CA Vivek Khatri Profile picture
Aug 17 22 tweets 5 min read Read on X
🚨 BREAKING: PM Modi just outlined India’s new vision of power & prosperity from the Red Fort.

Key announcements:
→ Operation Sindoor victory
→ Indus Waters Treaty rollback
→ India’s first homegrown chip by year-end
→ Critical minerals & energy independence push
→ ₹1 lakh crore youth jobs scheme
→ 2 crore women turned ‘Lakhpati Didis’
→ Farmers-first: PM Dhan-Dhanya Krishi Yojana
→ Next-gen GST reforms
→ Gaganyaan + India’s own space station plan

This is India’s roadmap to Viksit Bharat 2047 → Here’s the breakdown 👇
📌 What you’ll learn in this thread:

✅ Why Operation Sindoor is India’s biggest counter-terror shift
✅ How India will save ₹10+ lakh crore in energy imports by 2047
✅ Why semiconductors & critical minerals = India’s “oil of the future”
✅ The ₹1 lakh crore youth jobs mission that could redefine hiring
✅ How 2 crore women quietly built a new economic class
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

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1️⃣ Operation Sindoor → India’s “New Normal”

On April 22, terrorists massacred civilians in Pahalgam.
→ India responded with Operation Sindoor
→ Army given full freedom: timing, targets, strategy
→ Terror HQs deep inside enemy territory destroyed

📊 Result: Pakistan lost critical terror infrastructure built over decades.

This is India’s most aggressive cross-border strike since 1971.
2️⃣ Indus Waters Treaty → A 7-Decade Drain

Since 1960, the Indus Waters Treaty let Pakistan use 80% of river waters.
Meanwhile, Indian farmers struggled with shortages.

Modi: “Blood and water will not flow together.”

→ India will now reserve water for Indian farms only
→ Potential to irrigate 2 crore+ hectares extra land
→ Higher yields, better rural income, food security boost

This isn’t just water policy, it’s geopolitical leverage.
Which of these 2 moves will have the bigger long-term impact?
3️⃣ Semiconductors → The Lost 60 Years

In the 1960s, India had proposals for a chip fab. Files gathered dust.

By 2020, Taiwan controlled 60%+ of global semis.
India = 0.

Now:
→ 6 fabs under construction
→ 4 new fabs approved
→ First Made-in-India chip hits the market by Dec 2025

This single industry could add $300B+ to GDP by 2030.
4️⃣ Energy Independence → ₹10 Lakh Crore Unlock

India imports 80%+ of oil. Annual bill = ₹10 lakh crore.

The roadmap:
→ Solar ↑ 30x in 11 years
→ 10 new nuclear reactors (10x capacity by 2047)
→ National Deep Water Exploration Mission (oil & gas undersea)
→ Critical minerals search at 1200+ sites

Every rupee saved here = rupee invested in youth, farmers, poor.
5️⃣ Climate Bombshell → India Beats Its Own Target

Target: 50% clean energy by 2030.
Reality: Achieved in 2025 - 5 years early.

This leap makes India a global leader in climate action.
→ Lower carbon risk for industries
→ Faster FDI flows (green premium)
→ Cleaner air + reduced health costs

Future investors will pay a “green premium” to India.
6️⃣ Jobs Mission → ₹1 Lakh Crore Employment Push

Pradhan Mantri Viksit Bharat Rojgar Yojana:
→ ₹15,000 incentive for every private job created
→ 3.5 crore youth to benefit
→ Companies rewarded for new hiring

Think of it as PLI for jobs.
Direct impact: lower unemployment, higher consumption, more taxes.
7️⃣ Women Power → The Rise of Lakhpati Didis

Self-help groups once ignored. Today:
→ 10 crore women involved
→ 2 crore women now earn ₹1 lakh+ annually
→ Target of 3 crore ahead of time

A “quiet revolution”: women moving from unpaid to entrepreneurs.
India’s female economy is adding $700B+ in GDP potential by 2030.
What’s India’s biggest growth engine in the next decade?
8️⃣ Farmers First → PM Dhan-Dhanya Krishi Yojana

Agriculture today:
→ #1 in milk, pulses, jute
→ #2 in rice, wheat, fruits, vegetables
→ ₹4 lakh crore agri exports

The new scheme: focus on 100 lagging districts.
Goal → Lift small farmers into the mainstream.

