Mrityunjay Singh

90 posts

Mrityunjay Singh

Mrityunjay Singh

@macrodiplomat

Management Consulting | IIM Guy Finance | Strategy | AI Making sense of macro, markets and geopolitics Interest - Maths, Politics, Philosphy

Katılım Eylül 2018
69 Takip Edilen3 Takipçiler
Mrityunjay Singh retweetledi
Narendra Modi
Narendra Modi@narendramodi·
This is totally false. Not an iota of truth in this. There is no question of putting such restrictions on foreign travel. We remain committed to improving ‘Ease of Doing Business’ and ‘Ease of Living’ for our people.
English
5.8K
17.2K
65.1K
7.1M
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@SauravDassss @RahulGandhi It's unbecoming of a CJI who represents the highest constitutional court. Not good ...people with this kind of mindset is representing the highest court. I hope that CJI takes back this statement, although the damage is done. Calling people cockroaches is wrong !!
English
0
0
1
760
Saurav Das
Saurav Das@SauravDassss·
This kind of a statement should directly lead to impeachment of the judge. As responsible citizens, we cannot allow judicial standards and ethics to fall to such pits. The dignity of the chair and institution is at stake here. Leader of Opposition @RahulGandhi should condemn this statement and consider moving an impeachment motion against the Chief Justice. Someone should speak up for our courts!
Live Law@LiveLawIndia

CJI Surya Kant says there are "parasites" attacking the system. "There are youngsters like cockroaches, who don't get any employment and don't have any place in the profession. Some of them become media, some of them become social media, some of them become RTI activists, some of them become other activists, and they start attacking everyone." - CJI.

English
375
2.4K
6.5K
157.2K
Mrityunjay Singh retweetledi
Ajay Bagga
Ajay Bagga@Ajay_Bagga·
Trump posts from China.
Ajay Bagga tweet media
English
17
14
128
18K
Mrityunjay Singh retweetledi
Ajay Bagga
Ajay Bagga@Ajay_Bagga·
Petrol prices hiked by Rs 3.14 / litre Diesel prices hiked by Rs 3.01/ litre This still leaves a lot of under recoveries for state owned oil marketing companies. 1. Either the government subsidises these losses>> fiscal deficit deteriorates 2. Or government cuts taxes on petrol/diesel>> lower tax revenues>> fiscal deficit deteriorates 3. Or PSU oil companies bear the losses, running at Rs 1000 crores per day on Petrol, Diesel and LPG 4. Or pass onto the consumer>> Higher logistics-transport-goods costs >> higher inflation>> Demand moderation>> GDP impact >> Consumption slows No easy fixes.
English
62
70
700
72.4K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@DivaJain2 Calling people economically illiterate for expecting lower fuel prices when crude falls is intellectually lazy. Consumers dislike upward volatility than downward volatility. Secondly, government took onto themselves to not pass the low price benefit to manage the fiscal revenues.
English
0
0
1
131
Diva Jain
Diva Jain@DivaJain2·
Number of economically illiterate people in the country boggles the imagination. This is called intertemporal smoothing because consumers don't like volatility in prices. Same reason you spend less than you earn in your youth so that you can spend when you dont earn in old age.
Bond@YogeshBond

Jab prices low ho to benefit pass on na karo, increase ho to gradually increase karte jao.. since war will go on for near long time, election result only will show what will they reduce.

