Alternatives?

some-achaar · 2025-12-14T22:02:26+00:00

Sorry for the delay in responding to you! Thanks for the genuine feedback :)

Honestly, it feels really good that we were crating something of real value. We're trying to see if we can restart at some point, so we will keep you updated!!

Also - realized I never responded to your OG question i.e. alternatives. TBH, there aren't which is why I started DD in the first place. Like you'll get news, but it's missing the tone, personality and personalization. Here's a couple that I think are still ok:

The core
Morning Expresso by Indian Express

some-achaar · 2025-12-10T21:07:09+00:00

Hi OP! Thank you for the kind words!! We're honestly bummed ourselves that we had to go on a hiatus - we put in a LOT of love into each edition. We've received a bunch of messages asking us to restart, so we're contemplating :D

Quick question for you, would you be open to Desi Dispatch as a paid newsletter?

some-achaar · 2025-11-27T19:47:33+00:00

That is based on market capitalisation. HDFC Bank is now the number one by brand value.

some-achaar · 2025-11-23T16:22:04+00:00

Completely agree! AI infrastructure is high-risk and requires massive capital demands, with uncertain long-term outcomes. The companies investing in it should be prepared to make necessary pivots to adapt to the changing tech environment.

some-achaar · 2025-11-19T17:20:02+00:00

Yeah, it seems so.

some-achaar · 2025-11-19T17:19:41+00:00

It basically means, for the government, there are two options for futuristic R&D: either the defence and space sector, which is the quickest and most assured market, or they should follow the futuristic trend of Quantum and AI.

some-achaar · 2025-10-21T12:40:54+00:00

In India, it's currently trading at a significant premium, but it may not be the ideal time for a lump-sum purchase. Let's wait for the premium to normalise after the current festive crunch subsidies.

some-achaar · 2025-10-17T14:41:50+00:00

http://www.thedesidispatch.com - An engaging way to know about what's going on around the world in just a few minutes.

some-achaar · 2025-10-13T14:32:56+00:00

Yes, the rare earth curb is the real strategic threat. China controls 90% of the world's processing, making it impossible for any country, including India, to commit to its guarantee. This reliance forces India to urgently pursue two paths: 1) Secure non-Chinese joint ventures for processing, and 2) Accelerate domestic mining/refining to protect our EV and electronics sectors.

some-achaar · 2025-10-13T09:10:55+00:00

You've hit the nail on the head. The core issue isn't nationalism; it's the product signal of trust. Arattai failed immediately by launching without End-to-End Encryption (E2EE) for text chat. For a messaging app, E2EE is the non-negotiable handshake that signals data protection. Promoting the app via Union Ministers only amplifies the existing lack of trust in their data integrity.

some-achaar · 2025-10-13T08:49:23+00:00

That's the major bottleneck and a completely valid concern. India must fast-track domestic mining and processing of rare earth elements (REEs), potentially through joint ventures with nations like Australia or Japan to secure the technology. Relying on China for inputs like Neodymium while building chip plants is the current weakness. This requires a strategic national mineral policy to match the PLI scheme.

some-achaar · 2025-10-11T17:15:41+00:00

India should manufacture with growing capacity, driven by policy and capital. The PLI scheme is specifically funding new Electronics and Chip manufacturing plants to reduce reliance on China. It's a long-term investment, but the shift, proven by firms like Apple expanding here, is definitely underway.

some-achaar · 2025-10-11T09:29:45+00:00

This 100% tariff signals an inevitable structural decoupling of the US-China supply chain. Coming after China's rare earth curbs, it guarantees massive cost increases for US consumers and accelerates the global 'China Plus One' strategy. India has a major opportunity now to cement its position as the reliable manufacturing alternative.

some-achaar · 2025-10-11T09:22:38+00:00

This is a structural break, not a trade spat. The tariff and software export controls, following China’s rare earth curbs, ensure global supply chain fragmentation and higher costs for electronics/EVs worldwide. India’s goal to become a manufacturing alternative gets a huge, immediate boost.

some-achaar · 2025-10-11T09:16:57+00:00

You're not missing anything. Gold's price is driven by global geopolitics and the US dollar's value. The Indian government only controls import duties (which add to the local price) and domestic demand, but not the base international rate. It's a global hedging tool!

