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AI Engineer by Profession, Nationalist at Heart. Follow for analytical posts on trending topics, news, elections. Send enquiry at deepdownanalysis@gmail.com
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Sep 12 12 tweets 7 min read
Operation Sindoor 2.0 Loading....

It won't be a military action.

It won't be about POJK.

Neither it will be a reactive measure.

Read this thread till the end as there many connecting dots to understand.

This time, it will be of the people, by the people, for the.. Image .... people of Pakistan.

Asim Munir is heading toward's KP Oli's fate but in even worst possible way.

I had predicted long back that US eyeing Pakistan's mineral reserve that's why Trump claimed credit for ceasefire to Asim Munir's face.

That came true when Pakistan signed $500 Mn deal.

Munir doesn't know he has signed warrant of his ouster.

How?

Munir's Pakistan is sitting on time bomb made of:

1. Mobilised political base around Imran Khan,
2. Freedom Movement in peripheries (Balochistan, KPK) fueled by Pakistani Army's actions,
...Image
Sep 10 13 tweets 8 min read
🚨 Nepal is boiling.

But Wait..
Is the world’s only Hindu Rashtra making a comeback?

What began as a Gen-Z outcry against a social media ban has turned into something far bigger anger at corruption, misgovernance & failed democracy.

Now, with protesters demanding a “Modi-like PM” and the Nepal's Army Chief addressing Nation under the portrait of Nepal’s first King…Image
Image
On September 4, KP Oli govt announced ban on Social Media.

And unrest irrupted.

The immediate spark was a sudden ban on 26 social-media platforms Facebook, X, Instagram, YouTube and others — which removed the primary organizing and grievance-sharing channels for the youngest Nepalis.

But the protests weren’t only about apps: Gen-Z crowds were expressing long-standing frustration with corruption, nepotism, cronyism, youth unemployment and economic stagnation.

The unrest turned deadly: dozens killed and hundreds injured during clashes, and the government quickly rolled back the ban amid mounting pressure.

But damage was done.Image
Sep 9 14 tweets 9 min read
Nepal’s Gen-Z Uprising: Wake Up Warning for India?

Imran Khan Removal in Pakistan

Sri Lanka "Economic Crisis"

Bangladesh's coup ,

US's new $500mn Critical Mineral Deal in Pakistan,

If last 1-2 years has anything for India to realize then it has to be:

India can’t treat this pattern as “someone else’s problem.”
👇Image India's backyard is shifting.

Let's look at our closest neighbour:

Nepal: The spark and the scale of protest was such that within days even wife of ex-PM was burnt to death.

Student-led protests against a government social-media ban and alleged elite corruption exploded into country-wide unrest; police firing killed at least 19 people, parliament and senior politicians’ homes were attacked, and Prime Minister K.P. Sharma Oli resigned as the crisis spread.

What began as a censorship fight quickly exposed deeper governance failures — young people, joblessness, corruption and anger at elite privilege.

The speed and violence of this collapse matters because it shows how fragile political equilibrium can be when social media bans, trust deficits and youth mobilization meet heavy-handed policing.

But this is not the first and won't be last:Image
Sep 8 13 tweets 8 min read
Ohh Wait....

Is this US shifting its $35 Trillion debt onto the world?

Tariffs as the opening act, crypto as the reset.

To give you a heads up, remember what happened in :

1. 1930: US confiscated citizens’ gold → debt reduced.

2. 1973: Nixon ended gold standard → dollar became world currency, US printed freely.

Now Putin advisor Anton Kobyakov warned that the US is preparing a way to push part of its huge $35 trillion debt into crypto and gold markets and...Image .... then devalue it leaving the loss to other holders.

That claim sounds dramatic, but when you stitch together two real trends — an aggressive tariff policy that raises huge sums and a White House-friendly push to make digital dollars and stablecoins mainstream — the scenario becomes plausible as a high-stakes strategy.

