Upside potential & downside risks have been more or less equal since the start of the financial year (in April 2023) ecoti.in/u6n-Ub
2/IndEc A ringing endorsement👍🏼 for FDI into India by US & EU(+UK) MNCs, by four professors, in the Harvard Business Review (#HBR) 👌🏼 hbr.org/2023/06/does-y…
Jan 28, 2023 • 5 tweets • 4 min read
One should be inured to the pro-China, anti-India, bias of the Anglo Saxon world, & its subalterns [ jstor.org/stable/30030642 ], but sadly after 50 yrs, one is still not!
2/ir #India’s #rise is causing deep disquiet in the #Anglo#Saxon#World and among its subalterns. #Information#War will intensify in next 3 years, and won’t subside till India becomes the third largest economy in (current) USD.
As a National Security Strategist * find it a little difficult to interpret such statements by Senior officers of the US armed forces, in the broader context of the PRC threat!
2/nss Sweet spot for PLA aggression: #Elections in raucous democracies. => Lesson: Armed forces in threatened countries, should have more operational autonomy during election period.
2/res Ths who’ve never done #research in lifetime find it difficult to understand, why this is critical, for directing commissioning & using, good policy relevant research [An internal core of researchers is key to success]. For them ideas & analysis can be bought like software📦
Jan 5, 2023 • 6 tweets • 4 min read
#Emedicine, #Telemedicine can/will revolutionise (high quality) #health delivery not only in #India’s rural and remote areas, but also in rural areas of much richer countries!
2/ncrh Remember these are the same folks whose neo-colonial progeny, preach us "principles" to support their selfish interests, and to "shame" us into working against our own national interest
Sep 25, 2022 • 9 tweets • 3 min read
As I have said in many talks, and as the author @pujamehra wrote, the period 2004-13, was a, “lost decade” in terms of economic policy reform, not in terms of GDP growth rate. The latter was due to the lagged effects of 1991-2003 reforms.
The effects of sept 2019-March 2022 #policy#reforms will therefore, likely not be visible in the growth rate, before FY 24 or FY 25. However, the quicker the changes in law are reflected in the rules & procedure applicable to firms, the quicker they will be reflected in growth!
Sep 13, 2022 • 7 tweets • 2 min read
Today I am going to talk about an old & dear friend, one of the first Indian startup entrepreneurs(electronics hardware), an amazing patriot, who was badly treated by GOI, 12-13 years ago. I met him again after 13 years & heard the amazing story, which I had missed. 1/n ….2/n
2/n This friend’s company, designed & implemented for the IAF in many airfields, (1) the national real time digital, communication system, for the IAF, which is now used to communicate between every defence airport and every air headquarters. (2) ….3/n
Sep 4, 2022 • 28 tweets • 22 min read
228/sc #Supply#Chain#Diversification: #USA needs to urgently shift the labor intensive & medium tech parts of its defence supply chains from 🇨🇳 to 🇮🇳 with the collateral benefit of getting more defence orders under #Atman#Nirbhar production; #GOI must ensure #EODB/#EORC
India has been pleading with “super power #USA” for 15 yrs, to help strengthen #India’s technological capabilities, so it can independently deter aggression by #China in the Indian sub-continent, & become key US-backed security provider in the Indian Ocean & its littoral (#IOR).
2/indus The logic of competitive strategy(Andrew marshal) shows that its in the best interest of USA to provide strategic technology to India to get best bang out of its military budget, so as to divert PLA attention away from Taiwan which is critical to long term defence of USA
Jun 18, 2022 • 7 tweets • 3 min read
🃏”Widespread protests by Sikhs in Arab World, Turkey, Iran, Pakistan, Indonesia, Malaysia, and other Muslim majority countries (Oh sorry, my mistake, there are no Sikhs, in these countries?)”
#IndiaEcon Policy reform must be translated into simpler rules & procedures on the ground, before it translates into production efficiency, investment, job creation and productivity: Well designed & implemented reform, will reboot the economy. ..2/ hindustantimes.com/india-news/reb…
2/rfrm Badly designed reform, like original GST structure (with 10s of Cess), will Not result in greater efficiency or growth. Incomplete reform, like Labour codes, will not generate visibly more jobs, till simple rules, procedures & reporting requirements are put in place!
Beware Information war by certain sections of the foreign media, including the Hong Kong based media. Sadly there are Indian media, intellectuals and experts, who get easily carried away by such mis-information, instead of expressing scepticism, while reporting it!
The flood of foreign Govt visitors post-Ukraine, suggests, that they are finally trying to understand #India & #GOI#policy from the "horses mouth" (instead of seeing it through the biases of neo-colonialists and their Indian agents).
Better late than never. We all make mistakes. The critical test will be how German policy on #China changes (not Russia policy, which is fairly predictable)
@Special relationship" is a #delusion that Indians must #shun if they are to defend their Nation against Autocratic nations which have been looking for a way to destroy them for 75 years
