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My predictions for coming decade (in a thread of thread format) ...
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Nirav Kanodra
89.7K posts
Nirav Kanodra
@niravstoons
Interested in Financial Markets, Macro, Politics and Economics. Want to revive the hobby of drawing cartoons. *Views are mine alone, don’t reflect my employers*
Singapore / Mumbai Katılım Kasım 2010
5K Takip Edilen4.3K Takipçiler
Nirav Kanodra retweetledi
The cost of Oil Bonds India paid. One stupid move can damage everything!
K C Venugopal@kcvenugopalmp
Welcome to Amrit Kaal, mitron! When global crude oil prices plummeted, the Modi Government pocketed billions in profits, and now - 3 months after a completely predictable crisis - the public is being forced to absorb the pain. This government’s crisis management is only to save Adani from prosecution, not to save the common public from economic shocks. Instead of giving a plan on how the poor will be shielded from shocks, they are suffocating the people day by day. The people are completely fed up with this regime and its mismanagement.
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Nirav Kanodra retweetledi
US expanding keystone pipeline
Oil prices supporting VZ oil infrastructure repairs
Texas production increasing
Canadian LNG ports coming online
Saudi pipeline to Red Sea
UAE/Qatar pipeline to Gulf of Oman
Investments in Nigeria
Removing sanctions on Russia
Potential pipeline from Iraq to Israel
Eventually the world will move on. After a lot of pain, but the world will move on
Niks@Pivot2Centre
The longer Iran plays the Strait of Hormuz card, higher the chances countries will move to Red Sea and Gulf of Oman. Iran runs the risk of being irrelevant if UAE, Qatar, Iraq, Kuwait, and Saudi move to other ports and pipelines. Also the higher oil prices support such projects
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Nirav Kanodra retweetledi
I'm glad someone of this stature is warning about the need to ensure top level security for PM and not compromise even a bit in the name of setting am example for austerity measures. Hope the changes are quickly reverted and nothing is left to chance. The times aren't good.
ANI@ANI
#WATCH | Delhi: On PM Modi reducing his security convoy, former R&AW Secretary Samant Goel says, "The current international security situation is highly volatile. There have been three attacks on US President Trump, despite it being considered the safest country. There are several elements who are against India. Terror activities are happening, especially by our neighbouring state. So, in such a situation, I personally feel that we must make special arrangements for PM's security. As per the current threat assessments, drones and sniper guns have come in. So, we need to review his security and strengthen it, rather than downsizing it. I feel this is not right. This is not in the interest of the nation."
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@rishabhm Maybe an exit tax paid by all Indian passport holders before flying out. Before you clear immigration pay the 100 usd per person per flight.
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Nirav Kanodra retweetledi
Pakistan didn’t exist prior to 1947.
These are Hindu Indian women in province of Gandhara.
Zigana 🇵🇰@Zig4na
Two ancient Pakistani women from Gandhara. Circa: 101 CE
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Nirav Kanodra retweetledi
The net profit of the three OMCs in the last ten years is Rs. 3.72 Lakh Crore.
The total money paid through the oil bonds, including the interest, is Rs. 3.23 Lakh Crore.
Rahul Shivshankar@RShivshankar
Why didn’t petrol prices crash when crude prices fell globally under NDA? 1. The middle class may not like it but the gains from cheaper crude were redirected into welfare, free food schemes, infrastructure, Ujjwala, rural electrification and post-COVID recovery spending for the most vulnerable. Surely, isn’t strengthening state capacity and funding large-scale welfare and capex a worthy endeavor? And especially when leakage is also reportedly far less today than it was during UPA era. 2. India also consumes far more fuel today than a decade ago, making every tax cut fiscally more expensive. 3. Attack NDA by all means but don't forget Opposition ruled state governments haven't also lowered excise duties dramatically when crude prices softened globally. 4. Also ask why wasn't there consensus over bringing fuel under GST?
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@kushgrwl @narendramodi Go to Lakhwadweep.
Blame PM.
If you can’t afford it.
Blame PM.
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My wife wants to go to Maldives next week to celebrate her birthday.
@narendramodi what should I say?
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Nirav Kanodra retweetledi
If Ahmedabad faces power cuts, then we are deep shit.
Harsh Patel@harshtradzo
After a long time faced a power cut in Ahmedabad last night for 3 hrs, and now wondering what if this becomes regular due to the global energy crisis.
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@PositivFuturist There is big difference in skilled immigration (old HSMP) and people migrating for welfare.
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UK net immigration dropped and then GDP per capita increased.
Faisal Islam@faisalislam
UK GDP per head grew by 0.6% in q1 2026 to which is the fastest economic growth per capita in a quarter for 4 years… UK GDP growth itself is fastest of the 6 G7 countries that have reported so far (and Japan expected at 0.4%, would be fastest full stop) Quite the backdrop for a leadership challenge…
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@crab_miller More and more feels like a deep state supported guy.
