A.A (@AMR1T1) profile picture

Hedgie || Equities, Macros, Politics & Itihasa-Purana

Singapore/Mumbai
Joined September 2025
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Yoy*, merch*
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45% YoY merch export growth. We prayed for times like these, no wonder, Mr Goyal said oct nos will suprise everyone. You 8% deficit narrowing.
mood right now after touching 50 Billion USD Merchandise exports
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Replicate gujarat model across India
Replying to @indiaemerges
they also have a pretty decent environmental policy wrt Industry, and generally keen on adopting clean practices
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Calm down kid, you are out of depth here.
Ncbn has everything we thought Modi will have.
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Nobody would come to bbsr untill they sort their real estate mess, the prices are too high & supply is too little. Rentals & cost of living spirals out of control.
Cognizant’s proposed large campus in Bhubaneswar has moved to Vishakapatnam?
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Finally people recognising the GOAT Sanjay. Given Maino ill timed comments on him, best time for us to appropriate him. Maneka is unbearable though.
Sanjay and Maneka would have been far better for India than Rajiv and Sonia, both were against the Licence Raj and in favor of a free market & against socialism. He expressed himself in favor of free enterprise, calling it quickest way to grow, He could have been our den xoping+
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If I model this as my fav game theory model, the ideal equilibrium all players choosing a libertarian free mkt policy. But in case everyone chooses an active industry pol, your payoff is worse with libertarian econ. Nash equilibrium is all having industrial pol.
I've always been very consistent about my position on subsidies. No handouts - be it farmers or industrialists. PLI is as much a market distortion as FCI procurement & signals govt's inability to reform India's old socialist regulatory framework.
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Saikat is a Bengali leftist. Aside from Muslims, no one else has killed as many poor East Indian Hindus as Bengali leftists. Their rule also destroyed West Bengal. He's a threat to American Hindus & American prosperity, especially as he's clearly not left his politics back home.
The fact you don’t even know what CJP is probably means you should stop commenting on Indian politics.
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Old woke, ford foundation associate & funding messiah.
wtf is this shit by azim ???
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Puritanism is killing indian culture, you should make your own movie if you think Ravana kidnapped sita for lust & it wasn't Rama mistake he wanted to avenge. Don't question makers who have our "2000 cr" for a vfx spectacle, story isn't important. Also don't nitpick like this.
Go to the 1:05 mark in the video. Ranbir: "Rajkumari Shurpanakha ke saath jo hua, woh uchit nahi hua. Kisi bhi stree ke saath aisa nahi hona chahiye." And gives a hint to Ravi Dubey. Ravi Dubey: "Main apni bhool sweekar karta hoon aur kshama maangta hoon." According to Namit Malhotra's #Ramayana , the RAM vs RAVANA battle happened because of one mistake made by Lakshman.
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1.3% of gdp allocated for industrial pol & subsidy & 4.4% for capex. Meanwhile subsidy budget of centre is 1.5% (mgnrega&pm kisan included). The resp nos were 0.4% & 2% in 2014. R & D% has increased from 0.68 to 0.9 last year & about 1 this yr. Also, this guy hypes MMS.
Makes you admire the vision of Pandit Nehru who allocated a far larger proportion of National budget to go into building technical capability in a country that was far more poorer than it is today. Now dehati Gawars are in power and cutting very limited funding to do Khata khat
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2000 cr won't even make it breakeven, you need 3000 to just breakeven leave hit/blockbuster.
Replying to @abhijitmk
Thanks a lot..now waiting to see their faces when it collect 2000 crores😂fake hindus..show me 1 scene where it is shown that Ravana is good than rama & He is better or he is right and rama wrong. Asuras loved him and he loved them what's problem with it. Pure jealous people.
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Ramayana purpose is not to show "divinity" in Rama & Sita. Human dillemas, qsns etc are part of Ramji character.
Watching the slop rn. If I were a 10 yr old watching my first Ramayan, I am going to see Ravan as the macho hero, and absolutely no divinity in Ram & Sita. The sets are grand, vfx amazing. But this is a wasted opportunity. A cultural-marxist revisit of Ramayan by mid Urduwood.
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Belongin, giving out clips of eating mango with forks seem attempt to woo UMC families & also shows how badly mistaken the family political calculus is rn.
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Basically the same argument as "you can't automate fake jobs".
The vast majority of people not working in frontier AI labs including myself are lazy. I got a note to make for a grant, I could have made it in a few hours at max using GPT6 and locking in, but I won't until the deadline is too close. Likewise, thousands of white collar companies could layoff 90% of their workforce n sheeit and automate all their workflows but will they? Someone will have to sit and draft a strategy, a PPT, there will have to be meetings n samosas n chai n sheeeit. This is truly the last cope. The inherent laziness of 99.9% of the human population. The 0.1% are at frontier labs and other frontier places. By the time the 99.9% figure out AI, the great copium is that the 0.1% with AI assist would've already led us to AGI/ASI/God etc. and abundance/UBI would've become realistic and human guidance and oversight would be needed in solving sci-fi problems by then.
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Airbus clearly denied a FAL to ind & we needed jets more than they needed orders. They have OB of 9300, so 2000 is significant for them but our air fares have been going through & we ain't even inducting 1/2 of what we need annually, we need much more inductions annually.
:/ funded by 2000jets ordered by indian airlines !! If we were sane enough, indian FAL should have been in the works by now……….forget it !! This nation is bound to remain as the juniour partner in every critical technology, we’ll beg Europe, us & china but never build our own
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Throwing mud on goat Sanjay after his death, this italian is irredeemable. @JBS280 still defending her?
It's really incredible how much time Sonia Gandhi dedicates to the character assassination of Sanjay Gandhi and Maneka Gandhi in her autobiography. Sanjay Gandhi is dead. He cannot defend himself. Manek Gandhi was thrown out of the house by Indira Gandhi. Sonia Gandhi is out here squarely blaming Sanjay Gandhi and Maneka Gandhi for the falling out within the family. Who does this kind of stuff decades later? It's so incredibly petty. This is Kyunki Saas Bhi Kabhi Bahu Thi and Kahani Ghar Ghar Ki level stuff.
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Big boost to Bihar's skill development! 🚀 The Bihar Cabinet has approved ₹1,174.81 crore for setting up 5 CIIIT (Centre for Invention, Innovation centres) in collaboration with Tata Technologies. These centres will come up in Patna, Munger, Purnia, Madhubani and Rohtas.
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There is a reason why urban reforms & beautification+infra comes in the last for any country. We must not forget how the great smog in London killed 10k or what hellhole all these cities were. These things need massive increase in state capacity & tough reforms which ain't easy.
All 4 things mentioned here are low-hanging fruits to fix. They just require reforms at the municipality level and showing babus their place. Any functional government with the will to act could have fixed most of these issues within 5–6 years at max.
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