This thread walks step-by-step through how tariffs can be the short-term weapon, how non-dollar settlement & local currency trades give cover, why crypto rails matter, and how Trump’s own crypto stakes could personally profit if this plays out.Image
Image
Sep 6 8 tweets 4 min read
India’s Journey: From Tax Jungle to One Nation, One Tax

Read this data backed thread to understand how GST has become backbone of Indian Economy .

Before 2017, India’s tax system was chaos:
17 different taxes,
13 cesses,
double taxation,
endless paperwork,
and corruption at every step.

Every state felt like crossing a border, with new levies, new rates, and higher prices for the common man.

Then Modi Govt under FM Nirmala Sitharaman dropped a bombshell—GST.

A single tax that rewired India’s economy forever. In this thread, backed by hard numbers and facts, I’ll show you how GST turned a fragmented mess into the backbone of New India’s growth:Image
Image
Before GST: VAT Chaos

VAT was supposed to simplify taxes but became a nightmare.

Every state had different rates: toothpaste at 12.5% in one state, 4% in another.

States imposed extra levies like entry tax despite promises not to. Refunds worth crores were delayed for months, suffocating small traders.

Input Tax Credit was misused due to weak oversight. Some manufacturers even kept MRP high despite lower VAT, pocketing the difference. Digital loopholes let traders evade tax easily.

Net result: double taxation, high compliance burden, unstable rules, and higher costs for citizensImage
Sep 4 11 tweets 5 min read
Has Economic Liberalisation 2.0 started?

PM Modi in Japan: "It doesn't matter if currency is black or white as long as it is used to manufacture in India"

Union Budget 2025- Income Tax Cut till INR 12.75 lakh

Now GST 2.0: Much more than just tax reduction

Read 👇 Image
Image
India’s GST revamp led by FM Nirmala Sitharaman is being called GST 2.0.

By cutting slabs to just 5% & 18%, slashing rates on essentials, and simplifying compliance, it strengthens India’s economy across multiple fronts.

Lower consumer prices, higher household spending, steady tax collections, stronger small businesses, and greater investor confidence all come together.

Even with a global export hit of ~$30B from tariffs, GST 2.0 gives India a cushion to keep growth steady. Let’s break down how this reform can reshape India’s growth story.
Sep 2 12 tweets 7 min read
Trump's Trade War is Not Chaos but a fake "Facade".

It is a design to achieve what Trump wanted since long.

Trump will come out the biggest winner from it.

It was never about Trade imbalance, tariffs etc.

It has been always about Trump.

SCO Meeting in Tianjin what has brought him closer to his goal.

Read this thread till the end and you will understand it.Image Trump’s Trade War is not random chaos. It is a carefully staged drama.

Do you remember Trump's spat with JP Morgan CEO and Bank of American in 2018-19 he accused JP Morgan and Bank Of America of denying keeping his money?

It hurt Trump's ego same way when Obama made fun of him during a white house dinner in 2013/14.

Do you really think US's biggest strength is export?

It is its monopolistic companies like Apple, Google, NVIDIA, Meta etc.

The “trade imbalance” story is a cover. Trump's personal business and wealth ambition have lot to do with all of this. Let's start with...Image
Sep 1 10 tweets 5 min read
7.8% GDP Growth, under 2% Inflation... Just "Sheer Luck"?

Answer is NO.

No matter how much "ecosystem" troll Finance Minister;

these two numbers are the "naked" truth explaining how outstanding have been her policies.

It’s the result of a decade of reforms, fiscal discipline, and bold policy bets by PM Modi & FM Nirmala Sitharaman.

Read this till the end👇Image India’s economy continues to shine globally during Trump Tariff War.

For Q1 of FY 2025-26 (April–June 2025), GDP growth came in at 7.8%, the fastest in five quarters, comfortably beating market expectations.

This compares to ~6.5% in the same quarter last year, showing resilience despite global headwinds like oil price volatility and trade tensions.

With this, India cements its position as the world’s fastest-growing major economy.

The performance reflects not just short-term demand but also years of structural reforms and fiscal strategy under PM Modi and FM Sitharaman, designed to sustain high growth while keeping inflation under control.Image
Aug 28 13 tweets 7 min read
India is going to broker peace between Russia and Ukraine.

