Vikash Chandra, PhD

This is to update that I have recently signed a *Book Contract* with Indian Council of World Affairs @ICWA_NewDelhi for a Book titled *India’s Counter-terrorism Diplomacy*. It will examine India’s CT strategy at Bilateral & Multilateral levels. #terrorism #UnitedNations #India

Statement on behalf of the Supreme National Security Council of the Islamic Republic of Iran:

@Atulsingh_asan Hey @grok, list 5 small and micro-cap companies each from renewable, EV, new age technology, EMS, and power and transmission sectors.

वर्तमान में अभी ऐसी बहुत सारी कंपनियाँ है , जो अपने दस साल के avg pe से भी नीचे चल रहे है , और उनके पास इतना ऑर्डर बुक है की अगले दो साल तक उनको नए ऑर्डर की जरूरत ही नहीं पड़ेगा। लेकिन निवेशक डरे हुए है की ट्रम्प बम ना फोड़ दे । मार्केट एक ही न्यूज़ पर बार बार रियेक्ट नहीं करता ।

Under the decisive leadership of PM @NarendraModi ji, India has reached a framework for an Interim Agreement with the US. This will open a $30 trillion market for Indian exporters, especially MSMEs, farmers and fishermen. The increase in exports will create lakhs of new job opportunities for our women and youth. As part of this framework, the US will slash reciprocal tariffs on Indian goods to 18%, providing a huge market opportunity in key sectors such as textiles & apparel, leather & footwear, plastic & rubber products, organic chemicals, home décor, artisanal products, and select machinery in the world’s largest economy. Additionally, tariffs will go down to zero on a wide range of goods, including generic pharmaceuticals, gems & diamonds, and aircraft parts, thereby further enhancing India’s export competitiveness and Make in India. India will also get exemptions under section 232 on aircraft parts, tariff rate quota on auto parts and negotiated outcomes on generic pharmaceuticals, leading to tangible export gains in these sectors. At the same time, the Agreement reflects India’s commitment to safeguarding farmers’ interests and sustaining rural livelihoods by completely protecting sensitive agricultural and dairy products, including maize, wheat, rice, soya, poultry, milk, cheese, ethanol(fuel), tobacco, certain vegetables, meat, etc. This agreement will help India and the US remain focused on working together to further deepen economic cooperation, reflecting shared commitment to sustainable growth for our people and businesses. Towards realising Viksit Bharat ! 📖 pib.gov.in/PressReleasePa…

Forthcoming! Lok Sabha Elections in India 2024 : Mutual Embeddedness of State and National Politics Edited by A K Verma, K C Suri, Vikas Tripathi One Volume 28 States 2 Union Territories 37 contributors @c_surik @DrAKVerma9

@bastionresearch @rattibha make its pdf please

Investment View & Key Monitorables Long-term stance: Positive, driven by $1bn revenue aspiration, deep capex-backed capacity build, and migration to higher-margin businesses (high-layer PCBs, OSAT, ODM-based meters, space/drones, AR/VR). Key positives: - Well-structured capex funding mix (equity + debt + sizable subsidies + internal accruals). - Move towards technology-rich, higher-margin, entry-barrier businesses. - Improving doubtful debt metrics and conscious tightening of risk management. Monitorables / Risks: - Timely execution and ramp-up of OSAT and advanced PCB plants. - Subsidy visibility and disbursement timelines (FSA/TRA execution). - Client concentration in OSAT (top 3–4 clients driving majority of capacity). - Management’s ability to scale nascent bets (space, drones, AR/VR) without distracting from core EMS execution. - Any delay or disappointment on these fronts could trigger volatility and corrections, given the current rich valuations.

Kaynes Technology – Management Meet [Detailed Notes] 1. Big Picture & Growth Ambition Kaynes is targeting $1bn revenue by FY28E, with FY26E revenue guided at INR 45bn (INR 41–42bn from core EMS; balance from OSAT, PCB and August/acquisitions). New ventures (OSAT + PCB + camera modules, etc.) are expected to contribute ~25% of revenue by FY26E, with 70–75% still coming from core EMS. Revenue remains back-ended, with ~40% of annual revenue expected in Q4. Management is positioning Kaynes as a full-stack, high-tech electronics player: EMS + advanced PCBs + OSAT + niche ODM bets (space, drones, AR/VR, smart meters).

