Ahmed Raza Khan

In search of myself…virtual traveller!

[Ahmed Raza Khan @arkgrafix]

Dear @RailMinIndia this is Our 12571 humsafar coach, no B.12. No bedding, no TTE. See the photo. how to reach our seat. @AshwiniVaishnaw The facility and services railways offering. Hope you #refund the ticket #railwaysLucknowmandal #humsafar

[Ashish K. Mishra @akm1410]

Today @ujval_nanavati tackles an important subject that has been spreading like a plague in WhatsApp chats of friends, alumni groups. Do too few Indians pay tax?

Not really. Educate yourself and share with friends. https://t.co/YXCkmAhjwE

[Ujval Nanavati @ujval_nanavati]

The "solid fiscal glide path" laid out by the FM in the interim budget is more about growing non-negotiable schemes in an election year and slashing anything that can be slashed.

Hold the praise and read more at: https://t.co/4BGbPLqDLB
@MorningContext

[Ashish K. Mishra @akm1410]

Of the 112 Unicorns in India, 41 are headquartered outside India. Coming back to India comes with a serious tax bill. https://t.co/s2WVUFBNbz

[Prince Thomas @PRINCE0879]

HDFC AMC was the biggest. Then it shrunk. And now it's growing again.

The change in fortune is mostly due to one guy, CEO Navneet Munot.

@imFmoharkan goes behind the scenes in this story @MorningContext

https://t.co/KUfTpmidkx

[Prince Thomas @PRINCE0879]

Ranjan Pai taking control of Aakash is a seminal event that has some obvious, and a few not so obvious, winners & losers

@sahaprd takes stock.

@MorningContext

https://t.co/il6VyAQr4e

[Furquan Moharkan @imFmoharkan]

Can @OxfordWordBook replace flip-flop (verb) with Nitish Kumar? There can’t be a better example.

[Ahmed Raza Khan @arkgrafix]

Why MobiKwik’s IPO is equally important for Peak XV Partners https://t.co/NDboIJYvQp @MobiKwik @MobiKwikSWAT #IPO @AshwinM_ @MorningContext @peakxvpartners #India

[Ashish K. Mishra @akm1410]

Peak XV Partners, with a 17% stake in MobiKwik, is the largest, oldest institutional shareholder.

Everyone is playing it very carefully so that this bet doesn't go awry. IPO issue size has been halved and there is no offer for sale. By @AshwinM_. https://t.co/3VNihSerb1

[Ahmed Raza Khan @arkgrafix]

The Learning Trap How BYJU'S took Indian Edtech for a ride. @BYJUS @ByjusSupport @sahaprd #thelearningtrap #education @juggernautbooks #Edtech @ByjuRaveendran #startups #tuition #India #business

[Ashish K. Mishra @akm1410]

As FirstCry comes to the stock markets, an important piece.

FirstCry’s average order values—a measure of customer basket sizes—have not even kept up with inflation in India. Institutional ownership early on has been detrimental.

By @ujval_nanavati. https://t.co/Y9PTvWZkQs

[Ashish K. Mishra @akm1410]

https://t.co/Y9PTvWZkQs

India is a large market with very average purchasing power.

FirstCry’s addressable market, ownership should concern investors.

[Ashish K. Mishra @akm1410]

Industry insiders are keenly watching if the Oberoi-Ambani relationship will amount to something bigger. Especially now with the passing of PRS Oberoi.

RIL has a sizeable holding in Oberoi and both do seem to have bigger ambitions says @PRINCE0879. https://t.co/jILnfoxmBa

[Prince Thomas @PRINCE0879]

RIL, Tata, Google and Meta may get a second shot at creating NUE, which will rival NPCI.

RBI wants to revive the project.

@AshwinM_ has the exclusive details in today's story @MorningContext

https://t.co/lxeSR4fMJV

[Ashish K. Mishra @akm1410]

The X from TVS Motors will be priced at Rs 2.5 lakh. Do you think there will be a good number of buyers for an electric two wheeler at that price? What's the approximate market size ?

The current market has grown well. https://t.co/O6grUZcn89

[Harveen Ahluwalia @Harveen_A]

A big fight seems to be brewing between the founders of Classplus and popular mathematics tutor Abhinay Sharma.

One again, Classplus is being accused of cheating, forgery, fraud and a lot more.

Details in @MorningContext.
https://t.co/bof76a6zuL

[Furquan Moharkan @imFmoharkan]

One executive who has caught the attention of one and all right now is Rashmi Saluja? Who is she? An upstart, we chart out her sudden rise in Religare. @MorningContext

https://t.co/KotubVHFpR

[Ashish K. Mishra @akm1410]

The NCLT proceedings or the ED investigation, what will be the final straw that will break the beleaguered edtech giant’s back? @MorningContext asks the question that is on everyone’s mind.

Could Byju’s go bankrupt?

By @sahaprd.

https://t.co/femQoawY7B

[pradip @sahaprd]

Farewell, Chandrika.

[The Morning Context @MorningContext]

No paywall for 48 hours, free to read. 🔓

In this 2021 story, we highlighted Raymond’s losses, mismanagement, and attrition. https://t.co/Dw3ZmuhMoX

Our follow-up feature from June this year highlights growth on the back of the real estate business. https://t.co/SaFKAvxC9I