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India is the second largest producer of cotton after China.
Tamil Nadu is one of the least cotton producing states in India per capita.
But it has humongous textile industry.
So he wants to remove import duty on cotton to import cheap cotton, at the cost of other Indian farmers
News Arena India@NewsArenaIndia
TN CM Vijay writes to PM Modi, urges for removal of import duty on cotton.
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Nirav Kanodra retweetledi
TVS bought IK based Norton Motorcycles in 2020 for $16 million.
Now manufacturing the engine for these super bikes here in Hosur.
Has brought TVS a premium brand and higher mfg quality to it.
Sirish Chandran@SirishChandran
TVS makes the V4 1200cc engine of Norton Manx R in India 👉 at their manufacturing facility in Hosur!
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Nirav Kanodra retweetledi
What Elon just did in Beijing has a 2,000-year-old Chinese name. The Western feed isn't going to use it.
世家 (shijia). Sima Qian used the term in the Records of the Grand Historian for hereditary noble houses, the families understood to operate across generations rather than individual careers. Walking into a state-level meeting with your heir is the visible signal of shijia status. Arriving alone is a single-generation transaction.
Chinese business culture rewards this thinking more aggressively than almost any other major economy. Lee Kum Kee is in its fifth generation. CK Hutchison is in its third. The Cheng family at New World is in its third. The pattern repeats across every long-horizon culture. Murdoch had Lachlan running a News Corp business by 24. Bernard Arnault placed each of his five children in LVMH operating roles before 30. Mukesh Ambani named Anant to the Reliance board at 28.
Western feeds see a doting father, which is real. The room sees a foreign founder signaling the relationship outlives any single administration, which is also real.
A five-year-old in fresh sneakers. The Chinese side is doing math on the year 2050.
Anna Lulis@annamlulis
Normalize this. @elonmusk is the richest man in the world, yet consistently lives out his pro-child beliefs by bringing his own children into his daily work. He is walking around Beijing China with his son Lil X Kids aren’t burdens—they’re the future.
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@Sharanyashettyy His performance in the last couple of years wasn’t great. Had to be dropped.
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So it's confirmed that BAD handling by BCCI selectors pushed Kohli away from Test cricket. Doesn’t feel like a player who truly wanted to walk away. More like someone exhausted by the mgmt and environment around him. A horrible way to lose one of the greatest cricketers ever.
Aditya Saha@Adityakrsaha
Why did Virat retire from Test cricket, and will he play the 2027 World Cup or not? Virat has answered everything:
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@FahreedBalsara @aparanjape Why shut down a money making business. It has to be AND.
IPL takes nothing away.
Neither do movies.
It’s do this AND more.
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@niravstoons @aparanjape US per capita is? US is Phd. But When beta fails first standard >time to switch TV off and focus on basics. Yes IPL and movies and chakna delivery apps did cause a temporary high. Thought next super power. So IPL does take away by substituting reality with make believe
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Oil crisis will come and go... Oil prices maybe cheap for extended periods.
Yet, looking at 2047 (and beyond), India needs a clear multi-decade strategy to significantly reduce dependence of foreign oil for energy, fertilizers and materials.
Need renewed focus and prioritization of -
Domestic oil & gas exploration
Biofuels, biomaterials (ethanol, biogas, etc.)
EVs
Coal gassification, coal methanol, etc.
Nuclear
Solar, energy storage
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@FahreedBalsara @aparanjape Man US can have major league sports and do well.
It’s not either or.
IPL didn’t take away from energy policy
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@niravstoons @aparanjape These are unproven solutions. And long term. Luxury of years is over. Time wasted on IPL and movies. Now have to act now. Double coal production and buy more coal mines overseas. EV buses causes other issues. Not a fix.
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Nirav Kanodra retweetledi
BREAKING: UAE discloses it’s building an additional second pipeline bypassing the Strait of Hormuz.
The new pipeline will be finished in 2027 and will double the country’s export capacity in Fujairah (the current pipeline has a capacity of 1.5-1.8m b/d)
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Nirav Kanodra retweetledi
He skipped placements at IIT Madras for 2 consecutive days. On the third day, he took a flight back to Mangalore just to avoid being forced by his family to attend placements. His desire to build an aircraft company was so intense that it made him act irrationally in front of his family.
He then started building his aircraft company from Bengaluru. When he had barely Rs 20,000 in hand, he still hired an intern, promising a stipend of Rs 7,000. On one of the days when he could not make it back to his PG on time, he spent the night at the Majestic bus stand. All of this at the age of 23!
That is the story of @shreepoorna365, founder of Arctus Aerospace, a company building unmanned aerial vehicles that can fly up to 45,000 feet and capture imagery for a wide range of use cases.
Hear his full story on the @mundhebanni podcast, with English subtitles for those who do not follow Kannada. 👇
youtube.com/watch?v=qiXXbr…
YouTube
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