INR 46 Lakh profit in 5 months from "Dead Economy".
Why India, "the dead economy" as per Trump and Mr Gandhi, is triggering POTUS so much?
Answer lies in numbers. Please read the thread till the end.
To begin: Everyone needs to understand India is autonomous in governance and robust in economy unlike Pakistan and many other US "pets".
Read:
GDP Leapfrogging Japan, Set to Surpass Germany:
India has officially overtaken Japan to become the 4th largest global economy, with a nominal GDP of $4.19 trillion (May 2025).
By 2027, it is projected to cross Germany ($4.8 trillion) to become the world’s third-largest economy.
In PPP terms, it’s already there, with a GDP (PPP) of $17.8 trillion. This economic leap means India is no longer a “developing nation” in global negotiations—it now demands a seat at the big table.
The US, EU, and China are recalibrating trade, defence, and climate diplomacy because India is now a maker of rules, not a follower.
From ‘IT-only’ to Manufacturing & Tech Powerhouse
India is no longer just the world’s back-office. Over the past five years, it has actively shifted towards becoming a global manufacturing hub.
Apple now produces 7% of global iPhones in India, up from just 1% in 2021.
The PLI (Production Linked Incentive) scheme has attracted companies like Foxconn, Micron, and Samsung to set up large factories.
India’s electronics exports crossed $23 billion in FY24, a 400% jump in 5 years.
This shift directly threatens China’s monopoly and creates economic discomfort for the US and West, as India increasingly positions itself as the “China Plus One” manufacturing alternative for the world.
UPI Is Disrupting Global Financial Infrastructure:
India’s Unified Payments Interface (UPI) is the world’s most advanced digital payment system, processing over 12 billion transactions per month (2025).
UPI has outpaced Mastercard and Visa in India and is now being adopted in Singapore, France, UAE, and Sri Lanka.
This is shaking the Western monopoly over global payment rails. Unlike SWIFT, UPI is instant, free, and inclusive—89% of Indian adults have a bank account today.
The US's discomfort lies in the fact that India is setting a new global standard for financial inclusion, digital identity (Aadhaar), and e-governance that’s both scalable and sovereign.
1.4B Population = Economic & Strategic Leverage
India is the world’s most populous nation, but it’s not just about size. It has the largest working-age population with a median age of 28.2, compared to US: 41.7 and Europe in access of 40s.
This youth bulge translates into higher consumption, digital adoption, and productivity.
India is already the third-largest smartphone market, the second-largest internet user base, and home to 111 unicorns.
This demographic dividend will drive $5 trillion consumption economy by 2030, outpacing the EU.
Superpowers are now forced to engage India not just as a strategic ally—but as a consumer superpower that global MNCs can’t afford to ignore.
India’s Defence Autonomy: 65% Equipment Now Made Locally
India is shedding its identity as the world’s biggest arms importer. As of 2025, 65% of its defence procurement is indigenous, thanks to initiatives like ‘Make in India Defence’ and private-public partnerships.
HAL Tejas, BrahMos exports, and the indigenous submarine program are signs of rising capability.
India is also demanding technology transfers for key imports—putting pressure on Russia, the U.S., and France to localize production.
F-35 deal is certainly not that straight forward.
With $73 billion allocated to defence in FY25, India’s goal is to become a net exporter of defence technology by 2030, directly challenging the US-Russia-China military export axis.
Strategic Autonomy: No Bloc Politics, Only Interests
India is the only major power part of BRICS, QUAD, SCO, and G20—without becoming a puppet of any bloc. It buys oil from Russia, arms from France, tech from the US, and investments from the UAE—all while pushing Atmanirbhar Bharat (self-reliance).
This kind of strategic autonomy frustrates the US , who expect loyalty and do whatever they want countries to do in exchange for trade and occasional help.
Pakistan is one key example of that kind of nation.
Infrastructure Boom—The Silent Multiplier
India is building an infrastructure beast.
Over $1.4 trillion is being invested through the Gati Shakti Master Plan, including 35,000 km of highways, new ports, bullet trains, and urban metros.
