Starting India Briefs today. I’ll be writing simple, data-led notes on India’s big shifts across tech, policy, infrastructure, AI, economy and markets. The goal is to make complex developments easier to understand, without jargon or noise @BharatGrowth2

To build Chinese-level cities, you first need to demolish every slum and illegal building in India and carry out rapid anti-encroachment drives. But the moment the government comes in with bulldozers, Indians start their emotional drama Saar what about the poor saar? Jhugi tod di saarrr

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imo, Delhi will release him one day soon not because of some pressure but because of backroom deals we will never hear about. We have to understand this and inform the public too as it will be made into Modi is US agent, India is weak etc. Also, I would like to iterate this again - Bangladesh or Myanmar or NE insurgency are being run by the USDS compromised by the GLISCO network influenced by China. This is something most people aren't getting and associate any such actions against India directly to Trump, Canada PM, UK govt etc. For example, the attacks on Adani from the US and the DS were against US long term interests and in the interests of China. Anti-Farm reforms protests organized from US/Canada were anti-US/Canada interests (who have long been crying for India to open up the farm sector) and in favor of China (with whom India would directly compete worldwide if reforms were done.)

Nothing good or bad thing, USA has us by the balls - in the absence of any physical strength or leverage and a huge market reliability on USA - we just don’t have cards to pull China despite stealing chips tech or helping Iran gets trump welcome at airport, modi despite giving everything is saddled with tariffs or autonomy example Upi mdr India can’t do anything until it becomes strong and globally relevant in anything !! Just doing IT backend for us companies doesn’t give us shit power

I used to say earlier: "Keep expectations low." Now: "Keep hopes in 'defeatist' mode."

Where Indians Travel and Why Uttar Pradesh: TOP DESTINATION FOR HOLIDAY, RELIGIOUS TRAVEL

Sad part is, neither Government nor opposition serves our interests. I'd leave it at that.

In the World of Diplomacy and Geopolitics Nobody is yur friend or strategic partners, they just care about national interest. It feels like trump will lose out election even if it not US is transactional and only negotiate with equal partners. Multipolar world will exist whatever we does there will be consequences for that US over time will lose its diplomatic power but slow .... That's the hardest loss for them ....India have to be Mature and look after Its own problem rather being disappointment on this sitcom

Trump went to airport to greet Xi Jinping on September 23, with red carpet, military band, and bomber flyover No US president had met foreign leader at that base in 11 years. Same Trump threatened Canada with 100% tariffs, tried to take Greenland from Denmark, and publicly mocked French and Ukrainian leaders. Countries that depend on America get squeezed harder. Countries that push back and match force with force get treated with care. Xi brought rare earths and soybean offers as cards. Canada brought decades of friendship and got tariffs In Canada, people calling US reliable dropped from 83% to 35%. In Sweden, from 83% to 31%. In Germany, from 83% to 39%. In France, from 62% to 27%. Across all 36 nations, 76% said they had no confidence in Trump on world affairs - per PEW Research :) When allies stop believing Washington will keep its word, they move toward other partners. Canada already made trade deal with Beijing. Europe is raising defense budgets without waiting for Washington US cut tariffs on China from 57% to 47% after meeting Xi in South Korea last October. Trade truce ran 11 months and just got extended through January 2027. Meanwhile EU sits at 15% tariff floor, UK faces higher duties, and South Korea was threatened with restored 25% levies. Xi arrived in Washington carrying soybean purchases, Boeing orders, and rare earth licenses as bargaining position. Allies who cooperated for decades got tariff walls and public insults. China, which pushed back at every point, got red carpet at Joint Base Andrews - As I always said with long track record US loves dictators :)

Xi came to Delhi for BRICS on September 12, stayed under 24 hours, skipped dinner Modi hosted for leaders, and left next afternoon China got India to commit that its foreign policy is not influenced by any third country. India got no acknowledgment of Chinese military support to Pakistan or border incidents in Arunachal. India protested Pakistan holding Kashmir but said nothing about China holding Aksai Chin. In 2019, Amit Shah said he would give life for Aksai Chin. Seven years later, same minister stays fully silent on Chinese occupation China has refused to clarify where LAC runs since Modi asked in 2015. India says border peace must come before wider ties improve. China says border is just one issue and ties should advance on all fronts together. August Special Representatives meeting produced document proposing expert group on boundary, but group does not yet exist. While diplomats talked, Chinese troops blocked Indian patrols at Taksing. Corps commander meetings in Arunachal happened only because there was active ground level problem that needed addressing urgently. Retired Lt Gen Panag says India has fallen far behind China economically and militarily. Beijing now believes India does not have weight to demand equal treatment. Trade deficit with China runs over 85 billion dollars. India depends on Chinese inputs for medicines, electronics, and chemicals. When you rely on your rival for raw materials you need every day, your position on borders weakens accordingly. Modi government wants normalcy with Beijing, but after 148 months in power, that normalcy is coming strictly on Chinese terms As I told yu Without Economy Nations Have to Obey directly or Indirectly till India reach at that point :) theprint.in/opinion/india-ch…

The elite won’t suffer but everyone else will- that’s 100% guaranteed. Worth a very short read.

There is no growth catalyst for India. Governance is going from bad to worse with competitive socialism among politicians.

US diesel export ban would whip up yet another massive headwind for the global mining sector. Latin America relies on US barrels for about a third of its diesel burn—and the real kicker is this region accounts for an enormous chunk of global mine supply. Ex) Chile and Peru alone command over a third of global copper output, with critical metals heavily concentrated across LATAM. Chile's exposure to a US ban is massive, with imports covering roughly two-thirds of domestic consumption. Making matters worse, Chilean diesel import costs are already up an avg 41% YTD in 2026 vs 2025, pouring fuel on production costs. If the US halts diesel exports, it will hit LATAM miners hard and inevitably ignite a rally across global metal prices. Given the US relies heavily on imports for most of these critical metals, this policy will come back like a boomerang and hit them right in the face. Full decoupling from global supply chains is a pipe dream. You end up with the macro paradox, artificially capping one price only to send everything else through the roof. #copper #oott

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Junta soo dehatis in vishwaguru even in a metro city that people are doing video Call and blasting music as a Gen Z without using a headphone or caring for others !! Kya L desh ki junta h

India plans a ₹9,000-cr, five-year package for handlooms and handicrafts after EFC review of the textiles ministry proposal. Sector employs about 10 million weavers and artisans. Combined outlay of the two existing national programmes is ₹410 cr this FY.

Build your strong economy .. strong economy happens through innovation and building your own technology (build it or steal it ) have a rule of law , have clear upper economic mobility .. have free markets and execute projects on time that’s what made 20th century America and 21st century China

🇬🇧🇪🇺 The UK is coming back. It will rejoin the EU within the next decade. 🔸 Labour leads in the polls and is preparing for Rejoin. 🔸 Rejoining would win Labour millions of votes. 🔸 Rejoining would boost trade, investment and productivity. 🔸 Europe has changed since 2016 and is uniting economically and militarily. Labour must put a roadmap to Rejoin in its next election manifesto and start preparing now. Britain’s biggest mistake of the century is nearing its end.