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Showing posts with label Asia. Show all posts
Showing posts with label Asia. Show all posts

Saturday, June 07, 2025

Why India Must Be the New Britain—But on Equal Terms

The 20% Growth Revolution: Nepal’s Path to Prosperity Through Kalkiism
Rethinking Trade: A Blueprint for a Just and Thriving Global Economy
The $500 Billion Pivot: How the India-US Alliance Can Reshape Global Trade

Kash Patel On The Fentanyl Crisis
Kash Patel's Agroterrorism Accusations Against The CCP



Why India Must Be the New Britain—But on Equal Terms

In the 20th century, Britain was America’s closest ally—a political, military, and economic partner bound by shared values and strategic interests. As we move deeper into the 21st century, the global power axis is shifting. And now, India is poised to take on the mantle of America’s most consequential ally. But this partnership must be forged not out of nostalgia or geopolitical convenience, but with a clear-eyed understanding of economics, equity, and long-term opportunity.

A Partnership of Equals, Not Echoes

The US-India relationship cannot mirror the transatlantic alliance of the past. Britain, at the time of its special relationship with the U.S., was a wealthy post-imperial power with a comparable per capita income and advanced infrastructure. India, while on a trajectory of unprecedented growth, still grapples with vast income disparity. Its per capita income remains far below that of the U.S., and acknowledging this is not an act of inferiority—it’s a call to action.

This new alliance must operate on the principle of mutual upliftment. India brings youth, scale, talent, and geopolitical weight. The U.S. brings capital, technology, and institutional strength. Together, they can build the most powerful democratic partnership of the 21st century—but only if it's not patronizing, extractive, or one-sided.

The Case for Strategic FDI

One of the most effective ways to bridge the per capita income gap is through focused, strategic foreign direct investment (FDI). The U.S. and its allies must see India not just as a market, but as a manufacturing powerhouse in the making—a future factory of the free world.

Industrial corridors such as the Delhi-Mumbai Industrial Corridor (DMIC) are already designed with this ambition. With advanced logistics, modern urban centers, and connectivity built for scale, these corridors are ideal sites for American and global capital to flow into. But they need a deliberate push—an FDI Marshall Plan for India, if you will.

This is not charity. It’s smart strategy. Diversifying supply chains out of China is a geopolitical imperative. India, with its democratic institutions, rule of law, and massive labor pool, is the only viable alternative at scale. American capital has a chance to get in early, build strong roots, and co-develop the next wave of global production.

Investing in Infrastructure, Skilling, and Innovation

To make this work, investment must go beyond factories. It must target digital infrastructure, skilling programs, AI and semiconductor research, and clean energy ecosystems. India’s tech-savvy youth are a latent superpower waiting to be activated. A dollar invested today in India’s human capital will yield strategic and economic dividends for decades.

A New Strategic Blueprint

This is more than just business—it’s about building a new world order rooted in shared democratic values and mutual economic gain. A stronger India makes for a stronger Indo-Pacific. A wealthier Indian middle class becomes a global consumer base. An India that builds alongside the U.S., not below it, is a stabilizing force in an increasingly fragmented world.

If India is to be the new Britain, it must be with full sovereignty of vision and dignity of partnership. For America, this is not just about containing rivals—it’s about choosing the right friends, and backing them with purpose.

Now is the moment to go big. The future of the global economy might just be written in the industrial corridors between Delhi and Mumbai.






Sunday, June 01, 2025

The $50 Trillion Unlock: Why GovTech, Not the BRI, Will Transform the Global South



The $50 Trillion Unlock: Why GovTech, Not the BRI, Will Transform the Global South

In recent years, the world has watched China’s Belt and Road Initiative (BRI) reshape infrastructure development across continents. Roads, railways, ports, and pipelines have sprung up across Asia, Africa, and Latin America—symbols of Beijing’s growing global influence. In response, the US and EU have tried to offer counter-narratives and limited investments. But none of these efforts, impressive as they may seem, have come close to truly meeting the infrastructure needs of the Global South.

That’s because they’re all still playing an old game.