Plus: 125 crore free livestock vaccine doses = lower agri risk.
9️⃣ Middle Class → 25 Cr Exit Poverty

In 10 years:
→ 25 crore Indians escaped poverty
→ A new “neo–middle class” has emerged
→ This group = India’s next consumption powerhouse

More income → more savings → higher investments.

India’s growth is no longer top-down. It’s bottom-up consumption.
🔟 GST 2.0 → The Diwali Gift

What’s changing:
→ Taxes on daily goods cut
→ MSMEs get relief
→ Compliance burden slashed

Expected impact:
→ Higher spending power
→ Boost in small biz profits
→ Faster GDP multiplier

India may finally get a “Good & Simple Tax”.
1️⃣1️⃣ Space → India’s Next Frontier

→ Gaganyaan: India’s human space mission
→ Work on India’s own space station begins
→ 300+ startups in space-tech, backed by ISRO reforms

This is more than prestige → space startups alone could be a $50B industry by 2030.
1️⃣2️⃣ Reforms That Matter → From Law Books to Life

→ 280 Income Tax sections scrapped
→ Cashless assessments
→ IT refunds within days
→ Bharatiya Nyaya Sanhita replaces colonial laws

Reform is no longer paperwork. It’s visible in your life.
1️⃣3️⃣ Culture = India’s Soft Power

→ Guru Tegh Bahadur Ji’s 350th martyrdom year
→ Maha Kumbh drew millions in unity
→ 5 languages given classical status

Modi’s point: A nation’s economy is strong only if its culture is stronger.
1️⃣4️⃣ The Bigger Picture → Viksit Bharat 2047

Everything ties back to one timeline: 2047.
→ Youth jobs
→ Women empowerment
→ Tech + semis
→ Farmers’ exports
→ Space & energy independence

The blueprint is simple: No dependency. Maximum self-reliance.
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More from @CaVivekkhatri

Aug 17
🚨BREAKING: U.S. President just met a wartime Russian leader.

On American soil.
Inside a military base.
No deal.
No questions.
No ceasefire.

Putin refused to fly over NATO airspace.
Trump canceled the filet mignon.
Ukraine wasn’t invited.

And Alaska, once Russian, hosted it all.

This wasn’t a peace summit.

It was a geopolitical power play.

Let’s break it down 🧵👇
👨‍🏫 What you’ll learn from this thread:

– Why this summit happened now
– The real signals behind symbolic optics
– How this affects India (oil, BRICS, sanctions, QUAD)
– Lessons in statecraft & power positioning
– The next 3 moves global investors should watch
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

→ Weekly stock screeners
→ Breakout alerts
→ Cheat sheets from iconic investors
→ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
Read 21 tweets
Aug 14
🚨BREAKING: “India is caught between two nuclear giants. And tomorrow, they meet without us.”

Putin is flying into U.S. airspace.
Trump is threatening “severe consequences.”
Ukraine isn’t even in the room.

And India?
– Dependent on Russian oil
– Facing U.S. tariff pressure
– Balancing BRICS vs. QUAD

This summit isn’t just a peace negotiation.
It’s a geopolitical time bomb.

Let’s break it down 👇
📌 What you’ll learn in this thread:

– Why this summit is NOT about Ukraine
– How it could reshape India’s energy, trade & military future
– What markets, investors, and policymakers should watch
– How India must reposition in a shifting world order
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

→ Stock screeners every week
→ Breakout alerts
→ Cheat sheets from iconic investors
→ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
Read 19 tweets
Aug 13
🚨 BREAKING: India just took its biggest-ever leap in the global chip race.

4 new semiconductor plants approved
₹1.6 lakh crore total investment
24 billion chips/year capacity in the pipeline

From zero fabs in 2021 to a manufacturing powerhouse - this move could quietly rewrite the rules of tech, trade, and national security.

