9th May 2026
Airlines have cut 2 million seats and 12,000 flights worldwide from their May schedules over the last 2 weeks,
2nd May 2026
“Well, the share of Asian imports relative to US domestic output actually WENT UP in 2025.
25th April 2026
“after reaching a peak of nearly 4B passengers in FY13, long-distance Rail passengers
18th April 2026
615mn USD. That is the revenue per day (yes, per day) generated by google search!
11th April 2026
Solar panels today give almost 3 times more electricity for the same 1 kg of panel compared to panels
04th April 2026
Improved mechanisation/ automation, doesn’t eat up jobs but just shifts them to another sector.
28th March 2026
Basis existing capex, North America’s LNG export capacity could more than double by 2029.
21st March 2026
“In January 2026, cities beyond India's top 30 financial hubs crossed 50% of the country's mutual fund folios
14th March 2026
“The Technology sector's weight in the S&P 500 has declined -3 percentage points over the last year
07th March 2026
China's BYD is transforming the global EV market, outselling Tesla in more than 20 countries and regions
28th February 2026
Over the past decade the role of caste has evolved, with the shift being most prominent in metros
21st February 2026
Over the last decade, the median age of Jeevansathi users has shifted from 27 to 29.
14th February 2026
“BYD overtakes Ford in global vehicle sales.” Just 5 years ago, Ford sold 5 times as many vehicles as BYD.
07th February 2026
“India's logistics costs have fallen to 7.97% of GDP — below the global benchmark of 8% for the first time.
31st January 2026
According to The Information, ChatGPT ads are being priced at $60 per 1000 impressions
24th January 2026
JioHotstar has the highest number of paying subscribers in India, of any streaming platform.
17th January 2026
“Algorithmic recommendations are the final push down this death spiral. They tell you *precisely*
09th January 2026
A single Mumbaikar accounted for a 16.3 lakh spend on Red Bull Sugar Free. At 125/- per can.
03rd January 2026
Majority of the job creation opportunities around data centers are those of construction workers.
27th december 2025
344 IPOs listed in India over the last 12 months. ₹1.6 lakh crores raised. Median return? Zero.
20th december 2025
In an era dominated with the rise of Vegan foods, it is surprising to note a 17% per capita increase
13th december 2025
Earnings growth has been the major contributor of long-term returns for the past two decades.
06th december 2025
In the 2 weeks since the Gemini launch, ChatGPT unique daily active users (7-day average) are down -6%.
29th november 2025
Rapido now has almost double Uber's monthly active users on Android and nearly triple Ola's!
22th november 2025
At 1322%, earnings growth is ahead of price growth for NVIDIA since the launch of ChatGPT and not the
08th november 2025
Analysing goodreads reviews, it is telling to see philosophy reviews to be dominated by males but.
25th october 2025
On an average 239 of 500 stocks outperform S&P 500 on an annual basis.
18th october 2025
“It's crazy to see both stocks and gold booming in the same decade. This has never happened
11th october 2025
“Venture capitalists have poured a record $192.7 billion into AI startups YTD.
04th october 2025
Truck sales in the US are collapsing. This almost always coincides with the start of a recession.
27th September 2025
Gold miners have seen a phenomenal run up in EBITDA margins given the stupendous run up in gold prices.
20th September 2025
With the tech giants doing record capex, the world could very well be sleepwalking.
13th September 2025
NSE500 has the highest share of stocks with over 40x P/E of any market globally.
06th September 2025
Shale growth is collapsing. Permian basin which accounts for the 60% of the shale oil production in the US
30th August 2025
Indonesia has been consistently one of the top quartile GDP growth countries. Yet its’ collapsing middle
23rd August 2025
With the rise of renewable energy in the power generation installed capacity, we are seeing increasing
16th August 2025
“India has the most deaths from rabies in the world followed by Nigeria and Pakistan
09th August 2025
The great consolidation of the weapons industry (1980s onwards) in the US was driven by spending cuts
02th August 2025
Even prior to the european revival, research spending at government institutions
26th July 2025
“America’s small farmers are facing a crisis brought on by higher interest rates, Trump’s trade war
19th July 2025
Hyderabad has seen a significant pickup in car sales with a 19.6% CAGR in the last 5 years vs.
