Ben Ezra
@benezrafx.bsky.social
Emerging Markets Strategist
emerginglens.substack.com
emerginglens.substack.com
www.angrymetatraders.com/post/india-i...
After Independence, India was often described as “tilting” toward the Soviet Union. In reality, this was the outcome of India’s pursuit of Non-Alignment at a time when the United States was actively backing perceived rogue actors in South Asia
#Econsky
After Independence, India was often described as “tilting” toward the Soviet Union. In reality, this was the outcome of India’s pursuit of Non-Alignment at a time when the United States was actively backing perceived rogue actors in South Asia
#Econsky
India Insider: Strategic Memory and Why Unilateral Power is Resisted
This history is one of the central reasons India resists Washington dictating regional dynamics. South Asia, in New Delhi’s view, is not a chessboard for external powers to reorder at will.
www.angrymetatraders.com
January 7, 2026 at 6:19 AM
www.angrymetatraders.com/post/india-i...
After Independence, India was often described as “tilting” toward the Soviet Union. In reality, this was the outcome of India’s pursuit of Non-Alignment at a time when the United States was actively backing perceived rogue actors in South Asia
#Econsky
After Independence, India was often described as “tilting” toward the Soviet Union. In reality, this was the outcome of India’s pursuit of Non-Alignment at a time when the United States was actively backing perceived rogue actors in South Asia
#Econsky
emerginglens.substack.com/p/the-interv...
For nearly a century, the United States has maintained a consistent habit of intervening in the internal affairs of other nations.
#Econsky
For nearly a century, the United States has maintained a consistent habit of intervening in the internal affairs of other nations.
#Econsky
The Intervention Habit: Why Washington Substitutes Power for Diplomacy
For nearly a century, the United States has maintained a consistent habit of intervening in the internal affairs of other nations.
emerginglens.substack.com
January 6, 2026 at 3:36 AM
emerginglens.substack.com/p/the-interv...
For nearly a century, the United States has maintained a consistent habit of intervening in the internal affairs of other nations.
#Econsky
For nearly a century, the United States has maintained a consistent habit of intervening in the internal affairs of other nations.
#Econsky
Analysts estimate that Venezuela has about $60 billion of defaulted bonds outstanding. However, total external debt including PDVSA obligations, bilateral loans and arbitration awards stand at roughly $150-$170 billion, depending on how accrued interest and court judgments are counted
#Econsky
#Econsky
January 5, 2026 at 1:51 AM
Analysts estimate that Venezuela has about $60 billion of defaulted bonds outstanding. However, total external debt including PDVSA obligations, bilateral loans and arbitration awards stand at roughly $150-$170 billion, depending on how accrued interest and court judgments are counted
#Econsky
#Econsky
Reposted by Ben Ezra
Americans -both Democrats and Republicans - have like European leaders, all turned a blind eye to the Israeli practice of kidnapping and destroying foreign actors ... arbitrarily. Now that Trump is imitating Netanyahu - they dare not object.
January 3, 2026 at 10:18 AM
Americans -both Democrats and Republicans - have like European leaders, all turned a blind eye to the Israeli practice of kidnapping and destroying foreign actors ... arbitrarily. Now that Trump is imitating Netanyahu - they dare not object.
Reposted by Ben Ezra
Or rather: goodbye international legal order. the new order has no rules beyond power.
January 3, 2026 at 10:50 AM
Or rather: goodbye international legal order. the new order has no rules beyond power.
www.washingtonpost.com/world/2025/1...
The pauses under the new policy during agricultural seasons will stop workers from being able to bargain for higher wages because overall work options will reduce, critics note.
#Econsky
The pauses under the new policy during agricultural seasons will stop workers from being able to bargain for higher wages because overall work options will reduce, critics note.
#Econsky
India pioneered job guarantees. A new law could weaken them, critics say.
A mass rural employment program has cut poverty in India and inspired policymakers globally. Critics say the government risks rolling back that legacy.
www.washingtonpost.com
January 2, 2026 at 11:34 AM
www.washingtonpost.com/world/2025/1...
The pauses under the new policy during agricultural seasons will stop workers from being able to bargain for higher wages because overall work options will reduce, critics note.
#Econsky
The pauses under the new policy during agricultural seasons will stop workers from being able to bargain for higher wages because overall work options will reduce, critics note.
#Econsky
Reposted by Ben Ezra
2/2
Caixin also notes that while "the year-end typically sees increased demand for settling foreign currency earnings, large-scale conversions have yet to materialize — implying more upside potential for the yuan as exporters shift their holdings."
Caixin also notes that while "the year-end typically sees increased demand for settling foreign currency earnings, large-scale conversions have yet to materialize — implying more upside potential for the yuan as exporters shift their holdings."
