Rajkumar

World is changing, changing rapidly than ever before. #BigShift is about trends we have never seen in our lifetime. Managing Partner of an advisory firm.

[Rajkumar @rajperi]

@latha_venkatesh @_sharadsingh If the new series is more representative of new economic activities, how can the new series GDP be less than old series? It should be higher, isn't it? It is a bit of a puzzle.

[Rahul Gandhi @RahulGandhi]

Muthu ji, your political views are your own - but please do speed up the returns on my investments. 😃

[Vala Afshar @ValaAfshar]

To offend a strong man, tell him a lie. To offend a weak man, tell him the truth.

—Marcus Aurelius

[Veena @veenavenugopal]

Super thrilled that my newsletter - India Business Briefing - has won Gold for Best Newsletter at the WAN-IFRA Digital Media Awards South Asia 2026

[Reuters @Reuters]

In a heart-rending moment, preterm babies who had been evacuated from a Gaza hospital and moved to Egypt for safety during the Israel-Hamas war were finally reunited with their mothers after two years as part of a United Nations mission https://t.co/W4a8p4f5eg

[Arvind Datta @datta_arvind]

Worth reading the experience of a traveller who was stranded at Dubai Airport.

[Rohan Paul @rohanpaul_ai]

The OpenAI and Google battle is starting to look messy.

the math is brutal: openai is burning $8.5B yearly with a $7B loss coming and a 38x revenue multiple, while Google has unlimited funds, custom chips, and unmatched data.

Beyond technology, Google possesses everything from in-house TPU development, cloud services, the Chrome web browser, and hardware devices like Pixel phones. It is one of the few ‘full-stack companies’ capable of handling all stages—from model creation to service deployment—alone.

[Muthukrishnan Dhandapani @dmuthuk]

Buoyed buy the dominance of Whisper in menstrual hygiene,bought P&G Hygiene some time during early last decade. It was a multibagger for me. I exited subsequently.

The last 5 years sales growth is only 3%. The stock too has returned only 4% annualised returns during last 5 years. Even 10 year returns now stands only at 8%. Still trades at around 50 PE.

A company neither creates nor destroys wealth. It depends on the price at which you enter and exit. Ofcourse all these requires huge dose of luck too. So, there is nothing to feel arrogant about your successes. Being humble is not a virtue. It's a necessity for survival in the markets.

[Muthukrishnan Dhandapani @dmuthuk]

How well Thiruvalluvar has put it.

[Ritesh Jain @riteshmjn]

Interesting one from BCA.

TFP of India is the highest and rising sharply.

[Muthukrishnan Dhandapani @dmuthuk]

Failure is the norm

Many businesses die within first three years of starting. Even among those who survive, very few thrive. Most simply survive. I read that only around 25% of listed companies create wealth. Only a single digit percentage of companies create huge or mega wealth.

It looks like failure is the norm and success is an exception. But we always think otherwise.

Be it sports or movies or politics, the same thing holds good.

Only 1% of us can be in the top 1%. Not all of us can create wealth in stock markets. Most of us would end up average in investing.

Traits are labelled based on outcomes. If successful, we call it perseverance. If failure, we call it stubbornness.

When we realise failure is the norm in many aspects of life, we would be compassionate towards both ourselves and others.

Setting aside for the moment role of luck, we either need to do things differently or do ordinary things extra ordinarily for success.

Impulsive and impatience are very common amongst investors. That why most of them never make any money in markets. Not only that many lose as well.

Discipline and patience would help you do ordinary things extra ordinarily. Though success is never assured, this increases the probability.

All our effort is towards making you do ordinary things well and be different from most of the investors.

If you realise failure is the norm and success is rare, you would understand why we ask you to do what we ask you to do.

Many think stock markets or trading is easy. This is the only field where we take outcome for granted without adequate outer and inner preparation. As Buffett says, in every market cycle, a new set of investors learn some very old lessons.

It is better to have some self-doubt, appreciate uncertainty, prepare adequately, do things differently from an average investor and most importantly do ordinary things extraordinarily. This increases our chance of success and hopefully we won’t fail.

(I wrote this piece in 2018)

[Stephen Sackur @stephensackur]

I’ve just recorded my last contribution for the BBC after 39 years. It’ll be on the next edition of From Our Own Correspondent on @BBCRadio4 and @bbcworldservice
Now onward to new adventures… As my hero Marcelo Bielsa might say, ‘Vamos Carajo!’

[Harsh Goenka @hvgoenka]

My Guru always tells me “Time moves slow for those who wait, fast for those who fear, long for those who grieve, and short for those who rejoice. But for those who love, time ceases to exist.”

[Harsh Goenka @hvgoenka]

Want to become a better version of yourself?

1. Observe more—life is full of lessons.
2. Capture ideas before they slip away.
3. Read 30 mins a day—books are lifelong teachers.
4. Reflect on your day’s wins & mistakes.
5. Write—it sharpens your mind and builds discipline.

[Arvind Subramanian @arvindsubraman]

Our piece on the apparent and costly change in India's exchange rate regime over the last few years in today's @bsindia: https://t.co/mWZKhNVXt0

[Tamal Bandyopadhyay @TamalBandyo]

Beware… A new vehicle on the Fraud Street: E-challan scam.

[Vala Afshar @ValaAfshar]

1923 prediction of the horror that would occur if anyone invented a mobile phone

[Harsh Goenka @hvgoenka]

India Inc must take urgent action following EY’s Anna Sebastian Perayil tragic death to foster a healthier workplace culture:

1. Prioritize Well-being: Implement mental health programs, manageable workloads, and wellness initiatives.
2. Support New Hires: Offer mentorship to help employees adjust to new roles and environments.
3. Tackle Burnout: End the glorification of overwork; reward efficiency, not long hours.
4. Foster Open Communication: Address employee concerns without fear of retaliation.
5. Accountable Leadership: Hold leaders responsible for toxic work environments.
6. Promote Work-Life Balance: Set clear boundaries between work and personal time, respecting employee well-being.

Real change, not condolences, is what’s needed.

[Harsh Mariwala @hcmariwala]

True transformation happens when you focus on what you can influence, rather than what is beyond your control.

When we concentrate our energy on actions within our grasp, we create the power to shape our future.

By taking ownership of the things we can change, we drive meaningful progress and cultivate impactful results.

This mindset shift is a critical step toward personal and professional growth.

[Rajkumar @rajperi]

😀

[Harsh Goenka @hvgoenka]

How the rich say they get rich vs how they really do: