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@harshmadhusudan Avatar @harshmadhusudan Harsh Gupta Madhusudan

Harsh Gupta Madhusudan posts on X about india, china, poland, gdp the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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Social category influence countries XX% finance #5689 currencies XXXX% stocks XXXX% technology brands XXXX% automotive brands XXXX% celebrities XXXX% travel destinations XXXX%

Social topic influence india 12.5%, china #2151, poland #205, gdp #549, $1b 2.08%, trade war 2.08%, robot 2.08%, market cap 2.08%, $600b 2.08%, over the XXXX%

Top accounts mentioned or mentioned by @rahullak @mangla @somnath1978 @iwheathen @namasteankit @totonarayan @priyansha_ @rajshetty514 @amrikandesianon @apple @thetimes @samoburja @tantriprasanna @krisvija @uchumann @pawansahani_ @avanishmishra @dandvatpranaam @musashi_nair @5n9p19c

Top assets mentioned Tesla, Inc. (TSLA) IonQ, Inc. (IONQ)

Top Social Posts #

Top posts by engagements in the last XX hours

"Four brilliant books to get a more holistic understanding of economics history public policy - The Entrepreneurial State - Why Europe Grew Rich and Asia Did Not - Apple in China - Global Economic History These books give a nuanced understanding of how growth actually happens"
X Link @harshmadhusudan 2025-10-17T16:36Z 116.7K followers, 54.6K engagements

"Stubble burning incidents decline XX% across North India shows data"
X Link @harshmadhusudan 2025-10-18T05:55Z 116.7K followers, 47.1K engagements

"US and Indian VCs have formed a $1B+ alliance to fund Indias deep tech startups. Eight US and Indian VC/PE firms including Accel Blume Celesta Premji Gaja Tenacity and others have formed an unusual coalition to back Indias deep tech startups"
X Link @harshmadhusudan 2025-10-19T14:34Z 116.7K followers, 52.1K engagements

"Few years ago I said crossing XX was less than even (50%) probability crossing XX very unlikely crossing XXX basically impossible (as some investors were talking about 100.) Ex ante I still think I was right as the dollar upcycle this time got over-extended into twice its average length and peaked out only this year (we cannot be sure about that too but XX% yes). In any case I still stand by the other two predictions. Even though we are close to XX. But the important thing is the mega trend. The rest is noise. And the mega trend is that the rupee is likely to massively appreciate in the"
X Link @harshmadhusudan 2025-10-22T12:24Z 116.7K followers, 61.3K engagements

"The quality of economics columnists was always iffy but it must be really going down if they cannot understand "ex ante" "ex post" "probability" forget "Balassa Samuelson" :) So let me make it easy Somnath. Saying there is a less than even chance for X or X to come in a dice throw is ex ante actually right. One can argue that X or X is not 1/3rd probability as this particular dice is loaded etc but that is not what you are doing here. I am happy to make predictions based on my reasoning in public and am happy to learn :)"
X Link @harshmadhusudan 2025-10-23T02:48Z 116.7K followers, 20K engagements

"Hey @Apple you may want to think of manufacturing AI/IOT devices beyond phones in India as well. If not you will have to pay a tariff to access the Indian market for these goods. (+you will also get incentives but then those Vietnam must also be giving in one way or another.)"
X Link @harshmadhusudan 2025-10-16T05:12Z 116.7K followers, 9854 engagements

"A striking comparison. Nvidia by itself is more valuable as of now compared to all North American banks together (even adding Canada/Mexico.) All of the Indian market is in fact just XX% more valuable than this GPU company. Indian banks are $600B together in market cap terms"
X Link @harshmadhusudan 2025-10-18T08:48Z 116.7K followers, 4903 engagements

"Here is the REER chart of the rupee over the last XX years calculated in two different ways. Both show an upward trajectory just like Balassa effect would say. Much more to come :) But sure the data over a generation or more is "charlatanism". You can also check out Poland or China. Or Japan till 1995 and after. It is OK to accept you do not understand something. In fact India's X% inflation target is in part predicated upon this effect to give nominal currency stability since DM inflation targets are 2%. Anyway enough free education for now"
X Link @harshmadhusudan 2025-10-23T03:17Z 116.7K followers, 8980 engagements

"RBI seems to have decided today that the INR is weakening beyond fundamentals against the USD. If so I fully agree. They need to pair this with rate cuts and OMOs. A stronger rupee will import disinflation which can make easing cycle virtuous. With X% deflator/CPI average over last decade and even lower this year India needs a stimulus. Tax cuts and infra investments are doing their bit"
X Link @harshmadhusudan 2025-10-15T10:32Z 116.7K followers, 7603 engagements

"Lower rates and lower term premia mean faster nominal GDP growth all else being equal which in turn will lead to more foreign flows and stronger rupee given context of dollar cycle having already turned and the rupee being fundamentally cheap overall. Also more domestic flows"
X Link @harshmadhusudan 2025-10-15T11:04Z 116.7K followers, 2392 engagements

"Tesla profits drop more than a quarter despite record car sales. Elon Musks carmaker hit by US tariffs loss of emissions credit revenue and big investments in AI. Tesla trades at 250x. People talk about "narrative" stocks in India. This is the GOAT :)"
X Link @harshmadhusudan 2025-10-23T07:37Z 116.7K followers, 2239 engagements

