India has 14 crore air travelers a year.
But 92% of them never fly business class. 40% don’t fly more than once a year.

Now imagine What if Reliance launched an airline?
This is not fantasy. This is a thought experiment in business dominance.

The same playbook that broke telecom (Jio), reshaped retail (Reliance Retail), and is now shaking up finance (Jio Financial) would be applied to aviation

Here’s the 7-step blueprint Mukesh Ambani would use to own the Indian skies:

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Step 1: Enter With a Controlled Explosion

Reliance doesn’t enter quietly. It nukes old pricing models.

Remember Jio’s ₹0 SIMs?
Now imagine this in aviation:

● ₹9999 domestic flight packs
● Buy 1 Get 1 free flights
● Free flights for Jio Postpaid Max users
● Cashback for using Jio Financial cards
● “₹1 ticket” flash sale events (like mega bus in Europe)

This isn’t marketing. It’s disruption as strategy.
Step 2: Build an Aviation Ecosystem, Not Just an Airline

Reliance doesn’t create products.
It builds ecosystems that lock you in.

Their airline would plug into:

● JioFiber + JioCinema for in-flight streaming
● JioMart for in-flight snacks
● AJIO for duty-free fashion
● Jio Financial for zero-cost EMI travel cards
● JioAir routers for 5G skies
● Reliance fuel at airports for discounted ATF

Every flight would be a Reliance ad, Reliance app, Reliance experience.
Step 3: Target Tier 2–3 India, Not Just the Airports You Know

Delhi, Mumbai, Bangalore are saturated.
But Bharat isn’t.

Reliance already owns or has major influence in:

● Navi Mumbai Airport (under development)
● Jamnagar (refinery tronghold)
● Surat, Vadodara, Ahmedabad
● Tier 2–3 cities ignored by legacy airlines

Their airline would promise:

“From Bharat, for Bharat.”
Not elite luxury. Mass aspiration.
Step 4: Use Buying Power Like a Weapon

No Indian company negotiates bulk like Reliance.

Expect:

● Record aircraft order (100+ planes in one go)
● Fuel cost arbitrage via their own petroinfra
● Aircraft maintenance contracts copied from their Jio tower ops

Reliance doesn’t do one-off deals.
It locks 10-year costs when others haggle for quarters.

That’s how you beat Indigo on cost — not price.
Step 5: Make Aviation Data-Driven

Reliance is India’s most underrated tech company.

Jio’s backend is one of the largest AI engines in the country.
They would bring the same firepower to aviation.

● AI-based dynamic pricing (like Amazon does for discounts)
● Predictive maintenance using IoT sensors
● Crew scheduling optimized by machine learning
● Flight time forecasts integrated with weather & traffic data

It’s not just about flying.
It’s about flying with data as the pilot.
Step 6: Wrap It in National Emotion

Jio wasn’t just a telecom company.
It was marketed as “Digital Freedom.”

Expect the airline to be:

“India’s Own Airline”
or
“BharatFly – Swadeshi in the Skies”

They would use:

● Tricolour branding
● Ads with soldiers, farmers, families
● Zero-English, 100% emotion-heavy commercials

Because Reliance doesn’t sell products.
It sells pride.
Step 7: Bleed First. Then Rule Forever.

This is the Reliance DNA in action:

● Phase 1: Undercut and hurt the giants
● Phase 2: Offer better value, not just lower prices
● Phase 3: Create product addiction
● Phase 4: Become the default

Aviation becomes the Jio model in the skies.
Low cost. High volume. Full control.

Indigo, Akasa, Air India — all would feel the chill.
India’s skies are crowded.
But none of them are doing what Reliance could.

If Mukesh Ambani ever launched an airline,
he wouldn’t just compete.
He would rewrite the aviation rulebook.

And history suggests — he may win.

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More from @stockifiabhijit

Dec 7
95% of India’s global trades are cleared outside India.

