16 Tweets 3 reads Oct 25, 2022
I am in india after a gap of 4.5yrs and what I am seeing makes me wonder how India is absolutely living in another planet right now. A few observations
Disc - I have met only few people and seen only 3 cities so major assumptions in these views
1. Optimism
There is real optimism for the future. From salaries to infra to personal success to overall growth, people do seem optimistic about thing.
This is vastly different from what is happening in western world right now.
2. Last mile logistics
One of the pain points for India’s growth was always logistics. The last mile logistics has been cracked. Netmeds, Zomato, Swiggy, Blink It. I am really amazed how smooth this last mile connectivity is working
A lot of folks just take this as given
However getting correct food delivered at minimal charges at an address that is as confusing as addresses come is just wow!
Till recently only India Post had cracked this and they had 100yrs+ of infra. Now it seems it has been cracked and people are addicted to it
3. GST is a theft
This needs to be relooked sooner than later. The higher slabs of GST are just absolute theft. Hotel@stay to ACs, wtf is govt thinking
4. Infra
The expressways in Uttar Pradesh are 🔥 For someone who has wrote off UP from any change after several years of frustration, the current UP is a different world. I don’t know if this is coming at the expense of other states but India needs UP to fire
to achieve the next level of growth. It seems UP is on the correct path. Can’t say the same for Bihar though.
5. Payment systems
I am going around as idiot without UPI and gpay. Apple Pay isn’t accepted well and credit cards are frowned at.
UPI is easily 2 generations ahead of anything that exists in western world.
6. Everyone is watching YouTube
Cheap data has meant everyone is on YouTube. Every small town has its own set of people creating localized material for that town only. 50-60k views on daily round of a muflis town??? Like seriously!
7. Uber and Ola aren’t reliable
It is sad what has happened to these operators in places such as Bangalore. Impossible to trust them.
8. There are amazing set of people (like always)
My son locked himself in a room with deadbolt lock. It was 2:30am in the night. We googled for a locksmith and the first person came to our house in less than 12mins hearing a kid is locked. He refused to take money as it was kid
involved. I can’t thank him enough for picking the call at the dead of the night and rushing to us!
9. Indigo is now a major risk to Indian civil aviation
If something happens to indigo, it can take the Indian civil aviation with it. They practically own Blr airport for domestic routes!
10. Crackers ban is lol
11. Financial investments
Everyone is on SIP and big time. It is like another EMI and people keep adding it every year.
Real estate isn’t even counted now for investment (primary home is a different case).
Although pockets of RE are giving exceptional returns
Enough of this list. It is amazing to see India doing so well and how it is not being dragged into the negativity of the rest of the world.

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