English
11
22
144
6.1K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@Theonenameddamn The difference between bjp and opposition is this only...they would have taken to streets but the opposition is doing tweets on X.
English
0
0
0
42
Damn.
Damn.@Theonenameddamn·
Those who were once in the opposition are now in power. What did it change? Absolutely nothing. Fourteen years after Nirbhaya’s horrific gang rape on a moving bus shook the conscience of the country, another woman has reportedly suffered the same nightmare allegedly gang-raped by a driver and conductor inside a DTC bus in Delhi. Back in 2025, BJP’s "historic" victory in Delhi came with tall promises of women’s safety, strong governance, and the so called "double engine" model. Yet months later, the capital still feels unsafe for women after dark. Press conferences, slogans, selfies, and political branding mean nothing when crimes like these continue to happen in the heart of the national capital. The blame game cannot continue forever. The Centre and the Delhi government belong to the same party now, so who exactly is left to blame? Every time such a case happens, we see the same cycle outrage, promises, committees, investigations, and then silence. Meanwhile, women continue to live in fear. The truth is harsh: the system has failed women repeatedly. Weak accountability, delayed justice, poor policing, and political tokenism have ensured that the lessons from Nirbhaya were never fully learned. If fourteen years later the same horror can repeat itself, then clearly nothing fundamental has changed. This is not governance. This is betrayal. Real change will come only when there is swift justice, police accountability, safer public transport, and zero tolerance for crimes against women not just speeches and political theatre. Enough is enough.
NDTV@ndtv

🔴#BREAKING | Woman gang-raped in a bus in Delhi; Driver, conductor arrested AAP MLA Kuldeep Kumar (@KuldeepKumarAAP) speaks to NDTV's @ParmeshwarBawa and shares his views

