The competition of the two Vedanta and Hindalco though on different streams will now have a third player Adani. This makes the market Oligopoly from Duopoly. Beneficial for Indian Industry that is still reliant on imports.
The AI race is getting interesting, now SpaceX is betting on Cursor for data. Is World betting too much on AI, or this is a start of dotcom bubble? I am not forecasting anything, but right now the big bets are called on one sector, that's AI. No one is denying the extreme capabilities of this, but a firm valued $29 billion now stands at $60 billion in a span of 1 year. Potential is huge, but only thing, are the bets too much? and not specific to Cursor, kudos to them.
US Interest Rates are likely to remain static, the only probability of hike is the rise of Crude Oil yet again to $115 per barrel for long time. Currently the prices are almost at the same levels as they were pre war Iran -US. Stability in interest rates are likely to prevail. Mr Kevin the choosen one by Trump is less likely to irk him like his precedessor. Committee might remain divided but regime matters.
Japan has raised the interest rates, which are highest in 31 years. The crisis of energy has brought the country from years of deflation to inflationary track, apart from other factors.
Now if Japan is facing this crisis that means some of the other nations will fail to absorb the same. The slash of interest rate calls have now become feeble.
The more Crude remain elevated the more these calls will be muted. Is US now on track to keep rates still and may be hike them?? Inflation has started to gather pace.
FII Selling कैसे** रुकेगी? गवर्नमेंट** Securities Tax छूट का असर कम
https://youtu.be/LZ1a4Yw\_65A
World is competing in AI, various models and themes are being launched every day. How can India participate in the race?
We cant just be users and consumers all the time. Any ideas?
Sarvam is one such theme, can we built onto that?
Product development and Branding both need a push?
Your thoughts…?
FII Selling कैसे** रुकेगी? गवर्नमेंट** Securities Tax छूट का असर कम
https://youtu.be/LZ1a4Yw\_65A