Applications for enhanced or additional water connections will remain pending until adequate water availability is restored.

A 20% reduction in water supply will be imposed on industrial, commercial, and sports club establishments.

Water supply to aerated-water and packaged drinking-water bottling plants will be throttled to the minimum required for the drinking needs of their workers.

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Additionally:

Organizations managing public toilets and washrooms are requested to maximize the use of tanker water or borewell water and minimize the use of potable water.

Wells, borewells, and tube wells should be used as much as possible for non-drinking purposes.

Borewell or well water should be used for vehicle washing, watering gardens and parks, and cleaning roads and public areas.

Organizations such as Central Railway, Western Railway, RCF, HPCL, BPCL, the Navy, MIDC, and BPT are advised to reuse treated water from the Colaba and other Sewage Treatment Plants (STPs) for secondary and operational purposes.

[Shailesh Karwa @krishnaNgrey]

The AI bubble would eventually need a US govt back stop like the Housing bubble in 2008-09. Brace up! #AI

[Gary Marcus @GaryMarcus]

Absolutely brutal day for AI fantasies:

Nvidia $NVDA: down 6.2%
Broadcom $AVGO: down 7.92%
Coreweave $CRWV: down 7.07%
Nebius $NBIS: down 12.27%
Oracle $ORCL: down 9.59%

Worst of all?

OpenAI is rumored to be looking for government to invest, a huge sign of weakness.

Less than 24 hours after the S&P said no to fast-tracking, things are looking very different.

[Shailesh Karwa @krishnaNgrey]

@Psibirskiy @TaviCosta Yes there is no lack of clowns in the thinking tank :)

[Shailesh Karwa @krishnaNgrey]

@IndianTechGuide Cleanliness, Infrastructure and Safety (CIS)

[Shailesh Karwa @krishnaNgrey]

@riteshmjn Indian Govt has prioritized HVDC transmission & BESS - The execution scale is not like China but not far behind. Equatorial location & a massive coastline means infinite sun and wind :) India eventually will have energy dominance; not sure on AI basis current chip dependance

[Shailesh Karwa @krishnaNgrey]

Economic power” is multidimensional—PPP isn’t everything. For geopolitical projection, military spending, tech leadership, or global finance, Market Exchange Rate matters more because those require international purchasing power. A haircut in Delhi doesn’t buy you F-35s or semiconductors. This is why some economists argue PPP can overstate poorer countries’ “strength” for power comparisons due to lower tradable-sector productivity.

[Shailesh Karwa @krishnaNgrey]

Significant Milestone in building out the India long term story! #EnergyMarkets #india

[Narendra Modi @narendramodi]

Today, India takes a defining step in its civil nuclear journey, advancing the second stage of its nuclear programme.

The indigenously designed and built Prototype Fast Breeder Reactor at Kalpakkam has attained criticality.

This advanced reactor, capable of producing more fuel than it consumes, reflects the depth of our scientific capability and the strength of our engineering enterprise. It is a decisive step towards harnessing our vast thorium reserves in the third stage of the programme.

A proud moment for India. Congratulations to our scientists and engineers.

[Shailesh Karwa @krishnaNgrey]

@ctindale Thanks for articulating this well and helping people understand. War is manifestation of the worst human emotions. The lack of off-ramps is manifestation of human ego; the complete lack of grace & forgiveness. I pray for humanity to show its good side.

[Shailesh Karwa @krishnaNgrey]

#Iran In the smoke still rising over Caracas and Tehran, one can't help but recall Sun Tzu's timeless warnings from *The Art of War*.

Not picking sides—just observing patterns that wise observers have noted for 2,500 years.

"The supreme art of war is to subdue the enemy without fighting."

“Appear weak when you are strong — and strong when you are weak.”

Pretend to be vulnerable or over-stretched. Let hubris creep in on the other side. Let them believe victory is easy, cheap, quick. History is littered with empires that rushed in, overconfident, only to find themselves drawn deeper into a grinding contest.

“Lure the enemy into your terrain, exhaust their resources while preserving your own.”

