India Economy Thread

With Trump’s inaugural speech about bringing back manufacturing to the US and imposing tariffs, do Indian industries have a plan to increase exports to the US, especially manufactured goods, in the face of these head winds?

No real plan. Everything has been reactionary and muddled for a long while now. India is awfully statist where it should not be....and insufficiently statist where it should be. It would need a breakdown of Indian fiscal internals to then understand the external intersection with rest of world (to attract broadscale capital relative to India's current labour supply), some of which I mention here:


The basic larger issue is that one part of the country that is behind refuses to learn and properly implement from the other part of the country that is ahead. This in itself would have at least doubled Indian GDP by now (i.e what is the GDP per capita of TN versus Bihar etc and their respective underlying social and human development creating this).
 
No real plan. Everything has been reactionary and muddled for a long while now. India is awfully statist where it should not be....and insufficiently statist where it should be. It would need a breakdown of Indian fiscal internals to then understand the external intersection with rest of world (to attract broadscale capital relative to India's current labour supply), some of which I mention here:


The basic larger issue is that one part of the country that is behind refuses to learn and properly implement from the other part of the country that is ahead. This in itself would have at least doubled Indian GDP by now (i.e what is the GDP per capita of TN versus Bihar etc and their respective underlying social and human development creating this).
Also India being a BRICS nation won’t help its case with Trump. 100% Tariffs on BRICS nations.

12:25-13:25
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Also India being a BRICS nation won’t help its case with Trump. 100% Tariffs on BRICS nations.

12:25-13:25
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Well regd "if they continue to de-dollarize"

a) India has stated multiple times its not interested in the "BRICS currency" or anything related to de-dollarisation (as bad as PRC has botched that up last 5+ years plugging the Yuan as some replacement to some very limited uptake relative to the hoo-hah given it holds 3 trillion in forex and countries simply say practice what you preach and ignore that - explaining why PRC is trying to orient another effort through BRICS given this failure)...so this is targetted at basically PRC and Russia.

b) Trump and the tariff threat is a negotiation tactic to begin with (come to the table)....and the actual table discussion is handled by his larger team that actually understand the economics far better. Regarding such things as the pressure points of elasticity and inelasticity of capital in adversary countries to reshore (back to US, allies and more friendly countries...the last which India occupies).

c) As mismanaged + reactionary India is on this from its statist vs non-statist mismatch phenomenon I describe, it has a considerable leverage in its foreign sector w.r.t: Forex pile, Capital accumulation (w.r.t FDI stockpile from the US and its allies), total estimated wealth, the current patent/IP profile it has with the US and allies and of course market capitalisation and much more.

If these numbers are to be divided by not 6 (population differential), but numbers running into the dozens, 100s and sometimes several 100s.... that is telling of just how much worse Pakistan's establishment has run into (and doubles down on its idiocy and rank incompetence) and the larger stream of bitter cud that will pop up in this forum from harder reality check coming its way this year aligning with bulk of its membership not understanding anything about it appreciably. You can watch and see....your time is better used addressing that tbh.
 
Well regd "if they continue to de-dollarize"

a) India has stated multiple times its not interested in the "BRICS currency" or anything related to de-dollarisation (as bad as PRC has botched that up last 5+ years plugging the Yuan as some replacement to some very limited uptake relative to the hoo-hah given it holds 3 trillion in forex and countries simply say practice what you preach and ignore that - explaining why PRC is trying to orient another effort through BRICS given this failure)...so this is targetted at basically PRC and Russia.

b) Trump and the tariff threat is a negotiation tactic to begin with (come to the table)....and the actual table discussion is handled by his larger team that actually understand the economics far better. Regarding such things as the pressure points of elasticity and inelasticity of capital in adversary countries to reshore (back to US, allies and more friendly countries...the last which India occupies).

c) As mismanaged + reactionary India is on this from its statist vs non-statist mismatch phenomenon I describe, it has a considerable leverage in its foreign sector w.r.t: Forex pile, Capital accumulation (w.r.t FDI stockpile from the US and its allies), total estimated wealth, the current patent/IP profile it has with the US and allies and of course market capitalisation and much more.

If these numbers are to be divided by not 6 (population differential), but numbers running into the dozens, 100s and sometimes several 100s.... that is telling of just how much worse Pakistan's establishment has run into (and doubles down on its idiocy and rank incompetence) and the larger stream of bitter cud that will pop up in this forum from harder reality check coming its way this year aligning with bulk of its membership not understanding anything about it appreciably. You can watch and see....your time is better used addressing that tbh.
I’m not asking to get a gotcha moment on India. I know India used the past few decades better than Pakistan, economically.

1. I’m pointing out how limited of use BRICS will be.
2. I was curious to see how India balances the two camps.

Ask about India is in a way to see what pathway Pakistan should take, if/when it gets it economic house in order, much the same way India looks at China to see how their policies turned out for them.
 
How it happened and who pulled up this miracle?

Our beloved PM ModiGee?

Regards
 

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