Why India is the Most Wanted Ally in Cold War 2.0 🇮🇳

A silent war is unfolding between the US and China.

Both superpowers are vying for India's ultimate prize.

Here’s why India is the fulcrum of the future and what it means for the world 🧵 1) 🇺🇸 The US Pitch: India as the Anti-China Anchor

The US sees India as the counterweight to China’s rise in Asia.

➤ Quad Leadership: Elevated to leader-level summits under Biden; 2024 Quad Summit reinforced joint Indo-Pacific goals.

➤ Military Drills: Yudh Abhyas 2022 near the China border (Uttarakhand) showcased real-time interoperability (NewsOnAir).

➤ Tech & Intel: The 2020 BECA agreement gives India live US geospatial data—a rare show of trust (USIP).

🧠 Logic: The US needs India’s heft to deter China’s regional dominance without India, the Quad weakens.

Trump just triggered a global shockwave:
➤ 125% tariffs on China
➤ 90-day pause for 75+ countries

Markets panicked. China retaliated.

But beneath the noise is a masterplan of chaos and control that most miss.

Here’s the real play 🧵👇 1) April 2: The Opening Shock – Chaos by Design

➤ Trump slaps 10% base tariff on $2.7T of U.S. imports
➤ Adds 11–50% “reciprocal tariffs” on 90+ nations

💥 In 6 days:
• Global market cap loses $5.1T (Reuters)
• SPY: –12.7%a
• VIX: 24.4 (CBOE)
• Dollar Index (DXY): –1.8%
• 10-yr yields: spike to 4.82%

This wasn’t panic. It was provocation.

📌Logic:
1. Trump weaponized volatility to force global attention
2. Created a "fear premium" to gain negotiation leverage
3. Exposed which economies cracked the fastest
4. Collected real-time pressure data to guide the next moves

Trump just launched a 104% tariff bomb on China.

Prices will soar.
Markets are shaking.
Global alliances are shifting.

This isn’t trade policy - it’s an economic earthquake.

Here’s what just changed forever 🧵👇 1) What’s Inside the 104% Tariff?

🔹 20% baseline (since 2024)
🔹 +34% “reciprocal retaliation”
🔹 +50% “or else” threat if China doesn’t comply
💣 Total = 104% now

💬 Talks fail? Could go to 150%

🇨🇳 China hits back: 34% on U.S. goods + rare earth bans starting April 10

Trump’s tariff “chaos” isn’t chaos at all.

It’s a bold, calculated strategy to reset the global economic order and force the world to play by new rules set in Mar-a-Lago.

Here's the detailed breakdown with real data, global context, and the endgame 👇🧵 1️⃣ Why is Trump hitting allies with tariffs?

It’s not erratic. It’s leverage.

Trump’s new Treasury pick, Scott Bessent, openly said:
“Tariffs are the opening salvo to reorient the world economy.”

Tariffs aren’t policy.

They’re negotiating weapons in a multi-phase economic war.

Trump’s 26% Tariff? India’s About to Turn It Into a $50B Win

Trump just slapped India with a 26% tariff on $77.5 billion of exports. That sounds brutal, right?

Wrong. This isn’t a knockout - it’s a setup.
India’s ready to flip this into a massive W.

A thread 🧵 packed with data, trade hacks & why #IndiaRising is unstoppable: 1/17 – The Tariff Bomb Dropped

April 9, 2025 - Trump’s back with tariffs:

🇮🇳 India: 26%
🇨🇳 China: 34%
🇻🇳 Vietnam: 46%
🇧🇩 Bangladesh: 37%

India’s $77.5B to the US is in the crosshairs.
But we’re hit less than the rest. Game on.

🌍 China’s Rare Earth Checkmate: The 2030 Plan to Redraw Global Power

China didn’t just ban rare earth exports - it launched a geopolitical weapon to dominate tech, energy, and influence by 2030.

This isn’t a trade spat. It’s a new world order in the making.

Here’s a 20-part MEGA THREAD you’ll wish you shared sooner.
🧵 Buckle up: 1/ The Ban That Shook the World

🚫 April 4, 2025: China bans exports of 7 heavy rare earths:
- Dysprosium (EV motors, defense)
- Samarium (drones, missiles)
- Gadolinium (MRIs, nuclear reactors)
- Terbium, Lutetium, Scandium, Yttrium

📊 China controls 69% of global production (270K metric tons, USGS 2024) and 89% of refining (Reuters, 2023).

Goal: Secure “national interests” (CGTN, 2025).

👺Impact: The U.S. and West are on the back foot.

CHINA DROPS 34% TARIFF BOMB ON U.S. GOODS

Rare earths banned. Markets crashing.

