"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:
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.

“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. 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.

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. 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.

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👇 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..

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 👇
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.

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 👇 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 clearly

🚨 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.
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.

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... .... 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...

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👇 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...

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. 👇
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.

Will Indian Economy be "Dead" by Trump's tariff?

Will Indian Diplomacy crumble ?

Will PM Modi have to pay "heavy price" for protecting India's interest?

Will China emerge on brighter side of this tariff war than India?

Read this till the end to make your own judgement
👇
Everyday tariff war is becoming more irrational than day before.

Let's start with China.

Everyone is intrigued how China got respite from tariffs but India is under hammer.

1. China did let Trump run with credit for saving Pakistan in Op Sindoor, but India didn't. That irked Trump more than anything. That's why it escalated sharply after Parliament discussion.

2. China has assured Trump a back channel mediation with Russia to end war in Ukraine. For which Trump can take credit, Nobel Prize and Trillion dollar business later.

Despite buying more oil than anyone else from Russia, China is getting 90 days of relief from Tariff.

There is one more development:

Market Cheers Adani Ports' Q1 & Governance Shift!🔥

Gautam Adani transitions to Non-Executive Chairman, marking a new era of corporate governance.

Goldman, HSBC, Kotak, Jefferies give unanimous ‘BUY’ rating.
Q1 revenue up 21% YoY to ₹9,126 Cr, net profit ₹3,314 Cr.
Kotak sees ₹1,840 target — top pick!

See Attached reports by Goldman, HSBC, Kotak Jefferies👇 Report by HSBC

🚨50% Tariff on India by Trump.

Reason: Buying oil from Russia.

Neither this is the reason. Nor this tariff going to stand beyond tantrums.

Modi govt knows that very well.

Domestic pressure, failed poll promises and many more other reason are at play.

Read this thread.👇
If Buying from Russia can bring 25% more tariff for India, then what should be done for:

NATO ally Turkey: Imported $44 Billion worth of Russian products.

US's closet group EU: Imported $33 billion worth of Russian products dominated by Gas.

90 day relief from Tariff country China: Biggest importer of Russian Crude oil

and Trump's US: $3.3 billion worth of imports of fertilisers and radioactive metals like Uranium.

Why Trump is just running behind India for Russian crude oil purchase.

So Buying Crude Oil from Russia was never the reason.

So what it is:

A $30B shipping war is erupting on the sidelines of Tariff war.

The U.S. slapped millions in port fees on Chinese ships.

From the Chola Empire to the British Raj, sea trade was India's strength.

But post-independence, we turned inland. Cargo piled at ports. Broken roads led to ports. Ships took 4+ days to turn around.

Result? Over 95% of our trade moved through ports, but logistics cost ballooned to 14% of GDP — almost double the global average.

That’s when a bold plan was launched — and India began building its sea legacy again. Quietly. Relentlessly.

A thread on the rise no one saw coming👇
2/ In 2015, India launched the ₹5.8 lakh crore Sagarmala Programme — the largest maritime modernization mission in our history.

The goal? Make our ports faster, cheaper, cleaner, and better connected.

839 infrastructure projects

272 road & rail link upgrades

14 coastal economic zones

Promotion of inland & coastal shipping

All aimed at moving from a truck-dominated economy to a water-first logistics ecosystem.

Because water is not just cheaper — it’s strategic. And in today’s global conflicts, it’s everything.

INR 46 Lakh profit in 5 months from "Dead Economy".

Why India, "the dead economy" as per Trump and Mr Gandhi, is triggering POTUS so much?

Answer lies in numbers. Please read the thread till the end.

To begin: Everyone needs to understand India is autonomous in governance and robust in economy unlike Pakistan and many other US "pets".

Read: GDP Leapfrogging Japan, Set to Surpass Germany:

India has officially overtaken Japan to become the 4th largest global economy, with a nominal GDP of $4.19 trillion (May 2025).

By 2027, it is projected to cross Germany ($4.8 trillion) to become the world’s third-largest economy.

In PPP terms, it’s already there, with a GDP (PPP) of $17.8 trillion. This economic leap means India is no longer a “developing nation” in global negotiations—it now demands a seat at the big table.

The US, EU, and China are recalibrating trade, defence, and climate diplomacy because India is now a maker of rules, not a follower.

"India is our friend but will Tariff 25%"

"Pakistan will sell oil to India."

"India is a dead economy."

Seriously?

No Trade deal. No Peace Brokered. No Nobel Prize.

