We all know that YouTube content is on the rise, with individual creators surpassing traditional media in terms of knowledge, research, and effort. But after watching this, I’m truly in awe—not just because of the quality of content, but because independent creators today can genuinely rival major film studios in what they can achieve.
I really enjoyed this, and I hope the same for you -
Sugar Sector can it be next multi-bagger?
Jefferies Report on Semiconductors: India’s Next Big Leap
Jefferies_Report_on_Semiconductors__India’s_Next_Big_Leap.pdf (7.2 MB)
Rajeev Thakkar (PPFAS CIO) Market Outlook. he’s one of the best value investors i know
TL;DR
Efforts to delay aging and enhance life spans : While it presents an ethical dilemma of sorts this is one area that would prove immensely rewarding for Pharma and tech .
Lexus Product Analyst Explains How Driver Assist Works | WSJ Tech Behind
Warren Buffett once said: “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.”
I have learned a lot from Howard Marks too. His latest memo on where we stand in the market cycle has lot of insights to learn from. This is his 25th anniversary memo too.
Interesting insights. I’m myself a fan of PPFAS fund managers (not an investor in any of their funds though!).
But I feel holding, let alone adding, to US Mag 7 positions, might prove to be a mistake of omission in the longer run. Even Mr Buffett is selling US and adding to Japan at this point.
Recent developments, like election of a “localist” vs a “globalist” US administration, and neck to neck competition from China in AI and EV technology, coupled with historically high US stock valuations and Debt to GDP ratio, are all pointing towards the end of “US exceptionalism”!
Mag 7 is US’s biggest export as well as biggest component/driver of its markets - as Trump tariff tantrum heats up, who do you think will lose the most when foreign countries retaliate and foreign money leaves American shores? (Look at Tesla’s recent performance despite getting a free pass in India)
How To Invest In Stock Markets After A Crash? | Investing Masterclass By Govind Parikh
Key takeaways
India’s bioeconomy has grown from $10 billion in 2014 to $165.7 billion in 2024, with a target of $300 billion by 2030.
The sector contributes 4.25% to GDP with a compound annual growth rate (CAGR) of 17.9% over the past four years.
The government aims to make India a global bio-manufacturing hub driven by innovation, sustainability, and inclusive development.
BioE3 promotes regenerative biomanufacturing and supports a circular bioeconomy aligned with India’s net-zero goals.
The National Biopharma Mission, co-funded with the World Bank ($250 million), supports over 100 projects and 30 MSMEs.
India is among the top producers of vaccines globally and developed the world’s first DNA COVID-19 vaccine.
Ethanol blending increased from 1.53% in 2014 to 15% in 2024, with a target of 20% by 2025.
