Indian Economy

[Ajayant Tripathi]

Lucknow-Kanpur has an expressway in rapid construction mode. Ganga expressway also gets connected to here. A massive land bank acquisition is going on for ring roads and industrial development. DEFENCE corridor is here. L-K will become a high GDP area, no doubt. Bhubaneswar-Cuttack-Puri, Ahmedabad-Dholera, Hubbali-Dharwad, Tumakuru-BLR-Hosur, Palghat-Coimbatore-Tiruppur, Ujjain-Indore, Haridwar-Dehradun are also on the rise.

An excellent crisp ground report on Lucknow-Kanpur.

Its not about being High GDP Area. It is already a high income island. Its about becoming a Metropolitan region. Lucknow-Kanpur have the potential (will) to become proper metros like MMR, NCR, Bengaluru, Pune, Hyderabad and Chennai. These cities are core of their states and surrounding regions as well as the pillars of our national economy.

I think India can surely have 10 metropolitan regions. Apart from the listed 6 metros, my bet is on:
7. Lucknow-Kanpur: Capital of a big state, Both cities are already have their own weight and huge catchment population as well as good scope for greenfield development. Its just waiting to explode. A consistent 5 more years of focus and it will gain its own orbit like extant top 6.
8. Chandigarh Tricity and 9. Guwahati: They are centre of their local regions. Have huge catchment region with no other city competing for them. They will naturally grow but need some gentle touch from govts.
10. Indore-Ujjain: They need a consistent decade of govt. support to gain orbit. May or not happen. Competitors are present in its catchment region. MP need to focus on it. They can make it. They need it. Else MP will remain a feeder state.

11 and after: It will be harder for other cities to gain orbit as the catchment population will slowly fizzle out. Will need more effort from the govts. BH, OD can compete. Patna's logistics are easier but political will is lacking, Bhubneswar's logistics are tougher but political will is strong. Growth of Bhubneswar as Metro will permanently convert JH and CG into feeder states.

 

[Ajayant Tripathi]

navi mumbai is the next big thing with airport, naina city, main navi mumbai, ulwe ril sez, data centers coming up, koparkhairne and ghansoli being the strong hold and hq of both reliance, and offices popping up every month in residential areas means that talent would be concentrated in navi mumbai

Mumbai clearly has a positive impact on MH story. It looks like MH will have multiple Metros. But let us see how navi mumbai pans out. By our own sheer size we can have 6-7 metros naturally and 10-12 practically. All other metros will need govt. assistance. If other states pick up the gauntlet Navi Mumbai may become an appendage to larger and greater MMR only.

 

[liberalredditor]

Mumbai clearly has a positive impact on MH story. It looks like MH will have multiple Metros. But let us see how navi mumbai pans out. By our own sheer size we can have 6-7 metros naturally and 10-12 practically. All other metros will need govt. assistance. If other states pick up the gauntlet Navi Mumbai may become an appendage to larger and greater MMR only.

navi mumbai model of planning and getting atleast 1 big industrial house to setup their base is a good idea, same happened in the last century with jamshedpur/tatanagar but lack of port couldnt propel it to an economic hub status
navi mumbai with ril and reliance group helped bring more and more companies to the area and more residential projects 2 decades ago residential prices were cheap, people settled here, then slowly and steadily with more and more offices it became a better place than mumbai
24 hour electricity and clean water from nmmc and cidco, well planned grid of roads, malls schools and hospitals of top notch quality, footpath with top of the line drainage, never saw my area and any nearby area drown in the last 14 years
quality of life in navi mumbai is 100x than mumbai

and it needs govt support too along with pvt players to attract people there

 

[Ajayant Tripathi]

navi mumbai model of planning and getting atleast 1 big industrial house to setup their base is a good idea, same happened in the last century with jamshedpur/tatanagar but lack of port couldnt propel it to an economic hub status
navi mumbai with ril and reliance group helped bring more and more companies to the area and more residential projects 2 decades ago residential prices were cheap, people settled here, then slowly and steadily with more and more offices it became a better place than mumbai
24 hour electricity and clean water from nmmc and cidco, well planned grid of roads, malls schools and hospitals of top notch quality, footpath with top of the line drainage, never saw my area and any nearby area drown in the last 14 years
quality of life in navi mumbai is 100x than mumbai

and it needs govt support too along with pvt players to attract people there

It will rebalance the MMR. It will be like how Noida and Gurugram decongested Delhi and rebalanced NCR. I will count it in Greater MMR. This is the magnetic power of a true Metropolitan region. Even in the worst of worst environments they are still the best place. We currently have only 6 of these cities who have hit that critical mass. NCR and MMR are just class apart. We need to have atleast 10, and if possible 12.

