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Train Badlo, Desh Badlo..
Vandebharat saves a cool 90 mins between Mumbai and Ahmedabad.. valuable time you spend meeting customers and building partnerships for @eximpe
Great initiative by
@AshwiniVaishnaw
@PMOIndia
and Indian railways! #vandebharat #IndianRailways
The whole of "Kerala" Sir - pick any village/town/city!
If I want to retire in India and want this, where should I end up?
1. Coastal city because pollution will be low
2. No danger of language warriors - I don’t intend to get into anyone’s way
3. Decent infra
4. At least 2 good hospital within 20-30kms
5. Airport within 2-3hr drive; railways station a major plus
I can think of these:
1. Vizag
2. North Goa (Ponda, Mapusa)
3. Bhubaneswar (not coastal but you get the drift)
4. Udupi
5. Mangalore
What else?
People lining up in Shenzhen to install OpenClaw.
Not a product launch.
Not a conference.
Just a booth helping people install open-source AI on their laptops.
When a technology creates offline installation queues, adoption is already ahead of the narrative.
China skipped credit cards.
Who's doing this in India?
After US Apple phones, its time for the US Apple fruit to scale in India.
The apple type that I usually buy is the Washington Red Delicious.
This is a premium American variety - sweet, crisp and juicy and I pay about ₹500/kg on Blinkit.
This is 66% higher than the ₹300/kg Blinkit charges for Kinnaur apples.
They land in India (CIF) at ~ $1.3-1.4/kg, which is ₹115-125/kg
Till now the total duty was 50% plus 10% surcharge = 55%, so the post-tariff price was ₹180-₹195/kg
So, I was paying about 2.5x of the post-tariff import price.
Now, that import price will drop to ₹145-155/kg.
If I still pay 2.5x, I could get Washington Red Delicious apples for as low as ₹360/kg.
That's just 20% more than Kinnaur apples.
What you’re looking at is potentially India’s first $1Tn zone.
Not a city. A zone.
Delhi + Western UP + Haryana + parts of Rajasthan already represent ~$300B+ of GDP.
Give this region coordinated infra, zoning alignment, and financial depth ->
a $300B cluster can evolve into a $1Tn economic belt over the next 15–20 years.
China Smart Factories & Manufacturing Services - a services export boom happening that India can learn and leverage from
India is building semiconductor fabs. Good. But where’s the manufacturing services layer?
We have:
→ $20B in projected semiconductor exports (2025)
→ 1M+ engineers in chip design, testing, packaging
→ Micron’s ATMP facility scaling to 14.5M units/day
But are we exporting design-as-a-service, testing-as-a-service, packaging-as-a-service to ASEAN, Africa, Latin America?
China exports factories. India can export precision manufacturing services.
The question is infrastructure, not intent.
#ManufacturingServices #SmartFactories #China #India #export #services
Sources:
en.people.cn/n3/2026/0202/c9…
- zignify.net/blog/rise-of-sma…
- pib.gov.in/PressReleasePage.…
On 6 February 2026, RBI proposed something that hasn’t received enough structural analysis.
Certain small NBFCs may be exempted from registration.
At first glance, it looks like deregulation.
It’s not.
news.abplive.com/business/rb…
Used intelligently, this reduces friction for:
• Platform-native B2B credit
• Short-tenor working capital
• Supply-chain experimentation
• Controlled-scale lending models
Absolutely @ChinaSpox_India , you are right ! This was in 2018, when my team and i were in Yiwu building a cross-border ecom business @Wooplr between China->India .
The days were spent sourcing in the Yiwu markets, and evenings spent eating delicious food, and very often digging for indian food.
