Journalist @economictimes Earlier: @livemint @bsindia and Business Today Cover economic policy and international trade email: [email protected]
Dubai, United Arab Emirates
Joined March 2009
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Dilasha Seth retweeted
A $3.9B AI compute valuation. ✅️
$100M+ already into Indian satellite constellations. 🛰
$ fixed deposits still yielding ~6.5%. ✅️
Gulf family offices and NRI capital are getting highly selective on India: skipping broad equities and pivoting hard into sovereign AI infrastructure and deep-tech hardware:
1. Sovereign AI Compute
• Yotta (Hiranandani) is in the market for a $150–200M pre-IPO raise.
• Dubai roadshow drew strong interest from both NRI diaspora and local families, expecting $30–35M in regional commitments.
• Builds on the $150M raised earlier this year at a $3.9B valuation to scale GPU clusters ahead of a planned Q1 2027 listing.
2. Orbital Infrastructure
• Pixxel is actively exploring further fundraising in the UAE for its commercial hyperspectral Earth-observation constellation.
• Comes right after its landmark $100M Series C co-led by Temasek and Seraphim, cementing global appetite for Indian space-tech.
3. The Realignment
• Rupee headwinds and attractive USD yields have cooled generic emerging-market risk appetite.
• Instead of broad index beta or consumer plays, Gulf liquidity is concentrating in high-barrier, asset-heavy moats: GPU clusters, data centres, and satellite constellations that underwrite sovereign capability.
The Strategic Readout:
Smart money is no longer treating India as generic emerging-market exposure.
The new playbook is selective allocation into strategic infrastructure: the physical layer of AI and space sovereignty.
@GoI_MeitY @INSPACeIND @YottaInfra @PixxelSpace
@investindia
By @dilasha
#DeepTech #AI #SpaceTech #DataCenters #InvestInIndia #ViksitBharat
Dilasha Seth retweeted
الإمارات تؤكد أهمية خفض التصعيد وتغليب الحلول الدبلوماسية في المنطقة
UAE Affirms Importance of De-Escalation and Diplomatic Solutions in the Region
Dilasha Seth retweeted
إلى متى يتفاوض الآخرون على مستقبل منطقتنا، بينما نحن من يدفع ثمن قراراتهم؟
لقد جُرّت منطقتنا إلى صراعات لم نخترها، واتُّخذت قرارات مصيرية أثّرت في أمننا واقتصاداتنا من دون موافقتنا. وحان الوقت لنستعيد زمام المبادرة، ونكون نحن العرب من يقود المفاوضات ويحدد مسارها.
من أمن مضيق هرمز والممرات البحرية، إلى التفاوض مع #إيران وسائر الأطراف، وصولاً إلى السلام في #فلسطين، وكل ما يمس أمن دولنا العربية دون استثناء، يجب أن يكون لنا الدور الأساسي والكلمة الحاسمة.
نحن لا نحتاج إلى وصاية من أحد. لقد أثبتنا قدرتنا على بناء اقتصادات ناجحة ومجتمعات مزدهرة، وعلى حماية أراضينا وشعوبنا، كما شهدنا مؤخراً في دول #مجلس_التعاون_الخليجي.
نرحب بالتعاون مع الجميع، لكننا لا نقبل أن يقرر أحد نيابة عنا ما هو الأفضل لنا. ولدينا من القيادات والخبرات والإمكانات ما يؤهلنا للتفاوض وحماية مصالحنا بأنفسنا.
آن الأوان لموقف عربي مشترك يعيد زمام القرار إلى أصحابه. فنحن لا نريد الحرب مع أحد، لكننا نرفض أن نتحمل نتائج حروب لم نخترها، أو أن نُستبعد من مفاوضات تحدد مستقبلنا.
هذه أرضنا، وهذا أمننا، وهذا مستقبل أبنائنا. ونحن من يجب أن يقرر، لا الآخرون.
Dilasha Seth retweeted
🇫🇷 Chers visiteurs, en raison d’un mouvement social étudiant, le musée est fermé pour le moment. Nous vous prions de nous excuser de la gêne occasionnée.
🌍Dear visitors, due to student strikes the museum is currently closed. We apologise for the inconvenience.
