Special Situation in Cable
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March 3, 2025March 3, 2025 After strong growth in previous quarters, FDI (Foreign Direct Investment) in India fell 5.6% year-over-year to $10.9 billion in October-December 2024-25. Total FDI in April-December 2024-25 rose 21.3% to $62.48 billion, with equity inflows increasing 27% to $40.67 billion. Singapore…
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A few weeks ago, I posted on the corporate life cycle, the subject of my latest book. I argued that the corporate life cycle can explain what happens to companies as they age, and why they have to adapt to aging with their actions and choices. In parallel, I also noted that investors…
March 12, 2026March 12, 2026 India’s retail inflation rose to 3.21% in February, up from a revised 2.74% in January. This is according to government data released on 12th March. Food inflation increased to 3.47% in February, up from 2.13% the previous month, contributing to…
India’s manufacturing sector posted its strongest growth in 10 months in April, driven by strong demand and higher orders from domestic and international markets. The HSBC India Manufacturing PMI rose to 58.2, reflecting a sharp improvement in business conditions and the fastest growth in factory output since June 2024. International orders increased significantly, with demand…
“We negotiate with bombs.” –Pete Hegseth Words are a lot less expensive than bombs. And you don’t have the costs of cleaning up. Which is why thinking, and expressing your thoughts in words — even single syllable words — rather than bombs, is almost always the cheaper and more effective way forward. But far be it from…