Does this bypass western sanctions given the equities also have exposure to western companies?chetak wrote: ↑06 Dec 2025 19:42 Russia's Sberbank given permission to open Nifty ETF for Russian investors.
MEANS- all Rupee trade surplus will be converted into Bharatiya equity & bonds - Part of the deal with Putin
Russia’s $60B+ annual trade surplus with Bharat is no longer “stuck rupees”.
Sberbank just launched a Nifty50 ETF for Russian retail investors — turning oil money into direct equity inflows. Smartest recycling of trade surplus ever.
Bharat gets long-term capital, Russia gets growth exposure.
Win-Win for Both.
[img]https://pbs.twimg.com/media/G7ZOZJmaoAE ... name=large[/img
NABARD’s Rural Economic Conditions and Sentiments Survey is conducted every two months across India. It captures both quantitative indicators and household perceptions relating to income, consumption, inflation, credit, investment and expectations.
Details at the link above.Key Findings: Rural Economy strengthens significantly (Sept 2024 – Nov 2025)
1. Consumption Boom driven by real Purchasing Power
...
2. Income Growth Highest since Survey inception
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3. Rural Investment Activity Picks Up Sharply
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4. Rural Credit access to Formal sources reaches Highest Mark
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5. Government Transfers Continue to Support Demand Without Creating Dependency
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6. Inflation Perceptions Drop to Their Lowest Level in One Year
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7. Loan Repayment and Capital Investment Conditions Improve
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8. Rural Infrastructure and Basic Services Receive Strong Endorsement
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IIRC, Few months ago I posted Shamika Ravi's (member of the Economic Advisory Council to the Prime Minister and as a Secretary to the Government of India.) X post here which states a 60% increase in the two wheeler possession in rural areas. Then why there is an extraordinary low level of inflation ?A_Gupta wrote: ↑11 Dec 2025 10:28 This is a GoI press release:
NABARD Survey shows strong broad-based revival in rural demand, rising incomes and unprecedented optimism
80% of rural households consistently report a higher consumption over the last year
https://www.pib.gov.in/PressReleasePage ... g=3&lang=1
NABARD’s Rural Economic Conditions and Sentiments Survey is conducted every two months across India. It captures both quantitative indicators and household perceptions relating to income, consumption, inflation, credit, investment and expectations.
Our RBI is too hawkish. Even with inflation at 0.25%, GST rates reduced, they brought down interest rates only by 0.25%Hriday wrote: ↑11 Dec 2025 18:55IIRC, Few months ago I posted Shamika Ravi's (member of the Economic Advisory Council to the Prime Minister and as a Secretary to the Government of India.) X post here which states a 60% increase in the two wheeler possession in rural areas. Then why there is an extraordinary low level of inflation ?A_Gupta wrote: ↑11 Dec 2025 10:28 This is a GoI press release:
NABARD Survey shows strong broad-based revival in rural demand, rising incomes and unprecedented optimism
80% of rural households consistently report a higher consumption over the last year
https://www.pib.gov.in/PressReleasePage ... g=3&lang=1
NABARD’s Rural Economic Conditions and Sentiments Survey is conducted every two months across India. It captures both quantitative indicators and household perceptions relating to income, consumption, inflation, credit, investment and expectations.
It is said that RBI's target is 3-4 percent inflation.
Single or few years. Consistent is states like Mizoram from 2012 to 2024 with very good average.bala wrote: ↑11 Dec 2025 23:59 Looks like TN is growing at faster rate than the others - Maha, UP, knataka, guj
https://x.com/prasannavishy/status/1999132077623857480
An FTA with mexico is in order !.. but i am not sure the economies are complementary and can take relative advantages compared to a developed country ?uddu wrote: ↑12 Dec 2025 18:58 Why Mexico’s MASSIVE Tariffs Threaten India’s Car Exports | Automakers Brace for Major Hit
Mexico’s steep new tariff hike on imported cars has put nearly $1 billion of India’s auto exports at risk, dealing a major blow to Indian automakers that rely heavily on the Mexican market. With duties set to jump from 20% to as high as 50% by 2026, companies like Skoda-VW, Hyundai, Nissan and Maruti Suzuki may face sharp cost spikes and reduced competitiveness. As Mexico defends the move as protection for local industry, India now faces growing pressure to rethink its export strategy amid rising global trade tensions and protectionism.
https://x.com/KanwalSibal/status/1999456869551620201
new US trade deals with some countries do have a clause stipulating they align their trade policies to that of the US.. not sure if Mexico is oneuddu wrote: ↑12 Dec 2025 20:03 Mexico is under threat of invasion by Trump. If U.S is able to arm twist a country to attack countries like India and China, this is a new trend.https://x.com/KanwalSibal/status/1999456869551620201
@KanwalSibal
Mexico’s decision to impose 50% tariffs on India is unconscionable.
