Manan Rupani

[Manan Rupani @rupani_manan]

@WarrenPies @riteshmjn Hey @grok can you explain this stuff in detail and simple terms

[Manan Rupani @rupani_manan]

#IndiaEUFTA #TradeDeal #IndianEconomy #Exports #MSMEs #MakeInIndia #GlobalTrade #Geopolitics #EconomicGrowth #Manufacturing #InvestmentInsights

[Manan Rupani @rupani_manan]

🚨 India just signed its biggest trade deal in history.
And almost nobody understands what it really changes.
After 19 years of negotiations, India & the EU finalized a Free Trade Agreement in Jan 2026.

This will reshape exports, jobs, and investment flows for a decade.

[Manan Rupani @rupani_manan]

This FTA creates asymmetric winners:

India wins in:
• Jobs
• MSMEs
• Labour-intensive exports
EU wins in:
• Premium autos
• Machinery
• High-value food & chemicals

Trade could hit $200B+ by 2030.

But execution — not the signing — will decide who actually profits.

[Manan Rupani @rupani_manan]

#Venezuela #Ukraine #Taiwan #GeopoliticsMatters #InternationalLaw #ForeignPolicy #StrategicAnalysis #GlobalTensions #Geopolitics #Markets

[Manan Rupani @rupani_manan]

Zelenskyy just said something that quietly terrified global markets.

Here’s why it matters 🧵👇

[Manan Rupani @rupani_manan]

This isn’t about Venezuela.

It’s about a global shift from rules-based order → power-based order.

Once that shift starts, it rarely reverses.

Do you think the system is breaking — or bending?

[Manan Rupani @rupani_manan]

#Tariffs #TradePolicy #SupremeCourt #Macro #PoliticalRisk #PortfolioStrategy

[Manan Rupani @rupani_manan]

🚨 Trump’s tariff strategy is facing an existential threat — and it’s not political.

Within weeks, the Supreme Court will decide whether the administration even had the authority to impose today’s tariff regime.

If the ruling goes against them?
💰 $115–145B in refunds. https://t.co/bK60q4GARV

[Manan Rupani @rupani_manan]

5/ Portfolio takeaway

Don’t price tariffs as permanent.

Price policy pivots.

Trade wars tend to peak politically…
…and unwind economically.
Especially when voter pressure + inflation collide.