This feels like a soft victory for Pakistan, as it raises questions about what India actually gained from this escalation. We neither avenged the terrorists responsible for the Pahalgam attack nor captured PoK. That said, I believe this situation is still evolving, and there remains some mystery around the nature of the ceasefire understanding.

India has categorically denied any third-party involvement and has dismissed the American claim of arranging a meeting between the two parties at a neutral venue.

All in all, I still feel this could be a bluff, and we are far from true deescalation.

-

Regardless of what the stakeholders might think, the fall of the Assad regime unsettled the entire region and significantly altered the security landscape, leading to heightened insecurity and the emergence of yet another extremist group. What I fail to understand is: what exactly is Israel celebrating? Like it or not, Assad always seemed to function as an asset to Israel. Golan Heights has been under Israeli control for over 50 years, and the Assad regime maintained a quiet border all the while. There was always a tacit understanding between the two, avoiding direct engagement.

And here’s the curious part—‘Al Joulani’ literally translates to ‘from Golan.’ Something about this doesn’t add up; it all seems a bit too convenient.

-

RBI decides to cut CRR by 50 basis points while keeping the repo rate unchanged. This decision comes amidst a challenging macroeconomic environment. India’s GDP growth slowed to 5.4% in Q2 FY25, reflecting weaker manufacturing and consumption. Inflation remains a concern, with the October CPI at 6.21%, above the RBI’s comfort zone. A CRR cut is seen as a liquidity management measure to support growth without exacerbating inflationary pressures. This could help in addressing the ongoing liquidity challenges in the banking sector. While the CRR cut will provide some relief, it does not indicate a shift toward looser monetary policy.

This decision also aligns with the heavy FII buying seen yesterday and the recent price movements in banking stocks. Investors should monitor the banking and financial sectors closely in the near term.

Disclaimer - No buy/ sell recommendations. Do your due diligence.

-

According to a Channel 13 poll, 61% of Israelis believe they have lost the war against Hezbollah. Meanwhile, Prime Minister Netanyahu’s public approval continues to decline as the prolonged conflict drags on. Remember, the Likud party is leading a fragile and contentious coalition, marked by ideological divides and mounting public criticism. The Knesset could witness a significant shift once the dust settles— perhaps Israel may finally move on from Netanyahu.

-

Gender-specific freebies are poised to become the new norm in Indian electoral politics. New research is essential to evaluate the extent of polarisation this strategy may cause in electoral choices and outcomes. Moreover, analysing the rise in voter turnout, especially among a particular gender, is critical.

Traditional survey parameters should be reconsidered, with modern approaches—such as incorporating moving averages—applied to better study these data trends. Electoral psychology could emerge as an entirely new field of study. The world is changing, and so must our methods. After all, data are like bikinis: revealing what is interesting while concealing what is vital.

-

A genuine question to everyone—why didn’t you all raise your voices for the victims of Sandeskhali? I really want to know the reason. Is it political, or do the lives of so-called ordinary women simply not matter? Or maybe you didn’t feel the fear of missing out on joining the trend. My heart says it’s the last one. 😅

-

Trust me, it’s just a social media trend to express concern about the rape incident in Kolkata. Where were these people when women were raped and paraded naked in Manipur? Why weren’t you enraged back then? You didn’t care about the living but now show remorse for a dead victim? Stop pointing fingers at others, ask yourself first 😅

-

It seems it took the tragic sacrifice of a female doctor to awaken the masses, a level of outrage that was absent in Manipur, Hathras, and other places. Perhaps a doctor’s life is more valuable than that of an ordinary girl! It’s indeed futile to celebrate independence when half the population lives under constant threat from the other half. A tale of two Indias 😅 Maybe this is why we say, ‘’MERA BHARAT MAHAAN’’ 🙂🙌🏽🤞🏽

-

Types of hypocrites -

Category 1 - Ye Palestinian Muslims k baare mein bolte hain par Bangladeshi Hindus ka taqleef inko dikhta nahi

Category 2 - Ye Hindu majority India mein Hindurashtra ki baat karte hain par Muslim majority Bangladesh mein Hindu minority k liye rote hain

Category 3 - Inko sab pata hota hai, par ye bas likhte hain, karte kuch nahi, jaise ki mein 🥹

-

Remember, when India engages with China, it doesn’t alter the balance in the region but rather restores it. But when the same is done by any other US proxy (if Bangladesh chooses to be one), it doesn’t only alter the balance of power in the region; the region itself becomes the theater for great power competition, and India will be the biggest loser if and when it happens. This is what I am more concerned about. 

-