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Jul 15 13 tweets 6 min read Read on X
What does EAM Jaishankar's visit to China mean?

India is flying Dalai Lama in IAF plane to Ladakh.

India is negotiating Trade deal without getting under any tariff deadline feature.

India has set the BRICS 2025 Agenda.

Trump Tantrums are not going well.

West has already surrendered to Extremism.

De-dollarisation happening faster than ever.

India and China are only two economic hotspots.

India is moving from balancing powers to becoming the one.

Who will dominate it?

Read this till end:Image
Something is shifting in the global balance of power. While the West struggles with inflation, extremism, and war fatigue, India is rising as a stable, pragmatic, and assertive voice in global affairs.

In the last 6 months, India has played a central role in defense, trade, diplomacy, and conflict resolution—with strategic outreach to the US, China, Russia, EU, and the Global South.

What is India doing with China?Image
India’s strategy with China is now very different than before . In early 2025, India resumed the Kailash Mansarovar Yatra and restored Delhi–Lhasa flights—seemingly thawing ties.

Simultaneously, it hosted Tibet-linked cultural events and raised border concerns through diplomatic backchannels.

India’s NSA and EAM met Chinese top officials but stuck to “status quo is not peace” doctrine.

India is making it clear: peace is possible, but not on China’s unilateral terms. By mixing religious diplomacy with realpolitik, India is keeping its options open—dialogue without dilution.Image
The Hard Bargain: India–US Trade Negotiations
India is playing tough on trade—rightfully so.

As Trump pushes an Aug 1 tariff hike deadline, India has refused to buckle under pressure.

Instead, it's pushing a “low-hanging fruit” interim deal, focused on tariff reductions in chemicals, textiles, and electronics—but leaving out dairy and agriculture to protect farmers.

Sources say Washington may cap tariffs below 20% (down from 26%) just to secure a deal.

If this goes through, India's export sectors—especially MSMEs—could see a 0.3–0.5% GDP boost. It’s strategic negotiation, not surrender, rooted in domestic strength.Image
India and the United States have quietly upgraded their defense and trade relationship.

In July 2025, both sides finalized a new 10-year defense framework, expanding joint exercises, tech transfers, and arms sales.

India, already operating US platforms like C-130Js, Apaches, and P-8Is, is negotiating the purchase of Javelin anti-tank missiles and Stryker armored vehicles.

This is not mere buying—it’s about joint production and tech access. Strategically, India is shifting from being a buyer to being a co-developer, aligning with the U.S. Indo-Pacific vision while safeguarding its autonomy.Image
Failure of Trump Tantrums:

Trump has not been able to close any of the trade deal as of now if you keep aside few smaller ones.

Manufacturing not coming back to US.

Peace brokering not working in Ukraine -Russia war.

For him there is nothing to show apart from false claim of Ind-Pak war and Congo conflict.

India is making most of it at the trade negotiation table.Image
India–EU: Quiet Progress on a Crucial Front
While media attention often tilts toward US or China, India’s trade negotiations with the European Union may be its most important long-term bet.

In May 2025, both sides agreed to fast-track a comprehensive FTA. Five key chapters—IP, customs, sustainability, and dispute resolution—are already closed. Talks now focus on digital trade, services, and data flow.

This could unlock billions in new investments, diversify India’s export markets, and make it a tech-manufacturing alternative to China.

Quietly but surely, India is stitching a new trade architecture in the West.Image
India–Russia: Silent Strength and Smart Strategy
Crude oil import reached to 40% of total import from Russia.

Defence ties are growing at unprecedented rate. India is looking for joint production of S-500 and there are talks for Su-57 customized to India's needs.

Do You observe the balance ? India is acting like boss here with every group.Image
India’s Global South Push: Voice of the Majority
India is not just talking to power—it’s speaking for the powerless. At the BRICS Summit in Brazil, Modi called for local-currency trade and a Global South-led development bank.

He announced a vaccine hub in Ghana, met diaspora in Trinidad, and held lithium talks with Argentina.

India’s G20 presidency laid the foundation; now its Global South diplomacy is deepening.

This isn’t charity—it’s long-term positioning. By leading emerging markets, India isn’t just another voice at the global table—it’s building the table itself.Image
WTO, UK FTA, and India’s new trade playbook.

India’s UK Free Trade Agreement (signed May 2025) is its broadest yet—covering goods, services, mobility, and mutual recognition of standards. It’s a model for future pacts.

At the WTO, India is doubling down—blocking moves that harm farmers, resisting developed nations’ pressure to drop its developing-country status. With global trade rules under flux, India is no longer a passive player.

