Ruchi Tandon Nischal

[Ruchi Tandon Nischal @ruchitn]

@TheRightGhose @MukulAgarwal66 A little tempering after so much of blustering.

[Amar Govindarajan @amargov]

India is about to attempt one of the hardest industrial challenges it has taken on.

Five inputs go into a battery cell:

→ Cathode — dark powder, 30-40% of a cell's cost
→ Anode — graphite, baked four weeks at 2,800°C
→ Separator — plastic sheet, 5 to 16 microns
→ Copper foil — 4.5 to 8 microns
→ Electrolyte — the liquid

Together they are more than 60% of what a cell costs. India makes almost none of them.

[Neelkanth Mishra @neelkanthmishra]

As expected, with the fiscal headwinds fading and monetary headwinds (falling credit growth till 1HFY26) becoming tailwinds (credit growth accelerating), GDP growth is surprising on the upside, and should help push up consensus trend-growth estimates to 7%-plus. That is, with a neutral fiscal and monetary policy, the economy should still register 7.5% growth.

In this light, I was shocked to see the ill-educated and egregiously wrong claims made by some that if the 'original' base of June-2025 quarter was used, growth in the June-2026 quarter would be much lower.

The new series introduced in Feb-2026 cleaned up the data and also significantly improved the methodology. For those who track this for a living (and I used to be one such till 45 days ago) - the downward revision in the base was known in March (see our note published on 1-Mar):
https://t.co/3KCHsbIUV9

As our note acknowledged, the new series increased credibility of estimates of real output.

That claim is so obviously wrong that several logical rebuttals have already been made. But bad information tends to travel further than good information, and so it is important to reiterate and reinforce the argument.

That such claims got traction is itself surprising, given that easy-to-track and not-possible-to-fudge indicators of economic activity have been so robust. While June-quarter data was strong, that momentum has picked up:
- personal vehicle (cars, SUVs) dispatches grew 35% YoY in August despite just 9% growth in exports. Even two-wheeler growth is now >20% (though helped by strong exports).
- And if that was consumption, commercial vehicle dispatches grew >40%.
- tax collection growth has picked up meaningfully. This is as real as it gets.
- Credit growth continues to surprise on the upside (albeit on a low base). Last year most believed the then-weak credit growth was a demand problem, whereas we steadfastly stated it was a supply issue - it has for now been addressed.
- indicators of construction are robust.

Hopefully, now there will be fewer people asking "why private sector investment is weak," given that there is clear evidence of investments.

That said, there is still slack in the economy, as seen in weak real-wage growth. It may take several quarters of above-trend growth for that slack to tighten, and bring back sticky inflation pressures.

[Ruchi Tandon Nischal @ruchitn]

@GabbbarSingh Don’t we look too much into the leaders’ walks & talks?

[Ruchi Tandon Nischal @ruchitn]

@_pallavighosh @ReallySwara Most sane commentary has focused on what she said.

[Ruchi Tandon Nischal @ruchitn]

@harshmadhusudan The intention is to court controversy hence the warped logic & false equivalence. We are in a society governed by law to give a victim security & justice - something that was missing then.

[Prof. Krishnamurthy V Subramanian @SubramanianKri]

Let me add: https://t.co/mFXiTIj4Az

[Viraj Raundal @virajraundal8]

This is a massive win that everyone will sadly simply forget in a few years and most people won't even give a fuck today either.

[Ruchi Tandon Nischal @ruchitn]

@GabbbarSingh Nice observations - though it’s not unique to IB school parents or for that matter any cohort.

[Ruchi Tandon Nischal @ruchitn]

@docbhooshan Glad that you gave credit to Indian Railways.

[Ruchi Tandon Nischal @ruchitn]

@docbhooshan Yes - almost always - Rs 20/30 depending on the order quantity

[Ruchi Tandon Nischal @ruchitn]

@TVMohandasPai What does Saurav Das call his uncles?

[IndianArmy in Jammu & Kashmir (Fan Page) @IndianArmyinJK]

🇮🇳 Minamarg Check Post Incident | Ladakh Sector

A video from the Minamarg (Minimarg) check post has circulated showing a tourist arguing with security personnel over a temporary road restriction.

The Indian Army, in coordination with local police and civil administration, implements such measures as a routine and essential part of anti-terrorism and security operations in this highly sensitive high-altitude border region near the LoC.

Road closures, cordons, and regulated movement are standard when:
• Intelligence or operational requirements demand a search/cordon to neutralise potential threats
• Weather, landslides, or convoy movements require safety clearances
• The safety of residents, tourists, and troops must be prioritised

These are not arbitrary or “anti-tourist.” They exist precisely so that civilians, including tourists can travel safely in an area that has historically faced infiltration and terror risks.
Compromising a security protocol for individual convenience could endanger dozens of lives.

