Ankit Kothari

6.5K posts

Ankit Kothari

Ankit Kothari

@Kothari_Ankit

Banker. CFA | Alpha-seeker | Alum of @ICICIBank, @CRISILLimited, @nmims_india, @daiict| Amet-Gotan-A'bad-Mumbai-Surat | Listen more, tweet less | Views personal

On Mumbai-A'bad stretch! 가입일 Mart 2009
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Ankit Kothari
Ankit Kothari@Kothari_Ankit·
Ceasefire announcement came just few hours ahead of RBI's MPC policy decision. Interesting day ahead!
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Ankit Kothari
Ankit Kothari@Kothari_Ankit·
99.93% trending. At first glance, I thought CAT exam results got declared ;)
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Joy Bhattacharjya
Joy Bhattacharjya@joybhattacharj·
Einstein's birthday, and Pi Day today. Because March 14 is written as 3.14 in the US, the first 3 numbers in the irrational number Pi. And what could be more irrational than thinking that, exactly 25 years ago, two batters could last through the whole day and lead India to one of the greatest ever test victories against the Australian juggernaut. March 14th, Einstein Day, Pi Day, & Dravid and Laxman Day!
Joy Bhattacharjya tweet media
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Mangalam Maloo
Mangalam Maloo@blitzkreigm·
What a story! After winning the World Cup, Shivam Dube took a 5 am train from Ahmedabad, quietly slept on the upper berth and got off at Borivali! All because flights to Mumbai were fully booked and he couldn’t wait to get home :)
Express Sports@IExpressSports

It's not often that a top Indian cricketer travels by train. But that's what Shivam Dube did a few hours after the #T20WorldCup final because flights to Mumbai were fully booked. He wanted to get home quickly to be with his children. By @pdevendra indianexpress.com/article/sports…

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Tushar Gupta
Tushar Gupta@Tushar15·
We are a generation that grew up admiring McGrath, Lee, Gillespie, and Fleming and their collective strength as a bowling unit. To watch Bumrah play and win in this fashion gives that childhood memory of ours a calming closure.
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Riccha Dwivedi
Riccha Dwivedi@RicchaDwivedi·
Bapu starts the violence!
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Harsh Gupta Madhusudan
Harsh Gupta Madhusudan@harshmadhusudan·
Deep sympathy for our friends in UAE and for their leadership starting with MBZ. India stands by its friends. Our mutual goodwill will only increase. An oasis maybe occasionally overshadowed by a mirage, but it nourishes many. UAE will come out strong.
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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
Modi lands in Israel today. And the deals being signed tell you this visit was never about diplomacy. Israel has offered India full technology transfer for Iron Dome and Iron Beam. Not a sale. A transfer. Joint production, domestic manufacturing, integration into India’s multi-layered air defense grid. $8.6 billion in defense agreements expected to be formalized before Modi’s plane leaves Israeli airspace tomorrow. Iron Beam is the part that should stop you. A 100-kilowatt laser weapon that destroys incoming drones and rockets at $2 per shot. Two dollars. An Iron Dome interceptor costs $50,000 to $100,000 per missile. Iron Beam makes the economics of attrition warfare irrelevant. Israel has never transferred this technology to anyone. Not the United States. Not the UK. Not Germany. India is the first. Now ask yourself why Israel is handing its most advanced defensive technology to the world’s fifth-largest economy this week, of all weeks. Because Netanyahu is not selling weapons. He is buying an alliance. The “hexagon” he described publicly, a coalition against what he called radical Sunni and Shiite axes, requires India to have skin in the game. You do not give a country your most classified defense technology unless you need that country committed to your security architecture for decades. Iron Dome technology transfer makes India structurally dependent on Israeli defense integration. Maintenance, upgrades, software updates, threat library sharing, all of it creates institutional ties that outlast any single government. This is not a transaction. It is a binding commitment disguised as a procurement. And the timing is the signature. Modi is addressing the Knesset at 4:30 PM today while a 48-hour deadline expires on Iran. He is signing defense agreements while 11 F-22s sit on Israeli tarmac. He is formalizing a security partnership while Turkey plans border incursions and China sells Iran supersonic anti-ship missiles. Netanyahu is assembling his coalition before the action, not after. Every alliance signature collected before the first bomb falls becomes a diplomatic asset that cannot be retracted once the operation begins. India cannot condemn an Israeli military action 48 hours after its Prime Minister stood in the Knesset endorsing the security partnership that enables it. Modi did not travel to Israel despite the crisis. The crisis is why the invitation was sent.
Shanaka Anslem Perera ⚡ tweet mediaShanaka Anslem Perera ⚡ tweet media
Shanaka Anslem Perera ⚡@shanaka86