English
14
33
131
4.7K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@whattalawyer She should have moved on !! But now she will drive extra scrutiny for any case she hears especially the ones where one party is the government.
English
0
0
1
166
Ratna Singh
Ratna Singh@whattalawyer·
“Yeh contempt order kisi gusse se paida nahi hua”: Justice Sharma 👀
Eesti
14
27
217
7.8K
Mrityunjay Singh retweetledi
Vikas Vij
Vikas Vij@TheClubJunto·
China’s Handling of Trump Visit 1. Chinese Media: No hero-worship, no emotional tone, no 24/7 coverage 2. Foreign Media: China is self-assured, seeks no US validation 3. Mature Nationalism: China's confidence stems from tech & economic domination, not headline drama INSIGHTS: Chinese Media a. Xinhua, China Daily, CCTV, State Portals: Trump visit matters, but it is not positioned as "THE Event." No personality-driven coverage and no “historical breakthrough” theatrics. b. Media Strategy: Beijing is not downgrading the importance of its relationship with the US. It is downgrading the emotional messaging that traditionally placed America has the “mother” of all nations. c. Washington Post, ABC, Reuters: The real shift is that China has decided to act as an EQUAL. China’s posture is that of a "Civilization of Quiet Doers" that is not dying for US approval. Chinese People a. Trump is chaotic but useful. Trump's viral nickname “Chuan Juanguo” is all over Weibo (Chinese equivalent of Twitter). It means: “Trump is our patriotic son, our nation-builder, whose actions accidentally helped build a stronger, more self-reliant China.” b. People on Xiao (the Instagram of China) are more interested in CEOs like Elon Musk, Jensen Huang, and Tim Cook rather than politicians. The narrative is: “These are the guys who know that our market matters.” (Example: 80% of iPhone's high-end components are made in China.) c. Chinese netizens recognize that Trump is a “transactional visitor” and not a “friend.” Nobody in China appears interested in “Howdy Trump” style chest-thumping. Lessons for India a. National confidence stems from technology domination, economic resilience, and exports leverage, not headline drama. China’s trade surplus hit $1.25 trillion in 2025. India, on the other hand, has never had a trade surplus year in its history (except in 1972 and 1976). b. America’s giant corporations are doubling down on China for manufacturing scale. (Example: China produces more than 70% of the world’s electric cars.) China also controls 90% of global rare earth refining – the US is begging for access to it during this visit. c. India too has cheap labor and a large pool of engineers. But India never developed the manufacturing scale China has. India too holds the world’s third-largest rare earth oxide (REO) reserves, plus huge reserves of critical minerals (like lithium, cobalt, nickel, graphite). But India has near-zero commercial scale refining/processing capacity. So, India is largely import-dependent (80-90% imports from China.) China did 30 years of quiet hard work to develop its industrial ecosystems for mining, refining, and processing. It went through numerous iterations, failures, and bottlenecks. It didn’t happen overnight. ENDQUOTE “Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt.” – Sun Tzu, The Art of War, 5th century BC @arabicatrader
English
51
225
713
61.1K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@DeadlyLaw It's a self goal by the judge..she should have moved on but this bring additional scrutiny of all the judges in the social media. And now any case she presides will be discussed...
English
1
0
1
1.3K
Deadly Law
Deadly Law@DeadlyLaw·
"He could have gone to SC against my order of refusing to recuse. He, instead chose to write a letter and made a video. Several members of his party and spokespersons also repeated the allegations. It was not a criticism, it was a campaign against this court." - Justice Swarnakanta Sharma takes Contempt Action against Arvind Kejriwal.
English
19
47
221
14.3K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@Theonenameddamn Expectation of freedom without responsibility leads to high divorce rate!! It has nothing to do with weddings and all..
English
0
1
1
102
Damn.
Damn.@Theonenameddamn·
High divorce rates are not surprising, People planned weddings, not marriages.
English
38
23
304
7.8K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@aravind There is a difference between thrown out and settlement. Settlement is something when one party agrees for certain conditions like payment etc and other party agreeing to dissolve the case. It allows parties to settle case without admission of guilt. But its a good news for us!!
English
1
0
3
1.2K
Mrityunjay Singh retweetledi
Amit Kumar Gupta
Amit Kumar Gupta@amitgupta0310·
Massive sectoral de-rating at the index heavyweight level. IT services and private sector banking together account for close to ~40% of the Nifty 50’s weight. Both have faced meaningful valuation compression. IT has struggled with demand visibility in a slowing global environment, while private banking has grappled with margin compression and asset quality concerns in select pockets. When the two most influential sectors in a benchmark underperform, the benchmark itself cannot outperform, regardless of what else is happening elsewhere! PS : The game is not over yet...
English
2
12
92
14K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@payal_trustable You think security in terms of petrol usage ?.. there is a whole unit to cater to his security..even if he travels by bus..it doesn't matter... Security of the PM and petrol/diesel vehicle usage has no connection at all.
English
0
0
0
35
Payal sharma 📈
Payal sharma 📈@payal_trustable·