January 2, 2026 at 4:54 AM
2/2
Caixin also notes that while "the year-end typically sees increased demand for settling foreign currency earnings, large-scale conversions have yet to materialize — implying more upside potential for the yuan as exporters shift their holdings."
Caixin also notes that while "the year-end typically sees increased demand for settling foreign currency earnings, large-scale conversions have yet to materialize — implying more upside potential for the yuan as exporters shift their holdings."
Reposted by Ben Ezra
India central bank likely active near 90 to dollar via state-run banks, traders say reut.rs/4beoTTO
India central bank likely active near 90 to dollar via state-run banks, traders say
The India rupee found support near the 90-per-dollar mark on Friday, with traders citing dollar sales by state-run banks, likely on behalf of the central bank.
reut.rs
January 2, 2026 at 5:20 AM
India central bank likely active near 90 to dollar via state-run banks, traders say reut.rs/4beoTTO
www.angrymetatraders.com/post/india-i...
Since the Ukraine war, Russia’s share of India’s Crude Oil imports has surged from under 2% to nearly 40%. This has simultaneously inflated India’s trade deficit with Russia to nearly $59 billion.
#Econsky
Since the Ukraine war, Russia’s share of India’s Crude Oil imports has surged from under 2% to nearly 40%. This has simultaneously inflated India’s trade deficit with Russia to nearly $59 billion.
#Econsky
India Insider: Why Russian Oil Should Be Treated Skeptically
As Russian President Vladimir Putin arrives in New Delhi for a bilateral summit, the mood in India’s capital is one of profound strategic tension. The core of the problem is India’s massive appetite f...
www.angrymetatraders.com
January 2, 2026 at 5:47 AM
www.angrymetatraders.com/post/india-i...
Since the Ukraine war, Russia’s share of India’s Crude Oil imports has surged from under 2% to nearly 40%. This has simultaneously inflated India’s trade deficit with Russia to nearly $59 billion.
#Econsky
Since the Ukraine war, Russia’s share of India’s Crude Oil imports has surged from under 2% to nearly 40%. This has simultaneously inflated India’s trade deficit with Russia to nearly $59 billion.
#Econsky
www.angrymetatraders.com/post/india-i...
The narrative is simple: India cannot be stopped. But once we move beyond the headline, the number loses credibility.
#Econsky
The narrative is simple: India cannot be stopped. But once we move beyond the headline, the number loses credibility.
#Econsky
India Insider: The 8.2% Growth Mirage Needs a Reality Check
India is celebrating the 8.2% real GDP growth result for Q2 FY26, as if it has entered a new economic orbit. Politicians are claiming victory and media is packaging optimism. The narrative is simple: ...
www.angrymetatraders.com
January 2, 2026 at 12:10 AM
www.angrymetatraders.com/post/india-i...
The narrative is simple: India cannot be stopped. But once we move beyond the headline, the number loses credibility.
#Econsky
The narrative is simple: India cannot be stopped. But once we move beyond the headline, the number loses credibility.
#Econsky
www.angrymetatraders.com/post/india-i...
India Insider: Concerns about disparity and comparisons to Latin America. Govt spending, elite flight to private institutions.
#Ecosky
India Insider: Concerns about disparity and comparisons to Latin America. Govt spending, elite flight to private institutions.
#Ecosky
India Insider: Growth Without Development an Inequality Trap
India differs from economies that have escaped their inequality traps, like East Asia and Northern Europe, because of poor development sequencing. These successful regional giants expanded universal p...
www.angrymetatraders.com
December 30, 2025 at 11:24 PM
www.angrymetatraders.com/post/india-i...
India Insider: Concerns about disparity and comparisons to Latin America. Govt spending, elite flight to private institutions.
#Ecosky
India Insider: Concerns about disparity and comparisons to Latin America. Govt spending, elite flight to private institutions.
#Ecosky
Why does India’s GDP Growth Numbers Need a Statistical Revamp?
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
December 24, 2025 at 6:08 AM
Why does India’s GDP Growth Numbers Need a Statistical Revamp?
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
www.angrymetatraders.com/post/india-i...
#India #USDINR #Nifty #Nifty50 #IndiaGovt #IndiaEconomy #gdpgrowth #AMTinsights
#India #USDINR #Nifty #Nifty50 #IndiaGovt #IndiaEconomy #gdpgrowth #AMTinsights
India Insider: The 8.2% Growth Mirage Needs a Reality Check
India is celebrating the 8.2% real GDP growth result for Q2 FY26, as if it has entered a new economic orbit. Politicians are claiming victory and media is packaging optimism. The narrative is simple: ...
www.angrymetatraders.com
December 22, 2025 at 2:08 PM
www.angrymetatraders.com/post/india-i...
