Well, a day later it is a bloodbath. But I was wrong about yesterday. Didn't imagine Trump and team will concede defeat later that night by accepting they were defeated due to their war on Iran. Markets cheered them too early yesterday. But I will still say - good news for India.

Don’t confuse an immediate green candle with the absence of underlying risk It can be Short-covering, algorithmic buying & temporary relief markets don’t always price in political shocks instantly The real impact may unfold over the next few trading sessions @aravind is right

From now to 2029, I have a feeling, GIFT city will have a moment of crisis created by certain parties involved in it. I hope it doesn't happen, but such news about big parties involved is not good.

And I got it totally wrong. What happened was the opposite. NASDAQ went up! In retrospect, I definitely didn't expect such statements from Trump admin and republicans later that night. I think the statements by Trump, JD, and GOP, unusually accepting their Iran war as responsible for the republican rout, helped arrest the fall of markets. Investors were elated that at last these guys got some sense and markets cheered the news of an early end. But, I still think the tech and AI stocks will start losing steam and the FII money will start flowing back into the Indian market. Plus we can't really believe Trump and his boys on anything. They seem to play the markets with all sorts of statements. Anyway it is important India rationalize the taxes on capital gains a bit soon to help both domestic investors and incentivize the FIIs.

Tomorrow morning it will be a blood bath in NASDAQ. Some stocks may bleed red the way Reds have bled votes. But the good news is Indian markets may benefit from the funds fleeing these AI boom markets in the coming months. This is why I have been saying India needs to reduce the trading taxes a bit sooner. It will further incentivize the inflow.

First, they said the "Russian bots are spreading hate on Indians", now this. The GLISCO-DS network and its agents in India are spreading fake news to hit India-Russia ties by spreading poison between people as usual. Beware.

Chicken's neck needs to become the Elephant's neck. It needs to be widened. But it can be widened on the Z-axis too if we think out of the box. Build underground. Build two tunnels - one exclusively dual use, deeper and reinforced, for the army to use moving men and machines.

Asked Grok to draw a timeline based on my X posts on AI and AGI. This is what it made. Though the segmental slopes of the curve it has draw aren't correct, it is true that I believe progress to AGI now, and then ASI, will be slowed by humans themselves regulating and disrupting AI development. If ASI happens in 2040s, it can go either way. Accelerate tech and society from there, or lead to destruction - again due to human actions and not by itself.

An idea to consider during uncertain geopolitical times: Indian govt gives up to Rs. 78,000 subsidy for solar panels. Some states give additional 20-30k subsidy. So, by investing a little in your own batteries and inverter, and getting the rest, like solar panels, on subsidy, you can get 3 KW of hybrid power (On-grid to avail subsidy, but also can work off-grid during power failure). Typical practical setup: > 2–3 kW solar panels (to claim maximum subsidy) > Hybrid inverter > 3–5+ kWh LiFePO4 battery bank (preferred for longer life) Can keep your home powered for days even if some loserpower adversary takes out the grid, to blame the govt, and causes a blackout. Confirm with your local electricity company whether they allow hybrid configurations in your area (rules can vary by state and I don't know for sure).

Seems like "manufactured food crisis" is already coming to the EU. Japan has now asked everyone to prepare by stocking up food & water. Whichever DS is doing this, hope they rot in hell. Destroying food and making people starve for "winning" geopolitics is the worst crime ever.

2022 - "Yes, India can grow like China the coming decade. But the issue is will China allow it?" 2026 - Border disputes are here, sponsored protests are here, export controls are here, and sabotage too may come. Yet, India shall overcome.

Yes, Professor Kevin. In 'PPP per capita' terms India is growing faster than China was at one stage. That's something amazing. So the transformation is going to be faster. But India will be much better than Mexico, Brazil, Thailand in a decade, and on par with China in many aspects (by PPP). Because, in 2030s: - India's manufacturing will become a big contributor to its economic prosperity. - India's exports will be many times of what it is now. - India's massive investments in national infra and logistics now will start paying huge dividends. - And most importantly, the Indian rupee will start appreciating sometime in 2030s due to all the above. It can't be kept weak even if India wishes. - The AI enabled tech acceleration in 2030s will contribute to faster transformation of India. - India's next infra push starting soon is going to be in developing its cities to world class, modern standards and providing quality housing for all. So that's why I keep saying the world will experience "the great Indian short squeeze" in 2030s. Due to adversarial attacks and infowar, to hurt India in many ways, India is being shorted by the world as being some laggard incapable of improvement. Indians themselves have been made to believe this by constant propaganda using everyday issues (which were much worse before.) And suddenly, in 2030s, the world will realize they have been misled about India. They will land in India to experience much better infra and facilities than home. They will see most Indians living affordable and wealthy lives with low crime and high trust. It will be a Megasthanes, Marco Polo, and Mark Twain moment for the west, discovering India, all over.

It's not just poverty, toilets, or highways, statistics like "the number of clinical trials done in India" indicating biomedical R&D and innovation can show India's development in the last decade.

I went to France 24 home page expecting to read up on the riots last night and see the police and Macron's response. Instead, I kid you not, the lead story (yes lead) is:- "Indian opposition parties stage mega rally seeking election chief’s resignation." Why on earth would French people be interested in this? The next story is "How far will 'Cockroach' movement go? India's youth-led protests defy Modi government" and "India bans march on parliament by ‘Cockroach’ activists, risking a standoff". Can't see anything on the riots in France on its home page. Absolutely bizarre.

The Economist, like most UK media, has become a tool of Chinese propaganda and psyops. Staffed by red-green sepoys from "South Asia", including many Brown Sepoys, it is writing articles acting like the Global Times of the west. The others are FT, Reuters, BBC, and Guardian. Forget Xi, Modi is even greater than Deng Xiaoping. These guys operated with absolute power over a homogeneous society centrally controlled with top-down authoritarian planning. No room for a protest or any opposition to any reform. Modi is developing and reforming India working against opposition in every form, in the world's most diverse federally structured country, overcoming active sabotage and misinformation based war against him, by the very same who now influence media like The Economist. That's something. Cope.

This news means we can expect another hit job on Indian pharma, by causing issues outside India either via sabotage or by using their API companies. And their agents in India will shout to make it look like all Indian pharma is bad. Reuters, FT, BBerg will amplify the narrative.