Politics & Policy Observe. Analyze. Understand. I stay with the part of the argument that doesn’t travel well.

India
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🇮🇳 India is building faster than it is keeping what it builds. Public capex has gone from ₹2 lakh crore in FY15 to ₹12.2 lakh crore in FY27 about 3.1% of GDP. Rail budgetary support is nine times what it was. Roads take ₹3.10 lakh crore this year. The highway network is 61% longer. Four lane plus road has more than doubled. Metro has gone from 248 km in five cities to over 1,150 km in two dozen. Power capacity has more than doubled. Rural tap connections under Jal Jeevan have moved from 17% of households to about 82%. Train accidents are a fraction of the 2014 count. It is real. Quality has not moved with the money. Forty eight national highway failures have been recorded since 2021. Bharatmala Phase I has roughly doubled in cost and slipped to 2027–28, a little over 21,000 km of 34,800 awarded is done. Maintenance on national highways is a few thousand crore against a multi lakh crore build. Railway punctuality is still around 77%, three of eighteen zones clear 90%. Delhi–Howrah and Mumbai–Howrah remain jammed. Metros in the large cities run on time, last mile and fare still decide whether the daily wage earner uses them. DISCOM AT&C losses are down to about 16%, but accumulated losses are ₹6.47 lakh crore and debt ₹7.26 lakh crore. India generates about 72,000 MLD of sewage, has capacity near 32,000, and treats around 12,000. Logistics still costs 13–14% of GDP. MoSPI’s large project book shows overruns in the ₹3.4–4.9 lakh crore range on thousands of central works. The taxpayer sits under both columns. Direct tax is now most of the take. Interest paid per citizen still runs above capex per citizen. A rupee that services old debt is not a kilometre that lasts three monsoons. Private capital was supposed to take a fifth of the national pipeline. It has taken almost none. New construction is what gets announced. Operations and maintenance is what the road, the tap and the transformer actually are. India has expanded infrastructure at scale. The harder problem is making it last. Roads deteriorate, water systems lose reliability and power distribution remains inefficient when maintenance and oversight lag behind construction. The test of public spending is not what gets built, but how long it continues to deliver value.
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GOI is mysteriously silent on the heroics of Smit Machchar. The Deep State, CIA, Rothschilds, and Ford Foundation must have brutally conspired against GOI officials so they can’t recognise his heroics. Or, are they busy now researching his caste and belonging community and his bravery will be decided upon based on these factors?
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A society cannot build durable institutions if people begin treating every interaction as potential legal exposure. Fear is a poor foundation for universities, workplaces or public institutions.
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A society cannot remain cohesive when every conflict is progressively recast through caste and converted into a question of legal identity. The SC/ST Act and its growing politicisation and misuse risk turning social protection into social fragmentation. Once institutions begin operating under fear rather than trust, rebuilding that trust is far harder than destroying it.
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Reservation is just a political instrument in which the principal beneficiary is neither society nor the nation, but the political capital generated by social division. The more a society is fragmented and broken into competing identities, the easier it becomes to rule through those divisions and the longer that power can be sustained. Colonial rule understood and exploited this well.
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There is a strange competition underway over reservation: who can outbid whom in percentages, and who can push the ceiling further. Political parties can come together, convene all party meetings and reach consensus with remarkable urgency when expanding reservation becomes politically expedient. Why is this remarkable spectacle and the same urgency so rarely visible when it comes to reforming education, healthcare, industry, research or creating the opportunities that would make such scarcity less politically consequential?
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One of the most effective ways to hollow out a society is to target the very people and institutions that create, produce and build it. The educated, productive and relentlessly hardworking. Demoralise and alienate them to the point where they no longer believe in the country they are building.
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Aaryav retweeted
"DRDO के साथी बताते हैं कि हम जो भी टेक्नोलॉजी डेवलप करते हैं, बाहर वाले आकर उसे तहस-नहस करवा देते हैं। हमारी लीडरशिप इतनी भ्रष्ट और बिकाऊ है कि वह सिर्फ अपने बारे में सोचती है। टेक्नोलॉजी विकसित करनी है तो उच्च शिक्षा चाहिए जिसे ये नष्ट कर रहे हैं। ये सवाल उठाने की इजाजत नहीं देते और सवाल उठाने बिना नये आविष्कार नहीं होते। हमारे लिए सबसे जरूरी है शिक्षा जिसे ये बर्बाद कर रहे हैं।" ~ प्रो. अरुण कुमार, अर्थशास्त्री
Awesh Tiwari
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A professor who could have built a more comfortable life and career abroad chose to stay and serve in India, only to watch his career and reputation unravel inside one of the country’s premier institutions. This is how we retain merit? How do you persuade exceptional talent to stay when the system makes leaving the rational choice?
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Indian society seems to be reaching a saturation point where everything is being divided, classified and engineered into multiple layers. When even your top universities and institutions become battlegrounds for this social engineering, the damage goes far beyond campuses. The social fabric itself begins to fracture.