The real revolution won’t be in who builds the most roads or who lends the most money—it will be in who unleashes the latent wealth already buried in the soil of the Global South. The key? GovTech-powered land digitization. The act of precisely mapping, recording, and registering land ownership for every plot of land in every village, town, and city. Not just on paper, but on secure digital platforms tied to national ID systems and satellite imagery.

Why This Changes Everything

The vast majority of land in the developing world today—rural and urban alike—is informally held. Families live on it. Farmers farm it. But they can’t leverage it. Without legal recognition or digitized proof of ownership, land can’t serve as collateral for loans. That locks out hundreds of millions from credit markets and entrepreneurship. It traps the economy in an informal loop of low productivity and high poverty.

Now imagine this:

  • Every parcel of land is satellite-mapped.

  • Ownership is clearly established through digital title deeds.

  • Disputes are resolved via mobile courts or blockchain-backed records.

  • This digitized land becomes bankable collateral.

Suddenly, we’re not talking about aid or debt diplomacy—we’re talking about unlocking $50 trillion in dead capital, as Hernando de Soto famously argued. That’s money that local people could borrow from local banks to build homes, start businesses, or invest in community infrastructure. It’s money that doesn’t need to come from Beijing, Washington, Brussels, or the IMF. It’s already there.

A GovTech Revolution in the Making

This is what GovTech—government technology—makes possible.

GovTech is more than digitizing services or putting tax forms online. It is about re-engineering the very operating system of a country. Think:

  • Satellite-based land mapping.

  • Mobile-first property registries.

  • Blockchain land ledgers.

  • Integration with digital ID systems like India’s Aadhaar.

  • Interoperable databases between banks, courts, and land records.

This isn’t hypothetical. India has begun this journey. Rwanda has made progress. Estonia is already operating like a fully digitized state. But these are early experiments. The massive rollout—across Africa, South Asia, Latin America, and small island nations—is still ahead.

Why the BRI and the West Can’t Compete

The BRI builds things for governments. GovTech builds capabilities within governments. The former creates dependence. The latter builds sovereignty.

Western infrastructure programs, when they do exist, tend to focus on financing mega-projects, which often take years to execute and don’t always address the foundational needs of rural populations.

By contrast, land digitization is scalable, inclusive, and locally empowering. You don’t need to borrow billions from a superpower to do it. You just need satellites, software, and political will. You can map a country in months, not decades.

The Multiplier Effect

Once land is digitized, its value is activated:

  • Credit expansion: Farmers and micro-entrepreneurs gain access to capital.

  • Tax efficiency: Governments can collect more accurate property taxes to fund local projects.

  • Corruption reduction: Transparent ownership records end elite land grabs.

  • Urban development: Slums can be upgraded with real titles and services.

  • Foreign investment: Investors trust a land market that’s digitally verifiable.

This is the most inclusive form of economic stimulus the world has never tried.

The Call to Action

If you want to help the Global South rise, don’t build another port. Build digital infrastructure for governance. Build systems that turn land into leverage. Build GovTech.

With the right vision and partnerships, a coalition of tech firms, philanthropists, and forward-thinking governments could roll out a global LandTech initiative in the next five years. The returns would dwarf the BRI. They would permanently alter the economic trajectory of billions.

Infrastructure starts beneath your feet. It’s time we recognized that the most valuable resource in the Global South isn’t foreign capital. It’s local land, waiting to be unlocked.

Let’s do it—with satellites, software, and sovereignty.



Monday, May 11, 2015

School Lunches Are An Excellent Idea

Modi's Blind Spot: Smriti Irani?