12th July 2025
Robinhood takes from the rich and gives to the poor. Alas, individual traders seem
28th June 2025
“Global M&A monthly deal count just dropped below 1,250 for the first time on record.
21st June 2025
When one observes the change in coal-fired power capacity by country, GW, for the last decade
14th June 2025
With google shifting from being a search engine to an answer engine, what will the future
07th June 2025
80% of search users, rely on AI summaries at least 40% of the time if not more.
31st May 2025
May has already seen over Rs. 58,000 crore of promoter stake sale —the highest since
24th May 2025
For the past 5 years now, Packaged Food and Meat index has consistently underperformed
17th May 2025
Despite all the negative news we keep seeing, on the whole we are better off today as a race than before.
10th May 2025
$292bn worth of GMV was powered by shopify enabled e-com brand websites. Even as that number is staggering
3rd May 2025
At 1.6 litres per person per year, our ice cream consumption is just a small fraction
26th April 2025
The global vegan ice-cream market was valued at USD 789.1 million in 2023. It is expected to grow annually.
19th April 2025
China reported 5 tonnes of gold purchases in February (160k oz per PBOC).
12th April 2025
With 69000+ compliances for doing business in India- ease of doing business still remains a mere tagline.
5th April 2025
India’s recycled polyethylene terephthalate (rPET) industry has grown at a CAGR of 19.5% from 2017 to 2023..
29th March 2025
Balaji Wafers has seen 20% revenue CAGR in the last decade, the same has accelerated to..
22nd March 2025
Major equity markets correct by 20% every 4 years. Given the last 20% correction was witnessed in 2020..
8th March 2025
Chinese have been setting up factories in target markets of EU and Brazil; and in connector countries such.
1st March 2025
Since 2018, new-age stocks related to areas such as insurance, fintech and healthcare companies have.
22nd February 2025
Nothing captures the pain after the gain better than this 52W low vs. 52W high chart.
15th February 2025
The number of SIPs discontinued/completed went up sharply, this took up the .
8th February 2025
Indonesia’s coal production has gone up 10x in the 21st century alone!
1st February 2025
The anti-population problem that China faces next!
25th January 2025
DMart emerges as the most profitable grocer in the world. However most other players on the
18th January 2025
YouTube in India earns over 14,000 crores in revenue from streaming with over 46.2cr unique visitors
11th January 2025
While Gujarat accounts for just 8% of the total registered investors (and this share has been
4th January 2025
The business way of seeing Moore’s law in play- Moore's Law is the observation that the number of..
28th December 2024
In FY23, 821 individuals made Capital Gains Income of Rs. 25 Cr or more. Cumulatively these 821 individuals..
21st December 2024
The cost of R&D per approved drug in the US has increased 10-15x in the past 4 decades. No wonder innovators are..
14th December 2024
One of the prime reasons for the explosion in Chinese car exports has been the low cost of..
7th December 2024
After a long period of wanting to have a lean balance sheet, we are now finally seeing mining..
30th November 2024
Topline growth in India has been anaemic for a while now. Margin expansion from FY23 lows..
23rd November 2024
Dramatic shifts in lending by banks to industry (42% to 23% share) and to consumer (rising from 21% to 34%).
16th November 2024
In Q3 2024, primary investors (FDI not FII) have withdrawn $8.1 billion from China, according to recent data.
9th November 2024
Foreign tourists seemed to have abandoned the Susegado state with foreign tourist arrivals falling.
2nd November 2024
In preparation for Kali Chaudas (Choti Diwali/ Narak Chaturdashi) there was a surge in orders for brooms.
26th October 2024
“"New clothing might be cheaper and more abundant now than at any point in human history, but much of it is also.
19th October 2024
The trust reposed in the shiny yellow metal by the women of India, shines on brightly as the market.
12th October 2024
“Having more confidence is a good thing in many areas of life. Markets are not one of them.
5th October 2024
The share of lab grown diamonds in the US has now overtaken natural diamonds.
28th September 2024
“India’s gold imports rose to $10.06 billion in August, a new all-time high. Demand has soared.
21st September 2024
The market cap of Bajaj Housing Finance (the new kid on the block) crossed the total.
14th September 2024
“Bank of America now forecasts that copper supply will be 15% lower, or ~5 million tonnes.