Unlike slow-moving Western democracies, India is executing infra projects at scale and speed.
This physical transformation is laying the foundation for manufacturing, exports, and tourism—putting pressure on economies that relied on India as a buyer rather than a builder.
One major highlight: Indian ports have turn around time faster than any US and western countries.
AI and Semiconductors: Building Native Tech
India is no longer just consuming tech—it’s now building it. The government has allocated ₹76,000 crore ($9.5 billion) to build a semiconductor ecosystem.
Partnerships with Micron, Tower Semiconductor, and TSMC are in place to start domestic chip fabrication.
On AI, India launched IndiaAI, a mission to build sovereign AI models, fund deeptech startups, and integrate AI in governance.
With its 200+ engineering colleges, low-cost data, and largest pool of coders, India is preparing to compete in the AI and chip wars.
This rise in native tech capability threatens US and Western control over foundational tech layers.
Definitely lot of softwares are getting shipped to US in access of 100 billion USD already.
"Dead Economy"'s Share Market:
Sensex & Equity Resilience vs. Western Market FOMO
India’s CPI inflation eased to just 2.1 % in June 2025, a 77‑month low, with wholesale inflation also slipping to −0.1%—unlike persistent 4%+ inflation in the U.S. and EU .
The Reserve Bank of India cut repo rates by 50 bps in June and changed its stance to neutral, signaling further easing ahead, while Western central banks remain cautious due to stickier inflation.
Bolstered by low inflation and falling yields, the Sensex has recovered strongly since its early‑2025 dip.
Meanwhile, U.S. equity markets face valuation pressures and limited domestic depth, even as foreign investors seek safer haven in Treasuries.
Yesterday Powell again refused to reduce rates despite all Trump Tantrums.
As of end‑March 2025, India’s external debt stood at ~$736.3 billion, around 19% of GDP, up marginally but still manageable.
Crucially, forex reserves reached $700 billion by July 2025, covering over 11 months of imports and nearly matching its external debt (≈96%) .
By contrast, advanced economies like the U.S. often carry debt exceeding 100% of GDP with far thinner FX liquidity, making them more vulnerable to shocks and capital outflows.
Lets not talk about new oil supplier Pakistan's plight.
Let's not forget India's renewed self reliance in its own defence:
US and West have long tried to keep India as a front against China.
For that they tried to lure and manipulate India showing China as threat and US as defence.
But India did not quite play like that. India has never explained QUAD as anti-any country group.
With Op Sindoor, China weaponry got tested and exposed and India's confidence in tackling China have gone multi level up.
US is miffed with this too.
Last but not the least: India, being largest potential market for Trump's crypto fund, never entertained that rather offered UPI to US.
Trump promised lot of US industries a free entry to India. Its not working.
India has been so tough for US in negotiating that US Sec for Treasury have publicly admitted it.
India's point of leverage is its demography, robust economy, autonomous governance, its home grown tech and non-alignment.
If you look at US pattern, it manipulates the world on these things.
When it comes to dead economy, Mr Gandhi has made INR 46 lakhs of profit. and US investors have made in access to $16 billion dollar in ROI in last 6 years.
While Pakistan was still busy in donkey economy.
Trump's arm twisting can work with someone like Pakistan but not with India as he thought intially.
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Raghuram Rajan said Pakistan played it smart and got the better deal.
Reality check:
After 8.2% GDP growth for last quarter, India surpassed all predictions with its exports in November.
India’s exports jumped 19% to $38.13B in November. Exports to the US surged 22.6% YoY and 10% MoM.
Pakistan’s exports to the US fell ~15% in the same month.
Turns out noise does not move trade. Strategy does.
Thread. 👇
November 2025 changed the debate. Merchandise exports jumped 19% YoY to $38.13B, and total exports (goods + services) hit $73.99B.
India’s export growth was not narrow. It was broad-based.
