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My view summarized: The design inner layer is solid, but now India needs much more capital and infrastructure for production in important "mid + outer layer"...

In a major shift in India’s defence aviation programme, HAL has been excluded from the AMCA project, opening the door for a private-sector-led approach to developing India’s 5th-generation fighter jet. What prompted this unprecedented move by the Indian Air Force? Is it a question of persistent...

https://zeenews.india.com/india/agni-3-india-successfully-test-fires-agni-3-missile-with-3000-km-range-3014416.html

AKP/Erdogan admin have really damaged capital account of Turkiye. If sukuk "soft" bond "strategy" top up was already being done and there are now sunk in costs/diminishing returns there.... then of course natural progression is to hard assets next. Private sector of Turkiye (capital market...

https://www.indiatoday.in/india/story/amid-improving-ties-india-us-moving-closer-to-3-billion-anti-submarine-deal-2863291-2026-02-05

Good decision.

ASEAN have some decent market caps and capital stocks for some attrition (from India) to there for sure. Vietnam is in sweet spot of 400 billion market cap. Indonesia is at 900 billion etc. Bangladesh and especially Pakistan are much less relevant in this hypothetical (Indian tariff level...

https://www.theglobeandmail.com/business/international-business/article-trump-announces-trade-deal-with-india-centred-on-oil-reduced-tariffs/ https://www.bbc.com/news/articles/c5yve1x9zv0o

India could very well reach 1 trillion in total exports this year. -500bn goods and 500 bn services etc.

https://www.indiatoday.in/science/gaganyaan-mission/story/isro-in-final-phase-of-maiden-gaganyaan-launch-over-8000-ground-tests-completed-2860249-2026-01-30

@Gessler https://www.theweek.in/theweek/cover/2026/01/23/exclusive-how-drdo-cracked-the-code-for-gan-technology-boosting-indias-defence.amp.html

https://zeenews.india.com/india/india-to-build-sukhoi-style-superjet-100-small-runway-s-baahubali-set-to-take-flight-in-make-in-india-revolution-3011783.html