School lunches are an excellent idea. And it should be universal. All government schools should implement this all the way through high school. เคฆिเคจ เคฎें เค•เคฎเคธेเค•เคฎ เคเค• เคฌाเคฐ เคธ्เค•ुเคฒ เค…เคŸेंเคก เค•เคฐเคจे เคตाเคฒे เคช्เคฐเคค्เคฏेเค• เคฌเคš्เคšे เค•ो เคธंเคคुเคฒिเคค เค†เคนाเคฐ เคฎिเคฒ เคœाเค --- balanced diet. เคจเคนीं เคคो เคฎोเคฆी demography, demography เค•เคฐเคคे เคฐเคนเคคे เคนै, เค…เค—เคฐ เคฌเคš्เคšे เคฌเฅœी เคธंเค–्เคฏा เคฎें malnutrition เค•ा เคถिเค•ाเคฐ เคนोเคคे เคฐเคนें เคคो เค•ोเค‡ demographic dividend เคจเคนीं เคฎिเคฒเคจे เคตाเคฒा।

เคธ्เค•ुเคฒ เคฒंเคš เค•े เคฌเคนाเคจे เคญी เคฌเคš्เคšे เคธ्เค•ुเคฒ เค†เคंเค—े, เค•ि เคšเคฒो เคชเคขाเคˆ เค•เคฎ เคฎเคŸเคฐเค—เคถ्เคคी เคœ्เคฏाเคฆा เค•เคฐेंเค—े เคฒेเค•िเคจ เคฒंเคš เคคो เค–ाเคंเค—े।

เคฒेเค•िเคจ เค–ाเคจा เค…เคš्เค›ा เคนोเคจा เคšाเคนिเค ------ balanced diet. เคฆाเคฒ เค”เคฐ เคธเคฌ्เคœी เคชเคฐ เคง्เคฏाเคจ เคฆो เคคो เคœ्เคฏाเคฆा เค–เคฐ्เคšा เคญी เคจเคนीं เคฌैเค เคคा।

In America they don't do it right. เคฌเคš्เคšो เค•ो เค•ोเค•ा เค•ोเคฒा เคชिเคฒाเคคे เคนैं। เคฏे เคญी เค•ोเค‡ เคคเคฐिเค•ा เคนै? เคฌเคš्เคšे เคฎोเคŸे (obese) เคนो เคœाเคคे เคนैं।

เคเค• เคธ्เค•ुเคฒ เคฒंเคš เค”เคฐ เคฆुเคธเคฐा เคช्เคฐเคค्เคฏेเค• เคธ्เค•ुเคฒ เคคเค• เคฌ्เคฐॉเคกเคฌैंเคก เคชเคนुँเคšा เคฆो เคซिเคฐ เคฆेเค–ो เค•เคฎाเคฒ।


Saturday, February 21, 2015

Global Warming With A Twist

This image shows the Arctic as observed by the...
This image shows the Arctic as observed by the Advanced Microwave Scanning Radiometer for EOS (AMSR-E) aboard NASA’s Aqua satellite on September 16, 2007. The image shows a record sea ice minimum in the Arctic. (Photo credit: Wikipedia)
The phrase global warming draws this image where everything is the same except the temperature keeps going up and up, gradually but relentlessly. And that was never to be. The weather is a complex phenomenon. That is why predicting the weather is such a hard science.

So the earth warms up due to green house gases. That melts ice. One place that happens is the Arctic. Used to be land and ice were connected all through the year. Now in summer there is enough melt that you can navigate around the Arctic. Well, that has implications. Now the super cold winds in the North have more room to play. And they come way South.

And so you get more turbulent summers (like Sandy hitting NYC) and colder winters. Global warming actually means more cold. Go figure.

Sunday, May 25, 2014

Modi: The Politician I Read Most About

Deng Xiaoping
Deng Xiaoping (Photo credit: Wikipedia)
English: Senior Minister Lee Kuan Yew of Singa...
English: Senior Minister Lee Kuan Yew of Singapore, being escorted by United States Secretary of Defense Donald H. Rumsfeld through an honour cordon and into the Pentagon. They met to discuss bilateral security issues including the war on terrorism: see DefenseLINK news photos. US Department of Defense (). Retrieved on . (Photo credit: Wikipedia)
Narendra Modi has become the politician I read most about these days. Deep inside it is my suspicion that he might be India's Lee Kuan Yew, that he might be India's Deng Xiaoping. I need Modi to give India double digit growth rates, year in, year out, no dips, no recessions. Double digit is not eight per cent, not nine per cent. Double digit is 10% or more.