Modi ji aapni security se backchodi mat karo Vo puri rakho 10 ki jagah 15 gadi se chalo aapka secure rehna zada zaruri h in chutiyo ke chakkar mein aap aapni life ka risk mat lo 🌸
Indonesia
104
147
1.3K
32.1K
Mrityunjay Singh retweetledi
Amit Kumar Gupta
Amit Kumar Gupta@amitgupta0310·
From FY21 to FY25, corporate net profits tripled to ₹7.1 lakh cr (FY25) as corporate taxes were reduced by one-third and strong government investments pushed GDP growth. Corporate India retired its debt instead of investing profits in CapEx. Debt-to-Equity ratio for companies declined from 139% to 94%. Corporate cash reserves increased from ₹9L cr in FY21 to ₹16L cr in FY26. Private Investment to GDP ratio declined to a 20-year low from 16% during 2004-08 to 12% in FY23. FY26 investment halved from FY25. This reluctance of corporations to invest in growth has contributed to demand uncertainty (broken consumption) in India. Post-Covid, corporate profits of NSE 500 companies have grown at 30.8% annually. But investment has been disappointing. The promoters and their next generations are accumulating profits and setting up family offices elsewhere rather than investing in real assets (factories, technologies, R&D etc.) - Chief Economic Advisor Dr. V. A Nageswaran
English
14
39
157
14.6K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@0xadvit @pritopian Even Infosys and TCS too..I am talking about the future and what OPENAI, Google and Claude is aiming for...
English
0
0
0
75
advit.hl
advit.hl@0xadvit·
@macrodiplomat @pritopian lmao funnily enough, contrary to the public perception, companies like Accenture already serve Tier 1 companies
English
1
0
0
66
Samhita
Samhita@Samhitab4u·
Credit card influencers really act like spending 1 lakh to save 3,000 is financial genius 😭 Half the reels are just: Guys I got Free House, Free Car, airport lounge access, cashback, reward points, Buy 1 Get 1 Brother, you still spent the money. Most people aren’t saving more because of credit cards. They’re just getting better at justifying spending.
English
37
4
48
14K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@aravind True, its not just government responsibility but also the citizens which goes a long way in building trust.
English
0
0
0
173
Aravind
Aravind@aravind·
I can clearly see India's adversaries (put any globalist, Islamist, communist country here as you like) are hard at work creating issues between India and the new Govt of Nepal. They are creating people to people fights and issues using social media and also media by planting stories using their agents. Before we react to anything anti-India from Nepal or vice-versa (requesting our Nepali brothers & sisters as well), let's stop and calm down thinking the fight is being engineered. Sure, there can be real issues between India and Nepal due to the new govt, policies etc, but GoI will surely take care of them as they arise. There's no need for us to target Nepalis or pick up fights on behalf of anyone. Let's understand the plan of the adversaries and be smarter, so they can't use us to create people to people fights between democracies. Which can later be used to influence or force governments to take anti-neighborly actions. Also, again a humble request to MIB - check what's happening on SM and Nepali media/SM, do something!
English
124
1K
5.3K
128.8K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
@PiyushGoyal Finally some sane post by the government!! Please change the policy and action accordingly !!
English
0
0
0
68
Piyush Goyal
Piyush Goyal@PiyushGoyal·
Four-point call to action for Aatmanirbhar Bharat: 1⃣ Focus on Designed, Engineered & Manufactured in India 2⃣ Quality must become non-negotiable 3⃣ Investment in R&D must increase 4⃣ Must lead the world in the new-tech revolution
English
153
197
895
64.9K
Mrityunjay Singh
Mrityunjay Singh@macrodiplomat·
Here is the OiL Math - India imports 4.8 million barrels of crude every single day. Now crude has gone from $70 average last year to around $105 average right now. That is a $35 drag per barrel. Just do the math. 4.8mn barrels x $35 x 30 days is roughly $5bn in additional import cost every single month leaving India as dollars. That is around Rs 47,000 crore a month in extra outgo just because of the price difference. But here is what most people are not accounting for. India is not just an importer. We are a massive refining hub. We export 1.2mn barrels per day of refined products like diesel, jet fuel and petrol to the UAE, Singapore and Netherlands. When crude rises, refined product prices also rise globally. So we actually recover around $1.1bn of that back through higher export realisations every month. Which brings the net dollar outflow to around $3.9bn per month. That is your CAD problem(around 36k crore). That is what hits the rupee and quietly drains our forex reserves. Now here is the second problem which is completely separate. Our OMCs like IOCL, BPCL and HPCL are buying crude at $105 but the government has told them not to pass on the price hike to consumers. Keep petrol and diesel prices stable. Protect the common man. So our OMCs are absorbing the loss themselves and bleeding Rs 30,000 crore every single month in under recoveries. On top of that the government cut excise duty to ease the pressure which is costing another Rs 14,000 crore per month to the exchequer. So the total fiscal hit is Rs 44,000 crore every month. And retail fuel prices have still not been hiked. Something has to give and it will. #CrudeOil #India #CAD #CurrentAccountDeficit #OilPrices #OMCs #FiscalDeficit #Rupee #RBI #FinanceMinistry #EnergyPolicy #IndiaEconomy #OilMarket #Hormuz #IOCL #BPCL #HPCL #PetrolDiesel #ExciseDuty #UnderRecovery #MacroIndia #IndianEconomy #EnergyCrisis #OilAndGas #GlobalOil
English
0
0
0
20