Hormuz Closed, Yet Indian Vessels Keep Sailing Unrevealed Strategy
Today's NDTV .com Headlines: Hormuz Is Shut, Indian Ships Still Passing. Centre Shares 'Secret' Strategy Inside: officials from the shipping ministry shed some light on how India has been managing ship movements through the tense waterway, though they did not reveal operational details. "In terms of how we coordinate with India, Iran, how do we decide the priority, I would not like to, you know, tell you how we coordinate for obvious reasons. Better Headline would be: Hormuz Is Shut, Indian Ships Still Passing. Centre (refuses to) Share 'Secret' Strategy
GCC Growth Siphons Market, Stalling Indian IT Stocks
Absolutely-not sure why Indian listed IT sector investors could not see this happening so clearly. We talked about this in our recent Dhan Ki baat episode. GCC growth came out of same potential market so negatively hurt IT companies...
Avoiding Small Bets Costs You Decent Returns
Because u want to concentrate or not buy at all and it is not easy to put 10 pct type weights in such volatile (previously) names. So u made no returns instead of making decent returns if you had been...
From Permabear to Children of Time: New Travel Read
Finished "Making of a Permabear" by Jeremy Grantham. It is OKKK. Now started a science fiction novel with lots of good recos- "Children of Time" by Adrian Tchaikovsky. I think I have found a good read for my long flights coming...
India’s Cautious Stance Overlooks Decades of Foreign‑owned Success
In an article today in Bloomberg the journalists talk about how Shriram Finance deal is a test deal for India because of (among others) "India's guarded embrace of foreign capital" Who will tell these guys about presence of very high (even...
Reading Reveals Hidden Mechanics of Startups and Sanctions
Finished the book Buildit - on building Blinkit by Albinder Dhindsa. To better understand what is behind Eternal (Zomato) you can pair by reading it with Deepinder Goyal's "Unseen". Both good to read. Also finished in last few days Edward...
US Tech's Edge Fades; Global Markets Take Lead
To outperform MSCI World Index was easy in the past due to the following: US mkt was outperforming rest of world US tech was outperforming US market Mag7 plus a few more similar stocks were outperforming US tech So you bought 5-7 US tech...
Cheap AI Spurs Usage, Yet New Players Reap Rewards
One argument given is that low cost of AI will trigger higher usage and create volume growth- like lower telecoms cost has done for spread of telephony and lower electronics cost ( say for TVs) has deepened penetration beyond...
AI Won’t Replace Humans, It’ll Shrink Workforce Size
I often hear this argument: AI will not be able to do everything, we will still need humans to supervise, monitor etc Obviously we will still need people- question is how many fewer people will be needed to do...
Delhi NCR Hosts 54 Grocery Delivery Startups, Disproving Myth
Why these random thoughts that people on X have- " hey anyone can set up new age businesses by losing money and there is no other moat" are so wrong. There were 54 grocery delivery start ups in Delhi NCR alone. https://t.co/S00vfn7flW
Rupee Surge Makes 250 Crore Worth $1.2 Billion
Good to know that INR has strengthened so much that 250 crores is approximately equal to $1.2 billion
FIIs Misread India: Growth Potential Undermined by Taxes
what this article shows is how wrong the FIIs can be. When they thought India was the only game in town in 2 yrs it was not- now they think other countries are the only game in town so... Reality is...
Consider SIPs in Global Markets Despite FII Sell‑off
Anurag, so yr advise is that public wait for 600 billion of FII selling before investing. In the meantime where to invest. FDs ? Or u think with SIPs as low as 100 rupees per month they should start investing...
FX Unwind Loss Overstated Amid INR Depreciation
Just relax about this supposed 4,000 crore loss on FX unwinding. Just in the past month the INR has depreciated by over 4%. All these positions would not have been set up for the first time at Friday 27th close....
Long‑term Investing Struggles in a Short‑term World
Got these 2 from amazon and one still to come: The making of a Permabear: the perils of long-term investing in a short-term world by Edward Chancellor. https://t.co/fCSCHdbe4y