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G_B_

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Everything posted by G_B_

  1. G_B_

    2019 Lok Sabha elections thread

    huge fund raiser for bjp in mumbai
  2. he fits role of brainless idiot
  3. G_B_

    2019 Lok Sabha elections thread

    I think post amma long term its important BJP even though they might lose the state this round of elections maintain a stable alliance in the state. I dont think the likes of DMDK PMK and AIADMK would mind allying long term with BJP to put forward a hindu lite stance in the state
  4. G_B_

    The BSE/NSE Trading Thread

    Be it derivatives to simple equity....this is the thread to share your moves and trading signals and strategies on Dalal Street......
  5. see the party was built in the late 80s- 90s by MSY and Shivpal. like from the ground up. Ram gopal Yadav was an "ideologue" who sat on his fat ass and made strategic decisions from AC rooms and drafted manifestos Clung onto Akilesh to push out Shivpal who he did not get on with as the later called out the fact he was not a mass leader multiple times. Asked Akilesh to enter a doomed alliance with Congress in Assembly polls. Threw shivpal out from party. Now Shivpal is targeting his son. * phat gayi hai, cause he knows that Yadav vote will be split as Shivpal can easily garner 20-25% of votes on his own. So is making these statements to ensure no split in muslim vote.
  6. G_B_

    PM Narendra Modi - Official Trailer- Vivek Oberoi

    I suspect more than metros, this movie shall earn its crust in the tier 2/4 cities of India. Let us hope this film is a commercial hit and earns a good sum for the BJP which will be used in campaigning.
  7. G_B_

    PM Narendra Modi - Official Trailer- Vivek Oberoi

    I lit coffee scented candle. Closed the shades. Put the trailer on my 55 inch 4k TV and did jack off multiple times. You sir are a visionary as a forecaster.
  8. The problem with global manufacturing atm is that the Chinese have built up super capacity and are willing to sell even at a loss. and see you need to move up the manufacturing chain. Manufacturing of electric EV's are something much higher up the chain which honestly india does not need to worry about atm. Most of the rare metals needed are in China anyway. Takes smartphones. All major Chinese companies are setting up shop to manufacture locally. This is as a result of Indian government pressure. In 2 to 3 years time most smartphones purchased in India will be manufactured locally. It makes sense for the chinese as well considering the cost of the Chinese worker and even a lack of workers is hitting them. https://economictimes.indiatimes.com/tech/hardware/oppo-to-establish-manufacturing-cluster-in-greater-noida/articleshow/67692007.cms http://www.millenniumpost.in/business/chinese-oppo-to-set-upits-2nd-largest-india-manufacturing-unit-298991 India have done well to protect their critical industries ranging from Steel to Cement from China. There is robust growth across the board as a result of government restrictions on imports. The bigger question Indians need to be asking is this. Why is somebody like Tata who are into software not building smartphones or any sort of electronics? The fundamental difference between China and India is that the later is mostly driven by private entities. There in lay the rub. The private sector borrowed like no tomorrow in UPA 2. Created NPAs and now there is no investment left for Make in India as they are busy paying back debt. The Modi government inherited an economy in which the private sector was on its knees. Believe me clearing up these NPA's will atleast take another 5 years.
  9. expected son is facing the heat from Shivpal in the LS..... more statements expected
  10. G_B_

