Interested in Financial Markets, Macro, Politics and Economics. Want to revive the hobby of drawing cartoons. *Views are mine alone, don’t reflect my employers*

Singapore / Mumbai
Joined November 2010
My predictions for coming decade (in a thread of thread format) ...
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Nirav Kanodra retweeted
1/16 the ai industry is making an unusual bet: buy compute for years, sell intelligence by the token. banks, commodity merchants, airlines, utilities and cloud providers each explain a different part of the risk.
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Nirav Kanodra retweeted
crazy how much of India's chess culture can be traced back to one man
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Nirav Kanodra retweeted
Mobile PLI stats as follows: Government incentive paid: Rs 19,000 Cr. Direct tax collected: Rs 25,000 Cr. GST collected: Rs 3,00,000 Cr. Electronics manufacturing employs 25 Lakh people; mobile manufacturing alone employs 12 Lakh. Cope harder!!
One in four iPhones is made in India, but imported parts and costly subsidies complicate the success story. @andymukherjee70 takes apart an iPhone to explain why copying China's manufacturing model may not pay off 🎥
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צריך להדגיש נקודה משמעותית במיוחד: במצב הפוליטי שנוצר, לנתניהו אין ממשלה. בהיעדר אפשרות להקים קואליציה, התמריץ שלו להשתמש שוב בקלף האיראני עשוי לגדול באופן דרמטי. מבחינתו, הסלמה מול איראן עשויה להיות הדרך היחידה לשנות את המשוואה הפוליטית, ליצור מצב חירום לאומי ולכפות על יריביו הקמת ממשלת אחדות בראשותו. לכן, החשש אינו רק שנתניהו ינסה לנצל מלחמה לצרכיו הפוליטיים, אלא שהמבוי הסתום הפוליטי עצמו עלול להפוך לתמריץ משמעותי ליזום הסלמה מול איראן. זו אפשרות שחייבים להביא בחשבון בניתוח הסיכון למערכה נוספת.
להבנתי, אלה האפשרויות כרגע נוכח לתוצאות למדגמים, לא לפי הסדר: - ממשלת מיעוט של איזנקוט עם רע"מ - אחדות עם איזנקוט-נתניהו - בחירות נוספות
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Nirav Kanodra retweeted
Since cricket vs baseball is the (stupid) fight of the day, here is an old thread on the difference between baseball and cricket (both fantastic sports)
People say baseball and cricket are similar - bat/ball/runs/outs, etc. But there is one fundamental difference: in baseball, the pitcher is always under pressure whereas in cricket it is always the batsman [thread]
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Replying to @India_Progress
True. But unlike say India, Brazil is so well endowed with resources. Huge and growing oil reserves (not even fully exploited). Amazon. Hydropower for over half its electricity. Farmland that makes it the world’s largest food exporter. Massive rare-earth deposits. It can feed, fuel and power itself, which are such levers of strategic independence we can only dream of.
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Nirav Kanodra retweeted
Some of you have asked me many times to suggest books to read. I never recommended any seriously. But given the "war" India is going to face for the next few years, I would recommend reading at least one of the following: (1) War Without Rules (Robert Spalding, 2022) - Easiest and Shortest. (2) Unrestricted Warfare (The Original, 1999) - Good overview by China's own defense guys. (3) The Long Game (Rush Doshi, 2021) - Technical and for those really interested in Geopolitics. All three books detail China's unrestricted warfare methods. They all explain it by illustrating China's war on America mostly. But you can always imagine America as India and read the books. The methods are the same. And they are being actively applied now. If you are interested, here's an overview of some methods: Political warfare - Influence and infiltrate politics of democracies like India to weaken the country from inside. Psychological warfare: Spreading rumors, disinformation, and amplifying issues to erode the will, cohesion, and morale of the Indian government, military, and importantly general public. Drug warfare: Facilitating or profiting from the spread of illicit drugs into India to destabilize society, strain security resources, and weaken the social fabric. Cultural warfare: Promoting or amplifying cultural trends and narratives aimed at influencing Indian viewpoints in alignment with the adversary's interests. Appropriating culture while eroding the nation of its own heritage. Media warfare, Law warfare, Network warfare, Technological warfare, Fabrication warfare, Resources warfare... there are many more methods. Buy and read at least one of these books, you will know. Book (2) is legally available free on the internet to download.