7th September 2024
Over 40% of the capex budget of Microsoft is going to a single company- NVIDIA.
31st August 2024
Earlier this week Berkshire Hathway became the first non-tech company to reach a..
24th August 2024
“Over $63 Million in total funding and not a single 100cr plus outcome amongst the top 5..
17th August 2024
AT&C losses are a combination of energy loss (Technical loss + Theft + inefficiency in billing)..
10th August 2024
“In 2023, Lamborghini sold 10,600 cars, which is actually less than Ferrari’s 13,700. However,..
03rd August 2024
"To meet the growing demand signal for our AI and Cloud products, we will scale our infrastructure..
27th July 2024
The resurgence in Japanese consumer is palpable with a 44% rise in LVMH sales for the first six months..
20th July 2024
In 2021, the GNI growth rate was greater than the weighted average lending..
13th July 2024
There are over 2.5x the number of funds (MFs and ETFs) vs. the number of stocks traded in the US..
6th July 2024
Strong GDP growth and market returns are not correlated. Touting India’s economic.
29th June 2024
Software Development jobs in the US have plummeted to almost one third of their 2022 peak.
22nd June 2024
US started off as a mercantilist country- with tariffs being the logical largest source of revenue.
15th June 2024
Since over 15 years, Good Knight has consistently compounded on its market share gains vs.
08th June 2024
Two students from Tsinghua University dug deeper into the effect of Mercury retrograde on Chinese
01st June 2024
Costco’s same store sales growth (SSG) table shows the power of two beasts- the american consumer
25th May 2024
In the US, the median age of a MTV viewer is 51 years old (and here we thought.
18th May 2024
A recent report published by the National Health Service in the UK revealed an alarming.
11th May 2024
Apple is the undisputed king of buybacks. Over the past decade, it has bought back $625 billion in stock.
4th May 2024
Two of the largest #German banks have profiteered from the Russian Ukraine war.
27th April 2024
The data from about 15,000 rechargeable vehicles from model years 2011 to 2023,
20th April 2024
“Electric-vehicle sales further decelerated in the first quarter, as purchases of gas-electric
13th April 2024
“The world added last year ~60 GW of coal-fired power capacity, the most since 2016
06th April 2024
“Airbnbs and similar offerings are booked solid in and around the path of totality for Monday's
30th March 2024
Jains are the wealthiest minority in India with over 80% of the community being in the country’s top wealth quintile.
23rd March 2024
94% of the FDA inspections in CY23 ended with a positive outcome (NAI / VAI) as per FDA’s inspection database.
09th March 2024
iPhones flatlining in India? Or are we simply waiting for something a bit more dramatic from Apple!
02nd March 2024
85 billion options were purchased in India in 2023 with average hold time of 30 minutes.
24th February 2024
It is not ordained that equity markets must always go up/ or always go up in a 7 year period, etc.
17th February 2024
$LYFT (Uber’s largest competitor in USA) in their earnings press release said 500bps of EBITDA margin
10th February 2024
“In 2021, Patek Phillippe and Tiffancy & Co celebrated a 170 year alliance by making 170 Tiffany
3rd February 2024
While theatres in rest of the world struggle to get more patrons through their door vs.
27th January 2024
A lot of mainstream media has focused on the falling prices of Tesla. However not even 10% of that attention
20th January 2024
If I had to wager solely basis this visual representation, I would call for a return of Palladium as a chart topper!
06th January 2024
There are many travel vloggers but none with the impact that our Prime Minister can bring about.
30th December 2023
The S&P 500 ended the year at 4,770, besting every major Wall Street firm's price target by over 200 points.
23rd December 2023
Combined weighting of Magnificent Seven in MSCI All Country World Index is greater than *all* stocks
16th December 2023
While almost 33% of MidCaps rise to become LargeCap in 5-10 years, only 10-15% of SmallCaps become
9th December 2023
After a long time, there was a non cordial reason cited for stepping down from the board of directors of a
2nd December 2023
The 9% growth in online sales on Black Friday surprised some given the narrative around impending.
25th November 2023
70000 people are expected to show up at COP28 in Dubai! If that number in attendance comes through,
18th November 2023
The cost of launching things into space has plunged over the past decade, a direct consequence of the development