I sometime do a one to one match.
Mumbai -- New York
NCR -- London
Bengaluru -- Paris
Hyderabad -- Berlin
and so on.

I wish for atleast 12 metros with atleast trillion dollar economy each by 2045. Some like NCR, MMR will be just too big. But others will still will have the size of proper metros.

 

[TopWatcher]

I gone through podcast shared in op sindoor thread. He said India already surpass Germany in gdp and we r now 3largest economy. He is very renowned ambassador.

 

[Nutcracker]

Morgan Stanley’s Upasana Chachra: Inflation to Stay Below 4% with Strong Crops, Low Oil Prices

In conversation with Siddharth Zarabi, Group Editor, Business Today, Upasana Chachra, Chief India Economist at Morgan Stanley, expresses cautious optimism on India’s inflation trajectory. With food inflation cooling significantly—thanks to strong rainfall last year and a promising start to this...

www.businesstoday.in

In conversation with Siddharth Zarabi, Group Editor, Business Today, Upasana Chachra, Chief India Economist at Morgan Stanley, expresses cautious optimism on India’s inflation trajectory. With food inflation cooling significantly—thanks to strong rainfall last year and a promising start to this year’s monsoon—headline inflation is tracking below 3.5% so far in 2025. Chachra notes that both food and non-food price trends are supportive, with global commodity and oil prices remaining stable. She forecasts inflation to remain decisively below 4% through the year, aligning well with the RBI’s medium-term target, and anticipates further downside surprises in upcoming readings.

 

[liberalredditor]

It will rebalance the MMR. It will be like how Noida and Gurugram decongested Delhi and rebalanced NCR. I will count it in Greater MMR. This is the magnetic power of a true Metropolitan region. Even in the worst of worst environments they are still the best place. We currently have only 6 of these cities who have hit that critical mass. NCR and MMR are just class apart. We need to have atleast 10, and if possible 12.

I sometime do a one to one match.
Mumbai -- New York
NCR -- London
Bengaluru -- Paris
Hyderabad -- Berlin
and so on.

I wish for atleast 12 metros with atleast trillion dollar economy each by 2045. Some like NCR, MMR will be just too big. But others will still will have the size of proper metros.

the china way is good, make every state capital a tier 1 level city, give them public transport and all basic infra a city needs and offices, and then slowly they all evolve into it or tech hubs with talent spread out in the whole country and not like just 2-3 main cities

like for tech - bangalore, hyderabad, noida, pune and chennai are main hubs
finance - mumbai and gurgaon

for ex in tech and it, we should tell the chwtia companies, to setup some offices in all the states and tell them to shift some talent there
spread them out in lucknow, varanasi, prayag, indore, jaipur, ranchi, patna, bhopal, kanpur, guwahati, etc cities so they also evolve into better cities
cities with existing it infra like bhubaneswar, kolkata, chandigarh and mohali, etc should get some propulsion so that existing talent doesnt leave for bangalore hyd due to better opportunities
and then northies wouldnt have to listen to taunts that work in your state
when avg income increases in a city, companies would invest in malls and shopping complexes, tall residential complexes which look dope

and when talents spreads in the country, startups would be able to utilise infra from non metros and flourish with less expenditure as compared to those renting offices in mumbai, delhi and bangalore

in reality its a chain reaction, some one needs to initiate it

 

[Azaad]

Kitex Garments bets big on apparel industry shift from Bangladesh to India

India's apparel industry benefits from global shifts due to trade agreements, creating opportunities for growth and increased competitiveness.

www.thehindubusinessline.com

Alhamdulillah !

Apparently Kitex was one of the largest employers in Gerala where they've had to literally shut shop & quit because of political differences between the Sakhavus & the owners of Kitex.

Result KCR laid the red carpet for them in TLG where they're now based. Residents of Gerala can probably provide the lowdown.