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Nirav Kanodra retweeted
Brazil had its moment in the sun. In its growth heyday in the 70s it really appeared that it was destined for an East Asian type miracle. And then it stagnated. Growth is not automatic. Prosperity is not a guarantee.
Whichever way you dice it becoming a Brazil will be a tremendous achievement for India.
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To all those who think 'solar energy' or any other 'sustainable' energy is the solution to our problems, please take out 1.40 hours of your precious life and watch this documentary. It was made six years ago. 'Emotional' thinking doesn't solve the issues. youtube.com/watch?v=Zk11vI-7…
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Nirav Kanodra retweeted
Say what you will of the Soviet commies, and at the end of the day they were genocidal monsters but they took a broken, illiterate, massively backward country in 1919 and by 1939 had made it an industrial powerhouse that outproduced all nations on earth except the USA. Their military went from an absolute wreck in 1919 that collapsed at the first sign of contact to defeating arguably one of the most powerful militaries of all time by 1945
Fascinating to peer into the life of people living thousands of miles away, an economy our leaders drew inspiration. Watch
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हिरव्या सीमारेषेच्या आत आहे ते भिमाशंकर अभयारण्य.पिवळ्या गोलात आहे पोतळ गाव जिथे टोरंट पाॅवरचा नवा प्रकल्प आहे. भिमाशंकर अरण्यापासून 16 किलोमीटर हा प्रकल्प होत आहे.. एकीकडे वीज टंचाई निर्माण झाली की, सरकारवर टीका,आणि जलविद्युत प्रकल्प आला तर त्याला विरोध. हा ढोंगीपणा कशासाठी?
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Markets can be investable (access issue) and interesting. Sometimes there isn’t interest - like Japanese stocks pre Abenomics or European stocks post GFC Korean stocks pre Semiconductor boom India is in the phase of being not interesting. New phase of markets.
"I have never in my career seen this quantum of underperformance in such a short period. It has destroyed careers and blown up funds. There are numerous funds that have destroyed 10-yr track records in the last 24 months by simply being overweight India." writes Mr Akash Prakash.
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This entire ‘sustainable development’ talk is a capitalist project to exploit people’s emotions and scam them with new realities while giving them a hope for a better world. Liberals (read as Socialists) champion this nonsense every single day.
BREAKING: A new study found that paper straws are worse for the environment than plastic straws
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Nirav Kanodra retweeted
We want water supply from dams, uninterrupted power supply, traffic free roads, ever increasing number of trains But the moment there is any proposal for such an infrastructure project we all will protest against it
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Nirav Kanodra retweeted
I am sure it is just a coincidence that every project in India meant to counter China faces protests
Protests against Siang Dam turn violent, the strategic Indian project in Arunachal Pradesh meant to counter China’s mega dam thepamphlet.in/protests-agai…
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Nirav Kanodra retweeted
Learned today that both TSMC & ASML spun out of the Dutch company @Philips. Philips owned ~27.5% of TSMC and 50% of ASML. Philips is worth $26B today. If they kept those stakes, those shares alone would be worth ~$860B.
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Nirav Kanodra retweeted
Brazilian leftists want more people into STEM and AI. Indian leftists want more people to study BA/MA in gender studies or sociology. India is cursed with worst leftists on the planet earth.
'NO to Chinese or American AI' — Lula vows more MATHS & engineering to be taught in Brazil
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First there will be a protest against modernization. Wire, Bloomberg will tell us how hawkers and people sleeping on platform are getting adversely impacted by modernization. We will somehow manage to put something together and then people will dirty it. So development has begun to seem very difficult task now
How many years until we indians get such train station ?
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Nirav Kanodra retweeted
In Jan 2025, I talk about how "a whole ecosystem will suddenly rise up to oppose the dam India will build" (this was before any work started). - A dam to safeguard Indian plains from a mega dam China is constructing upstream. In Oct 2026, we see the ecosystem activated.
There will be a whole ecosystem that will rise up to oppose any dam India wants to build on its side in Arunachal to protect itself from this Chinese mega dam everyone is talking about now. They are all nothing but China influenced deep state influenced agents.
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