It’s shaping outcomes to protect domestic priorities while opening strategic sectors. Trade is not just commerce—it’s geopolitics. And India is proving that it can balance protectionism with purposeful liberalization.
Defense: India’s military modernization accelerates.

India is rapidly upgrading its defense capabilities. Over the past year, it procured Apache helicopters, P-8I patrol aircraft, and the Russian S-400 system.
Indigenous production is booming—defense exports have grown 34× in a decade, and India now exports to over 85 countries.

Joint exercises like Malabar with the US, Japan, and Australia enhance readiness and signal intent in the Indo-Pacific.

With a focus on deterrence, surveillance, and rapid response, India isn’t preparing for war—it’s preparing to avoid one by strengthening credibility. And in modern geopolitics, credibility is deterrence.
India’s balancing act on Ukraine and Gaza.
In both Ukraine and Gaza, India has taken a principled neutrality stance. It abstained from the UN's Feb 2025 Ukraine ceasefire resolution and declined to back a US-led ‘Path to Peace’ draft.

In June, it abstained again on a Gaza ceasefire resolution—its 4th abstention in 3 years.

Critics see ambiguity, but it’s strategic non-alignment—India urges dialogue while avoiding entanglement.

This careful calibration maintains ties with the West, Russia, and the Arab world. In a world of binary choices, India remains unbought and unbullied.
Conclusion: From balancing power to becoming one.

In the last 6 months, India has shown it can deepen ties with the US without isolating Russia, talk trade with the EU while standing up to the WTO, engage China without compromising on Tibet, and lead the Global South without echoing China.

It is no longer a swing state—it is a swing force. Strategic autonomy is no longer a slogan—it’s a playbook. And in the emerging multipolar order,

India is not choosing sides—it’s being chosen by all. The world isn’t tilting East or West anymore—it’s turning towards India.Image

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More from @deepdownanlyz

Jul 16
Nirmala Sitharaman is the best Finance Minister of India.

Why:

Because India Is Not Just the Fastest Growing Major economy but also the most balanced and sustainable economy of the world.

But "Experts" told us :

Share Market is crashing.
Forex Reserve is depleting.
Inflation is so high.
FDI is not coming.
Growth is minimal.

But they aren't telling you:Image
Image
Let's understand some high level numbers:

1. Forex Reserve : $700bn+ in July 2025
2. Inflation just above 2%.
3. NPA of banks < 4%
4. Sensex reaching all time high
5. Gross FDI YoY is also healthy.
6. Total exports (merchandise + services) for June 2025: USD 67.98 billion, up 6.5% year-on-year
7. Manufacturing PMI (June 2025): 58.3

8. Services PMI (June 2025): 60.1

9. Defence production gone multi times up in last 10 year.

(Values above 50 indicate expansion; these figures reflect strong growth in both sectors.)

What does all this mean?Image
The Rise of a Goldilocks Economy 🇮🇳
India isn’t just growing fast—it’s doing it without the chaos. With projected GDP growth of 6.5% + in FY26, paired with headline inflation at 2.1%, India stands out.

Most economies either sacrifice growth to fight inflation or inflate their way to growth.

India is doing neither. It is creating a model of sustained, stable expansion—the rare “Goldilocks” economy, where growth is strong, inflation is low, and financial conditions remain accommodative.

It’s what every central bank dreams of—and India is achieving it.Image
Read 15 tweets
Jul 13
AI 171 Crash: Boeing's failure or Pilot's Fault?

Ravish Kumar and BBC have already blamed pilots.

Dead pilots are easiest to blame and Boeing is a big fish to be saved.

Read this thread explaining everything that could have caused it. Pilots are least likely. Image
What all we know from AAIB's released report:

Seconds after takeoff:
Captain asks: " Why did you cut off engine?"
First Officer: " I didn't do"

They attempted restart of engine, Engine 1 show signs of regaining thrust but Engine 2 doesn't start properly.

And BBC jumped into blaming pilots and giving clean chit to Boeing.

But Look at pilot's credentials before flying AI171:

1. Pilot's breathe analyser : Negative
2. Pilots had proper rest before the flight.
3. Combined flying experience of both pilots on Boeing 787 : 9000+ hours.

So there is no decision fatigue. Neither they were new to the cockpit.

There are more details to it:Image
AAIB has mentioned no fuel contamination, no bird strike.

AAIB has also mentioned that Ram engine got deployed based on CCTV footage.

If there was no fuel contamination, no bird strike what moved both engines to CUTOFF state.

Why Engine 2 didnt/ start properly?

