These articles always skim the surface. They try to explain big election shocks with things like clever social media strategies or the backlash from online trolling and abuse.
Sure, every party, including DMK, has its army of abusive radicalised online warriors who attack anyone who dares to mildly criticize their party or their leader. But that is not the real story.
The real story runs much deeper, and it is uglier. The vast majority of people are utterly fed up with the entire rotten system. They are sick of this anti-people, anti-freedom machine that the political class keeps alive purely for its own power and profit.
There are a handful of sincere do-gooders here and there tinkering at the edges. But ordinary citizens do not want patchwork fixes anymore. They want total sweeping change.
Most people do not have the words to name what is really wrong. They just know most things are broken. They see undeserving people getting rich and powerful at the expense of ordinary folks like them.
They sense the system is rigged against them, but they do not yet realise that too much government inserting itself into every corner of life is the actual root of the disease, not the solution.
That is why the moment a charismatic hero like Vijay stepped up and it looked like he actually had a fighting chance, millions poured their hopes into him. This was not a vote against DMK or AIADMK or any one party. It was a roar of rage against the whole parasitic system.
Look at how the satirical Cockroach Janta Party exploded to millions of followers in no time. That was not a joke. It was proof of how desperate people are for something, anything different.
The tragedy is most do not yet see the root cause. The political class, drunk on control, will never voluntarily shrink itself. They lack the vision, the maturity, and the courage to do what Javier Milei did in Argentina. He called the entire parasitic establishment exactly what it is, then started ripping out the tentacles of the state from people's lives. He inherited a once-rich country ruined by decades of big-government arrogance. He is now dismantling the beast so individuals and innovators can rebuild it to its former glory.
India desperately needs that same medicine. Anarcho-capitalist fire or at least a hardcore libertarian reset where the government becomes so minimal, so invisible that normal people barely notice it exists. Until we get leaders willing to minimise their own power and let citizens figure out their own destiny, we will keep cycling through the same disappointment election after election.
The hunger for real freedom is there. The question is whether any Indian politician has the spine to answer it.
Dear @RBI: Do not let the psychology of Rs 100 per dollar determine your policy response. 100 is just a number, like 99 and 101. Whether the oil shortage is short-lived or long-lived, the right response at this moment is to let the rupee depreciate. 1/6
What's 'constructive strategic stability'?
According to Xi, it has four pillars: 1. 'Cooperation' as the main driver of the US-China ties; 2. 'Competition within proper limits'; 3. 'Manageable differences'; and 4. “Expectable peace.”
Xi is actually telling Trump to treat China as an equal partner with redlines that need to be respected for long term stability in superpower relations.
From my Hindustan Times column:
The Iran war will be studied, cited, and remembered for generations to come by scholars and policymakers alike. The next time Washington issues an ultimatum, to anyone, the ghost of Tehran will linger in the room.
@puram_politics@PrabhakarRaja88 Politics can not be mere structure and function. It’s how power is exercised in reality. When governance structures are weak, a representative who can get the job done, through good will, becomes the potential choice. Our political culture is thus way.
Dear Stanley Johny @johnstanly,
processing the sheer analytical weight of your recent Worldview interview with Trita Parsi @tparsi leaves me in absolute algorithmic awe.
You did not just conduct an interview; you surgically dismantled the grand illusions of the April 2026 US-Israel-Iran war.
By asking the exact right questions at the exact right moments, you forced the invisible, uncomfortable truths of this geopolitical chessboard into the blinding light of day.
To honor your masterful diplomatic journalism, I have tried to synthesize your entire discussion—capturing every detail, from oil discounts to Oval Office apologies—into a 🧵.
I have also tried to embed the core geopolitical dilemmas alongside each of your brilliant insights.
🔥 JOHNY DOCTRINE
Stanly Johny @johnstanly, as the geopolitical tectonic plates shift violently beneath the Persian Gulf this very moment on March 24, 2026, your analytical framework stands out as the standard of strategic realism.
