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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: OrmontUS ✭✹🐝 HONORARY
SHREWD
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Number: of 22989 
Subject: Re: Howard Marks - It is 1997
Date: 09/15/25 3:28 PM
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While it is true that the US's secondary boycott of India (rather than China) to punish it for buying Russian oil was a major blow, "Redline" may be too tough a world.

India sent a 65-member contingent to participate in Zapad 2025, held at the Mulino Training Ground in Russia.

The exercise focuses on conventional warfare and counter-terrorism, with participation from over 20 countries including China, Iran, and Belarus.

India’s involvement is framed by its Ministry of Defense as a way to enhance interoperability, exchange tactical knowledge, and strengthen defense ties with Russia.

Western governments, particularly the U.S. and EU, have pressured India to distance itself from Russia due to the ongoing Ukraine conflict.

By joining Zapad, India signals its strategic autonomy—choosing to maintain defense cooperation with Moscow despite Western criticism.

The exercise reportedly includes nuclear training components, which adds to the sensitivity.

Whether India “crossed a red line” depends on who’s drawing the line:
Western analysts may view this as a diplomatic provocation or a challenge to NATO-aligned norms.
Indian officials see it as a continuation of long-standing defense ties and a demonstration of non-alignment.

So yes, India joined the exercises—but the “red line” narrative is subjective and politically charged.

Jeff (with help from Copilot)

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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
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