Major drivers in November 2025:
• Engineering goods +23.76%
• Electronic goods +38.96%
• Gems and jewellery +27.80%
• Drugs and pharmaceuticals +20.91%
• Petroleum products +11.65%
This matters because many of these sectors are either higher value or less tariff-sensitive.
The merchandise trade deficit slumped from a record ~$41.7B in October to $24.53B in November — far better than market estimates.
India’s exports to the U.S. rose 22.6% in November to $6.98 billion, which is even higher than its exports of $6.31 billion in the prior month.
India’s exports to the U.S. were down 8.6% in October and 11.9% in September.
India’s exports of goods and services for November were up 15.52% at $73.99 billion.
Those are not small moves: they show exports rose while imports eased, tightening external balances in one month.
US TRADE: REBOUND DESPITE HIGH TARIFFS
India’s merchandise goods trade deficit, which had touched a record high of roughly $41.7 billion in October, shrank to $24.5 billion in November, beating a Reuters poll estimate of $32 billion.
Even with US duties increased (extra 25% in Aug, taking some lines to ~50%), exports to the US rose ~22.6% in November to ~$6.98B, reversing falls in September-October.
That rebound came from shifting product mix and higher-value shipments rather than volume-led commodity pushes. In short: tariffs raised costs, but exporters changed what and how they sold.
IndiGo Chaos was planned well in advance in May 2025.
It was designed to bring Govt to its toes.
DGCA and Civil Aviation were never the target of this chaos.
Air India crash was the starting point.
It is part of a complicated geo politcal battle.
Read this till the end.
Turkish connection:
IndiGo codeshares to 40+ European/US points via Turkish; reciprocal for Turkish on Indian routes.
Turkish airline is the major partner.
The major shareholder of Turkish Airlines is the Türkiye Wealth Fund (Turkish Wealth Fund), which holds approximately 49.12% of the company's shares.
This fund's chairman is President Erdogan.
Turkey has been the biggest logistical and political supporter of Pakistan during Op Sindoor.
Along with Pakistan Turkey also lost credibility of its drones and business due to India cancelling contracts for Turkish companies and Indians bycotting Turkey in different forms.
Before Air India crash on June 12, explosives...
were found on Turkish Airlines flight surprise check in India a week prior to deadly crash.
Remember India suspended contracts of Celebi Airport Services India Private Limited. Erdogan's duaghter is a major share holder there.
After the deadly crash there were reports of Air India facing trouble, emergency landing and so on.
It created mistrust among people and passengers prefered IndiGo more.
Now comes the second twist in the tail.
Is Turkey the one behind all this? Answer is yes but not alone.
Large scale GPS spoofing reporting coupled of days back.
ISI operatives arrested in Gujarat.
Now tons of explosives found with doctors in Faridabad.
What if the GPS “spoofing” around Delhi Airport last week wasn’t just a random tech glitch… but part of a larger counterintelligence game?
The timing is too sharp to ignore because: 1. Visit of Israeli PM Netanyahu 2. Visit of Russian President Putin in December. 3. Preceded by Series of NOTAMs across India 4. Now back to back arrests and 2900KG explosive
In recent days, Indira Gandhi International Airport (IGIA), Delhi’s busiest hub, saw an unusual spike in navigation disturbances. Articulated in news reports: fake GPS signals — a phenomenon called “spoofing” — misled aircraft position systems within roughly 60 nautical miles of the airport.
At the same time, the main runway’s Instrument Landing System (ILS) had been temporarily withdrawn for upgrading to Category III status — meaning aircraft were more reliant than usual on satellite-based navigation.
Put together: a scenario where normal defences were weaker — and something tested India’s air-domain resilience.
What exactly was going wrong? Spoofing differs from jamming: instead of blocking signals, fake GPS transmissions make receivers believe they are somewhere they aren’t.
At IGIA, while ILS was offline for upgrade, aircraft were relying on RNP (Required Navigation Performance) which depends on GPS. Once GPS signals started getting manipulated up to 60 nm out, authorities flagged the risk. The gap between ground-aids and satellite-aids became a vulnerability — one that apparently adversaries or non-state actors tested.