$50B+ in rupee-denominated transactions happen offshore.

And over $200B in Indian wealth sits in foreign financial centres.

Why? Because India had the talent, but not the tools.

Now India is building its own Wall Street.

But with:
● Zero STT
● Zero GST
● Zero paperwork

And most Indians still don’t know why it exists.

Welcome to GIFT City: The $33 billion financial war zone India is quietly arming for the next decade.

In 2022, GIFT City cleared more trades than the Dubai International Financial Centre.

By 2030, it could handle $1 trillion+ in assets under management.

Let’s break it down.

Bookmark and retweet this thread to revisit it laterImage
In 2015, India made a decision that barely made headlines.

Build the country’s first International Financial Services Centre (IFSC).

Not just to attract FDI.

But to challenge the dominance of Dubai, Singapore, and London.

And so GIFT City was born.
What is GIFT City?

Think of it as:
● A global finance free zone inside India
● Where Indian laws pause, and global rules begin
● A playground for billion-dollar deals, with no red tape or rupee restrictions

It’s not a building.

It’s a new financial regime.
Read 10 tweets
Dec 6
In 2022, India’s oil imports from Russia exploded after Western sanctions.

Result?
Russia now earns $60B+ in annual trade surplus with India.

But here’s the twist…

They get paid in rupees, which they can’t easily use back home.

So Russia had two bad options:
•Let rupees sit idle (₹ depreciation risk)
•Buy low-yield Indian bonds

But instead Putin just took the smartest third option:

Buy the Indian stock market.

What looks like an ETF launch… is actually a ₹5 lakh crore geopolitical hack.

Let’s decode the genius of India-Russia’s Nifty ETF deal

Bookmark and retweet this thread to revisit it laterImage
Here’s what just happened:

Russia’s SBER bank Asset Management launched a Nifty50 ETF for Russian investors.

This means:
•Rupees from trade are invested in Indian equities
•Russian citizens get growth exposure
•Indian markets get long-term FII inflows

No middlemen. No forex conversion. No dependency on the dollar.

Just direct equity recycling.
But this isn’t just an ETF. It’s a financial missile aimed at 3 targets:

1. Kill the Dollar Loop

Normally, countries park trade surpluses in US treasuries (like China has $860B+ there).

But this ETF breaks that cycle.

Russia won’t hold US bonds. It’ll hold Indian companies.

This isn’t de-dollarisation theory. It’s de-dollarisation execution.

2. Make Indian Markets the New Global Magnet

Until now, most foreign equity inflows came via:
•U.S. ETFs
•Eurozone banks
•Singapore/Mauritius routes

Now? An Asian military superpower is directly pumping capital into Indian equity indices.
Read 7 tweets
Dec 3
Imagine India as a Young Man who has hit a massive growth spurt.

He’s hungry, ambitious, and growing FAST.

But that means he now needs:

More fuel.
More cooking gas.
More chemicals.
More fertilisers.
More of everything.

Where do you store all this, before it reaches homes and factories?

Welcome to the potential multi-bagger sector:
Tank Terminals.
The giant steel “refrigerators” powering India’s energy future.

India's energy imports will double in the next decade.
But we don’t have enough "fridges" to store the food.

Tank terminals will quietly become the most critical infra behind India’s growth.

Let’s break it down in simple language.
Bookmark and retweet this thread to revisit it later.Image
Think of Tank Terminals as India's underground oil & gas backbone.

When ships bring crude oil, LPG, or chemicals from Saudi, USA or Russia…

They can’t directly unload into homes.

They need to store it safely, temporarily and strategically —
That’s what terminals do.

