Pavan kumar reddy

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[Lalit Rathi - LKR @lalitinvestor]

If I had to sit across the table with global FIIs and present the India story 🇮🇳, this is how I would do it.

Dear FIIs,

Here is a country where foreign institutional investors (you) have taken out close to USD 30 billion of equity capital over the last two years and yet the system held steady. There were no capital controls, no emergency restrictions, no policy panic. Markets absorbed the selling, FX reserves remained strong and policy continuity was preserved. That resilience itself is a signal.

Here is a country that, post COVID, chose fiscal discipline when much of the world chose fiscal drift. Over the last four to five years, India has followed a clearly articulated consolidation path, steadily reducing deficits rather than oscillating between stimulus and shock. The medium-term framework remains anchored close to 4%, with current guidance at around 4.3 percent by FY27.

Here is a country that proved discipline does not mean sacrificing growth. For the third consecutive year, government capital expenditure has crossed Rs 10 lakh crore, focused squarely on productive assets. Roads, railways, ports, power transmission, defence manufacturing, logistics corridors. This is capex that compounds into productivity, not spending that disappears into consumption.

Here is a country that is visibly strengthening its sovereign balance sheet. India’s government debt stands at around 60% of GDP, with a stated intent to gradually move toward 50% by 2030. Put that in context, the US today operates at roughly 120% debt to GDP. China is moving toward 100% plus, driven by local government and quasi-fiscal stress. Brazil remains in the mid-90s, with upward pressure. Direction matters, and India’s direction is clearly different.

Here is a country that combines macro discipline with one of the strongest consumption engines in the world. India is a 1.4-billion-population market, with rising per-capita income, a growing middle class, rapid urbanisation and improving access to credit and digital payments. Consumption is not dependent on leverage alone. It is driven by demographics, income formalisation and aspiration. This creates a long runway for demand across housing, autos, consumer goods, travel, financial services, and healthcare.

Here is a country where inflation, despite global shocks, remains among the lowest globally, hovering around 2–3 percent. In a world dealing with sticky inflation, supply disruptions, and geopolitical pressures, India has managed price stability without choking growth. That gives policymakers room to act and investors confidence in real returns.

Here is a country that has executed reforms which permanently altered economic behaviour. The UPI digital payments infrastructure has created a real-time, near-zero-cost financial backbone processing billions of transactions every month. It has formalised consumption, widened the tax base, reduced friction, and improved transparency.

Here is a country that introduced real capital discipline through the Insolvency and Bankruptcy Code. For the first time, lenders have time-bound resolution, capital has credible exit mechanisms, and promoters face consequences. This reform changed credit culture, recovery expectations and risk pricing across the system.

Here is a country where tax reform is now visible in cash flows, not just policy papers. Under GST, India collected a record Rs 22.08 lakh crore in FY25, with an average monthly run-rate of around Rs 1.84 lakh crore. Collections have more than doubled in five years, reflecting deeper formalisation, stronger compliance, and a broader economic base. This is quiet compounding at work.

Here is a country that moved beyond slogans to execution in manufacturing through Production Linked Incentive programs. The total approved PLI outlay is about Rs 1.97 lakh crore (roughly USD 28 billion). triggering incremental production exceeding Rs 16.5 lakh crore and creating over 12 lakh direct and indirect jobs.

Here is a country that cleaned up its financial system instead of postponing the problem. NPAs were recognised, banks recapitalised, governance tightened, and balance sheets repaired. Today, the banking system is among the strongest it has been in decades, capable of supporting sustainable credit growth.

Here is a country where political stability and policy continuity have become a competitive advantage. Economic direction does not change every election cycle. Large infrastructure projects get completed. Reforms are compounded rather than reversed. For long-term capital, this stability is invaluable.

Here is a country that is honest about its shortcomings. India still faces challenges - air pollution, especially in urban centres; civic sense and urban discipline which require long-term investment in education and behaviour; last-mile infrastructure where road quality and urban planning still need improvement and regional inequality, which must be addressed as growth broadens. Every large economy has its flaws. India’s are visible, acknowledged, and 'hopefully' be part of the policy agenda as we move forward.

Here is a country that, in an uncertain global environment, offers something rare - predictability at scale, with the humility to improve where it falls short.

India today is not a short-term trade.
It is a structural allocation, with upside driven by reform, consumption, and execution and risks that are visible, not hidden.

[Pavan kumar reddy @pa1kumarreddy]

@thzloki 😊👏

In #96 movie hero leaves Tanjore in 94 ..
In #Meiyazhagan he leaves Tanjore in #96

& In Meiyazhagan if Devadarshini was not there then both movies would have been in more Sync

:)

@SaiGowthamiRedy

[Pavan kumar reddy @pa1kumarreddy]

@RagadiYT Agree
Climax is an issue in Major. Sacrifice feel missing when leaving the theatre .