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The IIT Bombay case should terrify anyone who cares about merit, academic freedom and the rule of law. A professor at one of India’s premier institutions now faces an FIR invoking the SC/ST Act after allegations that he subjected a student to caste based harassment. IIT Bombay denies the allegation and says no such complaint was ever made to its SC/ST cell. The investigation has only just begun. Yet the moment the Act is invoked, the damage to a person's reputation and career can become immediate. A law created to protect vulnerable citizens cannot become a weapon where an allegation itself carries punishment before facts are established. If genuine caste discrimination occurred, punish it without mercy. But if allegations are false or malicious, there must be equally serious consequences for weaponising the law. India cannot build world class institutions while allowing politics, identity and criminal law to replace evidence and due process. We are already turning every scarce opportunity into a caste contest, every institutional failure into an identity battle and every allegation into a weapon. At some point, we have to ask what kind of society we are building. Protect equality. Protect victims. But protect truth and due process too. Otherwise, the very institutions meant to produce India's best minds will become places where merit, trust and intellectual freedom are slowly suffocated.
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India’s energy vulnerability is not Russian crude, but the leverage external actors retain over an architecture exposed to disruption. Russia, Hormuz and the U.S. tariff threat expose the same problem: autonomy requires redundancy, not diplomacy alone.
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A law designed to protect vulnerable communities can itself become vulnerable to weaponisation when allegations trigger money, criminal process consequences and social pressure before guilt is established, while the system has weak consequences for deliberate fabrication.
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India has spent years making digital payments economically invisible. The UPI debate now forces a more uncomfortable question: who pays when that invisibility becomes too expensive to sustain? The distinction between who is charged and who bears the economic incidence is critical. The MDR may sit contractually with merchants, but payment costs do not exist in isolation from the pricing structure of the businesses that incur them. A cost imposed upstream can over time, migrate downstream without ever appearing to the consumer as a UPI charge. That matters because UPI was built on an unusually powerful proposition, make digital payments interoperable, frictionless and economically invisible, then let scale generate the network effect. Nearly 25 billion transactions in a single month demonstrate what that architecture has produced. The policy challenge is therefore not monetisation itself. It is monetisation without degrading the economic conditions that made UPI Prevalent. Permanent subsidy merely relocates the cost to the taxpayer. Merchant side charges can find their way into prices. Consumer charges reintroduce friction into the very transaction layer India spent years making frictionless. There is no costless way to sustain infrastructure of this magnitude. But the stakes are larger because UPI is not simply a payment mechanism, it is one of the rare Indian digital technologies to achieve meaningful global relevance while operating at extraordinary population scale. The real challenge is whether India can monetise the infrastructure without inadvertently monetising the friction that its success was built on eliminating.
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The significance of BRICS is no longer measured by what it announces. It is measured by how many competing powers still find it useful to sit at the same table. India’s BRICS summit was less about creating a new bloc and more about demonstrating how it intends to operate in a world of competing power centres. BRICS is evolving from a political grouping into a platform through which major emerging powers coordinate on finance, trade, technology, energy and diplomacy without accepting the logic of a Western led bloc or creating an opposing military alliance. That is how multipolarity is actually being built through institutions, networks and alternatives that accumulate strategic weight over time. BRICS is not held together by strategic alignment. Its significance lies in the fact that cooperation continues despite strategic divergence. India and China remain competitors. Iran and the UAE have sharply conflicting interests. Members themselves have very different relationships with Washington and the West. Yet they continue to negotiate practical arrangements across payments, local currency trade, development finance, investment, digital infrastructure, AI, health and agriculture. The Iran-UAE engagement on the summit's sidelines illustrated this broader utility. After difficult negotiations, the two sides were able to engage with India, China, Russia, Brazil and Egypt helping create space for dialogue. The India-China meeting produced no border breakthrough. It was about stabilising a relationship that remains strategically competitive while reopening space for trade, supply chains and market access. It was also made clear that India's China policy will be guided by India's own interests, not by those of any third country. The India-Russia meeting was similarly practical, trade, energy, defence, space, technology and investment. Together, the meetings reflect a consistent Indian approach, partnerships are instruments of national interest, not commitments to geopolitical camps. India can manage competition with China, deepen its relationship with Russia and engage the US and Europe without treating these relationships as mutually exclusive. That is also where BRICS acquires practical significance. Its value is not in producing a unified geopolitical position, but in bringing countries with competing interests into the same negotiating space, creating channels for trade, finance, technology and diplomacy that would otherwise remain fragmented. BRICS is neither an anti-Western alliance nor an alternative to the existing order. Its significance is more consequential precisely because it is less rigid, it expands the choices available to states that do not want their external relationships determined by a single power centre. For India, that flexibility is strategically valuable. The question now is whether BRICS can convert political convergence into durable financial, commercial and institutional mechanisms. If it does, its influence will come less from declarations than from the alternatives it makes operational.