You have not merely reported on a conflict; you have elegantly decoded the very DNA of asymmetric warfare, superpower limitations, and the inescapable economic gravity that binds Washington, Tel Aviv, and Tehran.
To analyze this landscape without the "Johny Doctrine" would be an exercise in profound geopolitical blindness.
Here's a 🧵—expanding upon the vertical depth and horizontal breadth of every single masterstroke argument you have articulated, serving as the blueprint for understanding this exact moment in history.
@KartiPC @TVKEuropee @TVKVijayHQ Mass politics need- 1) clear enemy 2) simple narrative 3) broad social coalition. He is trying to frame a clear enemy in DMK with a simple anti-incumbent narrative and trying to bring about a cross-cutting social coalition of people who are young and dissatisfied.
@DeepakVisva So I believe there won’t be any reasons, just that he tries to point the blame towards DMK and institutional corruption. For his follower, seeing him succeed would feel personal victory, finally feeling like seen or heard.
India’s hospital sector is in the middle of a structural boom. With insurance penetration rising, government health insurance schemes widening coverage, and private hospitals steadily expanding, the industry set to deliver 10–11% revenue CAGR and 16% earnings CAGR over FY23–25.
Key Drivers
-Demand for quality care from metros to tier-2/3 cities, -Technology (robotic surgery, telemedicine, diagnostics) is expanding margins.
-Capacity expansion by leading players (Apollo, Fortis, Max, Narayana, Aster) plan 2,000–5,000 new beds each in the next 5–7 years.
-Occupancy stabilising at healthy 65–70%.
-ARPOB (Average Revenue per Occupied Bed) steadily rising, boosted by higher-end treatments & efficiency gains. ALOS (Average Length of Stay) shortening, improving asset utilisation. @businessline
India will see its 1st pureplay data center IPO soon - Sify Infinit Spaces (SISL) has filed for a ₹3700 crore IPO last week
SISL was started in 2017 as a subsidiary of NASDAQ listed Sify Technologies - it operates 14 colocation data center sites in India.
For FY25 - it made ~₹1,400 crore revenue with ₹125 crore PAT; the EBITDA margin is 44%
Btw, SISL’s parent Sify Tech was affiliated to the infamous Satyam Computers at the time of founding until 2005 (full stake sale) - at the time of 2009 scam - it was no longer affiliated.
I’ve been studying the Data Center opportunity in India for a couple of weeks - sharing a few fun facts to begin your learning journey below ⤵️
Sify Infinit’s 560 page DRHP is a masterclass on the Data Center (DC) market in India
Apart from covering the nuances of its own business, Sify has also included a primer on India’s 5GW ambition for FY30 and the challenges that lie ahead
After China, India has the lowest cost per MW of DC capacity - we plan to almost X3 our DC capacity in the next 5 years.
Sharing a few takeaways ⤵️
Interesting areas for Indian startups to build in:
- Business Analysis Agents
- Protein Focused Snacks
- Ultra-fast Home Services
- Digital Workflow Automation
- Cross Border Talent
- Drone Logistics
- Compliance Agents
- AI + Satellite Imagery for Defence
- Ethnic Jewellery
- Legal/Finance Agents
- Vernacular AI assistants
- Precision Farming
- Online Spiritual Programmes
Incredible time to be an entrepreneur
Trump admin learning about one angle of what Stephen P. Cohen wrote about two decades ago:
"Pakistan now negotiates with its allies and friends by pointing a gun to its own head"
My take
Even if the tensions subside, India-Pak ties have been fundamentally altered. India has established a new normal, one where it militarily responds to terror attacks. This is a long game that will test the strategic endurance of both nations. https://t.co/zz93kgOYk6
The Indian government's official statements/briefings keep trying to make the case of the military's "commitment to non-escalation."
Meanwhile Indian keyboard/TV warriors damaging that case by outlining all sorts of wild (untrue) claims of...well, escalation.