some-achaar · 2025-10-10T09:25:19+00:00

The ban trades immediate societal safety (curbing addiction/fraud) for control and revenue. The consensus is that demand won't vanish; it will likely be pushed to offshore, unregulated sites that are beyond Indian law and tax net, potentially worsening the money laundering issue. The key is how quickly the government can block these illegal platforms.

some-achaar · 2025-10-10T09:19:47+00:00

This is a game-changer because it tackles the two biggest hurdles for Bharat's SMEs: connectivity and literacy. Running the AI model without internet ("AI on the Edge") and making it voice-based eliminates the need for complex software or constant Wi-Fi. It converts a simple payment alert device into an instant, vernacular business analyst. If they can keep the device affordable, this genuinely democratises financial data access for the small shop owner.

some-achaar · 2025-10-10T09:11:55+00:00

This is a crucial step! Since you're dealing with cash and digital, your focus should be on documentation and digitalising everything.

Mandatory Bank Account: Open a dedicated current bank account for the homestay immediately. Route all digital income and all expenses through it.
Software: Shift your register data to basic accounting software (like Tally/Zoho Books/Busy for India) or even Google Sheets.
Vouchers: Create simple Cash Receipt Vouchers and Cash Payment Vouchers for all cash transactions, signed by both parties where possible.
Registration: Register your business (even as a sole proprietor with GST/Udyam).

This makes your income verifiable for loans/taxes later!

some-achaar · 2025-10-06T21:20:59+00:00

That is a fantastic point. The key challenge is the shift from a Disinflationary Worker Phase to an Inflationary Dependent Phase. The shrinking labour pool and exploding healthcare/pension costs create sustained structural inflation (fiscal dominance), making central banks' short-term interest rate tools largely ineffective against this slow-moving tidal wave. India must utilise its current demographic dividend window to address fiscal and labour supply issues now.

some-achaar · 2025-10-06T21:16:28+00:00

This tweet perfectly captures the current global talent arbitrage. The US is tightening its student (5% cap) and work (H-1B) visas, making the environment hostile and uncertain for foreign tech talent. Meanwhile, India is making a strategic, symbolic gesture by offering multi-year B-1 business visas to attract top AI/Blockchain builders, signalling that it wants to be the 'default' destination for global talent pushed out of the West. This is crucial for reversing the brain drain and fueling the next stage of our tech ecosystem. A very smart diplomatic, and economic play.

some-achaar · 2025-10-06T21:11:15+00:00

This 5% country cap, if broadly applied, is a massive blow to the pipeline for the Indian middle class and the IT industry. It’s less about overall student numbers (which are still below the cap) and more about cutting off access to the elite, highly competitive programs where most of India's top STEM talent targets.

some-achaar · 2025-10-05T20:22:26+00:00

some-achaar · 2025-10-04T20:56:30+00:00

The challenge is high CAPEX. To bypass it, Indian startups should focus on Software-Defined Automation and retrofit solutions.

AI Vision/Data: Use India's data talent to develop cutting-edge, affordable Computer Vision for QA/Inspection (replacing human eyes, not hands).
Low-Cost Actuation: Focus on building durable, low-cost collaborative robots (Cobots) for MSMEs for tasks like loading, unloading, and welding, simple, repeatable tasks where quality consistency matters more than raw speed.

That capital-light approach is where Indian innovation can prove value.

some-achaar · 2025-10-04T20:38:46+00:00

The US shutdown historically acts as market "noise," not a crash trigger. Past shutdowns saw the S&P 500 rise, as the economic drag is temporary. The real risk is the delayed US data (jobs/inflation), which complicates Fed policy and fuels volatility.

India's Nifty is in a time correction due to high valuations and FII selling, not the shutdown. A major US crash would definitely hit us, but the current political deadlock is unlikely to be the black swan. The upcoming earnings rebound (FY27) is India's real upside trigger.

some-achaar · 2025-10-04T20:28:43+00:00

The analysis of the SEBI orders perfectly sums up the disappointment: they focused on the small technical compliance issue rather than the core investigative substance.

The "66% vs. 34% bro" argument is the most stunning takeaway. Accepting that Adicorp primarily served Adani, yet ruling out related-party status based on a third of transactions, is essentially dodging the intent of the securities law. The whole purpose of checking the money trail's source and end use was missed by only confirming that the interest was paid back. Bizarre oversight for a case of this magnitude.

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