Trade War 2.0 is not coming — it's HERE.

Trump vs. China, Round 47.

Here’s the 13-part MEGA THREAD you’ll wish you screenshotted.

🧵 Let’s go: 1/ CHINA’S BIGGEST RETALIATION YET - U.S. EXPORTERS SCREWED

📦 Starting April 10, all U.S. goods entering China get hit with a 34% tariff.
💡 From iPhones to LNG to soybeans, no product is safe.
⏳ Grace period until May 13 helps a bit.

🇺🇸 U.S. exporters now face the world’s second-largest economy closing its doors.

Is Trump deliberately crashing markets to refinance $7 trillion in U.S. debt?

On April 2, 2025, Trump announced massive tariffs.

Markets tanked. Bonds soared. Panic ensued.

But what if this chaos… is part of a calculated plan?

Let’s break it down with facts, history, and simple logic 🧵👇 1/ The U.S. Debt Crisis at a Glance

The U.S. government has a big problem:

🔹 National debt: $36.7 trillion (U.S. Treasury, April 2025)
🔹 Annual interest payments: $1.14 trillion (CBO, Feb 2025)
🔹 Debt to refinance in 2025: $7.2 trillion (Treasury Borrowing Advisory Committee, Jan 2025)

Refinancing this debt at lower interest rates could save hundreds of billions annually.

How? By manipulating bond yields.
Let’s see how this might work 👇

🇮🇳 India Gets Partial Relief in Trump’s Tariff Tsunami 🇺🇸

Trump’s “Reciprocal Tariffs” hit Indian exports with 26% duties + a new 10% baseline from April 5.

But not everything gets slammed.

Here’s what’s spared and why it matters 🧵👇 1/ 🧬 Pharma: Exempted

➤ India sends $8B in generic drugs to the U.S.
➤ 60% of U.S. generics come from India
➤ Hitting this = healthcare crisis

✅ 80% of Indian pharma exports are SAFE
Sun Pharma, Dr. Reddy’s breathe easy (for now).

Most investors wear suits. This one wears Nikes.

Mohnish Pabrai manages $800M, clones Buffett, and beats the market quietly.

Here’s what 52 years in the game taught him🧵👇 Lesson 1: Great Business ≠ Great Investment

MasterCard in 2018:
• Market Cap: $212 billion
• PE Ratio: 43×
• Dominates global payments

Pabrai passed.

Instead, he bought Sunteck Realty, a niche Mumbai-based real estate firm with:
• Market Cap: <$700 million
• One project alone worth $500 million
• Traded at 1–2× book value

Sunteck wasn’t a world-beater, but it was absurdly undervalued.

“It’s not about the great business. It’s about the great investment.”

🧵 From a ₹20 Cr Family Fund to a ₹20,000 Cr Investing Powerhouse 💰

Ravi Dharamshi built ValueQuest from scratch.
No noise. No hype.

Just 18 years of spotting megatrends before they exploded.

Here’s his story, playbook & investing secrets.

(Start reading 👇) ✨Born in a Stock Market Nursery

His father was a sub-broker in the '80s.

📈 Sensex charts were his toys.
→ Learned price-volume action before economics.
→ Early exposure = pattern recognition edge.

“Markets weren’t a job. They were my childhood.”

The Great Indian Middle Class Is a MYTH.

You’ve been sold a lie.
That “middle class” tag you wear?

It’s a sticker on a sinking boat.

This thread rips apart the illusion with data—not vibes.
Buckle up. 🧵👇 1. The Income Mirage

Govt says 30% of Indians are “middle class.”

Reality?
- Only 6% earn ₹25K+/month ($300)
- Just 1% cross ₹50K ($600)

That’s not middle class.

That’s survival—with Wi-Fi.

📊 CMIE 2024, Azim Premji Foundation

India’s $1 Trillion Manufacturing Dream Is Dying.

“Make in India” sounds sexy.

But while we’re stuck in slogans…

🇻🇳 Vietnam, 🇲🇽 Mexico & 🇨🇳 China are stealing the game.

Here’s why India’s losing—and how we fight back NOW 🧵👇
#IndiaEconomy #MakeInIndia 1. India’s Reality Check

- 17% of GDP = Manufacturing
- 27.3M Jobs
- Output ↑ 21.5% (FY23)
- Ranked #3 in suitability

But only #6 in Asia.

Potential? Massive. Execution? Meh.

💡 Fix It:
– Slash red tape
– Track PLI funds like a hawk
– Make “Ease of Biz” real

China is quietly sabotaging India’s rise as a manufacturing power.

No noise. No headlines.

Just silent industrial chess to isolate India from the global supply chain.