But EU doesn't want it to happen.

Read this thread till the end.

Did you read the news "Modi didn't answer Trump's multiple call"?

It was reported by a German media house FAZ.

Why did European media so desperately published it?

Govt sources could have leaked this "Bold Posturing of Modi" to Indian media.

Geo Politics is now a 3D Chessboard and ...Image 50% Tariff by Trump on India has started.

But along with this there are few more pieces are moving on global chessboard.

1. Trump has recently met EU , Ukraine, Putin for a peace deal
2. Modi Meeting President Putin in China
3. Ukraine President Zelensky is planning visit to India
4. European super powers are not comfortable with Ukraine war coming to stop
5. President Putin's India visit is being planned out.

If we look at...Image
Aug 27 8 tweets 5 min read
🚨Awaited Opinion Poll of Bihar Is Here:

Read till the end to know the mood of Bihar.

Collected Sample Size: 29557
Time Frame: 43 Days- July 6th to August 18th

You will find region wise expected seat share, overall vote share and overall seat share along with reason.Image
Image
Magadh Bhojpur region:

BJP+: 28
RJD+: 40
JSP: 1
Others:0

This has been one of the major pain points of BJP+ in entire Bihar and a stronghold of RJD+.

Dalit vote is largely influenced by Communists in this region.

Low voter turnout is another factor directly helping RJD+ and indirectly damaging BJP+.

Jan Suraj is capturing on swing vote as well as young mass across the caste and religion lines.

BJP+(in a coordinated fight unlike 2020) can give a strong fight based on caste equation in favour and lesser split of vote.

Sentiment was mostly positive on ground for PM Modi as well as Tejaswi in different pockets.

Jan Suraj will do damage to both the groups on more than 13 seats.Image
Aug 24 11 tweets 6 min read
Act East Policy of Modi: The silent shield of India from Trump Tariff war

Trump may threaten India with 50% tariffs, but this isn’t 2018 anymore.

Under Modi, India’s Act East policy and Global South leadership have rewired trade routes and capital flows.

With Japan committing ¥10 trillion ($68B), ASEAN trade booming, and new FDI streams from Singapore, Korea, and Vietnam, India has unlocked alternate engines of growth.

Instead of being cornered, India is positioned to turn tariff wars into a strategic advantage.
Read:Image If Washington turns the tariff dial up on India, New Delhi won’t just duck—it will pivot and profit.

Why?
Because a decade of Act East and India’s leadership of the Global South has rebuilt the risk map: more capital from the East, more markets in ASEAN and Australia, tighter Japan ties, and deeper South–South corridors.

That means new buyers, new factories, and new logistics to blunt US duties.

With ASEAN trade at $121B (FY24), and Japan preparing a ¥10 trillion (~$68B) decade-long investment plan, India’s eastward shock absorbers are already installed—and revving.Image
Aug 21 13 tweets 7 min read
"Tariff Thunderstorm" crushing Indian Economy?

Request you read till the end.

Brightest Economy of the world hit a major setback when 'friend' Trump announced 50% tariff.

Few even declared Indian economy 'Dead' and GDP to sink.

But here’s the twist:

60% of India's GDP is domestic consumption.

And Modi govt have already fired 3 economic cannons:Image
Image
1. Massive income tax relief much before Trump Tariff
2. GST overhaul,
3. Low-inflation fueled credit expansion.

Instead of a slowdown, India might roar ahead with demand-led growth. This isn’t coincidence—it’s a pre-emptive strategy.

For India, the U.S. is a top export market (~$77 bn in 2024). Higher tariffs will hurt textiles, IT, pharma & engineering goods.

Through income tax reforms, GST overhaul, inflation control, and smart trade diversification, India is pivoting from export dependency to domestic demand strength.

