China’s Silent War on India’s Rise: What You’re Not Being Told! China doesn’t want war — it wants control.

China does not like India's rise, and thus, it is making sneaky moves to undermine India. This silent war on India is not carried through guns and missiles but through a cold bureaucratic war.

In this eye-opening video, I break down how China is quietly trying to block India’s rise in manufacturing — through backdoor restrictions, pressure on companies like Apple and Foxconn, and subtle but powerful trade barriers.

🇨🇳 Why is China stopping its companies from helping India?

📉 Why are key machines and workers being denied entry to India?

🔧 How is India responding to this behind-the-scenes battle?

👉 Don’t forget to like, subscribe, and share.

💬 Comment below: What should India’s next move be?

#China #india #modi #xijinping #modivsxi #chinatradewar #indochina #indiavschina #makeinindia #investinindia #FDI #Chineseinvestment #geopolitics #chinaplusone #chinastrategy #apple #foxconn #noahsmith #rhodiumresearch #kylechan #geopolitics #indiaborder #lexfridmanpodcast #export #supplychain

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⏱️ Time Stamps

00:07: Modi on China in interview with Lex Friedman

01:11: Introduction

03:05: Chinese outbound investments & its strategies to control supply chains

05:58: Why is China not allowing Chinese companies to invest in India?

06:13: China is stopping Foxconn from sending Chinese workers to India

07:10: Why doesn't China want India to grow?

07:41: Restrictions on automobile and solar energy companies

08:15: The cold bureaucratic war

08:51: How can India overcome?

10:41: Chinese companies do not want to exit India

11:49: India might ease investment rules for China

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Sources and Further Reading:

Noah Opinion - https://www.noahpinion.blog/p/china-is-trying-to-kneecap-indian?utm_source=substack&publication_id=35345&post_id=158939691

Kyle Chain - https://www.high-capacity.com/p/china-is-trying-to-reshape-global

Rhodium Group - https://cbm.rhg.com/research-note/next-generation-chinas-outbound-investment

ORF - https://www.orfonline.org/research/to-stay-or-to-go-decoding-chinese-enterprises-india-dilemma

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Here's your monthly economic and finance wrap for March 2025!

In this video, we cover:

🔹 Market swings: Nifty 50, Global Indices, Crude oil and Metal prices, Bond yields

🔹 Elon Musk in India: Tesla & Starlink enter India, but X enters a legal battle with the Indian government.

🔹 Indonesia Crisis: Markets worry about fiscal deficit, central bank independence and Prabowo Subianto's policies

🔹 Turkey's Political Crisis: Erdogan's latest move spooks investors.

🔹 India-US Mega Trade Deal: Tesla, Eli Lilly, and Ford are making moves-what's in it for India? Nothing much for now.

Global macroeconomic trends are changing-are you keeping up?

📈 Don't forget to like, comment, and subscribe for more updates on the economy and markets!

#FinanceWrap #IndianEconomy #March2025 #Markets #ElonMusk #Tesla #Starlink #X #Grok #Modi #criticism #indonesia #prabowo #marketcrash #Turkiye #Erdogan #economics #Indiangovernment #elililly #Nifty #USmarkets #copperprices #emergingmarkets #financenews #topstories #breakingnews

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⏱️ Time Stamps

00:07: Global market snapshot for March 2025

01:34: Elon Musk vs. Indian Government

02:39: Crisis in Indonesia

03:41: Invest in FDs before rate cut

04:36: US companies entering India post-trade deal

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Sources and Further Reading

1. Value Research

2. Trade Economics

3. Starlink's India entry - https://tinyurl.com/3pe3hefx

4. Tesla and Tata join hands - https://tinyurl.com/uh8jrs5w

5. PSU FD rates more than Private FD rates - https://tinyurl.com/3u6xmyyb

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📉 Why is the Indian Market Falling? 📉

Indian stock markets have been under pressure lately. But why? In this video, we break down the key reasons behind the market fall:

🔹 Rising US Bond Yields – How higher returns in the US are pulling FIIs away from India

🔹 Strong Dollar Impact – Why a rising dollar makes Indian assets less attractive

🔹 Inflation & Interest Rates – How inflation trends in India and the US are shaping investments

🔹 China’s DeepSeek & Stock Market – Why FIIs are shifting money to China and what it means for India

🔹 What’s Next? – Will RBI cut rates? Will markets stabilize or fall further?

👉 Watch till the end to understand the full picture and what it means for your portfolio!

💬 What do you think? Where are the markets headed? Comment below!

🔔 Don’t forget to LIKE, SHARE & SUBSCRIBE for more market insights!