They should have done below -

-Ended the movie with last shot on hero when he is about to die
-end titles with patriotic song during his Ashok chakra award ceremony
-Avoided father’s speech

[The Olympic Games™ @Olympics]

Silver medal! 🥈

After a tough battle, Chanu Saikhom Mirabai finishes in second place in the #Weightlifting women's -49kg and earns the first medal for India at #Tokyo2020

@iwfnet @WeAreTeamIndia

[Pavan kumar reddy @pa1kumarreddy]

@swati_gs Some statistics ..this is @ysjagan / @AndhraPradeshCM govt advertisement on relief amount for Archakas, Imams and Pastors

@SanjeevSanskrit
@sankrant
@UnSubtleDesi

[Swati Goel Sharma @swati_gs]

The part that left me particularly disturbed: “If this film attempted at infusing patriotism in the country's women, and I was a young woman, I would run as far away from the Indian Air Force as possible! The film shows misogyny at its worst!”

[SC Reservation Parirakshana Samiti @NSCRPS1]

Lodged petition with AP Governor and Assembly Speaker against Mr. Dulam Nageswar Rao, MLA, Kaikaluru Constituency, Krishna District for pressurising Revenue officials and forcing them to issue Scheduled Caste certificates to SC converted Christians.

[Pavan kumar reddy @pa1kumarreddy]

@NSCRPS1 @hydcitypolice Video is made private in YouTube. Not available

[Pavan kumar reddy @pa1kumarreddy]

https://t.co/Z1KbPahaDZ

[Pavan kumar reddy @pa1kumarreddy]

Ex_MLC and @YSRCParty member-
Openly admitting -
_He is practising #Christianity
_His records are of #Hindu
_Acknowledging most of #Dalits in 13Districts of #AP are practicing #Christianity
_Challenging #ConvertBack if you can

https://t.co/8BqneoyrHU

@noconversion
@RSSorg

[Pavan kumar reddy @pa1kumarreddy]

@TVMohandasPai
@lawinforce
@HMOIndia
@madhukishwar
@smritiirani
@kishanreddybjp
@klnbjp
@IYRKRao

Situation in #AP

Officially

Hindu population is above 88%
Christian population is 2%

33803 Archakas
29841 Pastors
In Government Beneficiaries

[Pavan kumar reddy @pa1kumarreddy]

@noconversion
@Tejasvi_Surya
@lawinforce
@LegalLro
@Swamy39
@ShefVaidya
@Sreejith_555
@nachiketengg
@ysjagan
@ShobhaBJP

Situation in #AP

Officially

Hindu population is above 88%
Christian population is 2%

33803 Archakas
29841 Pastors
In Government Beneficiaries

[Pavan kumar reddy @pa1kumarreddy]

@sakshinews Please correct India Map ..

@SakshiHDTV

@PIB_India

@IndEditorsGuild

[True Indology @TIinExile]

Feel free to prove me wrong. It is an open invite to anyone. Even ONE Akbar-Birbal story from either Akbarnama or Ain I Akbari will do.

[Pavan kumar reddy @pa1kumarreddy]

@KolkataPolice
@derekobrienmp
@MamataOfficial
@MahuaMoitra
Are HCQ tablets available in Kolkata .. One of my colleague is need of it .. Please suggest where he can get it..

@drharshvardhan
@PMOIndia

[Pavan kumar reddy @pa1kumarreddy]

Sarvejana Sukhinobavanthu

[sunitha krishnan @sunita_krishnan]

Handed over 5000 face masks prepared by my girls all survivors of sex trafficking to Mrs Shanti Kumari,IAS Spl Secretary, Health & Family Welfare & Mrs @YogitaRana, Commissioner, Health. What a pleasure that Mrs Shanti Kumar wore the first mask. @KonathamDileep @KTRTRS

[Republic @republic]

BIG: L&T to give teeth to India's Coronavirus fight; Rs 150 cr PM-CARES fund tip of icberg https://t.co/yOs1gsccZd

[Pavan kumar reddy @pa1kumarreddy]

#L&T

https://t.co/EeyYeO4DUj

[Pavan kumar reddy @pa1kumarreddy]

@noconversion Please ignore them..

Your contribution is great ..

You have inspired many..

[ANI @ANI]

Maharashtra: A farmer from Nashik is distributing wheat harvested from 1 acre of his 3-acre land to needy.Datta Ram Patil says,"I am a small farmer.We're not financially stable but if we have 1 chapatti then we can give half to others who are in dire need". #CoronaLockdown (28.3)