    2019 Lok Sabha elections thread

    See i dont expect NDA to do well. But it wont be as bad as people make it out to be. AMMK has tied up with SDPI and will suck out minority votes in the south which will impact DMK+ as well. Secondly AMMK has limited presence in Kongu belt where NDA aim to shine. His impact is in the Delta/central regions and south. Secondly, the big weakness with DMK+ is that they have conceded too many seats to allies. 4 seats for the communists is just criminal. This long tail will allow the NDA to win seasts. For eg of the 5 seats BJP fighting, Coimbatore v CPM, KK v Cong and Ramnad v IUML the Thanthi poll is showing AIADMK+ having leads (survey taken before seats allocated). 9/12 NDA , 27/30 UPA. Thats my split. IMO it could have been much worse had DMK decided to contest 30 seats and left 9 for allies.
  11. Once again, nobody is shifting the goalposts. I am just getting into what India needs to achieve before we heavily boost manufacturing. For example, the Indian GDP was 100 and manufacturing was 15 of that in 2014. The Indian GDP is currently 160 and manufacturing is 24 of that. Same in % terms but increased in absolute terms. So manufacturing is very much on the uptick while we build a solid base. Its not that its dormant. A lot of FDI which has poured in , in setting up factories will come online soon enough. This is as a result of the Modi government liberalizing FDI regimes. India will continue to invest in SEZs. The countries who are manufacturing superpowers have used multiple policies before they became manufacturing bases. This ranged from educating their population to acquire skills to investing in infra to artificially pegging their currencies to the USD. You are free to look into the Plaza Accord which penalized Japan from artificially deciding their currency exchange rate. South Korea has done it. China and Vietnam continue to do it.
  12. And even on the clean Ganga initiative even somebody like P Chidambaram who is a bitter opposition n critic recently lauded the government and Gadkari in particular. This is just the latest as a contract which has been awarded. https://www.businesstoday.in/current/economy-politics/water-treatment-firm-va-tech-wabag-bags-rs-575-crore-project-under-clean-ganga-scheme/story/325790.html
  13. There are no innovative theories at all. The stats for average per capita income speak for themselves. They are backed up by consumption statistics. Its not for no reason India moved from 10 to 5 in terms of nominal GDP rankings in 2019. Clearly more things are going right than wrong. Lets scale back and look at what is needed for manufacturing, it is not something which one simply clicks his/her fingers and expected to accomplish. (a) 24/7 supply of power. : Modi government has heavily invested in this, article explains it well. I would say power generation has been the number 1 success of the Modi government. https://www.financialexpress.com/economy/more-power-to-modi-indias-power-sector-showed-massive-improvement-in-nda-era-see-chart/1186328/ (b) Flexible business policies and regulation. India's ease of business rank has heavily improved. https://www.cnbc.com/2018/11/01/world-bank-india-improves-ease-of-doing-business.html (c) Transport infra: Record number of highways built in KM and port berths operated. Highway construction is now 31km per day. this is just a barometer. https://www.livemint.com/Industry/9lKbWFYnxLTf1QSIa6z18M/National-highway-construction-hits-record-3187-km-per-day-i.html SEZ is not a magical bullet which solves everything. You need underlying investment in infra before you can capitalise on it. The seeds are very much been sown by the Modi government. Give them time to grow.
  14. pmk are facing the brunt from DMK in all seats contested. They also facing rebellion from within the vaniyar community. The question should be will pmk be relevant enough post poll to give a **** about for any statement of theirs to matter.
  15. G_B_

