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Mate, are you a prophet or what?
Warren Buffett was sitting on record cash. The real prophet. We learn too late as usual .
Mate, are you a prophet or what?
Lets hope, Bhajipao leadership doesn't decide to shoot PLI in legs to pander to freebie khors, realistically speaking giving smart tax reliefs are good way to benefit most people but our political class believes more in immediate short lived results rather than long-term planning. If you wanna laugh or get angry ( depends on you) visit any major city subreddits , its just people filled with whining about muh outsiders muh our kulcha, banaglore subreddit is a big offender to this, fucking language kangers pissing in their pants about shit like random billboards ( which is responsibility of their own damn munipical corpo ). Untill these people are sidelined , you can bet braindead policies will be effective forever.We lost the domestic appliance battle long time ago. We are fighting back for it.
Good thing is that we are aggressive with new age technology . Most smartphone are now made in India so are solar panels. Laptops are increasingly made in India. Electronics in the next frontier.
PLI is working. We'll get there .
GPU and DRAM with HBM are most important hardwares for AI i think, and Nvidia, ASML, TSMC, Micron are all for these.
View: https://x.com/yanisvaroufakis/status/1883881130614722648?t=QyORj7iUM9BBDQQRuz6V3w&s=19
View: https://x.com/FT/status/1883862479094075581?t=hxqix_b9jV7h0HlzR2NdBQ&s=19
And last hours before 7-day Chinese new year holiday, 3 hours ago:
View: https://x.com/jaredpalmer/status/1883919716986806617?t=M7HaFvbQOx60SuKItFK4kg&s=19
Considering it's a hedge fund, it must be making lots of money by sent Chinese new yr gift.
View: https://youtu.be/V-Fla5hxMRg?si=lcT_W237clmTFJnN
Lets hope, Bhajipao leadership doesn't decide to shoot PLI in legs to pander to freebie khors, realistically speaking giving smart tax reliefs are good way to benefit most people but our political class believes more in immediate short lived results rather than long-term planning. If you wanna laugh or get angry ( depends on you) visit any major city subreddits , its just people filled with whining about muh outsiders muh our kulcha, banaglore subreddit is a big offender to this, fucking language kangers pissing in their pants about shit like random billboards ( which is responsibility of their own damn munipical corpo ). Untill these people are sidelined , you can bet braindead policies will be effective forever.
Its also has support from I think congi internet battalion, odisha subreddit that used to talk about travels, movies and cooking related stuff now has non-stop posts about muh hindi imposition. Any amount of large scale manufacturing will require people moving around alot, while locals will get employed, it is inevitable that some non-natives will have to be brought into, I might be overthinking about our bastard dehati pasand netas trying to start some crap.
Its wild how our media tries to turn every minor election into a massive event for absolutely no reason, like does it really matter who dafuq wins in jharkhand or NE states or current delhi , nope it doesn't it doesn't have any real impact on larger national policy regarding economy, geopolitics and stuff, but TRP hungry media guys will try to hype up each election as some kind of unofficial referendum on current administration and our investor class is retarded enough to piss their undies bcoz of these guys and fuck-up the whole environment around investing . The concern here is if bhajipao for whatever reason loses like 2-3 state elections in a row, you know whole economy will start panicking. Bihar elections are really crucial and we don't what is in mind of Nitish babu.The lust for freebie in voters is not that bad for now.
As for people-movement, this language and caste kanging is only for politeeks, else you wouldn't have Naaarth Indian workers in the factories of TN, or generic Naarthie IT workers in Bangalore.
At the end of the day Netas want the $$$ from the dhandhos and from selling land parcels, which won't happen if they transform their state into some SPEEK WONLY $LANGUAGE dehati shithole.
Also plebbit doesn't matter, it's only an SM for rich, urbanite librandus, most of the masses and dehat are on Xitter or Faceberg or Insta, Congis can continue to "Win SM" but only gather L's in the elections
Don't know whether its actual situation or babus doing jhumla to showcase that they are doing something.ASER 2024 report shows remarkable recovery in learning levels in govt schools
The Annual Status of Education Report 2024 shows significant improvements in learning levels in government schools, attributing success to the National Education Policys foundational literacy and numeracy program. Key findings include a 98% enrollment rate for children aged 6-14, increased...economictimes.indiatimes.com
Don't know whether its actual situation or babus doing jhumla to showcase that they are doing something.
. The concern here is if bhajipao for whatever reason loses like 2-3 state elections in a row, you know whole economy will start panicking. Bihar elections are really crucial and we don't what is in mind of Nitish babu.
Or they the INDIAN GOVERNMENT can form strategic companies group like Maharatna status companies irrespective of government controlled or private controlled and make them grow.Lots of talk about PSUs but all without looking into changing geopolitics.
As I mentioned before in some post. World has changed forever since covid.
Globalization is stagnant if not in retreat.
Supply chains are reorganizing and world is being divided into blocks again.
This is time for government to provide stability in all sectors including public employment and industry.
Markets are correcting. Growth is slowling . We need a steady ship not more turbulence.
As India grows stronger we will face more resistance from West not less. We need a degree of PSUs to implement strategic autonomy where our private sector might bow to western commercial interests .
That's why BSNL has to revive . It took UCO bank to deal with Russia. I could type much more but you guys get the gist.
PSUs will be repurposed. They will be optimised slowly. But they will remain till we reach a certain stage of economy .
Read the article, report is from an NGO that measures skills, not associated with govt.
AgreeOnly way to measure accuracy is to have the same students take an international test like PISA or something
This would be as ridiculous as the gormint opening random humanities/fashion tech departments in IITs in an effort to prop up their global rankings without spending meaningful resources or the afeemchis/chongs kanging on their maths Olympiad medals (despite bagging a grand total of zero Fields medals till date). But this gormint craves validation so won't be surprised if they start gunning for yet another d*ck measuring contest - even though our own learning outcome surveys are just fine.Only way to measure accuracy is to have the same students take an international test like PISA or something
Vaad Samvaad: RBI's obsession with inflation, and GOI's obsession with deficit.
View: https://m.youtube.com/watch?v=Ghyvac5nr5M