Sunday, May 24, 2026

Quick notes: Emperor Xi | Ground 'drones'...

  • Trump’s Pursuit of a Partnership With China Raises Concerns in India: Rubio has a gargantuan task during his visit to Delhi: defuse tensions over Trump’s anti-India aggression and overtures to China. Trump found time to lavish praise on Xi Jinping calling him “a great leader” and “a friend.” The two men, Mr. Trump said, would “have a fantastic future together.”

    Trump's comment that he would revisit arms sales to Taiwan has stirred anxiety across Asia and prompted questions about U.S. security commitments. Indian leaders are among those with concerns.

    Trump-Xi Bonhomie: Should India Be Uneasy?: A former Indian foreign secretary, a leading China hawk until recently, has advised the Modi govt that a reassessment of Quad is overdue. But it is easier said than done, given the mindset of the Indian elite.


  • Xi Is Truly Done Falling For The Great American Bluff: China kept the upper hand during Trump's visit by, amongst other things, Xi Jinping retaining his poise and distance while Trump tried to ingratiate himself with flattery and body language.

    At the opening of the formal delegation-level talks, the lining up of the top-most American corporate leaders behind Trump suggested a homage being paid to Xi's China, reminiscent of the kowtowing to the Chinese emperor in the past. Trump was messaging a willingness to explore possibilities of renewed economic interdependence with China.

    Addressing Trump at the formal talks, Xi was sententious and demanding. He called on the US to be "partners, not rivals" with China. . . . amusing to see Trump kissing Xi's ass.


  • Christian nationalist push: Trump administration pushes narrative of Christian founding at Rally. . One Nation under Yeshu.


  • Trump Is Setting His Sights on Restricting Legal Immigration: A new approach is emerging on legal immigration, one that makes it harder for those abroad to enter the United States, and for those already here on a temporary basis to stay.


  • Ground drones taking on dangerous missions: The "Ground Drones" rescuing Ukraine's wounded from the Front Lines


  • China Boosts Indian Ocean Ambitions: China despatches thousands of fishing boats to the region for illegal fishing, thus depleting the fish stock of the region.

    During Operation Sindoor, hundreds of such boats appeared, possibly to harass the Indian Navy.

    Such 'grey zone' activities are conducted to indicate China's intention to enter the region, gather intelligence, create civil-military confusion, exploit lack of preparedness by adversaries or treated as a stop-gap arrangement before full-fledged naval deployments.

    Even though China had commissioned the Djibouti naval base in 2017, initially as a logistical support facility at the chokepoint of the Bab-el-Mandeb Strait, it is now being expanded to include submarine docking facilities.

    China also initiated a number of dual-use ports or maritime facilities -- estimated to be more than a hundred across 46 countries in the region. These are considered to be a counter to the US-led maritime world order as well as to marginalise India in the region.


  • Supreme Court of India: 'If Parents Are IAS Officers, Why Reservation For Their Children?'


  • Beyond just assembling phones: Lava's ₹1,100 Cr bet is to build what's inside. Aims to shift from mere assembly to producing key components domestically. . . a lot can be done even before domestic fabs go live.


  • Three Charts:

  • India Oil Consumption: 2013 to 2024: 5.621M bbl/d for 2024

    USD to Indian Rupee - 2013 to 2026

    Brent Crude Price - 2010 to 2026


  • Uber-ize gold: For national necessity & personal prosperity. How a National Gold Library could transform household jewellery into productive capital, strengthen the rupee, and cut imports.


  • Ustad Rashid Khan: Raag Shyam Kalyan



Saturday, May 16, 2026

Quick notes: Royal Enfield | Unlivable cities...

Saturday, May 09, 2026

"Mark my words"...

Astrologer called it right, for once :) ..his other predictions fell flat, though

Monday, April 27, 2026

ep. 190: pax indica unblocked malacca in 1025 CE; do we need it in 2026?

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Quick notes: Cash cow | DRDO's laser weapon...

