If you are thinking of buying computers, laptops, tablets, phones - the time is now. Probably in another six months to end of the year, everything will get costlier. And whatever you buy right now, ensure you max out on the RAM and future proof even if it means paying $500 extra.

The country’s leaders claim to be servants but act like masters economist.com/asia/2026/02/2…

Same in India with higher intensity

My next travel destination. Don't want to see the asylum peace seekers.

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get

PETER DOOCY: "There is an account on X that tries to forecast military action based on how busy the pizza places are around the Pentagon... Have you guys thought about maybe just going to the cafeteria?" SECRETARY HEGSETH: "I'm aware of that account. I hadn't thought of just

India Payments: Payments Primer - Where's the money ? A deep-dive into payment revenue pools and margins KEY TAKEAWAYS

Bernstein On Companies with a play in data center capex Companies with a play in data center capex (2/2)

THE INCOME TAX Department is officially closing the loophole on fake rent receipts in 2026. Under the new Form 12BB requirements, claiming HRA is no longer just about showing a PAN card and a receipt. You are now legally required to disclose your specific relationship with the

Infosys, at its Investor AI Day, basically made one thing clear: frontier AI models have leapt ahead at a crazy pace. It’s the result of enormous capital being thrown at the problem. Massive data centers. Expensive chips. Serious R&D budgets.

🚨 One more accident of Gas Tanker reported on Mumbai - Pune expressway this morning. Commuters are requested to follow live traffic alerts.

Problem with Indian tendering system, bankrupt and non-capable companies are getting large orders due to corruption in the system and then we cry for quality & timely completion of projects.

Because TDC (They Don't Care). Government officials anyways gets their major income in cash, hardly from dividend and lower strata is bhooka-nanga. Hence, middle class still has some juice (blood in other terms) to squeeze.

FLASH: Health minister Jagat Prakash Nadda files an affidavit in the Supreme Court stating he will henceforth only be diagnosed by a Physiologist who scored -12 out of 800, investigated by a Biochemist who scored -8 out of 800, and operated by a Surgeon who scored 4 out of 800 in NEET.

8 hours of Investment Conference with one key take away 🤣

The only reason why many people were opting for old regime in ITR. Next year, very few salaried class will be in old regime and whoever will be left will be the focus area with more notification like why did you buy so many underwears, baniyaan, etc.

🚨 Israel is offering India the Golden Horizon air-launched ballistic missile, a weapon designed to target underground strategic facilities. 🇮🇱 (News 18)

People who bought World Cup tickets preparing to go to Mexico

US Big Tech was supposed to be asset light. But now it is very capex-heavy and hence the FCF is drying up, exceptions aside (Apple comes to mind.) So even if the PE ratios don’t change and in fact fall a bit due to higher earnings (accelerated depreciation), free cash flow is

In 6 weeks we went from “AI is overhyped” to “AI will kill ALL businesses.” Blanket SaaS sell-off, zero nuance on who has real value vs. who doesn’t, and a hot take today on how AI agents will replace DoorDash. Silicon Valley I expect this from. But we sound way better than the