Debashis Basu: “The picture of the Indian economy is one of near stagnation between 2011 and 2020, a massive bounce-back in the immediate post-pandemic period, and now muted growth. What has sustained India’s economic growth in the last few quarters is the humungous government capital expenditure (capex) simultaneously deployed in multiple directions: Defence, railways, urban transport, logistics, and other infrastructure projects. This strategy of creating growth through government capex is not sustainable in isolation. It depends on continued high tax collection, which in turn depends on high economic growth. And high growth is not a given, based on the current data.”
Dan from Vouris: “The first part of strategy is making sure you have a clear target market and buyer personas. Beyond that, it comes down to modeling out your customer acquisition strategy. You probably have heard of TAM (total addressable market) and SAM (serviceable addressable market). But you probably haven’t heard of C-SAM (contactable serviceable addressable market). This is the number of companies you have to get data on so you can actually contact them. Once you know your C-SAM, you can model out how many sales reps you need and what they need to do in order to hit your revenue target. This will give you guidance on building your sales team.”
Why does Latin America underperform? From NYTimes: “The first syndrome, endemic macroeconomic instability, affects Argentina, Ecuador and Venezuela, the diagnosticians wrote. The second syndrome affects a stronger set of countries: Chile, Colombia, Peru and Uruguay. Those countries are relatively stable but suffer from “market and government failures, as well as a scarcity of high-return private investment projects.” Mexico suffers from the third syndrome: “productivity misallocation, regional disparities, narcoviolence, and institutional deterioration.” Brazil suffers from the fourth: “endemic budget deficits, high real interest rates and low national savings” combined with “political challenges, including inequality, populism and polarization.””
WSJ: “Starting in our 20s, the amount of deep sleep we get during the night starts to decline, says Philip Gehrman, professor of psychology at the University of Pennsylvania’s Perelman School of Medicine. By our 40s and 50s, we can really start to notice it, he says. This deep sleep, which is especially restorative rest, is particularly important for repairing muscle and bone and strengthening our immune systems, says Dr. Joanna Fong-Isariyawongse, associate professor in the department of neurology at the University of Pittsburgh School of Medicine, who treats sleep disorders. What may be driving the reduction in deep sleep, at least in part, is that the number of neurons in the brain that promote sleep and wakefulness declines as we age, Fong-Isariyawongse says. We can’t reverse these natural age-related sleep changes, but we can double down on good sleep practices, says Fong-Isariyawongse. Maintain a regular sleep-wake schedule, be physically active during the day, avoid caffeine at least eight hours before bedtime and keep the bedroom cool, dark and quiet, she says.”
