Bharat Rakshak

Adrija

I think we will see two significant milestones - 1) Pass Germany to become third largest economy in 1-3 years 2) Surpass USA economy in PPP terms in 10 years or less. fanne ji, Germany is currently at USD 4.7 trn and with a GDP growth rate of 0%... which means we should be overtaking them by Jan 20...

Adrija

Agree w Dibujinxullah Saar…. It’s not happened anywhere in the world actually… even in the most prosperous countries… if anything the radicalism is worse

Adrija

Its coming back with growth falling back to ~6% a year.

vera_k ji, growth has actually been ~ 8% the last few years... and formal job creation has been in excess of 10 mn annually as well. It's the presstituts who ahve deliberately been underplaying NaMo's economic achievements

Adrija

https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf paper authored in Nov 2024 by the current Chief Economic Advisor to Trump Explains the thinking behind the current tariff moves and also their end game- how to bring ...

Adrija

Thank you for that note Suraj garu. In the spirit of being constructive, and having studied many other countries (US/ China- Spain- even Sgp even though I think it to be less relevant), may I posit the following for discussion as a way forward for India 1. Our root cause of squalid living areas (urb...

Adrija

It is something more fundamental than economic development. It is culture. .......turn Delhi into a toxic dump for weeks. Sanjay ji, it's NOT about culture, but governance.... our entire administrative set up was designed by the British for a completely different purpose which we have for some reas...

Adrija

Bala garu,mention of sati is in the Mahabharat which certainly predates the Islamic and Britshit eras... so while the Brtishits may not have invented it they perhaps exaggerated it

We should be balanced for our own credibility as well.........

Thanks

Adrija

K9 Vajra instead of ATAGS? What're you talking about? They're not even the same class of systems! One is a SPH and the other is a towed howitzer. If anything, L&T should've been given a larger order of at least 150-200 units for K9 Vajra as a reward for having delivered their first batch of 100...

Adrija

May I suggest we adopt a slightly more patient approach- the government is making the unobtanium outlook of the generals die out by slow asphyxiation- denial of imports (the lists which they periodically come out with on an ever expanding basis), working with Indian industry (including HAL/ DRDO etc...

Adrija

^^ After a decade of reforms, we remain hobbled by three structural factors which are now crying for urgent attention: 1. “Business cholesterol” as Manish Sabharwal terms it… the innumerable regulations which businesses not only have to manage through but which make them get exposed to constant hara...

Adrija

Sri KLDubey @uvacha Based on the above, I would imagine the "deep state" to be more aligned with the Trump agenda...but he says he wants to destroy it. The question is why. I would imagine he would go for a different equation with the deep state so that both his agenda and the deep state a...

Adrija

So far in Modi3.0 the government has been on the backfoot in terms of public perception, especially Agniveer program and lateral entry... could a way forward for them could be to work with at least the BJP state governments to have them institute a municipal cadre (for local bodies administration) a...

Adrija

Since this is already well known to the world, the logical path forward for Bharat (and the world) would be to stop funding the US over time. Simply talking about it will not do much good. KL Dubey ji, not sure if this is meant as tongue in cheek or genuine.......... if the latter, may I submit tha...

Adrija

sanjayc ji, the government procurement processes do not allow for "just order ATAGS or Dhanush".....

let us wait and see, IDDM category should ideally rule out ATHOS... to the best of my knowledge only Dhanush and ATAGS qualify under IDDM category (not even K-9 Vajra)

Fingers crossed

Adrija

What BJP needs to do is not ban caste - which IMHO is impractical- but make a very small change in the RPA (Representation of People’s Act) - the winner should be “majority votes cast” from the current “maximum votes cast” That will automatically ensure that caste divisions go away at lest in the po...

Adrija

If we’re dreaming freely here goes: 1. Scrap all restrictions on all industry except for basic 5-taxation, standardization, occupational safety, labour dues (EPF), environment. Make them uniformly applicable rather than any lower bound (which only encourages fragmentation). And except for environmen...

Adrija

^^^ still does not answer why we cannot standardize around nuclear SSNs and SSBNs

Adrija

BRakshaks, sorry for an absolutely asinine question- in my defence I have been searching and am still unable to find a clear and simple answer- why exactly do we need SSKs? And before someone answers that we require small boats to guard our littoral waters- Arabian Sea and BoB have equal depth. The ...

Adrija

Our biggest constraint as an economy in growing faster (i.e. > 8-9% p.a.) is actually the Current Account Deficit (CAD). So my wishlist for Modi III would be the following: 1. Massive hydrocarbons discovery program so that the imports of petroleum and petroleum products is minimized/ massive expansi...