📌 Here’s what you’ll learn from this thread:
➜ The full list of India’s 10 approved chip projects
➜ Why this is a high-stakes geopolitical power move
➜ The impact on AI, EVs & defense
➜ Real examples from Odisha to Gujarat
➜ How to spot the stocks set to win big

Let’s break it down 👇
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

➜ Stock screeners every week
➜ Breakout alerts
➜ Cheat sheets from iconic investors
➜ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
1️⃣ The Reality Check - Why Chips Matter

No chips = no AI.
No EVs.
No defense systems.

➜ 90% of the world’s semiconductors are made in just 3 countries.
➜ A single war, sanction, or earthquake could paralyse supply chains worth trillions.

India is building a strategic insurance policy and a wealth engine.
Read 21 tweets
Aug 12
🚨 ENOUGH IS ENOUGH
Trump just hit India with 50% tariffs.

We can’t sit and watch foreign brands profit while they try to bully us.
It’s time to go Vocal for Local and start a nationwide #BoycottUSBrands movement.

What you’ll learn in this thread:
➜ Why boycotts beat tariffs (in weeks, not years)
➜ The math: leakages, royalties, GDP multipliers
➜ Sector-by-sector winners & risks
➜ Case studies (1905 Swadeshi, Russia 2022, Sri Lanka 2022)
➜ A 30/60/90 day action plan with KPIs

Let’s break it down 👇
1️⃣ 💣 The Silent Weapon Stronger than Tariffs

Tariffs are slow. Boycotts are instant.
US policy: Hit our exports with 50% tax.
Our counter: Cut their $80B India revenue pipeline.

Even a 20% switch from US to Indian brands = ₹1.3 lakh crore redirected in a single year.
2️⃣ 🧮 The Leakage Problem - Why Foreign Brands Drain Us

Spend ₹100 at a US brand:
➜ 4–8% → Royalties & tech fees to HQ
➜ Profits → Repatriated abroad

Spend ₹100 at an Indian brand:
➜ Majority → Circulates domestically via wages, suppliers, tax
➜ Local multiplier effect: 1.6–2.0x GDP impact

Same rupee. Different outcome.
Read 24 tweets
Aug 11
🚨 BREAKING: India just took a bold step towards de-dollarisation.

The RBI will now let Indian banks open foreign rupee accounts instantly - no approvals, no delays.

This could quietly rewrite the rules of global trade.

Here’s what you’ll learn from this thread:
➜ How Special Rupee Vostro Accounts (SRVAs) work
➜ Why this policy change matters right now
➜ The impact on USD dominance & INR internationalisation
➜ Real examples from Russia, UAE, Sri Lanka & more
➜ What it means for Indian exporters & investors

Let’s break it down 👇
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

➜ Stock screeners every week
➜ Breakout alerts
➜ Cheat sheets from iconic investors
➜ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
1️⃣ The Overnight Rule Change

5 Aug 2025 ➜ RBI Circular No. 08 changes the game.

Earlier ➜ Category-I banks needed RBI’s prior approval to open SRVAs for foreign banks.
Now ➜ No approval required. Instant opening if a correspondent banking relationship exists.

Impact ➜ A process that took weeks can now be done in hours.
Read 21 tweets
Aug 8
🚨BREAKING: Trump just cocked the trigger on the global chip war.

The next move could change the price of your phone, your car, and even your job.

A planned 100% tariff on imported semiconductors could:
• Send electronics prices through the roof
• Tear $190B out of global supply chains
• Give India its biggest tech opening in 30 years

The countdown has started and every second takes us closer to the point of no return.

Read this before it’s too late 🧵👇
What you’ll learn in this thread:

✅ Why Trump’s 100% chip tariff is the most disruptive tech move since the 1980s US–Japan chip war
✅ The real winners & losers in this new chip order
✅ Why this is India’s single biggest industrial opportunity since 1991 liberalisation
✅ A 6-step India action plan to cash in before the 90-day window closes
📢 Before we begin…

We just launched our official Telegram channel for serious investors:

→ Stock screeners every week
→ Breakout alerts
→ Cheat sheets from iconic investors
→ Market filters based on real-time moves

📲 Join now → telegram.me/Stockizenoffic…
Read 23 tweets

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