Written by Prof CSR Murthy. "Rethinking Global Cooperation as the UN Turns 80" #UnitedNations m.thewire.in/article/diplom… via @thewire_In

In the age of coercion India’s statecraft should be about: Staying plugged in, without being boxed in. ✍

In my latest column for Hindustan Times, I outline 8 steps for a strategic reorientation for India to meet the growing challenges in the region and beyond. 1) It is time to abandon the L1 (”Lowest Bidder”) policy for defence procurement. 2) While multi-alignment is still India’s best foreign policy bet, we must consider pursuing it with clear and defined objectives & outcomes. 3) Delhi must reconsider whether it makes sense to continue prioritising its multilateral diplomatic efforts around the narrative on terrorism stemming from Pakistan. 4) Delhi must consider getting into more targeted, outcome-based military agreements. 5) Delhi should initiate a strategic dialogue with NATO. 6) Quad must have more military focus. 7) India must significantly invest in defence innovation. 8) GoI should appoint special envoys dedicated to agile backchannel diplomacy and special, time-sensitive tasks

Prof CSR Murthy wrote for India's World magazine published by @CSDR_India #UnitedNations Details here: acrobat.adobe.com/id/urn:aaid:sc…

My article in the Indian Express on the foreign policy predicament India is facing. ⁦@OUPAcademic⁩ ⁦@WestlandBooks⁩

@Investindia6 Where to track monthly production data?

@Vihaan_001_ 10 cr for july for solar pv dc generator. module is 0. q2 cant be same as q1. this is monsoon time. q2 is always weaker for solar.

#websol.. bada khela hobe.. employee count continues to go up steadily.

Beyond the headlines, what does Operation Sindoor reveal about India’s changing approach to deterrence, escalation management and warfighting? A history of a quarter century in Seven Chapters: Chapter 1: The Bloody 1990s Chapter 2: Nuclear South Asia Chapter 3: Touch and Go Chapter 4: Good Intentions Don't Chapter 5: Testing the Waters Chapter 6: Upping the Ante Chapter 7: Doctrine in Place Do watch the video: youtube.com/watch?v=Bc_-GF…

@WealthEnrich @rattibha

🚀 These aren't just stocks (70+ stocks infact), but they are India’s frontline players in a decade of transformation. Study them. Track them. These are the themes that can grow faster than the economy itself. (Not stock advice : just high-conviction homework.) 💼📈 #Stockstowatch

INDIA 🇮🇳 is entering a decade of deep transformation & these new-age industries can grow at 15–25% CAGR. These are not just fancy trends, they’re big changes shaping India’s future. For each theme, here's a few important stocks you should study. Detailed 🧵👇... Bookmark it !

Former Permanent Representative of India to the United Nations, amb. TS Tirumurti @TSTirumurti decodes key issues—Kashmir, Indus water treaty, #Gaza crisis, #IsraeliranWar and Peacekeeping—that may take centre stage during Pakistan’s Presidency of UN Security Council in July 2025

My article in @DeccanHerald “Elusive global unity against terrorism” The fragmentation of the fight against terror is worse than ever before. It is even more necessary for India to take the lead

@Curious_Shubh @vijaydubbaka15 @rattibha

@vijaydubbaka15 🙏🏻🙏🏻 Let's grow together

🚀 Top 15 Stock With High Growth Guidance Strong Potential Stocks For FY26 🔥 Report Worth : ₹5k - ₹10k 100+ Hrs of study sharing for FREE 🧵

Pahalgam was an attempt to wound the idea of India. As a nation we have both bled and stood tall. Our retaliatory precision strikes have paused. Our precise messaging in the contested world of narratives & perceptions continues… #JaiHind 🇮🇳 #OperationSindoor

I have a piece in @TheNatlInterest with Harsh V. Pant @orfonline on India's military response against Pakistan: nationalinterest.org/blog/silk-road…

My article today in @the_hindu - “The fragmentation in the global fight against terror.” If the international community refuses to act, India will act alone.

@DivineManhood @rattibha

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DOPAMINE: The molecule that controls your life. It’s the reason you watch po*n, you’re addicted to your phone, and you have zero motivation to work. Here’s what dopamine REALLY is, how it hijacks your brain, and how to stop it from killing you (backed by science):