Culturally speaking I am an Indian. I am an Indian who grew up in Nepal. And I want Modi to succeed. I like his laser focus on the economy. I like his no nonsense attitude of management. I like his decisiveness.
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Tuesday, April 01, 2014

Bihar: Beyond Agriculture (2)

Bihar School
Bihar School (Photo credit: stevewright316)
Bihar: Beyond Agriculture

The idea would be to largely skip industrialization and focus largely on the knowledge and service sectors. Make Bihar a hub of organic farming. The goal should be to send Bihari vegetables to every kitchen table in India and then beyond. There is margin in green.

You can't have a knowledge economy without 24/7 electricity. And clean energy will come from the mighty rivers upstream in Nepal.

Start out by turning all of Patna into a free WiFi zone. If you can get to Patna from any place in Bihar within six hours, then it makes tremendous sense to turn the capital city into a free WiFi zone city. But you can't stop there. Much road building and bridge building has happened. Next in line is free WiFi, first in the capital city and then in every district headquarter.

You couple free WiFi with cheap Android smartphones. Just like the Chief Minister has been running a bicycle scheme for girl students, he should, after building the free WiFi zones, offer free smartphones to all students who finish high school if they live in free WiFi zones.

Universal primary and secondary education and universal basic health care are key. But then you have to build a string of higher education institutions across the state. You want to launch IITs and IIMs all over Bihar, or their equivalents.

All education and no job creation are no good either. Knowledge workers trained and working in Bihar could be serving companies all over the world. There is software work. There is customer service work. There is back office management work. Those jobs will be created in the private sector, but political guidance helps. You create the right environment, and you sell the vision.

Knowledge workers create more wealth than industrial workers. An emphasis on the service and knowledge sectors might be how Bihar grows from being the poorest Indian state to being a state that compares itself with the leading European economies in a few decades.

And knowledge work is not just about software. Training teachers, professors, health care workers, nurses and doctors is a big win idea. There are huge global opportunities for employment in the education and health sectors all over the world, as in Bihar.

Bihar is well-positioned to compete globally. It has to start imagining a per capital income of $5,000 a year. And the lifelong education concept means even adult Biharis are fair game.
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Tuesday, March 18, 2014

Modi Mantra

Districts of Gujarat
Districts of Gujarat (Photo credit: Wikipedia)
Doing Big Business In Modi's Gujarat
In the most recent available data, Gujarat’s GDP shows a compounded average growth of 13.4% during Modi’s tenure, outstripping the national rate of 7.8% for the period. Thanks to Modi’s policies it has attracted investment in sectors like auto manufacturing and solar power. It has made advances in rainwater harvesting and irrigation, and offers a near 24-hour electricity supply statewide....... Miles of smooth roads, occasionally lined with pink, orange and white bougainvillea and kept clean by sweeping machines, let you zip around the massive city within a city that is Adani’s special economic zone. The idea is to have export-focused companies set up their factories in the SEZ, close to the Adani port. As additional incentives the billionaire has built a 40-mile railway line, linking the port to the national railway network, as well as a 1.1-mile-long private airstrip that SEZ tenants can use for their chartered flights. So far 23 companies have signed up. Thus Gujarat has gained some output and employment, but Adani has captured the rents. ...... The Adani Group was established in 1988 and became publicly traded in 1994. But its real rise happened under Modi’s reign in Gujarat. From 2002 to last March the group’s revenue rose from $765 million to $8.8 billion while net profits climbed even faster. During this period it constructed its SEZ, bought mines in Indonesia and Australia to ensure it had a steady supply of coal for its thermal power plants in India and launched Asia’s largest coal import terminal in Mundra. In 2011 it further expanded in Australia, buying for $2 billion Abbot Point, a coal terminal in Queensland. It also tacked on a hefty amount of debt–$13 billion–more than doubling since 2011. ....... the Gujarat government took some 930,770 square meters of his village’s grazing land for Adani’s SEZ. Adani got it for 19 cents a square meter. ...... has plans to expand its 7,350-hectare SEZ to 18,000 hectares.
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