    2019 Lok Sabha elections thread

    see i am talking major polling houses. If you want to look at pro congress ones you need to look at Deccan chronicle (owner looking to get cong ticket) and spick media. Then you have plethora of right wing predictors on twitter ranging from 542 to chintamani who are bjp 300 brigade. Neither will happen. Loyola is DMK. Naturally they will back DMK. A recent Thanthi poll on TN has suggested that in last week of Feb AIADMK+ has basically a slender lead in about 12 seats. I would think that was more accurate.
  16. I just think people especially those who randomly bash Modi without understanding just look at multiple pieces of relevant info before shooting off their mouths. Yet another example. Car sales in India are slowing down. However smartphone sales in India had a record year in 2018 by volume and net sales. What is one explanation for this? and how is one linked to another? In major metro and city areas people are (a) holding onto cars longer (b) not purchasing cars due to the rise of apps like Uber. My relatives in Mumbai sold his car and just goes everywhere when need by via uber. He says parking is a major issue and does not want the headache of finding a spot in a congested city. This is also the case in multiple developed countries where people are holding onto cars as they drive less and less due to online shopping and being more informed. The average age of an American passenger car has gone from 8.4 years in 1995 to 11.6 in 2016. This figure rose in 2014 to 2016 despite the American economy booming. Using traditional models people would be flush with cash and buy new cars and quickly replace older ones. https://www.bts.gov/content/average-age-automobiles-and-trucks-operation-united-states So those who use car sales as a barometer for growth. If car ownership is less desired by consumers then surely it no longer can act as an accurate metric to judge progress.
  17. https://www.business-standard.com/article/economy-policy/per-capita-income-grew-45-under-narendra-modi-regime-says-cso-119010800062_1.html Keep in mind adjusted for inflation which averaged 8% in UPA 2 and averages 4% in NDA 2 , per capita income growth in Modi years has been amazing if these stats are true and is also back up by the World Bank which suggests a record number of people have been pulled out of poverty. So you have a situation peddled by people that India has a jobs crisis. Yet as per this statistic Indians are earning more than ever before when one adjusts for inflation. India is not a welfare state which pays people for staying at home (of working age). So this means those who claimed to be unemployed in the survey might actually be doing something to earn money. Its just that they feel that the jobs they do to not fit their stature. In conclusion, India does not have a jobs crisis. It has issues in producing jobs people (especially the youth) aspire to do. These aspirations are changing by the year due to a combination of factors ranging from being better informed of how the better off live to becoming a more consumer oriented society.
  18. how exactly is this debate dumbed down? I am highlighting several of the factors. Creating jobs is not just a national government en devour. State government too should share the burden. Kerala forms a perfect example of a developed state in which people's aspirations are high. A lot of Bangladeshis are illegally doing work nobody wants to in that state. India just like many countries has a demographic bulge. Median age currently stands at about 28 which means for the first time in the history of India the majority of the populace are in the 16 to 58 age bracket. Ie those of working age. Then there is a case of looking at college graduates. As the median age has shot from 25 to 28 the throughput of college graduates who come out at the age of 22-23 has shot up. Add in higher female work participation and you have a record number of people searching for well paying jobs. Finally, we are not taking into account automation. While jobs have not been actively lost to automation yet, automation is reducing the number of new jobs created. It will have a progressively worse impact as times goes on and India adopts more technology. This will be true regardless who wins the LS. The entire problem with surveys is that it does not take into account several other factors which cause this. I live in the UK in which official stats show that there is record employment. However there is no talk of underemployment in which people are scraping a living driving for uber as jobs in traditional industries like retail which provided a good minimum wage are vanishing as people shop online. I personally think its rather dumb to simply look at a survey which asks for opinions and not control for factors. Our neighbor Pakistan is grappling with the same dilemma. Keep in mind their median age is much lower. So they have not even bore the brunt of the masses joining the workforce. https://tribune.com.pk/story/1741689/2-economic-expansion-pakistan-facing-jobless-growth/
  19. G_B_

    How BJP/Modi/GoI is handling China !!!

    When India auctions their 5g spectrum and Huwaii gets it then you may have a fair point. All indications are Qualcomm will get it.
  20. G_B_

    2019 Lok Sabha elections thread

    It should be noted that all the opinion polls to come out in the month of March have NDA in 40-42% zone. While seat shares can be hard to predict, post major alliances being factored in NDA is slowly moving away from UPA
  21. G_B_

    2019 Lok Sabha elections thread

    Rajasthan and Dubai https://www.business-standard.com/article/markets/satta-market-bullish-on-nda-s-return-to-power-after-2019-polls-119031201010_1.html https://timesofindia.indiatimes.com/india/satta-bazaar-in-rajasthan-bets-on-bjp-crossing-250-nda-300/articleshow/68456643.cms https://www.cnbctv18.com/politics/bookies-bet-on-245-250-seats-for-bjp-in-lok-sabha-elections-says-report-2579011.htm
  22. G_B_

    How BJP/Modi/GoI is handling China !!!

    how did they do that? China virtually took over the sparty islands. Duterte stresses Philippines not equipped to wage war with China Read more at https://www.philstar.com/headlines/2019/03/10/1900300/duterte-stresses-philippines-not-equipped-wage-war-china#FA8fyTTyWbScIXOl.99
  23. G_B_

    2019 Lok Sabha elections thread

    it appears bookies have pinged bjp at 245-250 as of now.
  24. As Gulf dream sours, Kerala wakes up to grim homecoming Emigration figures dip, returning NRIs struggle to pick up the pieces. https://indianexpress.com/article/india/as-gulf-dream-sours-kerala-wakes-up-to-grim-homecoming-5631152/ I mention Kerala because it has constantly been flipping between the CPM and Congress. Has relatively high welfare provisions (by Indian standards) and it is mostly likely a state in which native Keralites will mostly not accept what their forefathers did for a living. (want a better wage).
  25. G_B_

    How BJP/Modi/GoI is handling China !!!

    Actually as of last year our trade balance with china has started to move in India's favour. This is from a continuous rise since 2000-2001. Instead of SEZ what is needed is investment in infra and reforms.

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