The Data Insights

We Tweet about Data Trends- from India, Listed Cos. & Startups.
Data is collected from many private reports/sources.
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[The Data Insights @TheDataInsights]

How Big is Indian Consumer Market?
At @TheGreySwan_ we tried answering that.
Read our take at https://t.co/0y19AeGbFb

[Siddharth Misra @Thebizdom]

The boring middle kills presentations. Fix it with 3 hooks: analogies (makes it relatable), statistics (makes it credible), absolutes (makes it memorable). Your audience will thank you.

[The Data Insights @TheDataInsights]

RBI is paying up for dollar stability. RBI temporarily withdrew rate ceilings on fresh FCNR(B) deposits of 3-5 years and certain NRE deposits from June 17 to September 30, 2026, giving banks room to attract overseas deposits.

[The Data Insights @TheDataInsights]

Foreign investor positioning remains structurally light. Jefferies’ scan of 70 EM funds managing about $320B found 61% underweight India, with valuation-vs-growth and AI/DRAM-cycle uncertainty delaying a larger re-entry.

[The Bizdom @teambizdom]

Bangalore is the HQ of Madras Sappers, the oldest of the 3 engineer groups of the British Indian Army.
Bangalore Torpedo was invented in 1912, it was a mine-clearing explosive widely used in both World Wars. Over a century later, it remains in the arsenals of many modern armies.

[The Data Insights @TheDataInsights]

Power-equipment, transformer, grid, storage, cooling, EPC, water-treatment, and fibre/interconnect suppliers may become the hidden transmission layer of India’s AI buildout.

[The Data Insights @TheDataInsights]

Data centres may become a new form of industrial policy competition between Indian states. States with credible power supply, water planning, land conversion speed, and renewable procurement will capture disproportionate AI infra capex.

[The Data Insights @TheDataInsights]

AMFI data showed equity mutual fund inflows fell 40% month-on-month to Rs 22,908 crore in May, while SIP flows stayed above Rs 30,000 crore for the third month. The stress is in discretionary allocation, not yet in automatic retail savings.

[The Data Insights @TheDataInsights]

Zoho unveiled an India-designed server platform, Nathu La, claiming 12-18% lower power use and 20-30% lower total cost of ownership versus conventional deployments. The company framed compute cost as a strategic resource, not an operating detail.

[The Data Insights @TheDataInsights]

The next India AI trade is not “who has the best model?” It is “who can make intelligence operational without breaking trust, margins, or the grid?”

[The Data Insights @TheDataInsights]

AI services adoption is real, but pricing/margin power is not guaranteed.
Cyient’s FY26 annual report revealed a 5.5% growth in DET (Digital, Engineering, and Technology) revenue and an EBIT margin of 12.2%—a 67 basis points compression. [https://t.co/JIESnR8Cy8]

[The Data Insights @TheDataInsights]

Visual progress is governed by three silent laws: Moore's Law (computing power), Wang's Law (display resolution), and Koomey's Law (power efficiency). Their cumulative effect? From 1930s cathode-ray broadcasts (160,000 pixels) to today's 8K UHD TVs with 33.1 million pixels.

[Aravind Chandrasekaran @aravindc1691]

He wrote it; I felt it;

https://t.co/Lgl1TLgB2I

[Dinesh Pai @dineshpaii]

AI separates information work from judgment work, fluency from originality, output from taste.

[Dinesh Pai @dineshpaii]

https://t.co/5UpmRudom5

[The Data Insights @TheDataInsights]

Large caps at the 17th percentile of decade valuations, i.e. the Buy Zone.
Meanwhile, small & mid caps still trading at 32x P/E, a 59% premium to historical averages. Quality is on sale. Speculation is not. Choose wisely.

[The Bizdom @teambizdom]

The name "Spotify" was literally a mishearing. Founders Daniel Ek & Martin Lorentzon were in different rooms shouting name ideas. Ek misheard one as "Spotify," they Googled it, found no matches, and registered it. The "SPOT + IDENTIFY" story? They made that up after.

[Siddharth Misra @Thebizdom]

The "white collar" middle was NEVER the knowledge class it was a translation class. AI is collapsing the friction gap they were paid to fill.
Wrote about ALL THIS, also where that leaves the Conduit class (and what survives): https://t.co/6NVkxF1r9c

[Siddharth Misra @Thebizdom]

6 years ago, Covid gave me time. I found my style = Data, History, Storytelling woven together into something I could call mine.
2026, Substack numbers look quite good:
→ 85.7K avg views per post
→ 43.1% open rate
→ Peak: 101.7K on Physics of Value
https://t.co/d92VoDaiH6

[The Data Insights @TheDataInsights]

Your edge isn’t access to information anymore.
Everyone has that.
Your edge is what you choose to pay attention to—
what you ignore,
what you return to,
what you let shape your thinking.
In a world drowning in noise,
attention is strategy. More on this - https://t.co/Lvkkdt16Pn

[Siddharth Misra @Thebizdom]

Everyone is watching oil. Nobody is watching urea.
Gas shock → fertilizer crunch → food inflation → rural wallet compression. Markets are watching Step 1. The GreySwan maps Steps 2–5. Do read my new post on this topic at https://t.co/vpylVNThBU