Pure frustration of POTUS.

Read this thread to know the entire background of these comments:
Trump's failure and frustration from missing out on Trillion dollar opportunity:

Russia- Ukraine War: He couldnt broker peace which he promised within 24 hours of swearing in.

Trillion Dollar reconstruction opportunity in Ukraine possibly going to Trump's family yet to be materialised.

He was looking for similar contracts in other war zones like Gaza, Iran and other Asian countries.

But that's not getting materialized.

Trade deals:

Operation Sindoor Debate: Unprecedented in World's history.

Why:

For the first time a major war like situation between two nuclear armed countries in modern warfare was discussed.

India had decisive victory by destroying 9 terror camps, exposing Army terror nexus and destroying 11 Airbases across Pakistan.

Yet opposition remain fixated on loss of equipments and why India paused the operation.

One MP even called it "Tamasha".

If you think they did just for being the opposition, You are wrong. Read this: Operation Sindoor has lay down a new era for warfare tactics.

India started this operation as its right to respond to terror attack in Pahalgam.

That's why India informed Pakistan DGMO the intent and magnitude of attack as soon as it was completed.

It was for the first time Pakistan's heart of terror operations was destroyed.

As a result, Pakistani Army officers were photographed in terrorists last riots.

This was one of the major failure of Pakistani intelligence and Army that despite knowing the fact India will strike they couldn't stop it.

Lop and Deputy LoP questioned..

Op Sindoor in Indian Parliament is the hottest thing on TV for Pakistan, China, US, France, Russia.

From Islamabad to Washington, this debate signals a shift in India’s military doctrine, defence strategy, and global positioning.

Any misadventure by opposition can destroy the work done my External affair ministry, special delegation and Indian Armed forces.
When India-US trade deal negotiation is on, Opposition is hell bent on Donald Trump thing.

Defence Minister, External Affair Minister and even PM on past had categorically denied any external mediation without taking a name.

While India is using Trump's claim on trade deal negotiation table, this is a deliberate attempt to destroy things.

Jungle Raj term wasn't coined by political parties but by a judge of Patna High Court in 1997.

Why?

An IAS officer's many family members were raped for few years in Bihar.

An IAS,DM of CM's home district was murdered in 1994.

Journalists were bathe in Acid.

Chara Ghotala was definitely the grand loot but not the only thing that happened in before 2005.

Read this thread to know what Jungle Raj was for Bihar: Champa Biswas Rape Scandal:

In 1998–99, IAS officer B.B. Biswas alleged that his wife Champa, her mother, sister‑in‑law, niece and household staff were systematically raped over two years by RJD aide Mritunjay Kumar Yadav and associates.

Champa’s plea to the Bihar Governor sparked national outrage. The main accused and ex‑MLA Hemlata Yadav were eventually convicted in 2002, with bail granted later.

Champa’s niece reportedly went missing and justice remains elusive.

Something Unprecedented happened:

Yes I am talking about Vice President of India resigning in mid of a term.

Justice Varma impeachment motion wasn't the only reason.

Fault lines started to appear from 2022 only.

Read here:
VP Post is more of a ceremonial constitutional post with responsibility to run the upper house.

Ruling party chose a candidate whom they find loyal to party lines, someone who can be respected beyond party lines, and have limited political ambition by the time they are supposed to be the VP.

Mr. Dhankhar more or less was deemed fit to replace outgoing VP V. Naidu.

But there was something...

Imagine watching the great game of South Asia unfold.

PM Modi arrives in Malé on July 25, wins over a Maldives once flirting with “India Out,” unveiling a $565 million credit line and fast‑track FTA talks.

just as Pakistan’s army chief Asim Munir lands in Beijing only to be publicly rebuked by China over attacks on its nationals working on BRI.

With China scrambling to secure its faltering investments in Pakistan, India’s strategic reset in Maldives is more than diplomacy—it’s a strategic power play. Let’s unpack each move tweet by tweet. Modi touches down in Male (July 25)—signaling a dramatic turnaround in Delhi‑Male relations. India rolled out a $565 million credit line, fast‑tracked FTA talks, and virtually inaugurated upgrades at Hanimadhoo Airport.

President Muizzu, elected in 2023 with a “China-first” mandate, now stands before a reset. This isn’t charm; it’s financial leverage and soft‑power calibrated to shift Maldives back into India’s orbit—just when China’s influence looked ascendant.

India is playing strong cards at economic speed, making the Maldives pivot more calculation than coincidence.