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I agree bro, actually I am involved somewhat (consultancy wise in spare time for some friends) with Indian "unicorn" that is right now in process of bringing some decent manufacturing in its niche to Indian shores from PRC. I know cantonese very well (growing up in HK), it helps....along with...

To some degree....but it is highly propietary in two ways.... Either the MNC owns it (Nvidia etc) If its a defence lab etc, it is not commercial mass production grade (and uses fabless process i.e outsource to taiwan/US etc....or it uses whatever machines india managed to import with the...

Bad but improving....this year needs lot more stabilising for rest of it. You are asking me if guy that is getting out of bed is ready for a jog....we need to see lot more stuff in between.

These borders dont have massive population/tribe that rests on both sides of it.....that has certain proclivities among its "ultras" on top. The colonial borders have not been kind in Africa for similar reason. It needs a modicum of competence (which the UK, Irish, Israel all have in amounts...

Sorry to sound like broken record a bit, but TR investment pattern (in the last 10 years) shows little proof this will happen. You needed and need investment, end of. One look at Turkey's Current account numbers in last 10 years tells you the picture quickly. If its spare capacity argument...

Malaysia cannot help much with semiconductors. They own next to none of the IP involved. Malaysian semicon fab sector (of its particular niche) needs a study of what was done in the 80s and 90s....and why and how.

More of the same, this time Morgan Stanley: https://www.livemint.com/news/india/india-on-cusp-of-virtuous-cycle-as-capex-gdp-ratio-set-to-rise-morgan-stanley-11634729886190.html India’s capex to gross domestic product (GDP) ratio is expected to rise by six percentage points between FY21 and...

Funny clown show @Jackdaws @crixus @VCheng The comments are kinda spicey too lol...

"Bilal" sure has a lot to say about this :ROFLMAO:

Might want to read this since cpl months have now passed: https://dailytimes.com.pk/831610/pakistani-taliban-a-cause-of-concern-for-islamabad/ Then follow up with the news of what TTP is demanding from Pakistan's establishment in the "amnesty" talks lately.... This is same Taliban that...

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...