Quick notes: Trade colony | Awaiting Tejas...

• Trade colony India: China just posted a trade surplus with the rest of the world of almost $1 trillion for 2024. China today accounts for around 27% of global industrial production.




• Why China needs India more than ever: China’s Export Boom Means Trump Tariffs Would Hit Beijing Where It Hurts



• Shakeout time: China makes more cars than it needs. Excess capacity among carmakers in China is driving the world’s largest auto market into a shakeout phase.



• India's loss: How China’s Synthetic Diamonds Crushed India’s $20 Billion Diamond Industry?



• 'Achievments abroad is not enough': Zoho CEO Sridhar Vembu shares the #1 reason Indians have no respect globally.



• "First 40 Tejas still not...": Still awaiting Tejas from 2010 deal: IAF chief as China tests sixth-gen jet




• Bengaluru must shun car-centric planning: Instead of investing in projects that increase the vehicle footprint, the government should implement the vision outlined in the CMP— prioritising public transport, walking and cycling, and reducing dependence on private vehicles. It is time to shift focus towards building infrastructure that moves people, not just cars.



• Pakistan jackpot: Finds gold deposits worth Rs 609 billion.

Quick notes: Pak missile | Stock market cocaine...

• White House: Pakistan's ballistic missile programme emerging threat to US . . . Led by Russia & China, Pakistan eyes “Elite League” of group that can hit U.S with nuclear-armed missiles



• How Pakistan’s oil discovery could change global markets:




• Pakistan’s stealth move: To acquire 40 Chinese J-35A jets in 2 years amid IAF fleet woes



• Caliphate nextdoor: Pakistan may use Bangladesh as a corridor to send arms to India's northeast. Pakistani ships are now sailing into Bangladesh ports and the earlier orders to examine all cargo on these ships has been waived.



• Adani deal: Andhra Pradesh is likely to pay as much as 23 per cent over the price it agreed in the contract once the taxes and duties are included. Annual payments to Adani once the power supply is fully operational will be roughly equal to state spending on social security and nutrition programs for the previous fiscal year



• More Men Are Addicted to the ‘Crack Cocaine’ of the Stock Market: A new type of addict is showing up at Gamblers Anonymous meetings across the country: investors hooked on the market’s riskiest trades. . . problem worse in India.



• AI reality check: The Next Great Leap in AI Is Behind Schedule and Crazy Expensive.




• Sino-Russian joint efforts in semiconductors? Russia plans EUV chipmaking tools that it says will be cheaper and easier to build than ASML's — country outlines new roadmap to smaller chips



• "No Silicon Valley": Startup Founder Reveals Why He Left Bengaluru In Just 16 Months... "Bengaluru is a place that encourages companies to grow fast and fail fast. That kind of pressure didn't align with the needs of a healthcare business, which has no room for error and demands significant trust from people... I felt excluded because I didn't speak Hindi and I wasn't an alumnus of the IIT".



• Narayana Murthy on Mass Migration To Bengaluru, Pune: These cities have become extremely challenging to live in, difficult to navigate, and have witnessed rising pollution levels. They are heading toward becoming unlivable

Quick notes: Slowing AI growth | Falling fertility...

Google CEO: AI development is finally slowing down—'the low-hanging fruit is gone’

India's crisis in Engineering and management studies: Manufacturing sector has struggled to grow due to increased dependence on imports from China. On the other hand, the service-sector firms are either solving last-mile delivery problems or offering basic services -- sectors that don’t really need higher-order engineering and management capability.

BikAss ain't working: Why 7 crore new farmers in the last 7 years is bad news: The increase of people taking up farming in the last seven years is the highest in some of India’s poorest states, with usual suspect Uttar Pradesh leading from the front, along with compatriots Madhya Pradesh and Bihar.

Mohan Bhagwat on falling fertility rate: 'Population below replacement rate risks extinction,' says RSS chief.

Naidu & Stalin's push for more babies in AP & TN: A new population crisis with global implications

Why most Indians choking on smog aren’t in Delhi: According to Swiss firm IQAir, eight of the 10 most polluted cities in the world last year were located in the Indo-Gangetic plains. Delhi receives significant attention due to its position as the capital of India

Green Great Wall: China completes 3,000-km green belt around its biggest desert - 46-year campaign to encircle its largest desert with trees, part of national efforts to end desertification and curb the sandstorms that plague parts of the country during the spring

Salmon back in Klamath river: After 100 years, salmon have returned to the Klamath River – following a historic dam removal project in California. "Seeing the videos of the salmon returning home brought me to tears of happiness and relief".

