Search results

Ask me all this a year or two from now. Right now there is too much in flux to make solid predictions/analysis on these. Covid really did a number on India and world as well.....so lot is quite unsettled, we need to wait for somethings to settle. PLI is quite a good scheme, but it like GST...

The IT sector in India is not stagnant basically. It is evolving and growing with the time.....judging by the diverse projects it is winning internationally.

UPA 2.0 was when the economy started to really suffer.....due to 08 economic crisis putting halt on the growth model India had latched onto (and not taken proper diversification broadly). This model was the easy somewhat proven one since 1991....and augmented by Vajpayee admin era (UPA 1.0 did...

Guy is essentially re hashing what I was implying earlier. Blaming them is a cop out for the prices they are facing on their end and transmitting. It may not reflect the govts CPI basket inflation...but that is on the govt.

To some degree....but we must also factor in a post-Erdogan Turkey which will be coming shortly likely.

The dullardly fan boyism of the PRC (in certain gatherings) should maybe take a very basic cursory back seat first to be consistent on the issue. Given the PRC regime has shielded the myanmar regime the most at the UNSC....it is not even close. Instead we see rank hypocrisy when it comes to...

Do you have a source for this? OEC for 2019, lists the largest source of imports for Iran as: China - 10 billion USD UAE - 7 billion USD India - 4 billion USD Turkey - 2.6 billion USD

Good to see, UAE is turning into solid partner and ally for India. There is lot to be done in all parts of India (with all countries of the world) if on a first basis they don't hypocritically insert themselves into India's internal affairs. We appreciate the GCC continued partnership in...

The source of huge jealousy (spurring 1000+ frantic butthurt posting/tweeting) among some neighbours: https://economictimes.indiatimes.com/tech/information-tech/tcs-says-its-platforms-and-products-business-is-worth-about-3-billion/articleshow/87105492.cms Watch those neighbours this decade...

Thread title reminded me of a song @VCheng : https://defencehub.live/threads/the-u-s-might-finally-be-ready-to-back-down-to-avoid-ww-iii.10259/#post-132040

5 - 10 year prediction needs 3 years to look solid/stable in the current time frame. So have to wait till 2023 at least to see how India (proven) investment especially shapes up....and how its industries and sectors transition, grow and mature. Judging by even USD inflation going on now, I...

We shall see. A number of fundamentals are looking better than they have in the last decade.

An all time classic

@Paro something to ask your buds about...

Agree....it confuses me bit too. Lets give it a year or two to see what goes on fruitfully. Ivchenko might be providing consultancy work rather than deep cooperation. Consultancy wise (avoiding big west 3 + France), TR should improve relations with Germany and rope in MTU as well if you ask me.

I prefer "Arba"....i looked up number 4 in hebrew and arabic, they share the word for it approximately.

Of course it cannot employ all of the labour....but it can certainly employ lot more than currently for India to transition to next tiers of economy better....and without huge amount of education investment. There are simply too many people stuck in agro still, and not enough building stuff...

It is exactly why I always say give 5 year time frame to watch things....there have been blips before.