  • For Korean companies, India is a lucrative cash cow: LG India reported revenue of Rs 24,366 crore and a net profit of Rs 2,203 crore last year. Royalty payments to its Korean parent reached Rs 454.61 crore. But the real headline came with its 2025 IPO: In one stroke, LG India’s market capitalisation surpassed that of its global headquarters’. And it was purely due to generous policy environment.

    Hyundai Motor India and its sibling Kia tell a similar tale of extraction masked as investment. Royalty payments stand at 3.5% of sales revenue, translating into thousands of crores annually repatriated to Seoul. Such an anomaly has left Tata Motors and Mahindra to fight an uphill battle against what many term subsidized Korean pricing power.

    Samsung India completes the triumvirate of value extractors. Its revenue for the first time crossed Rs 1.11 lakh crore during 2025, making it the only consumer-electronics firm in India to cross the trillion-rupee mark. During 2024, royalty remittances to the Korean parent hit Rs 3,322 crore, roughly 40% of that year’s net profit. Retained earnings have ballooned and been diverted to Vietnam.

    Profits earned from Indian consumers through high royalties, IPO cash-outs and dividend flows are effectively subsidizing Vietnamese factories that then export finished goods back into India. Why? Should Korean conglomerates plough cash extracted from India into manufacturing facilities in a smaller neighbor that then undercuts Indian industry? The optics is toxic: India as a lucrative cash cow, Vietnam as the preferred factory floor.

    Decades of liberalization were sold on the promise that FDI would catalyze domestic industry, transfer technology and create balanced growth. Instead, the policy has tilted towards foreign giants who repatriate profits, royalties, special dividends and IPO proceeds liberally.

    On the other hand, Indian firms struggle with higher compliance costs, delayed approvals, and a royalty burden that starves local innovation.


  • Draining the economy: The proof is in the math: In just the last 12 months, Hyundai and LG repatriated $4.7 billion in royalties and profits. That is nearly ₹40,000 crore leaving our economy.


  • Funding the Adversary: India’s trade deficit with China has nearly tripled since Modi took office. Bankrolling China's rise which in turn lays claim to vast Indian territories including an entire state.


  • You signed a trade-deal, now we will screw you: Indian exports face rising cost pressure as EU plans carbon tax expansion


  • Galgotias School of Innovation: AI making work cheaper and this is a BIG Problem for Indian IT Services



  • Trump kissing Xi Jinping's ass: A quiet U.S. favor for Xi Jinping.. A U.S. quota increase at the IMF would rescue China’s bad loans.

    Trump is scheduled to visit Beijing in May for a summit with Xi, and he will come bearing at least one surprising gift: A budget request to Congress to hand more money to Mr. Xi’s friends at the IMF.


  • Chinese satellites over Mideast battlefield put US on edge: Chinese AI company MizarVision claimed on social media to have tracked the movements of American aircraft carriers, F-22 stealth fighters and B-52 bombers by using AI to analyze satellite data.


  • Microwave weapon: 20-gigawatt Chinese microwave weapon touted as ‘Starlink’s worst nightmare’ by country's media — portable 5-ton device can deliver full-minute destructive bursts


  • India’s “Star Wars” LASER DEFENCE: DRDO's $3 solution to a $30,000 drone problem. 100 kW Dura-2 can melt drones in seconds.



  • Pakistan Is Getting a Stealth Fighter in 2026: China is ramping up the timeline to deliver J-35A to Pak


  • Lesson for India, the GREAT consumer of imported tech: Iran claims US exploited networking equipment backdoors during strikes — says devices from Cisco and others failed despite blackout in attack that 'indicates deep sabotage'


  • Privacy risk: Google Chrome lacks protection against one of the most basic and common ways to track users online


  • Why this Chinese EV terrifies Europe’s carmakers: Luxury car makers staring at Chinese onslaught.


  • China's Geely just built one of the most efficient engines ever: Geely now holds a Guinness World Record for thermal efficiency, with its new i-HEV Hybrid system rated at 48.4%


  • Raag: Kamod By Manjiri Alegaonkar