Nitin Malik

#GoPro joins #Oracle, #Microsoft in layoffs wave, to cut 23% global workforce cnbctv18.com/business/compa…

This is anti-competitive.

Big-name universities are so popular they turn away all but a fraction of the students who apply. Meanwhile, small private colleges facing extinction offer massive discounts to fill seats. 🔗: on.wsj.com/3O9lzQY

NEW IN: U.S inflation is now projected to exceed 4% for the first time since 2022.

OUCH! Software has continued to lag semiconductors, w/the software-vs-semis trade down another 7.5%. That brings the weekly decline to 18%, as both sides of the trade moved further apart, pushing the pair to a fresh all-time low.

$100 ChatGPT pro tier official. -5x codex rates -access to ChatGPT pro -unlimited thinking Yeah, that’s really worth the $100. great deal, good pricing. Well done OpenAI

Throughout history, all fiat currencies eventually face the same pressures. When debt grows faster than income and money needs to be created to fill the gap, the value of that money changes. This isn’t a prediction—it’s a pattern that has repeated many times. Understanding how these systems work helps you think more clearly about what comes next.

I've been saying this for a while now

OpenAI halts Stargate UK data centre project ft.trib.al/Te46csV

T. V. Narendran of Tata Steel speaks with @Rish_Bhat on the mounting pressures facing the industry amid the impact of the US–Iran war

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

BDO, the UK's fifth-largest accounting firm, is to cull dozens of partners to open up senior roles for younger staff. Read the full story here: ft.trib.al/4Mc4asR

What is REALLY different about how smart money behaves? It should not be so hard to get the results, isn't it? What then was Rakesh Jhunjhunwala superpower that help make him a fortune in Indian stock markets? The obvious answer is stock-picking. But was that really it? Not quite When we look back on index charts for various stock markets around the world over the decades it all looks so easy: the market went down here, then went up and obviously you would have either remained invested through the ups and downs or would have bought more at the bottom. Of course. Nothing could be simpler. And you are smart. Unfortunately in the here and now you see only the down leg in the graph without any clarity on if, when and how the move up will come. It is then that the voice in your head begins to panic and pushes you towards the exits. My column in Mint today on what you really need to make money in the markets (Note: this was written before the ceasefire announcement) And when your brain is kicking and screaming, remember the last dialogue in BR Chopra's 'Waqt' movie When Balraj Sahni who has been parted from his family (wife and three sons) is finally reunited with them after decades, this is what he says: 'गुज़रने से पहले वक्त कितना लंबा मालुम होता है काटे नहीं कटता। लेकिन गुज़र जाने के बाद सदियाँ पल बन जाती हैं मानो कोई सपना देखा हो' Loosely translated as When you are living through the bad times, time seems endless - as if it would never get over. But once that period is over, you feel as if the centuries went past in moments. As if the bad times were only a dream. So it is with the markets. every day of decline in your portfolio weighs down your heart but when you take the long view, all the heart-stopping crashes of the past are forgotten... and always have been. That should be some food for thought 😊 @livemint @WritesRavi @PenguinIndia Smart money lessons from the success of Rakesh Jhunjhunwala-Mint-April-9-2026

Overheard in Silicon Valley: "LinkedIn is prison for middle managers."

#BREAKING: RBI issues draft norms on bank board governance.

#BREAKING | 90 Lakh Indian workers in Gulf at risk: Sources NDTV's @himanshundtv brings you the details

💼🌍 'Whoever wins the war, keeps the spoils': #UdayKotak's #Trump reference for anticipating a world of tomorrow 📈⚡tinyl.co/4UkR

In the age of AI, should meetings be BYOP? Bring your own prototype

@beffjezos I never give up. Never.

RT @FT: Turkey has sold or loaned out $20bn tonnes of gold since the outbreak of the war in Iran, in a flurry of disposals that contributed…