By baiting with soft targets, proxies, swarms of low-cost drones, or persistent asymmetric pressure, a weaker party can force a far stronger adversary to burn through interceptors, fuel, political capital, and trillions in economic ripple effects—at minimal direct cost to themselves.

Right now we see echoes in play >

- Iran's post-strike retaliation pattern (counter-value hits on soft Gulf targets, endless missile/math drone salvos) risks turning any escalation into a slow-bleed attritional nightmare for defenders.

Interceptor stocks dwindle. Oil-flow fears spike. Markets jitter. Domestic politics strain. South Korea THAAD assets contemplated to be moved from Asia Pacific to Middle East. Will
China nudge Kim Jong?

All while the initiating side spends comparatively little. What does a nudge cost?

This isn't cheerleading for anyone. It's a neutral warning:

Superpowers win decisively when they pick short, overwhelming fights.

They bleed slowly—and dangerously—when drawn into long, ambiguous, resource-draining quagmires against determined, asymmetric opponents who refuse conventional battle.

Sun Tzu: "When the enemy is relaxed, make them toil. When full, starve them. When settled, make them move."

No one wants economic shockwaves, higher energy prices, fractured alliances, or accidental spirals.

The prudent path? Clear-eyed de-escalation before depletion dynamics take over.

Because the real masterstroke isn't conquest—it's making the mighty exhaust themselves while barely lifting a finger.

Thoughts? Are we watching classic stratagem unfold again?

#ArtOfWar #SunTzu #Geopolitics #StrategicWarning #Venezuela #Iran #GlobalRisks #AsymmetricWarfare #EnergySecurity #4DChess #China #Khamenei #Israel #SouthKorea #Patriot #IranWar

[Ramesh Srivats @rameshsrivats]

"So only people who take fitness seriously, and have body fat <16% (men) and 26% (women) should apply."

Hehe. The CEO of Zomato is basically telling regular Zomato customers not to apply.

[Shailesh Karwa @krishnaNgrey]

@newstart_2024 Best to let people know on the shortest form of social media :-)

[Shailesh Karwa @krishnaNgrey]

@riteshmjn In that case Dollar Index would go down also by 75 percent 🤔? It is basically devaluing the dollar ..

[Shailesh Karwa @krishnaNgrey]

Gold & silver hitting all-time highs isn't random. It's a reminder. #ATH

Long before "hedging" was a buzzword, Indians mastered it.
Every festival, wedding, and milestone — a quiet, consistent investment in gold or silver. The real SIP.

**Stree Dhan** wasn't just jewelry.
It was financial independence.
An inflation shield.
A bulwark against uncertainty.

While fiat currencies swing and systems reset, India's ancient asset strategy quietly compounds.

The smartest future often respects the wisdom of the past.

#GOLD #Silver #silversqueeze #SLV
#hardassets #indianinvesting #MakarSankranti #Indianculture #raydalio #indianinvesting #cryptocurrency

@moneycontrolcom @CNBCTV18Live @TaviCosta @RayDalio @anandmahindra @ARanganathan72 @NDTVProfitIndia @MohiniWealth

[Shailesh Karwa @krishnaNgrey]

@DivaJain2 Your handle should not indulge with these crass classless clowns, they unnecessarily gain mileage - Better to just block them and filter them out to avoid paid noise.

[Shailesh Karwa @krishnaNgrey]

Hey Otavio, will this not reduce credit in the system by banks capping sub-prime borrowers and thus reducing consumption & inflation. The CARD act in 2009 played out similarly. This is more QT then QE. Everything else sounds hard assets except this may be - Pls shed some more light ..

[Shailesh Karwa @krishnaNgrey]

Indian economy is 1.7 times Russia on nominal terms and more than 2.2 times on purchasing power parity. Defence spend of Russia are large in context of their current war, they find themselves in with Ukraine. If Russia can have a non aligned policy, so can India - It is also the will of the respective leaders - Modi at this point of time is as strong as Putin, if not more; with good bench strength.

[Shailesh Karwa @krishnaNgrey]

@DeItaone You mean 2026 😅