Let’s decode how 1 lakh crore tax relief can become 5 lakh crore in consumption, GST rationalisation frees supply chains, CPI-led repo cuts boost credit, and Russia offsets U.S. trade loss.Image
Aug 19 13 tweets 7 min read
“Vote Chori” vs Verified Reality: Why this claim doesn't hold ground?

Opposition allege India’s 2024 mandate was stolen through “vote chori.”

But India’s election system leaves a paper trail (Form 17C, VVPAT slips), open counting, randomization safeguards, and legal verification routes.

Claims about “house number 0” voters, inflated turnout, or close margins collapse when tested against ECI rules, Supreme Court judgments, and hard data.

This thread breaks down—point by point—why the allegations don’t withstand scrutiny and what the actual evidence shows.Image 1) “Vote chori” claims: let’s begin with turnout math

The Election Commission computes turnout as EVM votes + postal ballots ÷ total electors.

On polling day, provisional % excludes many postals; final numbers arrive later after State CEOs certify them. That’s why you saw initial polling-station turnout of 65.79% in LS-2024, which increased when postals were added.

To counter rumor, ECI even published absolute voter counts phase-wise mid-election and explained this in a formal note.

This is standard practice since 1961 rules—not any manipulation. Claiming “mystery numbers” = theft is a misreading of procedure, not evidence of fraud.Image
Aug 18 14 tweets 7 min read
The Next Gulf War is Loading.

India has to be on alert mode.

It is not Iraq or Kuwait. It is going to be Pakistan.

It is not for Oil but for Rare Earth Minerals.

Read this thread till the end.Image In 1990, the world went to war not just because Iraq invaded Kuwait, but because the lifeline of global power—oil—was at stake.

Superpowers clashed, alliances shifted, and a regional dispute turned into a global confrontation.

Today, the stage is being set again. But this time the battlefield isn’t the Persian Gulf—it’s Pakistan. And the prize isn’t oil—it’s rare earth elements (REEs), the hidden backbone of EVs, wind turbines, chips, and modern defense systems. What oil was in the 20th century, REEs will be in the 21st—and Pakistan sits right at the fault line.Image
Aug 17 15 tweets 7 min read
Do you know the common thread between:

1. Trump's desperation to end the Russia-Ukraine War.

2. Trump's unexpected endorsement of Terror State Pakistan

3. Sudden Tariff Pressure on India

Answer is not MAGA, not Dollar but $21 Trillion retirement dream of Trump.

Read👇Image Trump promised to stop war between Russia-Ukraine within 24 hrs of his inauguration.

It was dramatic shift from previous administration which used to provide funds to Ukraine to buy weapons and fight war.

Why:
World economy is going through dramatic transformation with increased adoption of Electric Vehicles, Artificial intelligence, defence advancements, green energy etc.

It means..Image
Aug 14 12 tweets 7 min read
The "Dead Economy"s ratings just got upgraded by S&P.

50% Tariff to crush India? Come On.

PM Modi’s vision + FM Sitharaman’s execution have built an economy so resilient, even a 50% US tariff would barely scratch it.

Here’s why India is tariff-war-proof — in numbers 👇 Image
Image
1) S&P’s global stamp of confidence

On Aug 14, 2025, S&P Global Ratings upgraded India to ‘BBB’ from ‘BBB-’, outlook Stable. Their reason? “Economic resilience” + “sustained fiscal consolidation” — a rare combo in a slowing world.

And it’s not just the sovereign rating that went up.
S&P also revised India’s Transfer & Convertibility (T&C) assessment — which measures the risk of moving capital in and out of the country — to ‘A-’ from ‘BBB+’.

This signals to global investors that India’s capital account is secure, currency is stable, and the risk of restrictions on cross-border payments is among the lowest for emerging markets.

This upgrade means lower borrowing costs, stronger investor trust, and greater ability to attract capital in turbulent times.

PM Modi’s long-term reform vision and FM Nirmala Sitharaman’s disciplined execution have built an economy that can absorb external shocks, including tariff wars, without losing momentum.

The result: India enters this global trade turbulence from a position of strength, not fear.Image
Aug 12 9 tweets 5 min read
Ambani was threatened in US by a Pakistani General.

