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by nandakumar
30 Mar 2020 20:12
Forum: Strategic Issues & International Relations Forum
Topic: Wuhan Coronavirus Resource Thread
Replies: 4145
Views: 305899

Re: Wuhan Coronavirus Resource Thread

Perhaps doctors/medical field experts on this forum can shed some light on: 1. Is it reasonable to think that ventilators with all the required features and failsafe mechanisms can be produced by novice companies even if they have other mfg experience? 2. Can they be mfgd with required reliability ...
by nandakumar
30 Mar 2020 20:12
Forum: Strategic Issues & International Relations Forum
Topic: Wuhan Coronavirus Resource Thread
Replies: 4145
Views: 305899

Re: Wuhan Coronavirus Resource Thread

Perhaps doctors/medical field experts on this forum can shed some light on: 1. Is it reasonable to think that ventilators with all the required features and failsafe mechanisms can be produced by novice companies even if they have other mfg experience? 2. Can they be mfgd with required reliability ...
by nandakumar
30 Mar 2020 13:29
Forum: Strategic Issues & International Relations Forum
Topic: Wuhan Coronavirus Resource Thread
Replies: 4145
Views: 305899

Re: Wuhan Coronavirus Resource Thread

^^How long ago did India start vaccinating people for TB? Can't be that long ago because we still have a massive number of TB patient s. BCG was started as routine 1962 : https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4078488/ gives some time scales 8) Even as far back as 1974 when I was a student tr...
by nandakumar
30 Mar 2020 13:20
Forum: Technology & Economic Forum
Topic: Indian Economy News & Discussion - Nov 27 2017
Replies: 4813
Views: 940588

Re: Indian Economy News & Discussion - Nov 27 2017

With lockdown in place and due to stay in force till April 13, does anyone know how the wheat crop is going to be harvested in Punjab, Haryana and Western UP? The harvest typically happens around the 14th. I know there are harvesters. But manual labour is not completely eliminated. It has already s...
by nandakumar
30 Mar 2020 13:16
Forum: Technology & Economic Forum
Topic: Indian Economy News & Discussion - Nov 27 2017
Replies: 4813
Views: 940588

Re: Indian Economy News & Discussion - Nov 27 2017

hanumadu wrote:Since other businesses are not functioning, there might be idle labour available for farming.

I hope so. According to current estimate we are looking at 109 million tonnes of wheat output with bulk of it coming from Punjab, Haryana and Western UP.
by nandakumar
30 Mar 2020 12:22
Forum: Technology & Economic Forum
Topic: Indian Economy News & Discussion - Nov 27 2017
Replies: 4813
Views: 940588

Re: Indian Economy News & Discussion - Nov 27 2017

But given that labour in Punjab for instance was largely from UP, how does that happen with a lockdown in place? Not sure how they are going to do it. Perhaps the first phase of relaxation of lockdown after 14 might see some movement of agri labourer from UP, Bihar farm workers bring tested first a...
by nandakumar
29 Mar 2020 14:39
Forum: Technology & Economic Forum
Topic: Indian Economy News & Discussion - Nov 27 2017
Replies: 4813
Views: 940588

Re: Indian Economy News & Discussion - Nov 27 2017

With lockdown in place and due to stay in force till April 13, does anyone know how the wheat crop is going to be harvested in Punjab, Haryana and Western UP? The harvest typically happens around the 14th. I know there are harvesters. But manual labour is not completely eliminated.
by nandakumar
26 Mar 2020 07:39
Forum: Strategic Issues & International Relations Forum
Topic: Wuhan Coronavirus Resource Thread
Replies: 4145
Views: 305899

Re: Wuhan Coronavirus Resource Thread

No country so far has tested even 1% of its population. Not Italy (High no of cases, very advanced medical system), Not Switzerland (Italy with a low population), Not SoKo and the GCC countries which have high cases, a small population and a policy of broadening the testing criteria. Testing capaci...
by nandakumar
25 Mar 2020 10:46
Forum: Strategic Issues & International Relations Forum
Topic: Wuhan Coronavirus Resource Thread
Replies: 4145
Views: 305899