#StockMarket #IndianStockMarket #MarketCrash #Nifty #Sensex #FIIs #USBondYields #DollarIndex #Inflation #InterestRates #RBI #DeepSeek #ChinaStockMarket #Investing #Finance #MarketAnalysis #Economy #StockMarketNews #ShareMarket #Investment #MutualFunds #Trading #StockMarketIndia #StockMarketUpdate #FIIOutflow #MarketTrends #FinancialNews #equitymarket

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⏱️ Time Stamps

02:23 - Stock market frenzy and high valuations

04:30 - Early warning signals of market correction in India

08:55 - Why did Indian markets rise and then fall in 2024?

13:35 - How did strong US dollars and bond yields impact Indian markets?

21:33 - The China Factor: DeepSeek, Stock Market Shift and deflation

24:46 - Final Thoughts: Market Strategy & Diversification

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Sources and Further Reading:

Sebi chief comment, Mar 2024, HT - https://tinyurl.com/mp5pnzde

Valuation concerns, Jun 2024, IE - https://tinyurl.com/54zdmj2p

Exhuberance and narratives, Jul 2024, The Print - https://tinyurl.com/5n8c29xj

Irrational bull run, Aug 2024, IE - https://tinyurl.com/yz8wwdsz

Foreign investors selling, Aug 2024, FT - https://tinyurl.com/yz59399j

Deepak Shenoy comment, Sep 2024, NIE - https://tinyurl.com/5e3ay8n4

Look before leap, Sep 2024, WSJ - https://tinyurl.com/bd5k8epy

RBI flags unsecured lending, BS - https://tinyurl.com/mr3yhhmb

Road contracts hit, ET - https://tinyurl.com/y7aphxmw

Highway construction down, FE - https://tinyurl.com/3m8s9kkr

Is India's growth engine slowing down?, Trendlyne - https://tinyurl.com/5n7pzs3c

World Bank bullish on India, ET - https://tinyurl.com/3htw2vsb

Howard Marks bullish on India, CNBC TV18 - https://tinyurl.com/fzaku42v

China stock market my outperform India - Nomura, BT - https://tinyurl.com/3ayxf559

China deflation, CNN - https://tinyurl.com/6xe9t8t7

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Here’s your monthly economic and finance wrap for January 2025!

In this video, we cover:

🔹 Market swings: Sensex, global markets, oil prices, and commodities.

🔹 Mutual Fund SIPs: Record inflows, but why are stoppages rising?

🔹 Rupee story: How RBI’s juggling act impacts liquidity and the rupee’s future.

🔹 India’s growth shift: Why Pushpa 2’s trailer launched in Patna, and what rural India’s spending spree tells us.

India’s macroeconomic trends are changing—are you keeping up?

📈 Don’t forget to like, comment, and subscribe for more updates on the economy and markets!

#FinanceWrap #IndianEconomy #January2025 #Markets #SIPs #RupeeDepreciation #IndiaGrowth #economics #RBI #rupee #emergingmarkets #financenews #topstories #breakingnews

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⏱️ Time Stamps

00:11 - Global market snapshot for January 2025

01:17 - SIP flows - why stoppage is rising?

02:20 - RBI's exchange rate and liquidity management

03:32 - Importance of smaller cities rising in India

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Sources and Further Reading

1. Value Research

2. Trade Economics

3. IIFL Capital article on SIP flows - https://www.indiainfoline.com/blog/sip-flows-above-26000-crore-in-dec-24-but-sip-stoppage-spikes-again

4. Arvind Subramanian's articles on RBI's exchange rate management (Business Standard) - https://www.business-standard.com/opinion/columns/explained-has-india-s-exchange-rate-regime-changed-for-the-worse-124102801222_1.html?1730141907

5. My article on Trendlyne on rising dominance of rural and small cities - https://trendlyne.com/posts/4947878/the-rise-of-the-rural-consumer-is-changing-fmcg-screener-fmcg-stocks-outperforming-their-industry

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In a surprising move, Indore's administration has decided to fine people for giving alms to beggars. But is this the right way to tackle the problem of begging, or are we ignoring the bigger issue of poverty and homelessness?

In this video, we dive deep into:

- the new law in Indore and its implications;

- anti-begging laws in India and abroad, including Denmark's strict rules;

- the historical roots of such laws and their colonial origins;

- efforts like Rajasthan’s rehabilitation model and India’s SMILE initiative;

- and why criminalizing begging may not be the solution we need.

Join the conversation as we explore the social, legal, and moral aspects of begging laws and discuss ways to create a better, more compassionate world for everyone. Share your thoughts in the comments!

