@abidsensibull Read what happened from 1971 to 1980 post Reagan’s moves to delink dollar and gold. A similar move is happening now. Gold and silver will likely go up again after a fall from here.
@ajay_shah Sir. Neoliberalism is dead. While I agree our current efforts won't work, only solution is make the inputs cheaper (increase R&D education spending, more science & tech grads..) and provide a large market (infant industry protection). We don't do the last 2 so we fail..
@ankitatIIMA I used to follow you but realized that you ultimately spin any news into an “already predicted” forecast for your followers. You are nothing but a useful idiot without India’s true interest in your heart, pandering to Israel, China..
Japan’s PM Sanae Takaichi is bringing 50 Japanese CEOs straight to Assam. 🇯🇵🤝🇮🇳
The Northeast is poised to be India’s next industrial & semiconductor powerhouse.
This isn't just a summit, it's a major push into Northeast India's emerging manufacturing hub.
Key players: Suzuki, Itochu, Toyota Tsusho + others from autos, trading, tech.
Why Assam?
• Emerging semiconductor & energy hub.
• Tata’s $2.86B chip facility (back-end processes).
• Reliance data centers, Adani power investments creating ecosystem.
Japan already has 59 corporate offices in Assam (mostly finance/insurance) — now expanding to manufacturing.
Broader context:
• Japan Bank for International Cooperation: Up to 60 billion yen (~$374M) for bamboo biofuel project.
• Goal: Boosts PM Modi’s Act East + Make in India vision. Turn Northeast into industrial/ logistics gateway to Southeast Asia.
• Supports India’s push for high-quality manufacturing & supply chain resilience.
This visit signals strong commitment to on-ground action beyond Delhi-Mumbai corridor.
It's a clear signal that Japan-India ties are deepening fast in a changing Indo-Pacific landscape.
#IndoPacific #Semiconductors #Geopolitics
@takaichi_sanae@narendramodi@investindia@himantabiswa
https://t.co/yk9Bit772P
Maybe it's just me but I think selection based ways to incentivize R&D (PLI or this AI startups) is prone to cronyism (maybe that's the goal). I know a startup in this list whose father is in the central govt at a senior position. Maybe they were selected fairly, but I don't know
@jsensarma@JackRangaswami "If parts of the market seem almost undervalued, then one would argue that the overall market has upside - based on just that." 😂🤣🤣
@JackRangaswami@jsensarma I mean the high PE ones with a reasonable "forward PE", not the SaaS drawdown ones (which do indeed show good points of entry)...
India will not change until Congress realizes that the common thread between Muslim voters and Hindu UC is that they are general category and that they can stitch a common narrative of India first without economic leftism that appeals to the general category.
Father of Sanjeev Sanyal was an IAS.
Father of Shamika Ravi was an IAS.
Both of them are member of Economic Advisory Council to the PM.
Both of them NEVER suffered poverty.
According to them - "rupee touching 100 is just a number and nothing to worry about".
India is entering that extremely dangerous zone where sons and daughters of several top policymakers, industrialists, civil servants, defence officials and politicians are settled in America, or are citizens of America.
How can they ever take on America when push comes to shove? They'll never ever push back, given direct family interests.
China sidelines all such officials as a principle. No compromise.
But here? They're leading the show.
@ravihanda As a rule, never ding the poor performance of VC funds. Their poor performance is what enables startups to exist in India and millions to get employment. Check the first 10 yr returns of Taiwan govt into TSMC and then complain..