A brutal breakdown of how it's happening — and what India must urgently fix🧵👇 1️⃣ 🇨🇳 China’s Silent Strike: Weaponizing Industrial Diplomacy

China’s $1 trillion trade surplus isn't just an economic stat — it’s a geopolitical asset.

And it’s being used surgically to reshape global supply chains on China’s terms, without ever firing a bullet.

March-End Tax Secret: Slash Your Capital Gains Tax!

Most investors overpay—don’t be one of them.

‘Tax Harvesting’ is the legal trick Wall Street hates.

Keep YOUR money before March 31st! 🧵👇 🔥 What is tax harvesting?

A tax-saving technique where you sell loss-making investments to offset capital gains tax.

It turns losses into tax savings, which are carryable forward for future gains.

💡Smart investors do this annually to legally reduce taxes!

🚨 Real Estate Riches WITHOUT Owning Property? 🤯

Yes! Earn passive income & high returns—no tenants, no maintenance.

Here are 6 game-changing real estate investment strategies in India: 🏢💰👇 If you want to master real estate investing—without buying physical property—here are 3 must-read books:

1. "The Intelligent REIT Investor" – Brad Thomas & Stephanie Krewson-Kelly
Get copy here - tinyurl.com/52ecu5pb

2. "The Hands-Off Investor" – Brian Burke
Get Copy here - tinyurl.com/ytvw3jas

Happy Learning!!

🚨 BREAKING: India Enters the Global Chip War!

China is racing ahead, the US is investing billions, but India is making its strategic move.
🔹 ₹76,000 Cr ($10B) chip mission
🔹 Tata, Micron, Vedanta, Foxconn joining the fray
🔹 Global players seeking a China alternative

Here’s how India plans to dominate semiconductors & why it matters to YOU 🧵👇 1️⃣ Why Are Semiconductors the New Oil?

💡 Every modern device depends on semiconductors:
✔ Smartphones
✔ Laptops
✔ AI systems
✔ Electric vehicles
✔ Defense equipment

India currently imports over 90% of its chips—a significant vulnerability for tech sovereignty.

Should India aim for complete self-reliance in semiconductor production?

Starlink x Jio & Airtel: India’s Internet Revolution is Here 🇮🇳

Elon Musk’s Starlink has signed agreements with Reliance Jio & Bharti Airtel to launch satellite internet in India.

This is BIG for India’s telecom industry. How will it change broadband, rural connectivity & competition?

A detailed breakdown 🧵👇 1️⃣ What is Starlink?

Starlink is SpaceX’s satellite internet service that delivers broadband via Low Earth Orbit (LEO) satellites.

🛰 Over 5,400 satellites already in orbit 🌍
⚡ Speed: 100-200 Mbps 📡
⌛ Latency: 20-50ms (vs 600+ms for traditional satellite internet)
🏡 Target: Rural & underserved areas

🚀 Unlike traditional ISPs, Starlink needs NO fiber, NO towers – just a dish & open sky.

🔻 How it Works:
1️⃣ The user terminal (dish) connects to the closest satellite
2️⃣ Satellite beams data to a ground station
3️⃣ Data travels through fiber to the global internet

Day 39: The Man Who Predicted 2008 Has a Shocking New Call for 2025!

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Now, back to the thread 👇

Day 37: 10 Costly Investing Mistakes You Must Avoid 🚨

90% of investors lose money not because they lack knowledge, but because they make avoidable mistakes.

Here’s how you can avoid these traps and build real wealth. 🧵👇 1. Buying Without a Clear Investment Strategy

Most investors buy a stock because it’s trending or a friend recommended it.

The result?
❌ No clear thesis
❌ No risk management
❌ No exit plan

📌 Fix: Before buying any stock, define:
✅ Investment thesis (Why this stock?)
✅ Holding period (Short-term, long-term?)
✅ Exit strategy (When will you sell?)

DAY 36: RBI just announced a $10 BILLION USD/INR Swap Auction! 🚨

What does this mean for liquidity, forex reserves, bond yields, interest rates, and the stock market?

This is one of RBI’s most powerful monetary tools—and most people don’t even understand it.

Let’s break it down in a DETAILED THREAD 🧵👇 1️⃣ What is an RBI USD/INR Swap Auction?

📌 A USD/INR Buy-Sell Swap is when RBI buys USD from banks today & promises to sell it back later (after 3 years in this case).

💡 Think of it as RBI "borrowing" USD today and "repaying" later in INR.

🔹 Short-term: INR supply INCREASES (more rupees in the system).

🔹 Long-term: INR supply DECREASES when RBI absorbs INR while selling USD later.

This is an indirect way to manage liquidity without changing interest rates!