Re: Wuhan Coronavirus Resource Thread

In terms of economic cost. The rest of the world is anyway locked down. Whom will you trade with by staying open? Also, you either be open & pay for looking after millions of sicks, infected & dying patients or loose money by staying home and helping the medical services cope. It is a choic...
by nandakumar
19 Mar 2020 08:14
Forum: Technology & Economic Forum
Topic: Oil & Natural Gas: News & Discussion
Replies: 1537
Views: 244515

Re: Oil & Natural Gas: News & Discussion

Indias oil import bill could half from 100 billion to 50 billion dollars. Hopefully some those funds are used to build supercharges for battery operated cars and trucks. Neither the GoI or private industry is going to waste a single Rupee on battery EVs which don't represent even 1% of vehicles in ...
by nandakumar
14 Mar 2020 20:59
Forum: Technology & Economic Forum
Topic: Oil & Natural Gas: News & Discussion
Replies: 1537
Views: 244515

Re: Oil & Natural Gas: News & Discussion

Vips wrote:Does the contract only allow for a hike or also reduction in price?

I wish I knew! I suspect it has provision for escalation and not for downward adjustment. This is because it was thought that there will be a seller's market. But those bets are off.
by nandakumar
14 Mar 2020 20:59
Forum: Technology & Economic Forum
Topic: Oil & Natural Gas: News & Discussion
Replies: 1537
Views: 244515

Re: Oil & Natural Gas: News & Discussion

Vips wrote:Does the contract only allow for a hike or also reduction in price?

I wish I knew! I suspect it has provision for escalation and not for downward adjustment. This is because it was thought that there will be a seller's market. But those bets are off.
by nandakumar
14 Mar 2020 13:55
Forum: Technology & Economic Forum
Topic: Oil & Natural Gas: News & Discussion
Replies: 1537
Views: 244515

Re: Oil & Natural Gas: News & Discussion

Vips wrote:Then what is the use of a contract to buy at a specified price? Would India allow Qatar to jack up the price of LNG if the markets firm up due to a war or any other emergency?

Please see my post in response to prem's post linked above.
by nandakumar
14 Mar 2020 13:52
Forum: Technology & Economic Forum
Topic: Oil & Natural Gas: News & Discussion
Replies: 1537
Views: 244515

Re: Oil & Natural Gas: News & Discussion

Prem wrote:India need to bargain with Qatar now to get lower LNG price for long term contracts .

I think the contract does allow for a hike in natural gas prices if global oil prices go up. This is done through linkage with Spot Brent Crude price for equivalent calorific value.
by nandakumar
14 Mar 2020 13:49
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

At one time India had five manufacturers of Penicillin G an ingredient for a range of antibiotics. Everyone of them shut shop as they couldn't match Chinese prices. This was after anti dumping duties and what not were imposed to safeguard domestic manufacturers. God knows how they managed it. But t...
by nandakumar
13 Mar 2020 15:24
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

the wuhan coronavirus china's black swan. It is also a black swan for china sourced supply chains. The risk factors are too high for the global economy to have such a large exposure as well as interconnected dependencies on a single source of supply. the chinese society is not transparent and they ...
by nandakumar
12 Mar 2020 11:44
Forum: Technology & Economic Forum
Topic: Oil & Natural Gas: News & Discussion
Replies: 1537
Views: 244515

Re: Oil & Natural Gas: News & Discussion

What about that large deal that China signed with Russia Gazprom couple of years back and was functionalized in Dec 2019. How does recession affect all such long term contracts? https://edition.cnn.com/2019/12/03/asia/china-russia-gas-pipeline-intl-hnk/index.html Indeed this is an area I too, am cu...
by nandakumar
11 Mar 2020 05:57
Forum: Strategic Issues & International Relations Forum
Topic: Iran News and Discussions
Replies: 3149
Views: 295342

Re: Iran News and Discussions

Nobody even in India appreciates that self imposed partition rationale. Why include Afghanistan if it's related to partition. We can extend it to cover persecuted religious minorities in the neighborhood including Malaysia, Turkey and Iran. CAA was the implementation of Jan Sanghs original desire f...
by nandakumar
10 Mar 2020 08:11
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

