Pramit Pal Chaudhuri
@PramitWorld
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India practice head, Eurasia Group. Ananta Aspen Centre. And other hats.
New Delhi, India
Joined July 2016
"Bombay will always remain at the mercy of the Maharashtra government and the Maharashtra government quite wisely takes its revenue and gives it to the farmers because they are the people who voted them in."
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Crazy people on X are bashing Indian immigrants, but my new research published today finds that Indians are the best major country of origin group of immigrants. The average Indian immigrant and his or her descendants will save the federal government $1.7 million over 30 years.
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- The top secret weapon in India's arsenal against insurgency and sepratism - Time. - As long as you're not actively challenging India's sovreignity (you can say whatever you want), the Indian State lets you be. - It will engage with you, it will listent to your demands, it
NSCN leader Thuingaleng Muivah returns to his hometown Ukhrul, after 50 years Read @ANI Story | https://t.co/JvXFjpZcJl
#NagaRebel #ThuingalengMuivah #NSCN #Manipur #Ukhrul
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“Trump’s… confidence is misplaced. Tariffs are a far weaker weapon than the president believes. They are a poor substitute for the modern economic pressure tactics that the US pioneered and China increasingly embraces.” 1/9
Trump thinks tariffs can bend the world to America's will. He's wrong—and the reason explains why China now has the high ground in the geoeconomic competition. In the @FT, I explain why tariffs are the weakest weapon in America's economic arsenal 🧵(1/5)
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"The new approach is rooted in a core belief in Beijing: that Trump is fundamentally transactional, not ideological. Policymakers believe they can use Trump’s zest for a deal to neutralize the China hawks in his administration." But Trump is a trade hawk. He has had the same
China's new Trump playbook: Punch hard with real leverage (rare earths) , while conceding on "spiritual opium" like TikTok. The risk? This heavy-handed strategy could backfire, provoking the very China hawks Beijing wants to sidestep. https://t.co/ux5BeRIlKl via @WSJ
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The core idea of our paper: use the internal market. Some member-states still subsidise Chinese EVs and don’t support each other. Without shared, sheltered European demand, EU cars are in trouble. France and Germany’s markets are too small. They hang together, or separately.
New paper with Nils and Lucas on a key issue. Europe’s car industry faces an acute demand shock from China & US tariffs. But European politicians banter about 2035 regulation. We provide a blueprint for how member-states can revive internal demand – a lever they control. 1/
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#India & #SouthKorea both started their indigenous #submarine production programme with #German support building HDW Type 209 boats in the early 1990's . In #India the program was handled by Public sector yard MDL , in #SouthKorea privately owned Hyundai Heavy did the honours .
This is a historic moment. South Korea's Hanwha Ocean built the first KSS-III Batch-II submarine, weighing approximately 4,000 tons. In just one week, news about Korean weapons has been pouring in. (ADEX2025) Not long ago, Hyundai Heavy Industries built the next-gen huge Aegis
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Bubble or no bubble, the nuclear power sector — which just a few years ago was considered a dead industry — is rolling faster than a gravy train with biscuit wheels. SMR companies are responding by taking their companies public as fast as they can. My latest:
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Outstanding introspection of air ops during operation sindoor. Do read this sobering cracker by @prakharkgupta. (WARNING: it’s not what you want to read, but it’s what you NEED to read) #MustRead
https://t.co/QknJnz4zBx
swarajyamag.com
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Has your country become more or less religious over the last two decades? In Germany I assume in-migration let to the small increase. In Canada and Chile belief plummeted like crazy. Greece saw a religious revival. Source: https://t.co/YQL2syTvMY
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"But the biggest problem with tariffs is a basic fact: access to the US market isn’t as vital as Trump imagines. Real geoeconomic leverage comes from chokepoints — parts of the global economy where one country holds a dominant position and there are few, if any, substitutes.
ft.com
Access to the US market is not the significant point of leverage the president believes it to be
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The pause is a costume change @sentdefender @VandanaHari_SG With exposure to Western banks, ship insurers, and dollar clearing, they can’t risk secondary sanctions. It's a pivot to import Russian oil differently to avoid financial measures. The oil will keep flowing—just on
Chinese state-run oil companies have suspended their purchase of seaborne oil products from Russia, in response to yesterday’s major sanctions imposed by the United States against both Rosneft and Lukoil, Russia’s two largest oil extractors, multiple trade sources have told
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The Economist this week on how China started preparing early for Trump's regularly scheduled chimp outs over trade with Alcoholics Anonymous tier honesty and self-critique. As the US's original target, it had a seven year head start over everyone else.
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And China is dominating another technology class, one that was supposed to have inherent western advantages . Open link to source article https://t.co/lsbKOzzaLr
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.@shoumitro_c & @arvindsubraman: "The new China Shock is not just about economic consequences. It is also a test of whether China can serve as a fair steward of global prosperity, or remain a formidable practitioner of beggar-thy-neighbor mercantilism." https://t.co/wmoABMDjXI
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#MustRead “America is stepping back from its role as global insurer. But there is no other country that is able to or willing to fill the vacuum…” Singapore PM @LawrenceWongST tells @FT
In an exclusive interview with FT editor @RoulaKhalaf, Singapore's Prime Minister Lawrence Wong talks about the impact of Trump's America-first agenda and describes Singapore's economy as the 'canary in the coal mine' https://t.co/6YSgahmJzt
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Deflation in China's producer prices for durable consumer goods (blue) is the most extreme since 2004. That's US tariffs, which are causing goods that would have gone to the US to build up everywhere, including in China. China is going into deep deflation. https://t.co/N7DW08FML3
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Unfortunate that Trump started his second term determined to fight trade wars with most of the world. China's export boom (and its lack of imports) have created the material conditions for a coalition that is directed at forcing some policy shifts in China 1/
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Please read this "For years, the service presented the aircraft as a silver bullet that would decisively shift the balance. This reflects a deeper problem. The IAF has long suffered from a platform-centric mindset, believing that air superiority comes from acquiring the next
swarajyamag.com
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The quantum race isn’t just about qubits. It’s about what keeps them cold, powered, and pure. The second piece in our series examines the supply chains that decide who will build the future. https://t.co/JgmVMWyaeU
warontherocks.com
Editor’s Note: This is the second article in a four-part series. The first article, “America’s Quantum Moment,” was published on Oct. 13, 2025. As
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