Rahul Gandhi completed his first speech as the LoP ered on by the opposition MPs, grudgingly perhaps, given some of his utterances. Most of it was mud-slinging, but couple it with Kharge's speech in the RS, and few trends emerge.
Congress has realised one simple thing. They only need to divide the Hindus in 150-odd seats, leave the rest of the divisions to some trusted partners (SP, RJD, TMC, DMK, etc) and consolidate the minority vote. It's that simple, and they can reach 270-odd in 2029.
In their imagination, the Labarthi story has peaked, and they will attempt to disrupt the Labarthi vote with the caste divisions, something they did manage to do in more than half of the seats in Uttar Pradesh. That is why issues like caste-census are like oxygen to the INC.
Against the urban voters, relatively more aware, and relatively less prone to caste factor, their plans are now beginning to germinate. The one thing an urban taxpayer and voter loves is their paid tax being spent well, even if the benefits to them, privately, are minimal.
And that is why Congress is attacking that one aspect the urban voters love about the BJP-the expansion of infrastructure. If you are building worth Rs. 10 Lakh Crore each year, troubles are imminent, and course corrections will continue—nothing out of the blue at all.
People should be reminded of how infrastructure expansion suffered under the Congress rule. This is what a former RBI governor had to say about infrastructure expansion under the regime of Dr. Manmohan Singh.
Compare this with infrastructure spending that only increased under the BJP. Any other government would have halted this expansion and gone from cash drops during Covid, but the Modi Govt chose expansion. The interim budget is Rs. 11.11 Lakh Crore for infra for FY25.
Now, look at the concentrated and coordinated attack on India's infra story in the last two weeks. Yes, quality problems exist, but can it be an excuse to attack all highways, expressways, trains, and airports, and what is being done for the logistics sector?
This is Congress' attempt to confuse the urban voter, make them question the need of infrastructure, and this is right out of the Raghuram Rajan playbook. Here's what he wrote about infrastructure spending earlier this year in his mediocre book.
This is precisely why you hear some clowns from Germany question the need for highways and airports, or talk about having more cycle tracks. The Congress thinks it has killed the labarthi story, and therefore, they now want to go for the second biggest BJP achievement-INFRA.
Beyond caste and infra, the Congress is going for the youth-centric narratives. NEET, therefore, is an opportunity for them. Still, they won't tell you their intended objective is to scrap NEET altogether, not improve the exam, format, or accessibility. That must be remembered.
Rahul Gandhi, on the issue of youth, must also be questioned on his stand on private sector reservations in education and employment, diversity commissions, curbing monopolies that are major recruiters too, or having states with weak fiscal health that will drive inflation up.
Congress has only two plans: appeasement and freebies. We are seeing how they are playing out in Karnataka, an issue that must be raised when the final budget is discussed. The Finance Minister must discuss Punjab, Himachal, Kerala, and West Bengal and their finances as well.
The Congress will go as far as bankrupting a state, as long as it serves their political purpose, but India cannot afford that, and therefore, it is important to counter the attacks of the Congress on both welfare and infrastructure, where money is wisely spent.
What RRR means here by 'Quality of Our Human Capital' is basically free money, something he supported in 2019 Lok Sabha, during Covid, and perhaps, that is where the inspiration of 'khatakhata' comes from. Free money may appear tempting to a few, but in the long run, we all will be screwed on that path.
To sum it up, divide the Hindus, either by offering misinterpreting Hinduism, as he did today, putting caste over welfare, attacking infra spend by politicising selective accidents, and that is the Congress for you for the next five years. That is what the BJP is against.
Divide the rural voter on caste;
Confuse the urban voter on infra and welfare;
Consolidate the minority vote;
Divide the majority vote;
Aim for 150 seats in 2019;
Trust allies like SP, RJD, TMC, and DMK to get 100+.
Offer free money;
Come back to power.
🧵ends!
Rahul Gandhi’s record, at the end of the day, has only improved against Rahul Gandhi, and not the Prime Minister, but I is good to be aware of what the Congress is trying to do. Noise is always not aggression, as I summed up here.
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I was in two minds when it came to penning down my thoughts on Twitter about June 4 and beyond. What finally moved me was a video that I came across today, shared by one of the most influential voices on Twitter. Gandhian spine, they say.
This is my perspective, and I mean no disrespect, but amongst some of the influencers of the Right (let’s assume the generic definition of Right here), there is a prevailing inability to gauge the political magnitude of what happened on June 4; a historic day.
A government has been voted for the third consecutive time for the first time in 62 years, since 1962. Modi 3.0, by 2027-28, will mean that NaMo will become the longest, consecutively-serving elected Prime Minister of India. There is a story beyond the lost 60-odd seats as well.
Based on whatever is there in the Congress manifesto, and whatever they are saying in their rallies, let's decode what the Indian economy may look like under the Congress-Rahul Gandhi Government.
Some context is needed here.
UPA-2 failed to curb an NPA crisis and opened the credit tap as per their whims and fancies for some corporates, could not start a single DBT project, had massive delays in infra projects, was not pro-manufacturing, were unable to tame inflation.
Now, Rahul Gandhi says that whatever amount has been given to Ambani and Adani, the same amount will be given to India's poor.
This is RaGa playing to the gallery because it makes no economic sense. Think of it has killing the golden goose.
Not one journalist or anchor has called out the Congress for the disproportional loans given between 2007 and 2012. The BJP should use this opportunity to float the 2012 'House of Debt' report again, and explain the nation the credit crisis the previous government gave us.
The CAGR in the banking loans for 2007-12 was around 20%, but for top 10 corporate groups, it was 40%, and for Adani it was 70+%. If anything, this government has ushered unprecedented steps against NPAs, unhealthy credit practices like loan restructuring, etc.
Here's the startling number. This is from a Credit Suisse report, the same Credit Suisse Congress and the news anchors at India Today were happy to quote back in February when the short-seller attack on Adani happened.
1) Defence, agri, economy, industry; all are due to the Centre 2) Panjab University is outside Punjab (always funny 😂) 3) Zero R&D ecosystem, services sector not taking off 4) Medical infrastructure is weak 5) Infra is Centre-gifted
I mean, even if, and a Jupiter-sized 'if' this, a Khalistan was possible, how would they survive. 45% Hindus would exit the state, taking their money along, and whatever will be left behind would be worthless. Heck, the labourers in the fields come from UP/Bihar. What Khalistan!
Their land is approaching an imminent ecological crisis, and even if it were not, whose going to buy their substandard wheat and paddy, and are they going to consume only these two commodities? They might wanna import, but how? They are a landlocked nation in design. Tragic. 😂
At @SwarajyaMag, we are now starting with trackers. Head to the home page, and below the featured articles, you'll find a number of dashboards/trackers on all the key topics.
Here's the Punjab tracker, to get you started, with all relevant literature.
Last week tells me that next 15 months are going to be about Congress' pawns trying to convince you that Modi had banks giving Adani money, that Adani is sinking like Lehman, and the likes of LIC/SBI are heavily exposed to Adani so they'll sink, and you'll sink.
These people aren't even creative. They are drawing their inspiration for the new toolkit from the 2008 financial crisis. They'll tell you that Adani is sinking like the Wall Street banks, was overleveraged, can't pay debt, and will take down the Indian financial system.
One gentleman went as far as saying that India's sovereign rating could be downgraded because Adani's share price is falling. 😂
Not sentimental about Adani, but let's stop pretending that no company's share price hasn't fallen by 60% in a week & that they haven't bounced back.