 

[Azaad]

https://www.financialexpress.com/auto/news/china-turns-down-sona-comstars-rare-earth-magnet-import/3871437/

 

[Nibbler]

https://www.financialexpress.com/auto/news/china-turns-down-sona-comstars-rare-earth-magnet-import/3871437/

Should never have gotten dependent on choyna for these things

Lesson well learned.

 

[liberalredditor]

Kitex Garments bets big on apparel industry shift from Bangladesh to India

India's apparel industry benefits from global shifts due to trade agreements, creating opportunities for growth and increased competitiveness.

www.thehindubusinessline.com

Alhamdulillah !

Apparently Kitex was one of the largest employers in Gerala where they've had to literally shut shop & quit because of political differences between the Sakhavus & the owners of Kitex.

Result KCR laid the red carpet for them in TLG where they're now based. Residents of Gerala can probably provide the lowdown.

traitor in textile ministry is giriraj singh himself, could have bought 80% of the textile units to india and maybe bihar too in the kosi and gandak region which are water excess in the whole year. could have pitched hard in front of people for 2025 election that how bjp is creating jobs by bringing the textile segment to bihar
leave bihar aside, not even brought a fraction the country

 

[londonparistokyo]

CBN is a very sensible leader. He is trying to make up the loss of Hyderabad to TS. He understands the importance of a Metropolitan Region in economic growth.
Each of our big states with good resources is actually powered by a good metropolitan region.
MH: MMR(old metropolis), Pune-Pimpri-Chinchwad(New), Nagpur(future)
KA: Bengaluru
TS/United AP: Hyderabad
TN: Chennai
HR and West UP: NCR
WB: Kolkata (dying)

Modern economies are too much dependent on Metropolis. There is no big metropolis in North and East other than NCR and Kolkata.

Future Metropolis:
1. Chandigarh Tricity: Its catchment will be PB, HP, HR and JK. It is growing stealthly. I expect it to become a full metro in next 7 years.
2. Lucknow-Kanpur: It can be an anchor in Central UP. These two cities are already big cities. A tight integration of these two cities with an RRTS like service which is fast and high frequency along with a proper expressway can unlock synergy beween them. It can grow into a very big economic hub. It has massive potential.
3. Indore: My MP friends will not like it but MP's poorness is mostly because of its lack of a proper Metropolis in its jurisdiction. There is no point in Indore vs Bhopal vs Japalpur battles. Please develop a proper metropolis. Indore already has good base and it can turn into a metropolis more quickly.
4. Guwahati: Assam can be NE's own mega citiy.

Point about Lucknow-Kanpur is very true. Tbh Lucknow proper is insanely overcrowded and is in desperate need of a genuine RRTS. The current metro is foolish and a waste.

 

[Ajayant Tripathi]

the china way is good, make every state capital a tier 1 level city, give them public transport and all basic infra a city needs and offices, and then slowly they all evolve into it or tech hubs with talent spread out in the whole country and not like just 2-3 main cities

like for tech - bangalore, hyderabad, noida, pune and chennai are main hubs
finance - mumbai and gurgaon

for ex in tech and it, we should tell the chwtia companies, to setup some offices in all the states and tell them to shift some talent there
spread them out in lucknow, varanasi, prayag, indore, jaipur, ranchi, patna, bhopal, kanpur, guwahati, etc cities so they also evolve into better cities
cities with existing it infra like bhubaneswar, kolkata, chandigarh and mohali, etc should get some propulsion so that existing talent doesnt leave for bangalore hyd due to better opportunities
and then northies wouldnt have to listen to taunts that work in your state
when avg income increases in a city, companies would invest in malls and shopping complexes, tall residential complexes which look dope

and when talents spreads in the country, startups would be able to utilise infra from non metros and flourish with less expenditure as compared to those renting offices in mumbai, delhi and bangalore

in reality its a chain reaction, some one needs to initiate it

Yeah, Every big state must focus on developing one proper metro region in its jurisdiction.

One proper metro city every 10-13 Crore people. I see it as a basin. Metro city forms a dense core of 2-3 Crore people and 8-9 Crore distributed in the region. Thats why i see India having 6 natural metros which can go upto 10 metros with little govt. assistance and if the govts truly want it we can have upto 14 proper metros. I think we can't have more than 14 proper metros. Each metro need atleast 10 Crore people dependent on it.

You suggested way too many cities. That many cities can't be Tier 1 Metros. They will be big economic centres but they will never be metros.