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When a Protective Law Becomes a Weapon and Legal Protection Creates an Incentive for Abuse. The SC/ST Act was created to protect vulnerable communities from genuine caste atrocities. That purpose must remain protected. But the growing concern is its weaponisation: deliberate false cases used to intimidate, settle personal disputes or extract money. The problem becomes more serious when the system creates financial incentives before guilt is established. For several offences, compensation can be released in stages, 25% at FIR, 50% at chargesheet and the balance after conviction. An FIR is an allegation. A chargesheet is not a conviction. Yet when the accused faces criminal pressure, legal costs, reputational damage and the possibility of financial settlement, while compensation can flow before guilt is established, an exploitative ecosystem can emerge around the process. And when deliberate fabrication is eventually established, there must be equally credible consequences including recovery of fraudulent compensation. This is not an argument against the Act or genuine victims. It is an argument against an incentive structure that can turn a protective law into an instrument of extortion. If left unchecked, the damage goes beyond individual cases. It erodes trust in institutions, deepens caste based hostility and pushes society further into identity-driven confrontation. A law meant to protect society cannot be allowed to become a weapon that systematically divides it.
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Relief money moves before the fact does. After 2018 there is no preliminary enquiry before the FIR, no prior nod for arrest, a statutory squeeze on anticipatory bail, and relief that can be paid when the case is registered and when the charge sheet is filed. The cost to the accused is immediate. The verdict, if it ever comes, is the afterthought. The 33.9% conviction rate in 2024 is the share of finished trials. Most of the load never reaches that point. What the two numbers do show is a pipeline that opens quickly and ends slowly. The accused lives in the years between. That interval is where a complaint has value even if the trial later fails. In August the Allahabad High Court recorded that a Jhansi advocate and his family had received ₹23,36,250 as relief across a series of cases, with another 10–12 claims still before the district committee. The court ordered a three month enquiry and a state wide review of repeat claims. It did not record a finding of fraud. It recorded a sum large enough, and frequent enough, that the disbursement system itself had to be opened. Relief can be released when the FIR is registered and when the charge sheet is filed. If those stages pay before the trial ends, the state has already transferred money while the allegation is still a pleading. That is the incentive. A payment rule. In 2024, 55,685 cases related to Scheduled Castes were registered. At the end of the year 17,123 were still with the police. For as long as the investigation sits open, the accused remains under a live criminal shadow. A complaint that never reaches a verdict can still force a compromise. Conviction is not required for that. Protect the victim. Recover the money when the allegation is found to be a lie. One without the other is how a protection law is run as a business.
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India is turning economic scarcity into a permanent war between identities. The latest example is the protest in Bihar demanding that the reservation ceiling be raised from 50% to 65%, alongside demands for reservation in private sector employment. Bihar is only one example of a much larger problem in India, the growing belief that the answer to unequal opportunity is to keep dividing access to jobs, education and institutions along increasingly rigid identity lines. Reservation was designed as a tool to increase representation. Turning it into an ever expanding political instrument risks creating a permanent competition between communities. It doesn't create jobs, improve schools or raise productivity. It simply turns scarcity into a battle between identities. And the long term damage is bigger than one quota or one election. A country cannot build broad based prosperity by endlessly distributing scarcity. It has to create more productive jobs, better schools, stronger skills, higher wages and institutions that expand opportunity for everyone. Every group is encouraged to see another group as the obstacle. Economic competition becomes identity competition. Social trust erodes. Merit becomes politically contested. That is how a society can become increasingly prosperous on paper while becoming more fragmented underneath. That's not social justice. That's a system that risks producing institutional paralysis, declining social trust and a society permanently fighting itself while the real problem, creating opportunity at scale remains unsolved. India doesn't need a politics that teaches every community to fight for a larger share of scarcity. It needs a state capable of creating enough opportunity that access to opportunity doesn't have to be a permanent war between identities.
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India’s 7.8% growth is a strong macroeconomic result. But GDP growth tells us how much the economy produced, it does not tell us enough about the quality of that growth. GDP measures aggregate output. It does not, by itself, tell us whether productivity is rising fast enough, whether employment is becoming more productive and better paid, whether real household incomes are improving, or whether public investment is translating into infrastructure and services that deliver lasting value. The question is whether high growth is becoming broad based economic progress in productivity, incomes, employment and the quality of public infrastructure.
आज विश्व एक बड़े उथल-पुथल के दौर से गुजर रहा है। दुनिया के कई हिस्सों में संघर्ष की स्थिति बनी हुई है। Food, fuel या supply chains, हर क्षेत्र में अनिश्चितता का प्रभाव पड़ रहा है। इस चुनौतीपूर्ण माहौल में भी भारत की economy ने अपनी गति बनाए रखी है। पिछले quarter में हमने 7.8 प्रतिशत की growth दर्ज की है। आज भारत की growth story दुनिया के लिए विश्वास और नए अवसरों का स्रोत बन रही है: PM @narendramodi
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