Mexico is implicitly endorsing the 25% penalty tariffs imposed by Trump because of India purchasing Russian oil.
India, exports to Mexico were only $5.3 billion in the last fiscal year. This is a small figure.
Of this, cars made up close to $1 billion, with majority 1 litre engines designed for the Mexican market and not for export to the US.
Indian car exports had only a 6.7% share of Mexico’s car market.
Mexico seems to have succumbed to US pressure.
Our imports from Mexico were worth US$4.07 Billion during 2024.
We should consider applying reciprocal tariffs as a matter of principle.
They have done the same with China, Korea, and other countries - not just India.uddu wrote: ↑12 Dec 2025 20:03 Mexico is under threat of invasion by Trump. If U.S is able to arm twist a country to attack countries like India and China, this is a new trend.
....
https://x.com/KanwalSibal/status/1999456869551620201
We should consider applying reciprocal tariffs as a matter of principle.
If indeed its petroleum, its not limited to Aviation fuel. There is a severe oil crisis in California.Mort Walker wrote: ↑16 Dec 2025 19:27 I would bet increased exports are due aviation fuel exports to the US west coast after a major refinery fire in California in October 2025.
India has the world’s largest petroleum refineries.
AI companies coming to India have been told to keep their capex in the US: meaning data centres, chips, energy infrastructure, and other high-value assets including jobs to remain in America.
They are going to use AI as a carrot with India to get market access, user data, and only offer few lower-paying jobs in return.
This warning was given by United States Trade Representative (USTR) delegation which was officially in India to resolve differences in the long-pending India–US Bilateral Trade Agreement (BTA).
The officials reportedly urged companies to focus AI infrastructure investment back home, reinforcing the idea that India’s value lies more in consumption and data than in ownership or control of any technology including data centres.
This it’s not surprising this delegation raised concerns about India’s regulatory framework, flagging the Digital Personal Data Protection Act, 2023, and the Information Technology Rules, 2021, as potentially discriminatory towards US companies.
Previously data localisation requirements under the DPDP Act have drawn particular opposition from American firms, while the IT Rules mandating India-based compliance officers and prescribing legal liability, including possible jail terms have been characterised as excessive.
Delegation also said that: “US remains to be the dominant consumption economy, and governments around the world should understand that they should, therefore, protect the interests of American companies, because doing business with the US was inevitable.”
Sector Exposure of LIC Tells the Real Story
#LIC’s sector exposure (₹2.27 lakh crore) spans:
Cement.
FMCG.
Ports & Logistics.
Banking.
Manufacturing.
Media.
India’s growth sectors — not limited to “one group, one bet”.
Long-term capital backs infrastructure and consumption cycles.
That’s called institutional investing, not favouritism.
#Congress as always confused its warped, moth-balled ideology with understanding of financial statements and balance sheets.
Something I do, I search for the authors name and the word Modi. The answers that show up normally provide a reflection of the bias of the said presstitute, eg,A_Gupta wrote: ↑18 Dec 2025 23:26 A hit job on India:
https://asiatimes.com/2025/12/rupees-fr ... s-outlook/
Any response needed?
Isnt crypto transactions public? The recent shutdowns of crypto operations by US Leo-s show that it’s not anonymous as people think.S_Madhukar wrote: ↑22 Dec 2025 13:36 Gurus while alternative payment systems are great , how are we going to manage terror financing via crypto and these alternatives? Because through FTFA we get access to some channels and proofs from the West like from SWIFT ?
The SWIFT is just a big con game of western countries and companies especially to maintain the global currency status of the USDS_Madhukar wrote: ↑22 Dec 2025 13:36 Gurus while alternative payment systems are great , how are we going to manage terror financing via crypto and these alternatives? Because through FTFA we get access to some channels and proofs from the West like from SWIFT ?
@drnayar ji,
