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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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Oct 6 6 tweets 4 min read
India turning into Pakistan: "Experts"

Because India has emerged as the largest borrower from World Bank.

Experts have started crying over PM Modi and FM Nirmala Sitharaman's policy.

But they miss out on something: India borrows to build, not to bail out.

Read How👇 Image
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As of March 2025, India’s total external debt stands at $736.3 billion (≈ 19.1 % of GDP) - far below most major economies and far safer than debt-ridden peers.

Nearly 96 % of India’s public debt is domestic, giving full sovereign control.

Borrowing has been strategically channelled into capital expenditure, not consumption, which means every rupee borrowed goes into assets — highways, railways, renewables, and rural infrastructure — laying the foundation for long-term self-reliance.Image
Sep 29 8 tweets 5 min read
🚨Alert: From Bareily to Leh: There is a pattern in protests.

But

these patterns won't succeed in India.

Because

Indian Gen Z weren't part of it.

Why?
Because Gen Z is focussed on something else.

Read this thread till the end to understand pattern and why it failed.Image
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South Asia has shown how protests toppled regimes in Bangladesh and shook governments in Nepal. The same script has been tested in India. But big central themes—CAA, NRC, “vote chori” allegations, caste divides, even farmer protests—failed to ignite a sustained Gen Z uprising.

The playbook hit a wall: India’s youth didn’t buy in. So the strategy shifted. Instead of national issues, local triggers are flared up—religious slogans in UP, exam cheating by an individual in Uttarakhand, statehood angst in Ladakh.

These are attempts to replicate regional protest styles. But the gap between street scripts and youth aspirations is glaring.Image
Sep 24 8 tweets 5 min read
Trump thought he could strong-arm India with tariffs & an H-1B squeeze.

But reality is biting back:

Zelensky begging Trump to NOT push India away.

Europe is begging Trump not to alienate Delhi.

US CEOs are panicking.

US Healthcare can crumble.

Germany offering Indian techies to come to Germany.
👇Image
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Trump’s tariff + H-1B squeeze was meant to be a one-two punch: punish Delhi for Russian crude buys and force geopolitical conformity.

Instead the world handed him a reality check.

After Ukraine lost refinery capacity this summer it started buying diesel from India — in August India supplied ~119,000 tonnes (≈18% of Ukraine’s diesel imports) as traders scrambled for fuel.

At the same time India’s refiners have ramped exports to multi-year highs, helping Europe plug winter gaps.

In short: the “punish India” script falls apart when markets and allies have entirely different needs.Image
Sep 20 14 tweets 7 min read
🚨Trump’s $100K H-1B Fee – Economic Earthquake or Hidden Opportunity for India?

Ruling Party and Opposition have different theories.

Let's look at the reality with numbers in this thread.

India constitutes 70% of H1B visa holders in US followed by China at 12%.

H1B holders..Image .... contribute most to patents and give US the undisputed leadership in tech.

Now President Trump has imposed a $100,000 annual fee on H-1B visas, effective September 21, 2025. This is a seismic shift in U.S. immigration policy.

Indians constitute ~70% of all H-1B holders, meaning tens of thousands of Indian professionals are directly impacted.

The fee represents a 20× increase from the prior $4,500 fee, hitting IT giants like TCS, Infosys, and Wipro hard.

The change is meant to prioritize domestic labor, but the ripple effects extend far beyond the U.S., potentially reshaping India’s tech talent distribution, remittance flows, startup ecosystem, and global influence of Indian professionals.Image
Sep 19 13 tweets 7 min read
Yes. Pakistan is "Bumper Truck".

Saudi Arabia has decided to use it in the same way.

Asim Munir's claim hence proved "Right".

Read till the end.

Why I am saying so?

Saudi Arabia and Pakistan have unveiled a “new strategic pact.”

A NATO like pact, where attack on one country means attack on both.

Pakistan will rent soldiers to fight for Saudi Arabia while Saudi Arab will be
1. busy making investments across the world.
2. Building infra like UAE in Saudi

But

Do India need to fear?👇Image
Image
No. wait. Read.

This is old wine in a new bottle: a recycled formula where Saudi gets symbolic security cover to exert some force in neighbourhood, while Islamabad gets easy loan and "prestige".

But if history, economics, and logistics are guides, the pact won’t shift the balance of power.

On the contrary, Riyadh risks jeopardizing its most important Asian partnership ie India , whose trade with Saudi is nearly 10x bigger than Pakistan’s.
Here’s why this pact is hype, not substance 👇Image
Sep 17 10 tweets 3 min read
🚨Exposed: The truth behind "Rs 1 land sold to Adani" in Bihar

Claim: "Modi sold 1000 acre of land to Adani for Rs 1 in Bihar's Bhagalapur".

Watch this video and read this thread: 2011 – First proposal
Bihar’s State Investment Promotion Board (SIPB) approved a plan by Era Infra Engineering for a thermal plant at Pirpainti.

Reason it stalled: Company faced severe financial stress (Era Infra was later dragged into insolvency proceedings), making it impossible to execute such a large project.
Sep 16 13 tweets 7 min read
"Modi, Modi, Modi": The most common word for Trump Aides

They have moved from "MAGA, MAGA, MAGA".

While they rant “Modi, Modi, Modi”, India is quietly turning punitive tariffs into policy momentum.

During tariff war, India's overall export rose up by 6.7% YoY.

The Aug 2025 tariff spike , a doubling that put many Indian exports under a 50% levy, was designed to punish.

But shock + clarity resulted into policy acceleration.

How India has made this crisis into one of its lifetime opportunity to change the game all together:Image The tariffs hit hard in numbers. Nearly half of India’s exports to the U.S. were exposed, worth billions. Orders were cancelled, prices undercut, and small exporters feared closures.

Garments and gems — sectors with thin margins — saw the sharpest blow. In the short run, Indian exporters faced a crisis of survival. Yet, history shows India often reforms fastest in times of stress — think 1991 liberalisation.

This time too, the pain created clarity: reduce input costs, diversify exports, accelerate reforms. The government wasted no time. Next: what the trade data really revealed about resilience.Image
Sep 16 11 tweets 7 min read
“Consumption-led growth is a mirage.”

"Reforms by Modi Govt is just for rich".

It has been published in an article in a major "Express" news paper last week.

Do facts tell the same story? Read this thread till the end.

Under Modi Govt's GST reforms... Image
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India has turned taxation from chaos into a unified system.

Compliance has risen, leakages plugged, and collections hit a record ₹2.1 lakh crore in April 2024.

Inflation has been managed, ensuring food and essentials remain affordable.

The poor are supported with free food for 80 crore people under PM Garib Kalyan Anna Yojana.

The middle class benefits from lower GST slabs on daily goods.

This is not a mirage—it’s smart policy converting every rupee spent into inclusive growth.Image
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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
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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
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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
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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
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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
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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
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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