To the individual in the video and similar voices:
Being “Gen Z” (or any generation) is not a qualification, a badge of entitlement, or a licence to disregard security protocols. National security does not pause for slogans, tax receipts, or generational self-identification.
Comparing legitimate operational restrictions to “locking Kashmiris” is both factually misleading and disrespectful to the forces who protect every citizen, Kashmiri, tourist, or otherwise in this challenging terrain.

Threatening Parliament while creating a public confrontation at a sensitive post does not strengthen democracy; it risks operational security.

We urge all visitors and residents:
Support these measures. They are conducted for your safety and the nation’s security. Patience and cooperation save lives.
The Army and police work hand-in-hand daily so that tourism and normal life can continue in J&K and Ladakh.
Respect the uniform. Respect the protocol. Respect the reality of the frontier.
#IndianArmy #NationFirst #SecurityFirst #JandK #Ladakh #WeCare
@adgpi
@lg_ladakh
@OpIndia_com
@DGP_Ladakh
@KargilPolice
@LehPolice
@trafficpoliceLA
@JmuKmrPolice
@SrinagarPolice
@DIPR_Leh
@Incognito_qfs
@BundelKhandee
@theskindoctor13
@SaffronChargers
@RealAnujX

[Shradha Sharma @SharmaShradha]

Everyone is debating the paper leak. Almost nobody is debating the queue.

40% of graduates under 25 are unemployed. Graduates are two-thirds of India's unemployed. 12 million young Indians join the workforce every year. The anger on the streets isn't about one exam. It's a generation discovering that the exam they bet their childhood on leads to a queue, not a job.

And here's the hard truth: you cannot exam-reform your way out of a jobs shortage. A fairer queue is still a queue.

This generation needs a third door.

Today a young Indian has two imagined futures: sarkari naukri or private job. Building something of your own is the third, and right now it's mostly reserved for kids with networks and family money.

After 17 years in this ecosystem, I've written a full implementable policy blueprint to change that.
A National Entrepreneurship Mission.
One door, one entrepreneur ID, one journey from "I want to do something" to "I built something."

District idea banks for graduates who don't know what to build. A mentor and an AI co-pilot for every founder. Every scattered govt fund on one spine.
10 lakh enterprises in 5 years. Minimum 40-50 lakh jobs created by this generation instead of demanding for it. Rollout in 15 months, because every piece already exists.

For the short read: https://t.co/aYZ2gz81Ea
For the full recommendation: https://t.co/kScV1nsXSZ

Do read and do share 🙏 #shurukar

[Ruchi Tandon Nischal @ruchitn]

@shivank_8mishra Stone pelting Is unpardonable - should not be tolerated at anytime & at any cost. The innocent ones pay the price for the acts of a few miscreants.

[Ruchi Tandon Nischal @ruchitn]

@raggedtag We do deserve youth that is youthful & educated not one that is ….

[Ruchi Tandon Nischal @ruchitn]

@swapnakpanda Surprised that most men here are jumping to the conclusion that it’s a fake sexual harassment case. Should I not be surprised?

[#YeThikKarkeDikhao @YTKDIndia]

Meet Kanpur Mayor Pramila Pandey.

She has been the Mayor of Kanpur since 2017.

Let’s see what Kanpur actually looks like under her nearly decade-long tenure.

An explosive thread 🧵

[Divya Gandotra Tandon @divya_gandotra]

It’s honestly heartbreaking.

During Navratri, people wake up early, cook with devotion, prepare prasad with love for little kids who come as Kanjaks.

It’s not just food… it’s faith, emotion, and respect.

But what do we see now?

Some children come only for the money, casually throwing away the food outside once they leave.

That same prasad, made with such care, treated like it means nothing.

I recently heard about a controversy in a nearby society where entry of non-Hindu kids was restricted.

At first, it sounded wrong to me too.

But when incidents like this happen, you begin to understand where that reaction comes from.

No one should have to see their faith and sentiments disrespected like this.

Maybe the real issue isn’t about who is coming but whether the values of respect are being taught at all.

[Vaishali Mathur @mathur_vaishali]

This needs to be said: We are at Jim Corbett and apparently there is no restriction on loud music till 10:30pm in the night. The roads are full of cars speeding around, at least 30 jeeps plying in one area of the forest, you can see brunt land on both sides and massive tree felling.
So guilty of attending a family wedding here, I cannot say. There’s one I skipped because I didn’t want to be a party to destroying the habitat of animals. But why is Uttarakhand government allowing weddings in a forest reserve? I know my tweet will have zero reaction but
Please tag the concerned agencies when you read this.
@ukcmo @uttrakhand24 @AniUttarakhand