""US imposes sanctions on Russias Rosneft and Lukoil" Without any comment on this broad policy itself for now this was the logical thing to do from a US perspective if they wanted to slow Russian exports. Selectively tariffing client countries was always silly and counterproductive. This will ironically create an off-ramp. Heighten the contradictions as a Hegel would say. Now India must never give up the Russian military relationship which is key to our weapons' diversification and indigenisation - we will do what has to be done there and fight for it. But for fungible commodities the entire"
X Link @harshmadhusudan 2025-10-23T08:38Z 116.7K followers, 2763 engagements

"Some disagreements: X. In X years our FX reserves went from $460B to $630B. To say that RBI prevented rupee from depreciating one has to say that RBI should have bought even more FX (so above XX% INR CAGR on what basis) X. Over and above recent fiscal tightness (IMO maybe Ishan agrees or disagrees) what else can the government realistically do in the short term - that is unclear. This PM has pushed GST/IBC/RERA/partial privatisation and limited factor market reforms and has a coalition government today. X. Monetary tightness is absolutely a problem. Real rates are very high - and for business"
X Link @harshmadhusudan 2025-01-24T09:05Z 116.7K followers, 2924 engagements

"GOI to sell stake in X PSBs: UCO Bank Central Bank of India Punjab & Sind Bank Indian Overseas Bank. Government to dilute its equity stake in each of the banks by up to 5%. To be executed in tranches starting this year (FY26) over next X to X years"
X Link @harshmadhusudan 2025-08-25T15:29Z 116.7K followers, 4684 engagements

"Very interesting. Thesis: Poland is in EU UK is not. Note: Poland doesnt use Euro. So this is a more trade and geopolitical impact than currency/monetary one. It takes me back to a mini-obsession of mine: scale the overlooked variable in economic theory and historiography"
X Link @harshmadhusudan 2025-10-13T09:23Z 116.7K followers, 5288 engagements

"Sensex Apr 1979: XXX (starting date) Oct 2025: 82100 CAGR 15-16% (does NOT include dividends but fees/brokerage also not included) Gold 1979: XXX INR Now: 130000 CAGR 11%. Lags 4pp CAGR (6x) XX years is time from age XX to retirement. Cumulative 6x difference is material"
X Link @harshmadhusudan 2025-10-14T09:42Z 116.7K followers, 3613 engagements

"Capital-efficient businesses in a growing economy do comfortably beat currency-proxies over a lifetime. Rebalancing makes sure winners are not missed. Asset allocation comes down to time horizons risk capacities liquidity requirements entry valuations. AA is beneficial bespoke"
X Link @harshmadhusudan 2025-10-14T11:30Z 116.7K followers, 1540 engagements

"Last year a correction or big consolidation - in terms of time and valuation more than actual prices - for Indian equities. Even for prices it is more relative than absolute but the FII/FPI secondary market selloff is very real. Q2 results maybe sell rumour buy news moment"
X Link @harshmadhusudan 2025-10-16T12:27Z 116.7K followers, 2257 engagements

"China uses more energy per person than UK. Incredible for China is officially EM and UK DM. Yet stated UK PPP per capita 2x+ larger. Yes significant part is China's manufacturing focus. But even adjusting a bit seems Chinese GDP is being underestimated and/or UK overestimated"
X Link @harshmadhusudan 2025-10-18T06:10Z 116.7K followers, 4516 engagements

"An excellent post"
X Link @harshmadhusudan 2025-10-19T05:38Z 116.7K followers, 71.7K engagements

"'On XX February 1387 Grand Duke Jogaila of Lithuania and a group of Catholic priests extinguished the perpetual fire and closed the temple of the thunder god in Vilnius. State paganism in Europe was over until that is X October 2025. In 2015 Latvia elected its first openly pagan President Raimonds Vjonis. it seems unlikely that Latvia will be the last European country to endorse its pagan traditions officially; perhaps East Wiltshire MP Danny Kruger was right (as he declared in the House of Commons on XX July) that the strong gods are back.' #Dharmatva"
X Link @harshmadhusudan 2025-10-19T14:29Z 116.7K followers, 9768 engagements

"Chinese tech giants have paused plans to issue stablecoins in Hong Kong after Beijing raised concerns about the rise of currencies controlled by the private sector. Governments will modulate CBDC push but private stablecoins' usage-at-scale is unlikely"
X Link @harshmadhusudan 2025-10-19T14:53Z 116.7K followers, 2095 engagements

"'China led in just X of XX critical technologies between 2003 and 2007 but had become the top country in XX of those technologies between 2019 and 2023 according to the Australian Strategic Policy Institute.' This piece says China leads in tech but its measured productivity or TFP (GDP residual post-labour/capital) is weak. This is dangerously delusional. China can choose to (or maybe pressured to) pause this high-tech manufacturing acceleration appreciate the CNY bump up domestic demand + imports + equity markets and suddenly all those TFP numbers will look great. Yes the consumption"
X Link @harshmadhusudan 2025-10-19T15:34Z 116.7K followers, 13.5K engagements

"Happy Diwali everyone Jai Shri Ram"
X Link @harshmadhusudan 2025-10-20T03:50Z 116.7K followers, 7103 engagements

"Trump administration in talks to take equity stakes in quantum-computing firms. Companies including IonQ Rigetti Computing and D-Wave Quantum are discussing. Others such as Quantum Computing Inc and Atom Computing are considering similar arrangements too"
X Link @harshmadhusudan 2025-10-23T09:40Z 116.7K followers, 2218 engagements