Nobody is talking about the most important variable in the strike timeline. It is not the deadline. It is not Geneva. It is not the carriers. It is Narendra Modi. Tomorrow, February 25, the Prime Minister of India lands in Tel Aviv for a two-day state visit. He will meet Netanyahu. He will address the Knesset at 4:30 PM. He will visit Yad Vashem. He represents 1.4 billion people and the world's fifth-largest economy. The 48-hour deadline expires the same day Modi's plane touches Israeli soil. You do not launch a strike on Iran, triggering retaliatory ballistic missiles aimed at Israeli territory, while the leader of 1.4 billion people is standing inside the Knesset. The Secret Service equivalent for both nations would physically prevent it. The diplomatic fallout of endangering a visiting head of state during a military operation you initiated would collapse the very alliance Netanyahu is trying to build. He literally described the Modi visit as constructing a "hexagon of alliances" against radical axes, meaning Iran. You do not blow up the hexagon while assembling it. This means the earliest realistic strike window opens the evening of February 26, after Modi departs. Which is the same day Geneva talks resume. The timeline architecture is now visible in full. The 48-hour deadline expires February 25. Nothing happens because Modi is on the ground. February 26, Modi leaves. Geneva talks convene the same day. If Iran arrives with nothing, or arrives with a proposal that does not meet zero enrichment, the diplomatic failure is now documented, witnessed, and internationally legible. The off-ramp has been publicly offered and publicly refused. The legal and political predicate for military action is established in front of the global press corps. Then comes March 2. Purim. The Israeli holiday celebrating deliverance from a Persian plot to destroy the Jewish people. Multiple analysts, including the Sri Lanka Guardian, have flagged this date as a speculated strike window. The symbolism would be unmistakable and deliberate. That gives you a seven-day sequence. Deadline expires Tuesday. Modi provides diplomatic cover through Wednesday. Geneva provides the documented failure Wednesday evening. Thursday through Sunday are preparation and final authorization. Monday, March 2, is Purim. Now understand why India issued an advisory telling all Indian citizens to leave Iran immediately. Not "exercise caution." Not "defer non-essential travel." Leave. India knows when its Prime Minister is scheduled to depart Israeli airspace, and India knows what the window after that departure looks like. Modi is not visiting Israel despite the crisis. Modi is visiting Israel because of the crisis. Netanyahu is collecting alliance signatures before the document they are signing onto gets executed. When the strikes come, Netanyahu needs to be able to say that the leader of the world's largest democracy was standing in the Knesset forty-eight hours earlier endorsing Israeli security partnerships. That is not a diplomatic visit. That is a pre-strike legitimacy operation. The market is watching the deadline. The market should be watching the departure. The clock does not start when the deadline expires. The clock starts when Modi's plane leaves Israeli airspace. And India just told its citizens to get out of Iran before it does. open.substack.com/pub/shanakaans…

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Narendra Modi
Narendra Modi@narendramodi·
Wonderful to speak with my dear friend President Trump today. Delighted that Made in India products will now have a reduced tariff of 18%. Big thanks to President Trump on behalf of the 1.4 billion people of India for this wonderful announcement. When two large economies and the world’s largest democracies work together, it benefits our people and unlocks immense opportunities for mutually beneficial cooperation. President Trump’s leadership is vital for global peace, stability, and prosperity. India fully supports his efforts for peace. I look forward to working closely with him to take our partnership to unprecedented heights. @POTUS @realDonaldTrump
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Ambassador Sergio Gor
Ambassador Sergio Gor@USAmbIndia·
As I have said many times, President Trump genuinely considers Prime Minister Modi a great friend! Thrilled by the news of the trade deal this evening. The relationship between the United States and India has LIMITLESS POTENTIAL!
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ishmohit
ishmohit@ishmohit1·
Gst cut Rate cut Capex increase Trade deal with Eu Trade with USA Valuations are reasonable Markets are depressed What will happen now? 😉
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Ambassador Sergio Gor
Ambassador Sergio Gor@USAmbIndia·
President Trump just spoke with Prime Minister Modi. STAY TUNED…
Ambassador Sergio Gor tweet media
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Aditya Raj Kaul
Aditya Raj Kaul@AdityaRajKaul·
Salute the 10 Indian Army Bravehearts who made the supreme sacrifice in a tragic vehicular accident while moving on operational duty through treacherous terrain and extremely challenging weather conditions in the general area of Doda in J&K. Aum Shaanti! 🙏
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