There are many possibilities of what's going on behind the scene:
Is "failed attempt" duringSCO summit on Modi still in action?
In the past few days, pilots arriving into IGI have reported odd GNSS behaviour: their navigation systems showing incorrect positions, altitudes or paths — clear signs of GPS spoofing, where fake satellite signals are beamed to confuse aircraft.
This is far more serious than a routine tech glitch: when approach paths are compromised, aircraft must divert or go manual...
increasing workload for controllers, raising safety risk.
Add to this that IGI already had a partially limited landing system (ILS upgrade ongoing) and an easterly wind change forcing arrivals from the Dwarka side, and you get a perfect storm.
The message: the skies over India’s busiest airport just got a lot more hazardous not just from weather, but from cyber-physical interference.
WAS A VVIP THE TARGET — OR WAS IT A MESSAGE?
Delhi was handling heavy VVIP and election-related air movements (Bihar) with choppers, charters, and security flights crisscrossing the same corridors.
Combine that with a sudden string of spoof events and an ATC messaging failure that delayed hundreds of flights, and you have the anatomy of an intimidation campaign: create fear, force movement, paralyze decision-making.
We have every right to ask whether this was a message aimed at our leadership — recall the recent reporting and heated speculation around assassination plots and suspicious foreign footprints at international forums.
Allegations exist in the public domain; investigators must follow these leads openly, not petulantly dismiss them. Treat this as potential state-level coercion by hostile proxies until proven otherwise.
THE NEW BATTLEFIELD IS SIGNALS — NOT JUST STRIPES.
Pakistan's Afghanistan Crisis: What Orchestrated it?
To eliminate TTP chief?
Absolutely NOT.
Then?
There are multiple factors including Op Sindoor.
This conflict can go longer than what it seems.
Read this thread till the end.
Pakistan’s cross-border strikes into Afghanistan can't be understood simply as counterterrorism.
Domestically, Islamabad is facing escalating unrest among the Baloch and Pashtun populations protests, demands for rights, accusations of enforced disappearances, economic neglect.
The army’s image, once almost uncontested, is under pressure as the primary “institution” holding the country together.
By projecting external threats, the civil-military complex seeks to reassert its indispensability.
The Afghan front ....
...becomes the dramatic stage for showing “we are protecting the nation,” even as discontent grows at home in structurally marginalized regions.
There is also a palpable desire in Pakistani leadership to demonstrate loyalty to Washington.
The talk of reclaiming Bagram Airbase by the US under Trump has drawn regional concern. By engaging in high-stakes military operations in Afghanistan, Pakistan appears to be indicating that it is still a willing security partner, able to act militarily, share intelligence, and tighten cross-border pressure.
In doing so, Islamabad may hope for political, financial, intelligence or diplomatic rewards from the US. The base issue is symbolic of US strategic priorities in South Asia and China’s growing influence.
Pakistan is about to serve POJK on platter to India.
Modi-Shah-Doval had pressed panic button back in 2019.
Dont forget Doval's work in China.
Pahalgam Attack and Op Sindoor made it worse.
Read this thread to understand how Greed, Power and Religion making Pakistan explode👇
Pakistan is breaking from within.
Economic collapse, militant violence, and political greed have torn apart what once held it together.
Religion no longer unites, the army no longer commands respect, and foreign powers are pulling its strings.
The fall began in 2019 when India revoked Article 370. That single act shattered Pakistan’s Kashmir dream and stripped its ideological core.
Since then, every desperate move to regain relevance has only dragged it deeper into isolation and internal decay.
The 2019 abrogation of Article 370 ended Pakistan’s moral claim over Kashmir.
Decades of propaganda collapsed overnight. The country that built its identity on “Kashmir Banega Pakistan” was left speechless.
Even Muslim nations like the UAE and Saudi Arabia chose trade with India over solidarity with Pakistan.
That humiliation cracked the myth that Islam alone could sustain national unity.
From that moment, Pakistan began its slow implosion. It was no longer the voice of the Muslim world, just another struggling state seeking attention in global politics.