Nalin Mehta

Where the legendary scholar Prof. Robin Jeffrey @ISASNus calls my new book @thenewbjp "a classic". Grab your copy here: amzn.to/3GWbKfX #NewBookAlert #TheNewBJP

#Delimitation | Debate on women's reservation intensifies, raising concerns over population-based representation Opposition fears North-South divide, raises questions on legality and political motives @AnchorAnandN, @RShivshankar and @nalinmehta discuss on #TakeThree

Full details of how major mutual funds tweaked their portfolios in March here in this report by @PriyadarshiniM9 moneycontrol.com/news/business/…

The top funds by inflows 👇

Quick take: Equity mutual funds saw a sharp jump in inflows in March, with net investments rising to Rs 40,450 crore from Rs 25,978 crore in the previous month. How inflows changes and how major mutual funds changed their portfolios in March 👇

The Malayalee accent 🔥The Sardarji from Kerala is too good 😀

@kanhabansri Even so.. should government be wasting time on such stuff ..,compared to say learning levels in schools

@nalinmehta But the process will be voluntary which you forget to read about.

No more ‘Tinku’, ‘Chhotu’, ‘Bablu’ or ‘Shaitaan’…. Rajasthan government launches scheme - Sarthak Naam Abhiyaan- to CORRECT ‘ inappropriate’ names. Only the Indian bureaucracy could draw up such a govt scheme of 3000 acceptable names. Acceptable names include ‘Akbar’, ‘Birbal’, ‘Vrindavan’. Amazing report in @htTweets today. By the way, Major Shaitan Singh, Paramveer Chakra winner and hero of Rezang La would have had to change his name if this scheme had been in existence then…..

₹20k per month is what a lot of Noida factory workers seem to be asking for a monthly wage. How much does a factory worker earn in India? We looked at the government’s numbers. cc @naalmot

#Watch | Bihar’s political landscape is witnessing a significant shift as the long-standing influence of Nitish Kumar faces change, with the BJP stepping in to reshape leadership and caste equations in the state. @nalinmehta @RShivshankar #Bihar #BJP #Elections #NitishKumar

#Watch | Delimitation is back in focus as the proposed bill suggests expanding the Lok Sabha to 850 seats, raising key questions around representation, population balance, and what it means for different states across India. @nalinmehta @RShivshankar #India #LokSabha

Farhikhtegan Magazine published a 42 minute discussion about the Islamabad Negotiations from an Iranian perspective, featuring Mohamad Amin Imanjani, one of the media members of the Iranian delegation. There were quite a few interesting points illustrating the Iranian perspective on the talks. Here were some of the main ones: - The Iranians believed the US delegation largely lacked the technical expertise to fully understand the issues in depth. They also did not have the authority to make major decisions (he points out Vance himself said he made multiple calls to Trump). - In contrast the Iranian delegation was highly specialized. They included two previous heads of Iran's negotiating teams (Araghchi and Bagheri Kani) along with the head of one of the three branches and were ready to make decisions. - They believed the US delegation led by the Vice President was primarily there to assess the state of Iranian thinking after weeks of war. They intentionally made maximalist demands to see how the Iranians would react. - Despite the very real damage Iran suffered form the war, the Iranian side believed they had a stronger hand than previous rounds of negotiations. Whereas after the 12 Day War Iran's main source of leverage was the 60% enriched uranium, now it has the Strait of Hormoz in addition to that. The Iranian negotiators aimed to maintain those gains. - Iran saw a this meeting as a rare opportunity for a high level encounter with the United States (the head of Iran's Parliament meeting with the US VP) for both systems (IR & USA) to gain a clear understanding of each other. - He affirms there were trilateral meetings with Iran, the US, and the Pakistanis in the same room and on the same table. No one was shuttling between rooms like the previous rounds. - This opportunity of direct dialogue at such a high level was quite valuable in each side getting a precise understanding of each other. He emphasized again that Iran had reached the conclusions from previous rounds that neither Witkoff, nor Kushner had the technical knowledge, experience, or ability to property communicate the main issues with high level US decisionmakers. [At this point a different journalist named Mohammad Sadegh Alizadeh also joins the discussion. He was not present in Islamabad] - The US neither was able to accept Iran's conditions, nor did it want to return to all out war like before. Thus a naval blockade is their attempt at a third path that still maintains pressure on Iran without the pains of all out conflict. Iran has concluded from this that the US strongly prefers not to return to previous war conditions. - Trump's logic is that if Iran is going to try to strangle the world economy then he will strangle the Iranian economy. - Given that over 80% of Iran's oil exports go to China, this will create an additional crisis between China and the US (on top of tariffs and other issues at hand). Iran is keeping a close eye to see if Trump's trip to China gets delayed again - if so they believe that is a sign of a wider gap between them. - Iran believes there is a risk that a blockade will push China to change its stance and more actively seek to put pressure on Iran to end its blockage of the Strait of Hormoz. This is a danger, because China has some leverage over Iran. Additionally up to now China has been friendly to Iran in this conflict and Iran used its veto at the UNSC. That may change. - It was noted that a UAE delegation went to China today and Iran believes this is an attempt to push China towards this direction. - If no agreement is reached and there is longer conflict, then in the next round of talks it is possible that in addition to the new card of the Strait of Hormoz, Iran will also have the card of Bab el Mandeb. He also notes that in normal times it may be possible to make up for a loss of Iranian oil in the market, but if the Strait remains closed, that loss is much more profound. And if Bab el Mandeb is closed that impact is amplified even more. Link to the full discussion (in Persian) is in the first comment

Trump thought he was a doctor, not Jesus!

#EditorsPicks | 📊 From Tata Trusts’ May meeting to rising oil risks and AI flooding the IPL—big themes shaping the conversation! @nalinmehta breaks down what these developments mean for markets, business, and the broader economy in this new edition of Editor’s Pick. 🧵Follow this thread for the full scoop! 👇 #AI #IPL #Oil #Tata #TCS

#Watch 🚨 | Strait of Hormuz tensions spark fears of a global energy crisis, with risks of supply disruptions and a sharp surge in crude oil prices. Heavily import-dependent India could face pressure on inflation, markets, and growth if the situation escalates further. 🔴Watch here⤵️ youtube.com/watch?v=5DDfnv… @AnchorAnandN | @RShivshankar | @nalinmehta | @Saketmisra_ #StraitHormuz #Oil #CrudeOil

#TakeThree | Amid rising oil prices, US risks quagmire as Iran exports persist despite sanctions, threatening global markets and India’s economy amid tight diplomatic deadlines @AnchorAnandN @RShivshankar @nalinmehta @Saketmisra_ | #IranUSTalks #Israel #StraitOfHormuz #UnitedStates