Dilasha Seth retweeted
The UAE rewrote its VAT rules on September 28, and Indian companies had three days to figure it out | Indian companies operating in the UAE across manufacturing, construction, retail, hospitality and logistics are reassessing operating costs, staff contracts and tax claims as revised VAT rules effective October 1 have narrowed the scope for recovery of employee spending, with potential additional costs running into hundreds of thousands of dirhams annually for labour-intensive businesses, after the Federal Tax Authority published detailed conditions just three days before the new rules took effect, with international tax advocate Priyanshi Chokshi flagging that "a crucial threshold for cash transactions remained unspecified"
📑 FULL STORY ➠ ow.ly/p76o50ZYNV7
#UAE #Tax #India #Business #VAT
Dilasha Seth retweeted
Correcting rupee against fundamentals ultimately futile, says RBI's ex-guv Subbarao
economictimes.indiatimes.com…
Dilasha Seth retweeted
The man who saw 2008 coming now says the next few decades belong to India | Economist Nouriel Roubini, who earned the nickname "Dr Doom" after warning about the 2008 Global Financial Crisis in 2006 at the IMF when much of Wall Street was optimistic, told ET that India is a "major success story with the potential to become an even bigger one" and that the next few decades could be about India as much as the past several decades were about China
📑 FULL STORY ➠ ow.ly/v1fu50ZYr5v
#Economy #India #Growth #GlobalFinance #Investment
Dilasha Seth retweeted
Dr Doom, who predicted global financial crisis, has a forecast for India
economictimes.indiatimes.com…
Dilasha Seth retweeted
If you have a longish drive today or a flight to take or 45 mins to kill, recommend this chat with Michael Spence, an influential economist and thinker.
#Conversations | #MichaelSpence: #AIDebt Bubble, #USRecession, #India-#China Gap
Watch Full Video here: youtu.be/z33DhN8-Sr4
@sruthijith | @StanfordGSB
Dilasha Seth retweeted
Pleasantly surprised to see this iconic photograph in @bsindia today, as part of a wonderful piece chronicling 35 years of Hyderabad’s transformation. In 1997, I had the opportunity to make a presentation to Bill Gates on why Microsoft should choose Hyderabad. That meeting eventually led to Microsoft setting up its first development centre outside the United States in Hyderabad.
The rest, as they say, is history. Hyderabad’s journey is a reminder that transformative change begins with a bold vision, backed by persistence and policy consistency over decades. I’m enclosing more pictures from the archive here -
business-standard.com/specia…
@BillGates
@Microsoft
Dilasha Seth retweeted
🚨 BREAKING: An Indian pilot is at the centre of Flydubai hijack scare
The captain is a former Spicejet pilot who hails from Mumbai
The co-pilot is believed to have stabbed the captain in a possible attempted "terror attack" on Wednesday
m.economictimes.com/nri/late…
Dilasha Seth retweeted
Gulf hotel expansion hits a pause, but investors stay interested
economictimes.indiatimes.com…
Dilasha Seth retweeted
Hotel operators are slowing the pace of their Gulf expansion, delaying new openings, pushing back project timelines and becoming more selective about new investments following regional disruption amid the West Asia conflict. @dilasha
m.economictimes.com/nri/visi…
Dilasha Seth retweeted
Dubai hotels are seeing occupancy rates recover, but rates are likely to remain under pressure, with operators estimating discounts of up to 15% in the year end season as they prioritise filling rooms over maximizing ADRs. Full story online:
@dilasha
m.economictimes.com/industry…
Dilasha Seth retweeted
The United Arab Emirates events calendar is showing signs of revival, with concerts, conferences, exhibitions and corporate meetings returning after months of disruption due to the West Asia conflict. @dilasha
m.economictimes.com/news/int…
Dilasha Seth retweeted
BREAKING: Residents and Visitors in Makkah Al Mukarramah are advised to shelter in place following emergency alert
Dilasha Seth retweeted
#خالد_بن_محمد_بن_زايد ، ولي عهد أبوظبي، يلتقي الرئيس الإيراني الدكتور مسعود بزشكيان، على هامش قمة "بريكس" في نيودلهي؛ حيث جرى خلال اللقاء تناول عدد من القضايا الإقليمية والدولية، وأهمية دعم جهود التهدئة وخفض التصعيد والاستقرار في المنطقة وتعزيز فرص السلام والتنمية لشعوبها.
Dilasha Seth retweeted
Since September 2025, several taxes have been re-labelled under the GST umbrella. This has made headline GST collections look stronger, even though the underlying revenue performance has been much weaker.
Our analysis shows:
• Headline GST growth in Q1 FY27 was 10.5%, but actual GST growth was only 4.9% after accounting for revenues that have merely been reclassified.
• Net GST revenues have fallen sharply from 9.4% of GDP in FY25 to 5.8% in FY26 and 4.9% in Q1 FY27.
• States could lose ₹15,000–20,000 crore annually, as revenues from the new Additional Excise Duty remain outside the divisible GST pool.
Link: business-standard.com/opinio…
Gross GST of Rs. 2 trillion led Govt to claim growth of 14.8% in August & 11% in 5 months. Govt played a trick though. 2025-26 GST Cess has been quietly excluded. When included, 5 month gross GST growth becomes 4.08% and net 1.30%, a pathetic performance. deccanherald.com/opinion/gst…