Chandigarh-Mohali are practically one city. Chandigarh Tricity and Guwahati have no other comparable and competing city in respective geographies. There can be no metro north of Chandigarh. Similarly In East of Guwahati. So, they will naturally become one over time.

In MP only one of the Indore, Bhopal or Jabalpur can be a metro city. They can divide the resources in these three big cities but it will not have the pull of a proper metro city. I recommend Indore-Ujjain region. It already has a good base accrued over years, its closer to Delhi-Mumbai Corridor. Since Indore has competiting cities in its catchment area, govt. of MP should tread very carefully and doggedly. They will not want to become a feeder state.

RJ's handicap is its geograhy. It may sustain a city but not its catchment region. Maybe things may change after IWT water.

Its given Lucknow-Kanpur can be Tier 1 Metropolitan region with minimal govt investments. Infact UP govt stands to gain a lot from it. These two cities already have enough weight. UP govt. need to unlock their potential and reap the benefits. Just like they reaped it in Noida. Need to replicate Nodia development model.

I don't know what East UP, BH, JH, OD, CG have in store. But these regions together can have o 3-4 metros. Its a race against time in them. They may not realize it. But they are in competition already. I am sure East UP will have one metro. They are already ahead. OD i think realizes that its in the race. They are propping up Bhubneswar. If OD is serious JH and CG will bleed. They are sleeping. It leaves BH it has choice. Maybe with time they build Patna into a proper metro.

 

[redpanda]

Yeah, Every big state must focus on developing one proper metro region in its jurisdiction.

One proper metro city every 10-13 Crore people. I see it as a basin. Metro city forms a dense core of 2-3 Crore people and 8-9 Crore distributed in the region. Thats why i see India having 6 natural metros which can go upto 10 metros with little govt. assistance and if the govts truly want it we can have upto 14 proper metros. I think we can't have more than 14 proper metros. Each metro need atleast 10 Crore people dependent on it.

You suggested way too many cities. That many cities can't be Tier 1 Metros. They will be big economic centres but they will never be metros.

Chandigarh-Mohali are practically one city. Chandigarh Tricity and Guwahati have no other comparable and competing city in respective geographies. There can be no metro north of Chandigarh. Similarly In East of Guwahati. So, they will naturally become one over time.

In MP only one of the Indore, Bhopal or Jabalpur can be a metro city. They can divide the resources in these three big cities but it will not have the pull of a proper metro city. I recommend Indore-Ujjain region. It already has a good base accrued over years, its closer to Delhi-Mumbai Corridor. Since Indore has competiting cities in its catchment area, govt. of MP should tread very carefully and doggedly. They will not want to become a feeder state.

RJ's handicap is its geograhy. It may sustain a city but not its catchment region. Maybe things may change after IWT water.

Its given Lucknow-Kanpur can be Tier 1 Metropolitan region with minimal govt investments. Infact UP govt stands to gain a lot from it. These two cities already have enough weight. UP govt. need to unlock their potential and reap the benefits. Just like they reaped it in Noida. Need to replicate Nodia development model.

I don't know what East UP, BH, JH, OD, CG have in store. But these regions together can have o 3-4 metros. Its a race against time in them. They may not realize it. But they are in competition already. I am sure East UP will have one metro. They are already ahead. OD i think realizes that its in the race. They are propping up Bhubneswar. If OD is serious JH and CG will bleed. They are sleeping. It leaves BH it has choice. Maybe with time they build Patna into a proper metro.

OD i think realizes that its in the race. They are propping up Bhubneswar.

In OD they need to do something about the outskirt regionalist folk around BBSR. They can be rather pesky even to Odias from other parts of Odisha (southern and western Odisha). Metros bound to get multicultural. But these pesky regionalists from some outskirt village near BBSR would chimp out whenever some non-Odia gets job settle there. Need to keep those guys in check if that place wants to be successful.

 

[Ajayant Tripathi]

Point about Lucknow-Kanpur is very true. Tbh Lucknow proper is insanely overcrowded and is in desperate need of a genuine RRTS. The current metro is foolish and a waste.

No, They will need metro too. Its not an either or or choice. They need both. Metro and RRTS. These two cities are waiting for fusion. Like every fusion where something of beneficial is released in surplus, it will be the same here. UP stands to benefit a lot from the fusion of these two big cities. A lot greenfield planned development can be done between them.