Hans eating EU alive: German manufacturers warn of the sector's 'formidable crash'

Chinese Carmakers Are Trouncing Once-Unbeatable Japanese Rivals: Foreign carmakers used to make combined net profit of $21b on average every year in China, but this fell by one-third in 2023 and then halved again in the first six months

Significant edge in air combat: China’s 99% efficient afterburner tech could make it ‘unrivaled in air combat’

Banning kids from social media: What countries do to regulate children's social media access

Non-Christians be damned: Texas education board approves optional Bible-infused curriculum for elementary schools

Quick notes: Pedestrian hell | CATL batteries...

• What is Asif William Rahman doing in CIA? CIA insider leaked classified documents that described Israel's preparations for attack against Iran.



• India should not be pushed into joining trade blocs: It must assess existing FTAs, and should build a larger team of expert negotiators



• Why it is so difficult to walk in Indian cities: The main problem is that too much focus is given to solving the problem of car congestion on roads. "To improve the flow of traffic, authorities often narrow down footpaths or eliminate them entirely. It might seem counter-intuitive, but allowing the congestion to persist and focussing on improving infrastructure for pedestrians will help solve the traffic problem in the long run". Cities can also implement their own Non-Motorised Transport Policy (NMTP) to create better infrastructure for cyclists and pedestrians.



• Trump unpredictable, Modi dependable? On trade, it’s just the opposite.




• China's CATL open to building US battery plant if Trump allows: In an August interview Trump was open to Chinese firms building cars in the US



• CATL electric bus batteries set for 1M miles, megawatt charging: New-gen LFP bus batteries last 15 years, CATL claims—20% longer. CATL claims a 22% boost in energy density by volume, and 175 Wh/kg by weight



• Apple worked with China's BYD to develop EV batteries: Apple was seeking LFP batteries from both BYD and fellow Chinese firm CATL, with possible U.S. manufacturing.



• Huawei trying to poach TSMC employees with 3X salary: Desperate times call for desperate measures



• Anywhere but India: Chip makers expand in Vietnam — companies move to Southeast Asia as US-China tensions simmer



• Stranglehold on market, breach of Antitrust Laws: Zomato and Swiggy coerced restaurants into entering exclusive agreements that would deny them space to shift elsewhere if they wanted to join competing platforms to strengthen their stranglehold on market. Such “exclusivity” could become a barrier for smaller players to enter and expand.



• ED raids e-commerce sellers linked to Amazon, Flipkart: The livelihoods of small shopkeepers are at stake due to anti-competitive practices, particularly from quick-commerce companies.



• 2+ bacche ideal: AP govt tables bills to amend panchayat, municipal acts amid population decline. Individuals with more than two children will be eligible to contest local body elections hereafter as per the bills proposed.



• Mattias Eklundh: Stacking Multiple Rhythms With Konnakol:




• Booze alternatives take off: "Want to be able to socialize and look cool, feel part of the group, but not necessarily have to consume alcohol." Alcoholic beverage penetration among Gen Z consumers over 21 was the lowest among all generations.

Quick notes: Dhanteras | Demographic dividend...

• Putin-Modi parity? India brings back gold from London. Some day, the west may find an excuse to freeze Indian reserves like they did to Russia.



• Here you go: US sanctions 15 Indian entities for backing Russia



• Violating US export laws: Indian drugmaker exported Nvidia AI chips to Russia.



• Maintaining the demographic dividend: Chandrababu Naidu mulling new election law to boost population in Andhra
  
  Demographic crisis: South Korea sets world record with fertility rate dropping to new low
  
  'Uday' is Sanskrit, 'Nidhi' is Sanskrit: Stalin advises to give Tamil names to children



• Stand up to China: This Chinese advantage is only because New Delhi is not willing to play the game by the rules of strict reciprocity.
  
