Sangeeth

Proof that when you are successful & wealthy even if you utter bullshit like this, it is presented as holy wisdom… x.com/NDTVProfitIndi…

Thank you @sumant_sinha ji. From MOU-signing at the CII partnership summit in November 2025 to ground breaking in just 5 months, @RenewCorp ‘s 6.5 GW wafer-ingot project stands as a testimony to our focus on speed. #ReNewComesToAP #ChooseSpeedChooseAP newindianexpress.com/amp/story/stat…

Bernstein just wrote an open letter to India's Prime Minister — and it is asking some hard questions. (23rd April India Strategy note) 👇 1/ The employment question is existential, not cyclical - India's 10–15 million strong IT/BPO workforce — the backbone of the aspirational middle class — is directly in Gen AI's crosshairs. Manufacturing can't absorb the slack at current trajectory. The real question: does the next growth leg create engineers and product builders, or mostly drivers and delivery staff? 2/ Agriculture is stuck in a 1970s policy loop 42–45% of the workforce. 15–16% of GDP. - Below 1-hectare average holdings. Monsoon-dependent farming. Loan waivers instead of reform. The farm laws rollback made things harder, not less necessary. Rs 3–4 trillion in annual input subsidies need to shift toward post-procurement income transfers — and cold storage/logistics investment is not optional anymore. 3/ India risks becoming a permanent AI consumer, not a creator - Data centers are not a strategy. India doesn't own a single frontier AI model. If Indian data keeps training US and Chinese models while domestic capability goes unbuilt, the IT services sector hollows out with nothing to replace it. Bernstein's ask: fund domestic foundation models, build compute capacity, and push global AI companies to list in India — sharing value with the public. 4/ Manufacturing ambition keeps outrunning manufacturing depth - PLI created momentum, but the share of manufacturing in GDP is still stuck at 16–17%. Even in EVs, battery cells — 30–40% of cost — are largely imported from China. The pattern of late entry into industries after global supply chains are already formed needs to break. The next bet must be placed before the race is lost — automation, robotics, advanced materials, AI-integrated manufacturing. 5/ Cash transfer schemes are quietly crowding out capex - Women-only cash transfers across a dozen-plus states now total Rs 1.7–2.5 trillion annually — roughly 0.5% of GDP — and rising. In some states, these schemes absorb 2–3% of GSDP, squeezing infrastructure budgets. Bernstein isn't saying scrap them — targeted support has a role. But election-synchronised, unconditional, permanent transfers risk locking India into a low-productivity equilibrium where taxes fund today's consumption instead of tomorrow's capabilities. 6/ R&D spend of 0.6–0.7% of GDP is not a serious number for a country with semiconductor ambitions Merit-diluting reservation policies are hollowing out research institutions. Without fixing the talent pipeline and funding base, aspirations in AI, deep tech and semiconductors remain exactly that — aspirations. Bernstein's closing line: "India does not lack capital, talent, or ambition. What it requires now is a sharper willingness to take difficult decisions early, rather than defer them. The window to act is still open, but it is narrowing." #nifty #india #stockmarket #investing -------------------------------- Informational only. Not investment advice. Investments subject to market risk. | GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | SEBI (RA) Regulations, 2014. For Serious Investors → goindiastocks.com Follow us for more insights.

So everything was just a cinematic push! 🙂🙏🏻 Reality from the producer Murali, producer of #SumathiValavu and #Vellam and also the real character of Vellam movie played by Jayasurya

So, despite submitting my SIR forms diligently and verifying that my name along with my parents’ , appeared in the draft roll (including updated serial and part numbers), I discovered today that only my name has been deleted from the final list at the booth. My parents’ names remained intact, and they were able to vote. What followed was a completely frustrating and unaccountable process. From 8 AM to 12 PM, I ran between multiple offices. The BLO was unavailable. I was redirected to the taluk office, where the returning officer casually stated, “Your name was deleted later. Sorry. Check with BLO later post election. ” No explanation. When I pressed for answers, I was redirected back to the booth. A complete dead end. No one could explain why my name was removed at the last minute. No one could offer a solution. There is simply no mechanism in place to address such errors. This reflects a deeply flawed and poorly managed process. While political parties may trade blame, the ultimate responsibility lies with the Election Commission of India @ECISVEEP to ensure a transparent, accountable, and user-friendly system. At the very least, a basic notification to mail/mobile should be sent when a voter’s name is deleted, along with the reason. Ironically, despite supporting the SIR process aimed at removing fraudulent entries, I myself cant vote today My fundamental right to vote has been denied due to systemic incompetence. The irritating part is when some officer simply tells me to come back later and include the name again like "not a big deal".

No amount of buses can solve our capacity problem when we don’t focus on improving our road infrastructure. High time we act on the proposed Chennai - Salem - Coimbatore Expressway and eight laning the GST Road at least upto Ulundurpettai. We can’t keep on repeating this everytime without seeing any action. People taking 6 hours to reach Chengalpattu from Perungudi & Porur is horrible. We need more special trains as well. It’s criminal to see @gmsrailway operating just a total of only 2 special trains operated for elections from Chennai (Egmore to Madurai & Podanur). One train can keep 25 buses and hundreds of cars off the roads during this time, easing the roads a bit. TN can’t keep on sitting on Expressway projects and things would get only worse from here every single year.