Don't police routinely publish pictures of pickpockets, smugglers wanted under COFEPOSA law, fugitives under money laundering law? For smugglers etc yes, but most likely it was after a court declaring them as proclaimed offenders. Because most likely they would have jumped bail, dodged warrants and...
by nandakumar
09 Mar 2020 17:30
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

Delhi violence: Man arrested for hatching conspiracy to incite communal riots The arrested man seems to be a 'Hindu Brahmin' working for PFI :lol: :roll:. Hence the news report has parked the name in the later part of the news. Allahabad High Court orders removal of controversial ‘name and shame’ h...
by nandakumar
07 Mar 2020 14:36
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

Rule 6(1)(c) & (e) of Programe Code under Cable Network Regulation Act, 1995 violated; two Malayalam channels off air for 48 hours . Came back to say; both these channels (Asianet News & Media One) were up on air by around 0230Hrs of 7th March 2020 after said to have apologized and paid a h...
by nandakumar
06 Mar 2020 15:06
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

^^ I disagree .. Where will the Sickulars (Leftist/Communist/Marxist) run when Europe and America is islamized? A lot of Sickulars (Leftist/Communist/Marxist) genuinely think they can ride the jihadi tiger to subdue the rest and then be able to subdue the jihadi and keep is locked inside a zoo or a...
by nandakumar
05 Mar 2020 10:22
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

It is a mistake to discuss the question of Shias and Ahmadiyyas in the context of the present . Or one of being uncaring while ‘preferring’ some parties . Any such argument is a red rag to those who want to cast it as ‘anti Muslim’ and ‘but we are secular and better than that’. The reality is that ...
by nandakumar
03 Mar 2020 21:38
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

https://twitter.com/sidhant/status/1234740330177626112 Sidhant Sibal @sidhant Just in: UN High Commissioner for Human Rights has filed an Intervention Application in the Indian Supreme on Citizenship Amendment Act (CAA) . 1. SC should outright reject the application. 2. The Idea behind the stunt ma...
by nandakumar
03 Mar 2020 12:45
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

Nandakumar, If I were PM I would send the NSA and not expose my Minister who is needed for later work. As Chanakya says have to use the right adhikari to get the task accomplished. In this case there are multiple vectors to the violence. Pak vengeful after Pulwama/Balakot AAP wanting to teach North...
by nandakumar
03 Mar 2020 12:43
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

Nandakumar, If I were PM I would send the NSA and not expose my Minister who is needed for later work. As Chanakya says have to use the right adhikari to get the task accomplished. In this case there are multiple vectors to the violence. Pak vengeful after Pulwama/Balakot AAP wanting to teach North...
by nandakumar
03 Mar 2020 08:53
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

The very fact that Ajit Doval (a person of the rank of a Cabinet Minister) was sent to do on the spot investigation in NE Delhi, suggests failure on the part of Home Ministry. That alone can explain the PM sending him. Now whether the inaction until then, was deliberate or just incompetence, we woul...
by nandakumar
02 Mar 2020 10:40
Forum: Strategic Issues & International Relations Forum
Topic: Neutering & Defanging Chinese Threat (15-11-2017)
Replies: 3599
Views: 620815

Re: Neutering & Defanging Chinese Threat (15-11-2017)

It may appear that China is unavoidable and unstoppable to world industry, and that gives China a huge leverage over the world. That is true, it is also the case that the China parts factory works on razor thin margins - in fact negative margins done with some creative money practices. The moment t...
by nandakumar
28 Feb 2020 14:34
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

https://twitter.com/sushantsareen/status/1233045550708117504 sushant sareen @sushantsareen So a couple of hundred strong mob storms into AAP leader Tahir Husain’s house but doesn’t touch him despite the fact that the atmosphere is so charged and mobs are killing people??? https://twitter.com/mickys...
by nandakumar
26 Feb 2020 10:54
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

Delhi Police is under Ministry of Home Affairs (MHA). Delhi Police were designed to protect official personnel of the Central Government and Central Government facilities. The administrative control of Delhi is with Krazywall's administration and must ask MHA for additional assistance in law and or...
by nandakumar
26 Feb 2020 09:39
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

Delhi police is under the center, but administration works under Krazywall and Co. AAPturds have to request the center for assistance in law and order. These AAPturds indulged the protesters, who thought they had free hand, which became violent. As suggested here, water cannons in the evening or ea...
by nandakumar
23 Feb 2020 21:50
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