  China has had to pay no price in terms of, say, losing its access to the Indian market that the Indian govt generously affords it. Nor has Delhi insisted that Chinese tech companies, in particular, wishing to do business here, establish joint ventures and be required by law to transfer all the technology of the products they sell to the Indian people, to their Indian partners, and to manufacture every small sub-component and widget that goes into their products in India itself. Or, to get the hell out, and stay out! These are conditions, by the way, China insists on for any foreign company, including Indian firms operating in China.
  
  But no, the Indian govt has no such set of pre-conditions. The result: a humungous trade imbalance — just in the first six months of 2024, the trade deficit grew to $42 billion — the highest it has ever been! Meaning $42 billion of India’s wealth has been shifted to the Chinese khazana!



• Basically poison: Canola Oil is repurposed motor oil. How Canada convinced the world to eat engine lubricant... Not edible




• Displacing software engineers? Google now uses AI to write 25% of its new code



• Woke Mecca: Donations to Harvard’s Endowment Drop by More Than $150 Million



• AI BS: Linus Torvalds reckons AI is ‘90% marketing and 10% reality’
  
  - Baidu CEO warns AI is just an inevitable bubble.
  
  - Marc Benioff blames Microsoft for overhyping AI.
  
  - Son-in-law Zuck's gift: Chinese researchers develop AI model for military use on back of Meta's Llama
  
  - Social media platforms using your data to generate AI models. How to opt out



• Amazon goes nuclear, to invest more than $500 million to develop small modular reactors
  
  - Google will help build seven nuclear reactors to power its AI systems

Quick notes: Caliphate nextdoor | Largest casino...

• Sino-Pak script is working: Chaos in Bangladesh opens door to Islamic extremists. . . Students march with "ISIS Flags" in Bangladesh



• Largest casino in the world: India now accounts for 81% of all futures and options contracts in the world.



• Grand F&O casino: Where 93% Indians lose Rs 1.8 trillion but keep returning & the ‘House’ always wins.. Individuals trading in India’s derivatives market made a cumulative loss of more than Rs 1.8 lakh crore with 93 percent of the traders making losses over the last 3 years... Foreign Portfolio Investors siphoning off retailer traders' savings.
- Why India’s giant options market is a worry for regulators.
- New measures tighten F&O trading
- A Bubble in Indian Markets?



• "Lemon law" catches up: Ola Electric gets show cause notice after thousands of customer complaints.



• Modi sarkar's Make-in-China policy: India's finished steel imports from China hit 7-year high... Export iron ore to China, import finished steel.. ..
  



• Ten years of Make-in-India: Manufacturing growth has slowed to 5.5%, its GDP share remains stagnant at 15-17%, and employment in the sector has decreased




• Rotting rice fuels discontent about Modi’s food policy: Growers and food policy experts are calling for a full opening of outbound shipments to help clear rice stockpiles and boost prices for farmers.



• Maha govt raises salaries of madrasa teachers: "The state cabinet has decided to increase the capital of the Minorities Financial Corporation to Rs 1,000 crore".... No funds for Marathi-medium schools, though.



• Vietnam to build six semiconductor fabs: Country aims to become a major player in the semiconductor industry by 2050. . . . US spends CHIPS Act cash to explore Indian chipmaking collabs.



• Shadow-banning Chinese EVs from US roads: US to ban Chinese hardware and software for connected vehicles



• Rhythm with Konnakol: Mattias Eklundh Guitar Lesson .




• India's Pseudo-Satellite: Solar plane that can fly for 90 Days at a time. The National Aerospace Laboratories said the final version will have a wingspan which will be as wide as an Airbus 320, but weigh only as much as a regular motorcycle.



• China's Gigantic Hydroelectric Dam Has Earth-Shifting Capabilities: The giant dam is able to hold 10 trillion gallons of water. This shift of mass would increase the length of a day by 0.06 microseconds and move the pole position of Earth by about 2 centimetres.



• Major medical breakthroughs in China: In just the last year, independent teams have managed to reverse both diabetes and autoimmune diseases.



• Liberals didn't see this: Yazidi woman kidnapped and held in Gaza rescued after a decade.



• Oxfam network Of NGOs - acting on behalf of foreign powers? NGOs such as Samvad were chosen for funding as Affiliate NGOs on the condition that they would allow Oxfam India “complete freedom to plan the program and staffing in manner they want.”