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[@harshmadhusudan](/creator/twitter/harshmadhusudan)
"India car sales rose to 300k units in Sep (up X% YoY.) This number can go 10x within XX years. And EV cars 200x. Cars being the show piece of a country's manufacturing prowess this sector remains crucial for India's exports and future economic growth"  
[X Link](https://x.com/harshmadhusudan/status/1975450910781481197) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-07T06:39Z 116.7K followers, 4273 engagements


"India had 34600T of gold (Jun'25) valued at $3.8T currently as per Morgan Stanley. 3.1x current equity stock holding with Indian households. According to World Gold Council India had XX% global global gold demand (TTM) vs 5y-avg XX% w/ China at 28%"  
[X Link](https://x.com/harshmadhusudan/status/1976607393678254452) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-10T11:15Z 116.7K followers, 6530 engagements


""Give as the rose gives perfume because it is its own nature utterly unconscious of giving. The great Hindu reformer Raja Ram Mohan Roy was a wonderful example of this unselfish work. He devoted his whole life to helping India. It was he who stopped the burning of widows. It is usually believed that this reform was due entirely to the English; but it was Raja Ram Mohan Roy who started the agitation against the custom and succeeded in obtaining the support of the Government in suppressing it. Until he began the movement the English had done nothing. He also founded the important religious"  
[X Link](https://x.com/harshmadhusudan/status/1977416626975736283) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-12T16:50Z 116.7K followers, 6508 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](https://x.com/harshmadhusudan/status/1977666485175898200) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-13T09:23Z 116.7K followers, 5286 engagements


"Something just switched in D.C. in the last few days. There is a sudden realisation they are #2. That China has actually surpassed them. They are taken back by the aggression. Trump came in thinking US was #1 just by itself and hence he could take on China while simultaneously exploiting friends/allies. Well the shoe just dropped. We will see this play out not linearly or neatly of course but we will"  
[X Link](https://x.com/harshmadhusudan/status/1978490602044940719) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-15T15:58Z 116.7K followers, 67K engagements


"In Israel the government played an important pump-priming role for the development of the domestic VC market in the early 1990s through the Yozma Fund which adopted a fund-of-fund model. government retained a XX% equity stake in the funds which the private partners had the option to buy out after five years if the fund was successful. In 2024 the government announced Yozma 2.0"  
[X Link](https://x.com/harshmadhusudan/status/1979140177621614847) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-17T10:59Z 116.7K followers, 4980 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](https://x.com/harshmadhusudan/status/1882716320007127248) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-01-24T09:05Z 116.7K followers, 2923 engagements


"For XX years (1950-2000) India USD GDP per capita CAGR was 4%. Then for the next XX years (2000-25) it doubled to X% (Chart-BOA.) My sense is that for the next XX years (2025-50) India nominal $ GDP/capita growth could almost double again to XX% similar to China 1990-2015"  
[X Link](https://x.com/harshmadhusudan/status/1962942440127746094) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-09-02T18:15Z 116.7K followers, 4317 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](https://x.com/harshmadhusudan/status/1978408703154868233) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-15T10:32Z 116.7K followers, 7596 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](https://x.com/harshmadhusudan/status/1978416755341935064) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-15T11:04Z 116.7K followers, 2387 engagements


"Narendra Modi is Steering India Towards Great Power Status The Indian prime minister and his party have kept India on track for economic growth. Achieving succession and consolidating power will be necessary to fulfill his ambitions for India By @SamoBurja"  
[X Link](https://x.com/harshmadhusudan/status/1978749891477217790) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-16T09:08Z 116.7K followers, 4068 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](https://x.com/harshmadhusudan/status/1978799890294624424) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-16T12:27Z 116.7K followers, 2240 engagements


"2D materials: India's chance to leapfrog in the semiconductor race. 'Graphene discovered in 2004 by isolating a single layer of carbon atoms sparked a revolution. 200x stronger than steel. Since then more than XXX 2D materials have been identified.'"  
[X Link](https://x.com/harshmadhusudan/status/1979535625822052629) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-18T13:10Z 116.7K followers, 4500 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](https://x.com/harshmadhusudan/status/1960001544155529240) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-08-25T15:29Z 116.7K followers, 4684 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](https://x.com/harshmadhusudan/status/1978033611510022290) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-14T09:42Z 116.7K followers, 3601 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](https://x.com/harshmadhusudan/status/1978060743766323251) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-14T11:30Z 116.7K followers, 1534 engagements


""Tamed prices tight leash: The hidden cost of India's inflation win" by @TantriPrasanna reminded me of: 'After a tightening shock of X% R&D declines by X% and VC declines by XX% in X years. Patenting declines by X% in X years. Economic output could be X% lower after X years.' Ma Zimmermann (2023)"  
[X Link](https://x.com/harshmadhusudan/status/1979440870341447881) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-18T06:54Z 116.7K followers, 5396 engagements


"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](https://x.com/harshmadhusudan/status/1979225008229568625) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-17T16:36Z 116.7K followers, 54.1K 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](https://x.com/harshmadhusudan/status/1979429847110738250) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-18T06:10Z 116.7K followers, 4491 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](https://x.com/harshmadhusudan/status/1979469529144238193) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-18T08:48Z 116.7K followers, 4842 engagements


"An excellent post"  
[X Link](https://x.com/harshmadhusudan/status/1979784129895174532) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-19T05:38Z 116.7K followers, 71.5K 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](https://x.com/harshmadhusudan/status/1979917904415273146) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-19T14:29Z 116.7K followers, 9710 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](https://x.com/harshmadhusudan/status/1979919176568381922) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-19T14:34Z 116.7K followers, 51.8K 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](https://x.com/harshmadhusudan/status/1979923932435124520) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-19T14:53Z 116.7K followers, 2061 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](https://x.com/harshmadhusudan/status/1979934234140676166) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-19T15:34Z 116.7K followers, 13.4K engagements


"Happy Diwali everyone Jai Shri Ram"  
[X Link](https://x.com/harshmadhusudan/status/1980119292034396454) [@harshmadhusudan](/creator/x/harshmadhusudan) 2025-10-20T03:50Z 116.7K followers, 6973 engagements