Pranav K
@6pranavkGrowth and impact private equity in India/SEA. Views my own.
Similar User
@joelmcohen
@BharatRamamurti
@jainmayank_943
@ashusoniyahanhe
@bloggingbees
@Swa_Kel
@lemonandice
@Aprameyah_
@AshutoshA
@AakashTulsani
@Sadekrikaby
@alisonrbcm
@jatin_mamtani
@RukeshR
@Mauroferritto
So well written.
"We do not merely study the past: we inherit it, and inheritance brings with it not only the rights of ownership, but the duties of trusteeship. Things fought for & died for should not be idly squandered. For they are the property of others, who are not yet born." Roger Scruton
Was reading a Motilal report and realized that India's market cap now (2024) is similar to China's in 2014... just 10 years behind. Of course multiples are playing a role here but still remarkable...
We're making 16 years old the minimum age for social media. Here's why.
What a chart! Tribalism is a powerful force.
absurdity - how americans feel about the economy depends primarily on their political party vs who’s in office.
Impressive!
“India now ranks in the top 5 countries for 45 of 64 critical technologies (an increase from 37 last year) and has displaced the US as the second-ranked country in two new technologies (biological manufacturing and distributed ledgers) ” aspi.org.au/report/critica…
China+1 y-axis is success stories (so few!) x-axis is China re-export play (atleast somewhat)
Mexico and Vietnam are the assembly point for Chinese production, and are helping the country dodge tariffs
Remarkable!
Remarkable chart
Chart of India-China earnings divergence by Apollo's Torsten Slok is a great summary of what has happened in the two markets post-Covid. China seems to going through a payback for lower quality growth in previous years. India is benefitting from a stronger foundation & macro.
Congratulations to all the IMO 2024 winners. This stuff is hard!
Could be even better next year but it was impressive. Korea got 3rd. Only 1 point difference. Belarus as usual is a beast.
thought provoking esp for parents.
“If you’re a competitive chess player, you might get very good at chess but neglect to develop other things because you’re focused on beating your competitors, rather than on doing something that’s important or valuable. So I’ve become, I think, much more self-aware over the…
Quite a chart from ET. Well, thank you @Apple "IPhone exports contribute 65% of India's $15.6 billion mobile exports, and over one-third of India's electronics exports, which crossed $29 billion in FY24" economictimes.indiatimes.com/industry/cons-…
Electric match. Congrats Team India! What a player we have in Bumrah. Well played eveyone!
I am enjoying using Google Gemini for researching medical stuff (ofcourse not a substitute for doctors but damn good).
Good note arguing that the 5% rate has not broken the economy because Private Sector debt was relatively stable. However, 5% has broken a few things. Of the top of my head: 1- Several EM currencies broke down and are in IMF programs 2- Commercial real estate/REIT 3- Unprofitable…
Interesting that Canada just cut rates by 25bps. Why are higher rates more effective in taming inflation in Canada vs US? The article posits that it is partly because most mortgages are fixed rate in the US (vs floating rate elsewhere). wolfstreet.com/2024/06/05/ban…
United States Trends
- 1. Chiefs 122 B posts
- 2. Josh Allen 47,1 B posts
- 3. 49ers 38,5 B posts
- 4. Niners 7.532 posts
- 5. Mahomes 34,2 B posts
- 6. Geno 32,8 B posts
- 7. Bo Nix 15,1 B posts
- 8. Super Bowl 17,4 B posts
- 9. #KCvsBUF 20 B posts
- 10. WWIII 93,7 B posts
- 11. Falcons 19,8 B posts
- 12. Seahawks 26,4 B posts
- 13. Broncos 33 B posts
- 14. Kyle 45,7 B posts
- 15. Steelers 122 B posts
- 16. Paige 19 B posts
- 17. Ravens 87 B posts
- 18. 72 Dolphins 1.133 posts
- 19. Chargers 16,7 B posts
- 20. Bears 118 B posts
Who to follow
-
Joel Cohen
@joelmcohen -
Bharat Ramamurti
@BharatRamamurti -
Mayank Jain
@jainmayank_943 -
Ashu
@ashusoniyahanhe -
Blogging Bee's 🐝
@bloggingbees -
Swanand Kelkar
@Swa_Kel -
Vikram Chachra 🎱
@lemonandice -
केशवप्रियः
@Aprameyah_ -
Ashutosh Agrawal
@AshutoshA -
Aakash Tulsani
@AakashTulsani -
Sadek Alrikaby
@Sadekrikaby -
Alison Smith
@alisonrbcm -
Jatin Mamtani
@jatin_mamtani -
Rukesh Reddy
@RukeshR -
Mauro
@Mauroferritto
Something went wrong.
Something went wrong.