 

[Ajayant Tripathi]

In OD they need to do something about the outskirt regionalist folk around BBSR. They can be rather pesky even to Odias from other parts of Odisha. Metros bound to get multicultural. But these pesky regionalists from some outskirt village near BBSR would chimp out whenever some non-Odia gets job settle there. Need to keep those guys in check if that place wants to be a successful metro city comparable to Mumbai.

A metro will absorb them. But you are right OD govt. need to be determined, patient and relentless to make bhubneswar a tier 1 metro city.

 

[redpanda]

A metro will absorb them. But you are right OD govt. need to be determined, patient and relentless to make bhubneswar a tier 1 metro city.

You should visit r/Odisha it is filled with those kinds of idiots. Many of them are young students. Some of them are children of well-off government employees lol.. There many idiots who seriously think BBSR can become metro without talented people from other part of India moving there. I got banned from there for stating the obvious that they need to be more accommodating to fellow Indians rather than copying Tamils and Kannadigas. Unlike Karnataka & Tamil Nadu, Odisha's cities are still in nascent stage of development. Their mod literally called me a traitor Bihari and banned me lmao...

As an Odia I think if the government doesn't keep such folks in check they will create issues in the future. Such educated idiots might create drama like local reservation and what not. Odisha barely has 5-6 crore population. We definitely need some talented folks from other parts of Odisha & other states in BBSR for it to become properly a metro city.

 

[liberalredditor]

You should visit r/Odisha it is filled with those kinds of idiots. Many of them are young students. Some of them are children of well-off government employees lol.. There many idiots who seriously think BBSR can become metro without talented people from other part of India moving there. I got banned from there for stating the obvious that they need to be more accommodating to fellow Indians rather than copying Tamils and Kannadigas. Unlike Karnataka & Tamil Nadu, Odisha's cities are still in nascent stage of development. Their mod literally called me a traitor Bihari and banned me lmao...

As an Odia I think if the government doesn't keep such folks in check they will create issues in the future. Such educated idiots might create drama like local reservation and what not. Odisha barely has 5-6 crore population. We definitely need some talented folks from other parts of Odisha & other states in BBSR for it to become properly a metro city.

congress is doing briliant in dividing people by language, you go on reddit and their eco chamber for a week and you will start believing that all northies are evil demons who are destroying bengaluru and taking it away from the locals

they dont have the guts to say to the companies and real estate firms to move to north, say to all the global tech companies to leave bengaluru,will they??? obv no.

for a developed nation, talent would be spread across the nation, unity is necessary

 

[Ajayant Tripathi]

You should visit r/Odisha it is filled with those kinds of idiots. Many of them are young students. Some of them are children of well-off government employees lol.. There many idiots who seriously think BBSR can become metro without talented people from other part of India moving there. I got banned from there for stating the obvious that they need to be more accommodating to fellow Indians rather than copying Tamils and Kannadigas. Unlike Karnataka & Tamil Nadu, Odisha's cities are still in nascent stage of development. Their mod literally called me a traitor Bihari and banned me lmao...

As an Odia I think if the government doesn't keep such folks in check they will create issues in the future. Such educated idiots might create drama like local reservation and what not. Odisha barely has 5-6 crore population. We definitely need some talented folks from other parts of Odisha & other states in BBSR for it to become properly a metro city.

Your fears are just. OD will need to invest a lot if it want to build a metro city in its jurisdiction. It do not have ready population to tap into unlike UP and BH.

I will not be worried about these idiots. It all depends on the govt. If the govt. decides it need to have a metro in its jurisdiction it will go hard after these idiots. So, I will actually be worried about patience and determination of the govt.

 

[Ajayant Tripathi]

congress is doing briliant in dividing people by language, you go on reddit and their eco chamber for a week and you will start believing that all northies are evil demons who are destroying bengaluru and taking it away from the locals

they dont have the guts to say to the companies and real estate firms to move to north, say to all the global tech companies to leave bengaluru,will they??? obv no.

for a developed nation, talent would be spread across the nation, unity is necessary

I was active on reddit before covid. But no longer.

Currently its the most harmful social media platform. It has the tightest and thickest bubble. Its censorship is perverse to say the least. Its admins can nuke anything on whims. Moderators toe the line and run their own fiefdom.

I am no longer active on reddit. I though may survey it sometimes.