Arjun A Zacharia

Building @EximPe - India's Cross Border Payments Partner. Previously Co-founder @wooplr, a cross border ecom/social commerce biz

[Arjun A Zacharia @zacropolis]

Train Badlo, Desh Badlo..

Vandebharat saves a cool 90 mins between Mumbai and Ahmedabad.. valuable time you spend meeting customers and building partnerships for @eximpe

Great initiative by
@AshwiniVaishnaw
@PMOIndia
and Indian railways! #vandebharat #IndianRailways

[Arjun A Zacharia @zacropolis]

The whole of "Kerala" Sir - pick any village/town/city!

[Niks @Pivot2Centre]

If I want to retire in India and want this, where should I end up?

1. Coastal city because pollution will be low

2. No danger of language warriors - I don’t intend to get into anyone’s way

3. Decent infra

4. At least 2 good hospital within 20-30kms

5. Airport within 2-3hr drive; railways station a major plus

I can think of these:

1. Vizag
2. North Goa (Ponda, Mapusa)
3. Bhubaneswar (not coastal but you get the drift)
4. Udupi
5. Mangalore

What else?

[Arjun A Zacharia @zacropolis]

@rajesh62 Long on RKLB !

[Arjun A Zacharia @zacropolis]

@rajesh62 Wow, never knew this trivia

[Arjun A Zacharia @zacropolis]

@DrDeepakKrishn1 @saffrontrail Sir, why would you advise against buying it ?

[Arjun A Zacharia @zacropolis]

@viggnesh90 Chilli Guava ( Peru) sold by Rustams in Mumbai probably since last 50 years !

[Arjun A Zacharia @zacropolis]

People lining up in Shenzhen to install OpenClaw.

Not a product launch.
Not a conference.
Just a booth helping people install open-source AI on their laptops.

When a technology creates offline installation queues, adoption is already ahead of the narrative.

China skipped credit cards.

Who's doing this in India?

[CJ_Blockchain, CFA @nbblock]

朋友在深圳拍到的线下Openclaw装机画面😂

大型AI时代“地推”名场面。

这需求也太高了吧😂😂😂

[Arjun A Zacharia @zacropolis]

@rajesh62 super insightful !

[Arjun A Zacharia @zacropolis]

Absolutely , Fintech 3.0 is building global companies , many of them native global from GIFT City !

[Sathya @sathyanellore]

The new Indian founder aspiration is to be the global best, local maxima doesn’t cut it anymore. We will see many more Indian founders building global businesses.

[Arjun A Zacharia @zacropolis]

After US Apple phones, its time for the US Apple fruit to scale in India.

[Aunindyo Chakravarty @Aunindyo2023]

The apple type that I usually buy is the Washington Red Delicious.

This is a premium American variety - sweet, crisp and juicy and I pay about ₹500/kg on Blinkit.

This is 66% higher than the ₹300/kg Blinkit charges for Kinnaur apples.

They land in India (CIF) at ~ $1.3-1.4/kg, which is ₹115-125/kg

Till now the total duty was 50% plus 10% surcharge = 55%, so the post-tariff price was ₹180-₹195/kg

So, I was paying about 2.5x of the post-tariff import price.

Now, that import price will drop to ₹145-155/kg.

If I still pay 2.5x, I could get Washington Red Delicious apples for as low as ₹360/kg.

That's just 20% more than Kinnaur apples.

[Arjun A Zacharia @zacropolis]

What you’re looking at is potentially India’s first $1Tn zone.

Not a city. A zone.

Delhi + Western UP + Haryana + parts of Rajasthan already represent ~$300B+ of GDP.

Give this region coordinated infra, zoning alignment, and financial depth ->
a $300B cluster can evolve into a $1Tn economic belt over the next 15–20 years.

[Tushar Gupta @Tushar15]

When this happens, it'll be a game-changer, further strengthening the economy of the NCR region. If we can get Karnal to Delhi in 60-90 minutes, it'll be ideal. MMR and NCR are going to be India's trillion-dollar economic zones in the future. They need this infrastructure.

[Arjun A Zacharia @zacropolis]

China exports factories. India can export precision manufacturing services.

The question is infrastructure, not intent.

#ManufacturingServices #SmartFactories #China #India #export #services

Sources:
https://t.co/0o3bSIDSwH
- https://t.co/H3NqEVoJlr
- https://t.co/3Rsbw8qdIt

[Arjun A Zacharia @zacropolis]

China Smart Factories & Manufacturing Services - a services export boom happening that India can learn and leverage from

[Arjun A Zacharia @zacropolis]

India is building semiconductor fabs. Good. But where’s the manufacturing services layer?

We have:
→ $20B in projected semiconductor exports (2025)
→ 1M+ engineers in chip design, testing, packaging
→ Micron’s ATMP facility scaling to 14.5M units/day

But are we exporting design-as-a-service, testing-as-a-service, packaging-as-a-service to ASEAN, Africa, Latin America?

[Arjun A Zacharia @zacropolis]

Misunderstood, it becomes regulatory arbitrage.

Understood properly, it becomes lending infrastructure.

The difference will determine who builds responsibly in this category.

[Arjun A Zacharia @zacropolis]

On 6 February 2026, RBI proposed something that hasn’t received enough structural analysis.

Certain small NBFCs may be exempted from registration.

At first glance, it looks like deregulation.

It’s not.

https://t.co/CWksmFClev

[Arjun A Zacharia @zacropolis]

Used intelligently, this reduces friction for:

• Platform-native B2B credit
• Short-tenor working capital
• Supply-chain experimentation
• Controlled-scale lending models