The protesters at Shaheen bagh and now Jaffrabad and if you want to expand it and going far back then even Sterlite protest at Tuticorin is this. Create a massive law and order situation that inevitably leads to police shooting and a few deaths. Then it leads to the original issue getting buried und...
by nandakumar
21 Feb 2020 18:25
Forum: Strategic Issues & International Relations Forum
Topic: 2020 Strategic and Political Analysis-1
Replies: 3848
Views: 421319

Re: 2020 Strategic and Political Analysis-1

It's a common fallacy that India has a British derived political system. It doesn't. There are commonalities but that is understandable since there are only a few popular forms of representative government. The Indian system of government was independently created by a committee whose leader (Ambed...
by nandakumar
21 Feb 2020 07:57
Forum: Strategic Issues & International Relations Forum
Topic: India-US relations: News and Discussions IV
Replies: 3904
Views: 586742

Re: India-US relations: News and Discussions IV

^^ Hain, isn't Westinghouse bankrupt? Which Indian co is going to partner with the - Anil Ambani Pvt Ltd or Raoul&Robert? BTW, I think that is the answer to "how many MWe?". Answer: How many do u want? :mrgreen: Westinghouse was first acquired by Toshiba around 2005. Then in 2018 Tosh...
by nandakumar
19 Feb 2020 15:24
Forum: Strategic Issues & International Relations Forum
Topic: Levant crisis - III
Replies: 12251
Views: 1030241

Re: Levant crisis - III

Russia- Turkey relations had always been fraught over the years. I recall that the Ottomans initially wanted to join Britain in the First World War. But knowing the tense relationship that Turkey had with Russia, Britain did not encourage it. Britain needed Russia on its side in the coming war with ...
by nandakumar
19 Feb 2020 14:59
Forum: Technology & Economic Forum
Topic: Indian Telecom Folder
Replies: 1135
Views: 173750

Re: Indian Telecom Folder

Buddy, a company can do anything with cash on its balance sheet. It can buy assets or it can spend on employees, it can retire debt or it can return it to its equity investors. There is a cost to all these avenues (except perhaps debt retirement). Either GST, dividend tax, income tax, etc. If asset...
by nandakumar
19 Feb 2020 14:54
Forum: Technology & Economic Forum
Topic: Indian Telecom Folder
Replies: 1135
Views: 173750

Re: Indian Telecom Folder

If the company becomes insolvent then DoT can stand in the queue like everyone else to gets its share. Not before. Government dues take first priority. Rest everyone has to que up. This has to be specifically provided for in the Companies Act as 'arrears of land revenue' or some other statute which...
by nandakumar
18 Feb 2020 14:10
Forum: Technology & Economic Forum
Topic: Indian Economy News & Discussion - Nov 27 2017
Replies: 4813
Views: 940588

Re: Indian Economy News & Discussion - Nov 27 2017

Significant further rise in forex reserves in just 2 weeks: India forex reserves soar to record $473 billion Since data is from a week prior, we're probably almost on par with Taiwan now, if not overtaken them already, and soon to catch up with #5 KSA in a month or two. Foreign exchange reserves up...
by nandakumar
17 Feb 2020 07:13
Forum: Strategic Issues & International Relations Forum
Topic: Internal Security Watch
Replies: 4749
Views: 608471

Re: Internal Security Watch

Perhaps it’s not too much to expect some communities to self-deport to West Punjab. It was the promised land for some and the ancestral homeland of others. Some yogi bear said, nobody’s doing India any favours. There will be much scope for Khalsa Aid there. More so than in Shaheen Bagh. But does We...
by nandakumar
16 Feb 2020 17:22
Forum: Strategic Issues & International Relations Forum
Topic: Wuhan Coronavirus Resource Thread
Replies: 4145
Views: 305899

Re: Wuhan Coronavirus Resource Thread

Global Times update from Hubei province around 6.30 pm (16/02/20) local time. "The real inflection point [of the COVID19 outbreak] has come. Over the past 5 days, the number of fever cases has dropped. It is like a downward slope. It's not coming back, I'm confident: head of Leishenshan Hospita...

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