Roy (@theminuend) 's Twitter Profile
Roy

@theminuend

Economy, Polity, Defense & Geopolitics II
Commentary on the seemingly inconsequential

Here, 🐣 since '24

ID: 1959229231

calendar_today13-10-2013 18:19:22

5,5K Tweet

514 Followers

1,1K Following

All day Astronomy (@forallcurious) 's Twitter Profile Photo

🚨: France just beat the world record for nuclear fusion! They ran for 22 minutes! It maintained astonishing 90 million degrees Fahrenheit (50 million °C) for 1,337 seconds—more than 22 minutes.

🚨:  France just beat the world record for nuclear fusion! They ran for 22 minutes!

It maintained astonishing 90 million degrees Fahrenheit (50 million °C) for 1,337 seconds—more than 22 minutes.
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Spot on. Absence of India, Taiwan, etc. from any effort to counter China is nothing beyond political posturing. Design, OSAT, CMOS fab, AI talent or even as an exploding consumer market there's no AI without India. Trump personally undermined the credibility of NATO, UN, WTO,

Spot on. Absence of India, Taiwan, etc. from any effort to counter China is nothing beyond political posturing.

Design, OSAT, CMOS fab, AI talent or even as an exploding consumer market there's no AI without India.

Trump personally undermined the credibility of NATO, UN, WTO,
Roy (@theminuend) 's Twitter Profile Photo

Mexico's 50% tariffs will have a lesser impact than expected, but for 2 distinct reasons: India's affected 🇲🇽export basket (auto, engg, etc.) is approx $3.5B (FY23–24). 50% added duty makes it ~$4.5B. Making the same goods ~$1B more expensive for Mexican consumers—the real

Mexico's 50% tariffs will have a lesser impact than expected, but for 2 distinct reasons:

India's affected 🇲🇽export basket (auto, engg, etc.) is approx $3.5B (FY23–24). 50% added duty makes it ~$4.5B. Making the same goods ~$1B more expensive for Mexican consumers—the real
Roy (@theminuend) 's Twitter Profile Photo

Handful of super-rich are the bad apples who misuse bank loans or public money for personal gains, forcing regulators to impose industry wide strict rules—while regulators & the 🇮🇳ecosystem end up being criticised for excessive red tape.

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India’s first private space company is set for its maiden launch in about 2 months. Skyroot Aerospace's Vikram-I will fly with ~25% payload capacity; mission's success criteria will be rocket clearing the launch tower, surviving the max-Q phase, & achieving successful first-stage

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Indian kid clears Jr. Scientist exams of multiple space agencies including 🇮🇳ISRO, 🇪🇺ESA, 🇺🇸NASA & more. But guess who invites her to build early PR? NASA did. Says a lot about the scout early mindset. Brain drain loading...

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As long as China controls refining & mid‑stream processing, overall dependency remains. Although, the environmental protests preventing Russian/Chinese firms to build plants will magically disappear—now that Bolivian Prez wants the US to build them instead ; ) 🇧🇴lithium

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Welcome update: Exports of cut / polished diamonds are nearing $1B; sharp growth in gold studded & silver jewellery. Gems/Jewels were among the worst hit by Trump Tariffs impacting a 1 lakh+ livelihoods. Strong demand from Hong Kong, China & ME are key drivers. MEA + 🇮🇳Trade

Welcome update: Exports of cut / polished diamonds are nearing $1B; sharp growth in gold studded & silver jewellery. Gems/Jewels were among the worst hit by Trump Tariffs impacting a 1 lakh+ livelihoods.

Strong demand from Hong Kong, China & ME are key drivers. MEA + 🇮🇳Trade
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'Some' economists 'feel' ... 'technically speaking' seemingly trivial pointers of such articles need a careful read. Weak ₹ has some impact, but why distort the very proactive policies — that lowered the inflation baseline — to measure & blame imported inflation "technically

'Some' economists 'feel' ... 'technically speaking' seemingly trivial pointers of such articles need a careful read.

Weak ₹ has some impact, but why distort the very proactive policies — that lowered the inflation baseline — to measure & blame imported inflation "technically
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Unlike a KKR like 🇺🇸PE fund with a 5-year clock, selling to a long-term strategic owner is already a win. When that owner is a Japanese megabank, it’s gold — Japs invest for decades, not cycles. Mizuho is getting a superb deal, valuation is clerly below peak-cycle expectations,

Unlike a KKR like 🇺🇸PE fund with a 5-year clock, selling to a long-term strategic owner is already a win. When that owner is a Japanese megabank, it’s gold — Japs invest for decades, not cycles.

Mizuho is getting a superb deal, valuation is clerly below peak-cycle expectations,
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Pending AGR dues: ₹83,000 cr. Since 2021, including this one, VI gets a 10 year extension on this ₹83k cr. ₹60k cr 36 Rafales ₹80k cr HAL Tejas (Mk1/Mk1A/Navy) ₹62k cr HAL LCH AGR dues carry 10–15%/year of interest, set by DoT. If DoT collected this ₹83k cr at 10% over

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Transparent, smooth & quick like in ME/ West. If Indians can claim insurance without running-around; if surveyor scams & built-in deliberate approval delays can be eliminated — 🇮🇳new car sales & even motor insurance sales will spike — even if premiums get a bit expensive.