Trump is seeking Nobel Prize but Pakistani General threaten India and Ambani from US.

VP JD Vance mentioned things with China "complicated".

Trump's tariff tantrum is getting "cheap" and exposed every passing day.

Read 👇Image Asim Munir threatened to target Reliance Chairman Mukesh Ambani.

If you think it was random threat. You are wrong.

He made this as an desperate attempt to woo Trump.

Reliance is one of the top business houses of India which is at centre of energy, infrastructure, digital infrastructure and so on.

Any such threat may create panic and uncertainity in the Indian market and in turn it would help Trump to build more pressure on India.

Just few days back, Mukesh Ambani clearlyImage
Aug 12 9 tweets 3 min read
🚨 India’s Tax Revolution Begins 🚨

After historical budget, FM does a generational thing.

The Income-Tax (No. 2) Bill, 2025 is now law—modernising a 64-year-old Act into a lean, digital-first framework.

The old 1961 Act had 800+ sections spread across complex schedules. Image
Image
Today, we have 536 sections, 23 chapters, and 16 schedules—40% leaner.

This isn’t just simplification—it’s a signal: India is ready for faster compliance, reduced disputes, and taxpayer-friendly reforms.

From ₹12 lakh basic exemption to faceless assessments, this is the most significant tax reform in a generation.
Aug 11 13 tweets 7 min read
Is Timing of tariff war and Vote Theft Allegation just a coincidence?

During Op Sindoor, India lost multiple Rafales.

Modi govt denies.

After Op Sindoor, Trump claimed the credit for ceasefire.

Modi govt denies.

Trump pushes hard for a mini trade deal to benefit his business lobby.

Modi govt denies.

In mid of this a leader made secret foreign trips.

And there...Image .... comes the allegation of electoral roll irregularities and Trump's 50% tariff on India because India is buying Russian oil.

Everyone including US experts questioned the govt on why China wasn't put on tariff but 50% tariff on India.

and JD Vance said its complicated with China.

Since Op Sindoor, a prominent Indian leader have made multiple trips to undisclosed location in Middle East and places we don't know.

Now let's look at what superpowers felt with Op Sindoor...Image
Aug 9 16 tweets 7 min read
Oh My God!

What if All of us are WRONG?

Trump's tariff war was never about MAGA or American manufacturing or Dollar Dominance.

Rather it's Trump :

1. Who wants de-dollarisation more than anyone.

2. Who wants to end American dominance more than anyone.

It is about Gold and Crypto currency and Trump's own milestone and family wealth at the end.

India is just a "Great Distraction", "Great Example" setting.

Tariff War is for Trump's personal agenda.

Read👇Image All of us know, India is not the largest importer from Russia.

China, EU, Turkey are doing import at more or similar scale than India, but he is just going irrationally berserk with India.

It wasn't random or trigger from one event or two.

It is a series of calculated steps planned long before Trump become President.

To understand this we have to go back to his campaign days...Image
Aug 8 5 tweets 3 min read
Opposition has problem with Peace and Development in Manipur?

Amid fierce Opposition protests, the Lok Sabha passed the Manipur Budget 2025–26 — authorising ₹30,969 crore for a state battered by conflict & under President’s Rule.

And ₹2,868 crore of Centre Aid.

FM Nirmala Sitharaman, unfazed by the din, called it a “constitutional necessity” to keep Manipur functioning.
This is not just a budget.

It’s a roadmap to recovery. 👇Image
Image
Total outlay: ₹30,969 Cr

Additional allocation of ₹2,898 crore as targeted Aid for:

₹1,667 Cr – Capital projects (roads, hospitals, schools)

₹1,231 Cr – Revenue expenditure.

It includes multi-pronged expenditure :
• ₹523 Cr for displaced families
• ₹542 Cr for security infra
• ₹500 Cr for Central forces
• ₹633 Cr to repay high-interest loans
• ₹700 Cr for capital infusion

This is real money for a state in urgent need.Image