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
India Insider: Why a Deep Corporate Bond Market is Needed
India’s corporate bond market remains small relative to the size and ambitions of its economy. This is often described as a regulatory shortcoming. In reality, it reflects a deeper structural choice:
www.angrymetatraders.com
December 14, 2025 at 12:52 PM
www.angrymetatraders.com/post/india-i...
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
1/3
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
December 5, 2025 at 2:03 PM
1/3
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Reposted by Ben Ezra
Bill Gates warned that health gains responsible for halving deaths of children under 5 in the past 25 years could go into reverse if global health aid cuts persist.
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
Bill Gates warns aid cuts risk big increase in child deaths
Global health aid is set to fall more than a quarter this year as rich countries reduce funding
www.ft.com
December 4, 2025 at 8:59 AM
Bill Gates warned that health gains responsible for halving deaths of children under 5 in the past 25 years could go into reverse if global health aid cuts persist.
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
Reposted by Ben Ezra
Bond Investors Raise Specter Of Hasset-Liability Mismatch
December 3, 2025 at 6:36 PM
Bond Investors Raise Specter Of Hasset-Liability Mismatch
www.angrymetatraders.com/post/india-i...
#India #Russia #russianoil #INR #cny #China #USDINR #CrudeOil #Modi #Putin #Trump #IndiaInsider #AMTinsights
#India #Russia #russianoil #INR #cny #China #USDINR #CrudeOil #Modi #Putin #Trump #IndiaInsider #AMTinsights
India Insider: Why Russian Oil Should Be Treated Skeptically
As Russian President Vladimir Putin arrives in New Delhi for a bilateral summit, the mood in India’s capital is one of profound strategic tension. The core of the problem is India’s massive appetite f...
www.angrymetatraders.com
December 4, 2025 at 8:51 AM
Reposted by Ben Ezra
Investors pile into UK bonds and sterling after budget reut.rs/3MqOwq0
Investors pile into UK bonds and sterling after budget
Investors piled into long-dated UK bonds on Wednesday, pushing yields down by the most since April, and boosted the pound after UK finance minister Rachel Reeves' budget helped alleviate some concern about Britain's long-term finances.
reut.rs
November 26, 2025 at 9:15 PM
Investors pile into UK bonds and sterling after budget reut.rs/3MqOwq0
www.angrymetatraders.com/post/india-i...
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
India Insider: Nifty Defense Index Surges in 2025 Rearmament
The Nifty India Defence (Defense) Index, which tracks the country’s leading defense manufacturers, has surged sharply on the back of robust order flows, a structural policy shift, and increasingly vol...
www.angrymetatraders.com
November 23, 2025 at 9:17 AM
www.angrymetatraders.com/post/india-i...
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
The lira has for years been one of the world’s most volatile currencies, and Japan’s increasing unease with the weakness of the yen — which has raised the specter of intervention — means day traders are now exposed to the risk of swings from both sides
The lira offers a three-month yield of more than 30% on an annualized basisagainst the yen, dwarfing local returns of less than 1%. Although other popular carry trades like the Brazilian real have done better than the lira in spot terms this year, their interest returns tend to be much lower
The Turkish lira, which has plunged over 16% against the yen this year, has become one of the hottest bets for Japan’s risk-hungry day traders — raising fears yen intervention or lira volatility could wipe them out.
November 20, 2025 at 4:01 PM
The lira has for years been one of the world’s most volatile currencies, and Japan’s increasing unease with the weakness of the yen — which has raised the specter of intervention — means day traders are now exposed to the risk of swings from both sides
The lira offers a three-month yield of more than 30% on an annualized basisagainst the yen, dwarfing local returns of less than 1%. Although other popular carry trades like the Brazilian real have done better than the lira in spot terms this year, their interest returns tend to be much lower
The Turkish lira, which has plunged over 16% against the yen this year, has become one of the hottest bets for Japan’s risk-hungry day traders — raising fears yen intervention or lira volatility could wipe them out.
Japan traders' fondness for Turkish lira prompts fears of intervention losses
The lira is one of the world’s most volatile currencies and Tokyo is increasingly uneasy with the weakness of the yen, leaving day traders exposed on all sides.
ebx.sh
November 20, 2025 at 4:01 PM
The lira offers a three-month yield of more than 30% on an annualized basisagainst the yen, dwarfing local returns of less than 1%. Although other popular carry trades like the Brazilian real have done better than the lira in spot terms this year, their interest returns tend to be much lower
Excellent Explanation by Michael Sir
1/8
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
Poor Countries Got $1 Trillion From China. So Did Rich Ones.
www.nytimes.com
November 19, 2025 at 1:43 AM
Excellent Explanation by Michael Sir