Are there more automations which could have caused this?

What is the history of 787's malfunctioning before this?

Let's understand take off procedure in simplest term and the systems which control Boeing engines:Image
Read 10 tweets
Jul 12
🚨Pakistan-China Breakup Loading...

Read this till the end.

Failure of BRI and CPEC in reviving Pakistan's economy.

Pakistan's defeat using Chinese jets and air defence system.

Asim Munir's back to back deal with US on rare earth minerals, crypto and weapons.

Now Pakistan...Image
Image
Image
... has even refused to take Chinese 5th gen untested fighter jets even at half of the price.

China and Pakistan relation wasn't just based on anti-India agenda for China.

China was looking at Pakistan as a rare earth mineral rich vulnerable country which was long used by US.

So...Image
...China saw this as an opportunity in early 2000 when China started to become economic power and manufacturing hub of the world.

China saw Pakistan's anti-India sentiment and started to use that as a tool to align Pakistan towards itself in exchange of weapons and support on international forum against India.

What China was...
Read 13 tweets
Jul 10
Did Trump really broker "ceasefire" between India and Pakistan?

Answer is NO.

Then why he has mentioned it so many times.

The reason is:

Trump’s Tariffs Are All Talk and the World Isn’t Listening.

Manufacturing not coming back to America.

F-35 is not getting sold.

No reconstruction business coming to Trump from Ukraine.

Debt is piling up.

India is going to make the most out of Trump's false claim in the trade deal.👇Image
Image
Here is what has happened since Trump took over:

He threatened 100+ countries with trade war.

Promised to bring Apple back.

Claimed he'd end the Ukraine war in 24 hours.

Bragged about making “deals like never before.”

But halfway through 2025, here’s the reality:

❌ No major trade deals
❌ No defense breakthroughs
❌ Apple is expanding in India
❌ Russia–Ukraine war rages on
❌ U.S. manufacturing is shrinking

Trump’s loud threats are echoing into silence — and the world has moved on. This thread exposes his invisible defeat — one broken promise at a timeImage
Trump’s "Tariff on Everything" Threats = Bluff?

He vowed “90 trade deals in 90 days.”

By mid-2025? Only 2 small ones signed (UK, Vietnam).

India, EU, Japan, Korea – all pushing back.

Most nations see it as campaign noise, not real leverage.
Even close allies aren’t biting.

Result: More global resistance than cooperation.

Meanwhile, U.S. companies are unsure whether to invest in US or wait.

Trump’s tariff megaphone is loud — but echoes in an empty room.Image
Read 16 tweets
Jul 8
Operation Sindoor: The Misinformation War by China

which can potentially kill Chinese defence market forever.

China tried to turn this opportunity into a global marketing campaign for its defence products.

Read this till end to know "How"? Image
Image
The Setup: India’s Precision, Pakistan’s Panic

India launched Operation Sindoor in May 2025, hitting terror hubs in Pakistan with Rafales, Mirages, Sukhois, and MiGs.
In panic, Pakistan scrambled Chinese-supplied J-10s. Within hours, they claimed 5 Indian jets were down — including 3 Rafales.

No proof. Just recycled photos and Twitter noise. What looked like panic… was actually a pre-planned China-led marketing stunt.Image
Chinese infiltrated media houses started sharing Pakistani social media handles as proof and Chengdu shares moved up by 50%.

Pakistani enjoyed fake victory for a while.

On the other hand.

India, as a responsible military power, acknowledged that there were some losses and few jets were "down" though never said Rafale was shot down.

India categorically mentioned all its jets and pilots were back to Indian soil.

India shared credible proofs to show the impact of Indian response while Pakistani continued fake reports.

Now there is big revealation:Image
Read 13 tweets
Jul 6
India must thank Pakistan, China Turkey and US.

They have helped make Indian defence systems one of the hottest thing in the global market.

India used to be the world’s largest arms importer.

Defence exports are up 34x in a decade,

but now PM Modi’s foreign visits increasingly centre on defence deals.
Let’s break down why 👇Image
Image
Pakistan’s provocations gave India its test ground.
After years of drone and terror threats from across the border, India finally showcased its Made-in-India firepower in Operation Sindoor:
✅ Akash SAM
✅ D4 anti-drone system
✅ Loitering munitions
✅ Indian command & control platformsImage
The world noticed.
These weren’t lab demos—these were battlefield-tested Indian weapons.
That’s when credibility changed: buyers in Vietnam, Armenia, Brazil, Egypt, Philippines, Nigeria started sending inquiries.
Read 12 tweets

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