#begging #beggars #poor #poverty #indore #denmark #smile #SmileInitiative #alms #economicgrowth #compassion #humanity #humanrights #England #vagrancy #homeless #homelessness

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⏱️ Time Stamps

00:00: Introduction; Indore's Begging Law

01:56: Begging definition of India

03:16: Background of Britain's Vagrancy Act; Colonial Hangover and Adoption of Anti-Begging Law in India

05:44: State of Denmark's Beggars

08:32: Beggar Rehabilitation - Success Story from Rajasthan & SMILE Initiative

12:44: Setting the Right Approach

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Sources and Further Reading

Moving Beyond Criminalisation, ISPP - https://tinyurl.com/bdhpncxk

Indore's new law, Business Standard - https://tinyurl.com/464krkt3

Anti-Begging Legistlation of India, TISS Dissertation - https://tinyurl.com/3ezdtd4b

BEGGING IN INDIA: A CONSTITUTIONAL AND JUDICIAL EXAMINATION OF

CRIMINALIZATION VS. REHABILITATION, ILI Law Review - https://tinyurl.com/2sk2zwjr

Beggary-concept, implementation and analysis of the law : a case study of Delhi, Ipleaders - https://tinyurl.com/2p8uszk6

In Most Indian States And UTs, You Can Be Arrested For ‘Looking Poor’, IndiaSpend - https://tinyurl.com/mt385r8w

SMILE - https://smile-b.dosje.gov.in/

Analysis of the SMILE scheme, IMPRI - https://tinyurl.com/3fuw9bvx

Delhi's home for beggars has 70 rooms and 11 staff but no resident beggars, Your Story - https://tinyurl.com/mr3fyd94

Denmark’s tough laws on begging hit Roma women with few other options, Al Jazeera - https://tinyurl.com/xs5z2tyh

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Every winter, Delhi pollution makes headlines. In April, we forget. But the air pollution is all year round if you check the AQI every day. What can we do to make the air cleaner, breathable and purer?

Well, economics has some answers - they may sound radical and impractical, but they can show us how to think about any solution. Economics can teach us why one solution worked while the other didn't.

Join me in creating a dialogue around practical solutions to Delhi pollution problem.

#delhi #delhipollution #oddeven #airpollution #airpollutionawareness #solutions #environment #ecofriendly #delhigovernment #dialogue #agreement #haryana #punjab #uttarpradesh #emissions #emissiontradingsystem #surat

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⏱️ Time Stamps

02:34: Agreements, Negotiations, and Property Rights

04:30: Create incentives: Try throwing money

07:44: Emissions Trading System

11:50: Pollution Source-wise Solutions

14:06: Solving Stubble Burning Problem

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📚 Sources

Shruti Rajagopalan article (Mint): https://tinyurl.com/29mnx88t

Vivek Kaul article (Mint): https://tinyurl.com/35wrwkkj

Air Pollution in Delhi: Filling Policy Gaps (ORF): https://tinyurl.com/2k7m2hys

Can Markets Reduce Pollution in India (Economist): https://tinyurl.com/3xjpmrxe

Warwick paper on Surat's ETS: https://tinyurl.com/y6tas8zk

Surat ETS Dashboard: https://www.cleanairmarkets.in/gujarat/surat/dashboard/

What's Polluting Delhi's Air (Urban Emissions): https://tinyurl.com/yc5t8f3a

Columbia University Research on NYC Pollution: https://tinyurl.com/bdx2az3x

In Service of the Republic [Book] (Authors: Vijay Kelkar & Ajay Shah): https://www.amazon.in/Service-Republic-Science-Economic-Policy/dp/0670093327

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The political turmoil in Maharashtra, once touted as progressive and one of the most stable states in India seems to impact its economy. Maharashtra is an industrial powerhouse. Then why do we see factories decreasing in this state? Why are big projects running out of Maharashtra? Are politics and politicians responsible for the fall of Maharashtra?

Let us unravel in this video.