Adrija

FWIW, am summarizing some of the take-aways of recent conversations w fund managers and investors… am for the same of brevity only mentioning as the first point the overall impact of the last 10 years of the Modi government: 1. The “execution discount” associated with India since 2004 has reduced, a...

Adrija

China is inherently a brittle state given the underlying structural faults between the North and South, and has been prone to civil wars and breakups throughout its history. In the modern era perhaps a breakup and civil war may not be likely any more but the inherent brittleness remains Sadly, what ...

Adrija

If the current trends hold up to the final outcomes (BJP 3, CON 1), then it is a major disaster for the INDI alliance: 1. Congress is still unable to come even anywhere close to BJP in a straight fight 2. Wherever CON is strengthening is at the expense of its (potential) INDI alliance "partners...

Adrija

https://www.ft.com/content/c10bd71b-e418-48d7-ad89-74c5783c51a2 In a historic turn, China’s rise as an economic superpower is reversing. The biggest global story of the past half century may be over. After stagnating under Mao Zedong in the 1960s and 70s, China opened to the world in the 1980s — an...

Adrija

We've spoken in the past for India to shift from "seeking sarkari naukri or even any naukri " to becoming more slef reliant and self-employed... well, another tick to naMo's credit :) https://www.bqprime.com/nation/indias-unemployment-rate-at-record-low-says-sbi-research I honestly think w...

Adrija

After DAC it goes to the FinMin which looks at the business case, budgetary allocations, etc before it goes to CCS

Hence the time period required between DAC and CCS approvals

Adrija

Many many thanks ricky_v ji

Sorry to sound completely techno-naive, but how exactly does one archive?

Adrija

Gentle Brakshaks, would anyone have access to the FT article published today on Modiji

Many TIA

Adrija

Small pedantic correction Chetak garu… as the projections are in local currency PPP is immaterial… PPP (vs nominal) matters only if we are converting from local currency to USD.. for nominal the market exchange rate is applied vs in PPP the adjusted rate… so nominal conversion uses 83 INR: 1 USD, wh...

Adrija

That is correct Yayavar garu… I have seen similar cenotaphs for the Mewar family in Udaipur. But those are extremely modest structures simply meant to mark out where each of these Kings were immolated and their sanskaras done… not to glorify or as monuments to their ego Incidentally, even these are ...

Adrija

^^ not just that chetak garu... putting up memorials to dead leaders is against Indian culture and irinaicaly these cenotaphs are the best example of the degree of alienation from Indian thought that the Nehru parivaar is. Nothing exemplifies more the fact that they are are essentially a western imp...

Adrija

But in all the rest of the nation, it will be hard-pressed to retain its 50 seats if the elections are held today.

Agree.... I think BJP alone will get ~ 330 seats in 2024 if current trends hold. Add to that the rest of the NDA and it will likely be knocking ~360 seats in total

Adrija

sanman ji, may I beg to differ......... government ownership of banks is quite useful when regulatory structures are not well evolved (and sadly, even when they are)... regulatory capture by banks and other financial institutions is quite a real risk and then the banks run amok w financial frauds, e...

Adrija

At INR 1.6 lakh crores and assuming GST is still at ~6% of the economy, our GDP has touched USD 4 trn

Adrija

So one question...reading a lot of complaints/comments on Twitter on how President of India was not part of New Parliament inauguration...any reason why President was not included? Not a constitutional expert, but my 2 NP: In ALL past instances involving inauguration of new facilities in either sta...

Adrija

But in order to bring Malacca and Coco Island into play. There needs to be sufficient force available for deployment. Not sure if this will hold for much longer as a Cheeni weakpoint given the changes arising out of the RU-UKR war......... Russia is well and truly now a full replacement on the ener...

Adrija

@Hriday- garu, we all have freedom to express our opinions on this board, but may I submit that running down NaMO- who has done so much for this country- to promote YAN is really not in good taste I have not expressed this anywhere as this would come across as sycophancy while NaMo is in office, but...

Adrija

https://youtu.be/_MaWquzOvRE

Worth a watch.... relatively short but to the point and makes some very good points IMVHO

Apologies if posted already

Adrija

+ 108 Anybody who rants about crony capitalism conveniently forgets what it took for the Huawei and Samsungs and Dassault and Naval and Thales and Siemens and Boeing and Lockheed and countless others to become what they are now If anything, I would submit that India does not do enough of economic na...

Adrija

Also, even though his predictions may turn out correct, I am not sure of his fundamental belief that the dollar's reserve currency status is due to gold. Dollar is the world's default currency simply because the US is the largest consumer market on this planet. And any nation which wants to sell in ...

Adrija

^^ actually, reading the article gives me quite a lot of hope- if all they can come up with is two lines about India "needs better roads" and "workfloor poorly organized" then that tells us that India is doing quite well......... our infrastructure has genuinely improved in the l...

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