CA Vivek Khatri Profile picture
Aug 17 21 tweets 4 min read Read on X
🚨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
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🔥 Opening Beat: Two nukes. One base. No witnesses.

Trump met Putin
at a U.S. military base in Alaska.

No NATO officials.
No Zelenskyy.
No journalists allowed in the room.

Only one-on-one talks,
no ceasefire,
and a post-summit drone strike in Ukraine.

What really happened?
🌍 Why Alaska = Masterstroke

Putin refused to fly over NATO airspace.
Trump refused to meet on “neutral” ground.

Solution?
→ Anchorage, a former Russian colony
→ Within U.S. borders, but close to Russia
→ No NATO. No Europe. Just raw optics.

In diplomacy, geography = leverage.

🧠 Lesson: Use location as a signal, not just logistics.
📉 The Meeting Timeline: Shorter. Tighter. Sharper.

Planned: 6–7 hours
Actual: ~2.5–3 hours

→First: One-on-one
→Then: 3-on-3 (Rubio, Lavrov, Witkoff, Ushakov)
→Lunch canceled
→Gift scrapped
→Crème brûlée uneaten

They didn’t break bread.
They broke narratives.
🧠 Putin’s Playbook: Historical Framing = Strategic Gaslight

Putin referenced:
→ Russian pilots buried in Alaska
→ WWII allyship
→ “Common roots” with Ukraine
→ “Neighbors by geography, not enemies”

This isn’t nostalgia.
It’s justification.
He’s rebranding Russia as disrespected, not aggressive.

📚 Mental Model: Frame today as unfinished history.
💥 Trump’s Messaging: Soft power through blunt force

Trump didn’t speak long.

But he drove these signals:
– “Tremendous meeting” = reset tone
– “Peace deal” > “Ceasefire” = semantic reframing
– “Moscow visit soon” = strategic escalation

Diplomacy isn’t what’s signed.
It’s what’s said… and who wasn’t in the room.
What was this summit really about?

What do you think?
📉 What Ukraine Got: Zero Chair. Zero Leverage.

Zelenskyy wasn’t present.
Wasn’t invited.
Only got a call after the summit.

He later said:
“We will not concede land.”

But drone strikes resumed within 8 hours.
A chilling reality:
→ They spoke about Ukraine, without Ukraine.
🇮🇳 India’s Balancing Act: Tightrope Turns Tighter

This summit puts India in a strategic bind:
→ Dependent on Russian oil
→ U.S. applying tariff pressure
→ Navigating BRICS and QUAD

One misstep = sanctions or supply shocks.
One smart play = superpower leverage.

India must now decide:
Align, hedge, or broker?
💰 Sanctions Risk: A Time Bomb for Trade

India imports ~34% of its crude from Russia (2025)
Paid in rupees + dirhams to dodge dollar tracking

But U.S. midterms loom
→ Trump or Biden 2.0 could shift tolerance

What if tomorrow’s summit outcome =
“Secondary sanctions on Russian buyers”?

Game over for rupee oil?
🔍 Watch: U.S. Treasury & G7 language over next 90 days.

🔁 Bookmark this tweet.
📸 Optics That Spoke Louder Than Words

- Putin greeted with red carpet
- Trump arrived in “The Beast”
- B-2 stealth bomber overhead
- No handshake photo released

This wasn’t about peace.
It was about posturing.
Welcome to Season 2 of Cold War Theater.
📉 Most people missed this hidden win for Putin:

“Trump didn’t attack me on Ukraine.”
“We were neighbors, not enemies.”
“We will restore cooperation.”

Putin’s domestic media is now spinning this as:
→ America blinked
→ NATO frozen
→ The West is tired

Perception IS leverage.
📞 The Zelenskyy Call: Damage Control or Lip Service?

Trump’s team called Kyiv after the summit.
Zelenskyy responded diplomatically but firm.

Europe then issued a unified statement:
→ “No land swaps.”
→ “Ukraine’s NATO path continues.”

Meanwhile, Kyiv prepares winter defense.
While D.C. prepares campaign ads.
🧵 Micro-story: Symbolism on the Tarmac

After the summit, Trump
walked the tarmac and saluted every troop one by one.

Phones came out.
Clips went viral.
Supporters cried.
Critics called it theater.

But here’s the truth:

Nothing on camera is accidental.
🧊 Geopolitical Law: Control the Optics = Control the Narrative

You don’t need a treaty to shift power.
You just need the photo,
and the silence that follows.

This is what the summit achieved:
– No ceasefire
– No promises
– But the world is now watching
– And the tone just changed
Should India stay neutral going forward?
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📌 Final Insight: I call this The Alaska Shift.

No one signed anything.
No one made peace.

But the axis of power tilted:
→ From Kyiv to Anchorage
→ From battleground to boardroom
→ From tanks to narrative control

This is the new Cold War playbook.
🙏 Thank you for checking out the thread.

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More from @CaVivekkhatri

Aug 18
🚨 Prime Minister Narendra Modi has announced a “Double Diwali Gift” for the nation.
India is preparing the next generation of GST reforms.

➝ 12% & 28% slabs to be rationalised
➝ MSMEs to get significant relief
➝ Everyday essentials likely to become more affordable

Most countries adjust taxes quietly.
India is positioning GST reform as a growth accelerator.

But here’s the caution:
If corporates raise MRPs, GST cuts may not fully reach consumers.

With 60% consumption-driven GDP, a ₹1 lakh crore MSME push, and a simpler 2-slab system…

This is how India’s GST reform could reshape the economy 🧵👇
What you’ll learn in this thread:

1. Why GST reform was inevitable in 2025
2. The economics of “slab compression” (4 ➝ 2)
3. Sector-by-sector impact (cement, autos, MSMEs, insurance)
4. The hidden “Pass-Through Problem” (MRP hikes)
5. The long-term vision for India’s $5T economy
📢 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 25 tweets
Aug 17
🚨 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:

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

📲 Join now → telegram.me/Stockizenoffic…
Read 22 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

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