Ninan: “Two scenarios are now possible. If the AI investment bubble bursts, there will be a global tsunami, since the US stock market accounts for more than two-thirds of global market capitalisation. If not, and the borrowing binge by governments and companies continues, there will be unprecedented competition for capital, leading to possibly higher inflation and/or restrictions on cross-country capital flows. It makes sense, therefore, to shore up reserves, increase economic security by reducing the budget deficit and government debt, and make the country more attractive to investors. The additional reserves can be used to fight currency volatility, and to fund any capital outflows. They can also be used to boost confidence in the economy’s external solvency at a time when no one knows how exactly the cards will fall.”
WSJ: “[Grip strength is] a measure of the force produced by your forearm and hand muscles. But doctors say it’s a good proxy for overall strength in both your upper and lower body…The median grip strength for a 50-year-old man is about 48 kilograms or 100 pounds, while a woman’s is about 29 kilograms or 64 pounds, studies show.”
Bain: “From 2025 to 2035, AI puts $4.7 trillion in profits at stake—created in new categories, shifted among competitors, or lost entirely by those who move too slowly. That’s more than triple the economic impact of the last great technology disruption—the Internet. And it will happen in half the time.”
NYTimes: “But against these long odds, The Times is still standing. Indeed, not just standing but thriving — heralded as a case study in how to transform a legacy company for a new era. In a period when most news organizations watched their audience and revenue collapse, our company has grown from about one million paying subscribers to more than 13 million. Revenue and profit are also growing steadily, enabling an unprecedented expansion of our newsroom. The stock price — now higher than it was at our pre-internet peak — suggests that investors believe that this old newspaper’s best years are still to come. And, yes, we own our headquarters again. Which raises the question: How on earth did The New York Times, a seemingly ossified institution in a dying industry, survive the most destabilizing period in its history — and emerge stronger?”
Alok Mittal: “Micro, small and medium enterprises (MSMEs) form the backbone of Indian economy, contributing over 30% of gross domestic product (GDP), 45% of exports and employing more than 110 million people. In an increasingly deglobalizing world, they represent India’s core capacity to produce and serve its large, diverse population. Over the past two decades, startups have emerged as a key engine of innovation. Be it breakthroughs in enabling marketplaces, driving efficiency or responding to sovereign technology requirements, startups are increasingly seen as an integral driver of India’s march towards a developed economy.”
