@ishmohit1 are HVDC and BESS the only lucrative themes in the power transmission story currently? Also, any thoughts on auto given rise in exports, adoption of 3W EVs, and the growth in 2W EVs ofc
@LalitKModi I am all in for 12 teams sir, but shouldn’t the proliferation of franchises across the country also be a priority? Opting for Vadodara when you already have Gujarat doesn’t make sense to me
the fact that @airtelindia accounts for ~40% of the telecom market in India makes him a global asset in the AI revolution for unlocking massive amt of training data for LLM providers.
the world knows about Ambani, high time to take note of Sunil Mittal.
https://t.co/JZkSDCdAlt
@Patterns0001 tough time for corporations, with the retail inflation close to 6%, theoretically they are taking a hit on their margins worth 5-6%, and this has been the case since the beginning of the Iran conflict
GDP per capita of the countries where Airtel Africa is present (except the outliers like Seychelles and Gambia): $1,500
ARPU of Airtel Africa: $3.4
GDP per capita of India: $2,800
ARPU of Airtel India: INR 264 ($2.78)
Makes you appreciate living in India a bit more
@vibs98@dhwaninanavati that’s coz mediocrity is usually synonymous with insecurity or entitlement, neither of which are usual for exceptional folks (tho ngl entitlement amongst some is present)
@AdityaD_Shah that might be the story of one bank, but not all. Plus given how under-penetrated the Indian insurance market is, if banks are able to gain customer trust then given their distribution channels, they might be beneficiaries. Margins might come down, but volumes can make up for it
@RMantri@ANRFIndia@IndiaDST word, have seen so many criticising this list with half baked knowledge instead of cherishing the scope for growth in Indian deep tech