Like godowns, but for explosive, volatile, and high-pressure liquids.
Today, India imports:
• 85% of its crude oil
• Over 50% of its LPG (your kitchen cylinder)
• Billions worth of industrial chemicals

And by 2030, we’ll need:
• 50% more LPG
• 3X more chemicals
• Green fuels like hydrogen and ammonia

This all needs safe tank infrastructure at our ports.
And we have very little of it.
Read 10 tweets
Nov 30
In the early 19th century, Bombay was just a cluster of fishing islands: no Dalal Street, no South Bombay elite, no high-rises.

But by 1900, it was one of the richest port cities in Asia.
What changed?

Bombay’s initial wealth and power came from one illegal trade:
Opium.

● In the 1850s, opium made up 50% of India’s total exports
● Britain earned more from Indian opium than from Indian cotton for 30 years
● Bombay’s early Crorepatis made their first fortune off a banned substance

History is messier than you think.

This is the forgotten story of how dope money built Mumbai.

Read on.

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→ Hit Follow for daily deep dives
→ Join the Stockifi Community and find out a potential multi-bagger idea (live in the pinned post)

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By the 1820s, Britain had a problem:

They were obsessed with Chinese tea but didn’t want to pay for it in silver.

Solution?

Sell something China would pay silver for.

They chose opium.

And India—especially the Malwa region—was ground zero for poppy cultivation.
Opium was cultivated across Malwa (today’s Madhya Pradesh & Rajasthan), then trafficked to China via Bombay.

British merchants, Indian traders, and Chinese smugglers created a shadow supply chain that pumped millions into Bombay’s banks.

Everyone got high.

Bombay got rich.
Read 7 tweets
Nov 29
India’s labour reform is bigger than GST.
But nobody’s talking about it.

GST covered 1.2 crore businesses.
The new labour laws will cover 6.4 crore.

That’s 5x more.
And it directly affects 50 crore workers.

If GST was about 'one nation, one tax'...
Labour codes are about 'one nation, one workforce.'

And when 6.4 crore businesses and 50 crore workers are brought under one system...
India won’t just grow faster, it’ll grow fairly.

This thread explains how 4 labour codes are quietly formalising India’s unorganised economy.

Liked this breakdown?

→ Hit Follow for daily deep dives
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Why this matters

India’s old labour laws were made in the 1940s.

Different laws for PF, bonus, holidays, layoffs, minimum wage, maternity, factories, shops.

Full confusion.
No clarity for workers or businesses.

44 laws have now been merged into 4 simple codes.

This will directly change how India works.
The 4 New Labour Codes

Wage Code – One minimum wage law for all. No confusion across states and sectors.

Social Security Code – PF, pension, insurance now covers gig workers, daily wagers too.

Industrial Relations Code – Easier hiring, fixed-term jobs allowed, faster dispute redressal.

Occupational Safety Code – Common safety standards across industries.

One framework. Digital records. Less paperwork. Clear rights.
Read 8 tweets
Nov 28
The Company That Sold You Both Medicine as well as Milk: The Untold Story of GSK India - a Thread🧵

Every Indian has bought at least one of these: Horlicks, Boost and Calpol.

- But 99% don’t know the company behind it or why they exited India’s most iconic brands.

- At one point, Horlicks & Boost alone were worth more than India’s entire FMCG health drink segment combined.

Here’s the story of GlaxoSmithKline (GSK) India, the company that turned a wartime drink into a ₹30,000 crore empire

Bookmark and retweet this thread to revisit it laterImage
1930s
A War Medicine Becomes a Household Staple

It all began when Horlicks, a malted milk powder meant for British soldiers during World War I, was introduced to India.

By the 1950s, it wasn’t just a product — it was a ritual.

Mothers gave it to their kids, and doctors recommended it to patients.
For millions, Horlicks became “health” itself.Image
1958 — Calpol is launched, and a generation starts trusting Glaxo

One of the most iconic OTC fever medicines in India, Calpol, was launched by Glaxo.

Over time, it became a go-to for Indian parents and pediatricians alike.

Even today, it’s one of India’s most recommended paracetamol brands for children.
Read 11 tweets

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