@ysy1976.bsky.social
Europe :The French far-left talks about debt cancellation by the ECB. The German far-right wants Germany to leave the euro, on the grounds that balance sheet operations have turned the euro a weak currency. Not hard to see how those two discourses interact
Iran war:Bessant's roll-out of "Economic D-Day" suggests that the baton in the Iran war has been passed from Hegseth and the Pentagon to Bessant and the Treasury. He is embracing the idea that he and the Treasury will win the war for Trump, deliver
India:The exceptionally strong bank credit growth in recent months is broad based, Axis Bank's Amitabh Chaudhry tells Reuters. From data centres to manufacturing and gold loans, strong
Read my new feature in @TheAtlantic : The Qataris gave Trump an airplane. He crippled their country in return. This is the story of how one of the richest countries in the world learned that Donald Trump cannot be bought. Only
Although India possesses the largest area of arable land globally, its agricultural yield per hectare remains strictly average. To maximize crop production, both the government and farmers must adopt modern agricultural technologies.
U.S-Canada trade war:Effective September 8, Canada will impose counter-tariffs of 15, 25 and 50 per cent on products drawn from those targeted by U.S. Section 338 and Section 232 tariffs, with the rate for each product matching the corresponding U.S. rate.
If public reports on CIA Director Ratcliffe are to be believed, he's probably not a very popular guy in Moscow. He's also not a career intelligence officer, unlike his predecessor Burns, who, for all the enmity, was reported to be respected as a professional by his Russian counterparts.
Oman and Iran have agreed on a proposal to open the Strait. Unclear to me whether Trump will agree to it and if this is contingent upon the lifting of the blockade. Signals from Iran so far have been that they won't open the strait unless the blockade is lifted as well.
The goal of @realDonaldTrump ’s conversations with Kim Jong-un during Trump's first presidency was to bring about North Korea’s nuclear disarmament. He failed then, and he will fail now, predicts @RichardHaass
Getting off the beaten path in Japan used to feel optional. These days, I think it’s becoming a requirement. Many famous spots are now so crowded they’re losing the atmosphere that made them worth visiting. Meanwhile, much of the country is still waiting to be explored today...
China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields Not/not just SMIC... @pstAsiatech · 10h
India on Tuesday approved the transfer of technology for all conventional missile systems developed by its state-run defense research agency to domestic manufacturers, allowing them to produce the weapons locally
INDIA - CHINA EYE "EARLY HARVEST". As India and China prepare to hold another round of high-level boundary talks, sources tell Akash Sharma @kaidensharmaa that two sectors of the disputed boundary are being seen as potential 'early harvest' areas for a settlement.
A story to watch: China is considering a bid to host the UN climate talks in 2028, per Bloomberg. COP33 is currently slated to open on November 6, 2028, the day before Americans vote for Trump’s successor.
Navarro ridiculously (and perversely) called Ukraine "Modi's war" ... now India and China are also supposed to extricate the U.S. from its own choices on Iran? We have an entirely bipartisan challenge of buck-passing for our own choices. The reality is,
A can of Fanta sold in London has 63 calories. Buy the same brand in India, and it contains three times as much sugar. It also includes artificial dye, whose presence in food products in Europe requires a prominent health warning.
Russia’s armed forces have moved decisively away from their previous reliance on overwhelming volumes of artillery fire and towards a more precision-led approach to strike warfare in Ukraine.
China warns US it could retaliate over Iran sanctions. “Any serious increase in US sanctions on China, which buys 90 per cent of Iran’s oil, would risk exploding the relationship only a month before presidents Donald Trump and Xi Jinping are scheduled to meet in Washington.”
U.S:WSJ: CIA Director Ratcliffe arrived in Moscow after the US gathered intelligence indicating mobilization preparations and plans to test NATO's resolve. Former Deputy Director of US National Intelligence Beth
India’s steel story is getting harder to ignore. From 68.3 MT in 2010 → 164.9 MT in 2025, a 2.4× increase in 15 years. India is now the world’s #2 steel producer, behind only China.
U.S:WSJ reporting makes clear that Pete Hegseth and Gen Dan Caine, not just Bibi Netanyahu, bear a lot of the blame for convincing Trump to launch an unwinnable war, while the U.S. intelligence community accurately warned of the risks….
China is building another artificial island/military base in the South China Sea. This one in waters that belong to Vietnam. The Chinese government has invented a new way to invade. Build an artificial island, then build a base on top. Repeat until complete control of the water way.
China:Striking comment from leading Chinese international relations scholar Wu Xinbo: “Global governance cannot rely solely on conceptual initiatives, and if the UN headquarters one day moves from the Hudson to the Huangpu, China must prepare the necessary resources, physical space and
China and India should draw lessons from history, place the boundary question appropriately in bilateral relations, and keep moving forward without stagnating, backtracking or veering off course, Wang Yi Global times article
As India and China prepare to hold another round of high-level boundary talks on Tuesday, the first in a year, two sectors of the disputed boundary are being seen as potential 'early harvest' areas for a settlement.
China-Iran war:"As a result, while some governments in Asia were forced to take painful emergency measures such as rationing fuel, raising prices and reducing public services, China’s economy was not materially disrupted." Important for those hoping to economically coerce China in a conflict.
India’s rise has depended on more than economic growth and military modernization. It has also been enabled by a favorable geopolitical architecture.
U.S:Central Intelligence Agency Director John Ratcliffe and Steve Witkoff, one of Trump’s main Iran envoys, walked into a fundraiser at Mar-a-Lago after the war kicked off Feb. 28 to inform
‘Structural differences have not disappeared’: Chinese strategic affairs scholar on India-China ties Hu Shisheng tells @ananthkrishnan that risk management not realignment describes the normalisation process post Galwan. @the_hindu