#maharashtra #maharashtranews #maharashtrapolitics #maharashtrapoliticalcrisis #maharashtrian #maharashtraelection2024 #maharashtraeconomy #economy #economyofindia #industry #midc #capex #subsidy #governmentfinance #modi #amitshah #uddhavthackeray #devendrafadnavis #eknathshinde #ajitpawar #sharadpawar #rajthackeray #nanapatole #poltics #economicgrowth #economiccrisis #fdi #foreigninvestment #exports #investments #gujarat #tamilnadu

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⏱️ Time Stamps

00:01: Ruchir Sharma's clip from India Today's interview

Link - https://www.indiatoday.in/business/video/if-bjp-gets-less-than-250-market-will-be-down-10-20-a-flash-ruchir-sharma-2542671-2024-05-22

02:26: Maharashtra's politics from 2014 - Revision

06:47: Maharashtra Economic Analysis & Disclaimers

10:45: GDP Growth Analysis - Maharashtra vs. Gujarat vs. Tamil Nadu

12:25: Maharashtra's Public Finance - Revenue Receipts, Capex, Subsidies, Fiscal Deficit

15:12: Industries - Maharashtra vs. Gujarat vs. Tamil Nadu

15:47: Understanding Newslaundry report 'How Modi govt is redirecting investments from other states to Gujarat'

Link - https://www.newslaundry.com/2024/11/08/how-modi-govt-is-redirecting-investments-from-other-states-to-gujarat

19:57: Exports - Maharashtra vs. Gujarat vs. Tamil Nadu

21:09: Investment Summits - Maharashtra vs. Gujarat vs. Tamil Nadu

21:55: FDI - Maharashtra vs. Gujarat vs. Tamil Nadu

22:26: Politicians responsible for economic debacle

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Is India's economy really slowing down? What's happening in India's economy? Will this festive season boost growth?

Here's the detailed analysis with data on India's economy. This is based on the data until September 2024.

I have created this video in two other languages.

Link to Hindi version: https://youtu.be/Z9NQDjqkJO0

Link to Marathi version: https://youtu.be/lezandPPPe8

#indianeconomy #indianstockmarket #stockmarket #consumption #production #GDP #data #dataanalytics #dataanalysis #slowdown #finance #economics #employment #unemployment #rural #urban #news #indianews #indiafinance #financenews #capitalexpenditure #capex #inflation #risingprices #tomatoprices #fmcg #earningscall

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⏱️ Time Stamps

02:28: Consumption - Will festive season boost consumption?

05:57: Production - Why the production has fallen down?

06:24: Investment - Why capex is still low?

08:28: Government finance - Can the central government balance the fiscal maths?

10:34: International finance - Most comforting sector as of now

11:30: Inflation - Rising prices have restricted discretionary spending

12:41: Sentiment - People and businesses are optimistic about the future

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What are surplus funds? How to invest them?

If you check this online, you will not find any specific answer. Here's my attempt to create a framework for managing those surplus funds. I have divided surplus funds into three categories.

Investing Rs. 50k vs. Rs. 1 crore are different things - need different psyche and approach. I have tried that in this video. Watch it and let me know your thoughts and ideas on the same.

#surplusfunds #investmentstrategies #portfoliomanagement #personalfinance #propertysale #retirementfunds #investing #savings #money #stockmarket #stockmarketindia #mutualfunds #fixeddeposits #deposit #ppf #nps #pension

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⏱️ Time Stamps

01:21: Introduction to Three Kinds of Surplus Funds

03:42: Disclaimers and Assumptions

09:40: Type 1 Surplus Funds

12:39: Type 2 Surplus Funds

21:17: Type 3 Surplus Funds

26:21: Summary

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In this eye-opening video, we dive deep into a unique comparison between India and China, highlighting crucial lessons India must learn to harness its demographic advantage before it's too late. 🇮🇳 vs. 🇨🇳 – but not in the way you might think!

Discover why job creation is the need of the hour and how India's future hinges on making smart moves today. With a booming young population, India stands on the brink of a golden era – but only if we act NOW. ⏳

What happens if we don't? The future could be scary – think of a widespread financial crisis, an ageing population, and millions of elderly Indians facing poverty. 😱

#ageing #oldagehome #elderly #india #china #onechildpolicy #demography #education #skills #pensions #unemployment #indiajobs

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⏱️ Time Stamps

00:23: Demographic Dividend - Introduction

02:09: China Tackling Ageing

06:45: Old Age Dependency Ratio - India vs. China

11:14: Labour Force Participation Rate - India vs. China

14:30: Needs of Elderly - Pensions and Infrastructure

18:45: Fertility Rates of States in India & State of Internal Migration

20:09: Give Jobs - Not Handouts

20:32: Will AI worsen the matter?

21:00: What can be done? Some solutions for the government, parents, employees and businesses.

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Sources:

Sonalde Desai article in Mint on Family Planning - https://tinyurl.com/yc3u65vf

BBC article on ageing in China - https://tinyurl.com/mwctev7r

Education Episode | Everything is Everything Podcast @amitvarma - https://tinyurl.com/56jv2skw

Hum Do Humare...? - हम दो हमारे...? econGully Marathi Podcast - https://www.youtube.com/watch?v=tn6pksPY8r0

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