azman

Reliance’s latest quarter shows that even as its future is debated through the lens of digital, retail and the energy transition, its present still rests, in no small part, on the resilience of its trusty oil-to-chemicals vertical. @MorningContext themorningcontext.com/business/relia…

Every large clean-energy bet in India eventually runs into the same question: how much of the technology stack can be built at home and how much still depends on China? Read today's NetZero Now newsletter @MorningContext themorningcontext.com/business/relia…

This week's NetZero Now features: - Why Waaree Energies is down ~11% this year - RIL's russian roulette - New kid on the block Vayona gets high profile CEO Read @MorningContext themorningcontext.com/business/growt…

Read the story @MorningContext themorningcontext.com/business/jlrs-…

The cyberattack that crippled Tata Motors-owned Jaguar Land Rover resulted in theft of payroll data of current and former employees and contractors. The company has confirmed this to us now. This opens a can of worms and dents JLR's early public posturing. Link in next tweet

Jaguar Land Rover’s nightmare cyberattack has taken a turn for the worse. Employee and contractor payroll data has also been compromised. Tata’s PR machinery works well so this issue hasn’t got its due attention. @write2azman @MorningContext

Read NetZero Now @MorningContext themorningcontext.com/chaos/gaslight…

Lots of discussion on a Union minister's comments saying that global AQI rankings are not "official", and India follows its own standards. Except these standards are now more than 15 years old. Wrote about it in this week's newsletter. Link in following tweet.

The Indian government is no longer denying pollution. Rather, it is perfecting a system that measures it extensively, displays it publicly and then teaches the nation to live with it. The last part's the most critical. @write2azman @MorningContext themorningcontext.com/chaos/gaslight…

Read this week's NetZero Now newsletter @MorningContext for more. themorningcontext.com/business/adani…

As India looks to open up nuclear for private participation, conglomerates like Adani Group are already laying the ground work. But they may soon find scaling nuclear through brute force will not be as easy as it was in solar. The economics are daunting.

Record highs in Bajaj Auto’s performance. Record indifference from the market. Earnings alone aren’t moving the needle. Read our full story @MorningContext Link in the next tweet.

Bajaj Auto has been reporting record quarterly numbers. But its stock has trailed peers, Nifty Auto & Nifty. What explains the stock's poor performance? Today's story @MorningContext @write2azman

This would have come as a shock for Adani. Last week, the Rajasthan govt rejected a proposal for a 3.2 GW coal-based power procurement. Adani was the leading contender. There's a larger message to investors. @write2azman @MorningContext themorningcontext.com/business/rajas…

This week on @MorningContext's NetZero Now newsletter - Rajasthan regulator nixes major coal power proposal - Deutsche Bank's €900 billion target - COP30: hits and misses themorningcontext.com/business/rajas…

This week on NetZero Now, I take a look at how the 2nd week at COP30 is progressing, and how India has set the tone with a confrontational, unapologetic stance. themorningcontext.com/business/india…

On NetZero Now this week: - India Inc. needs to do more on emissions reporting or risk losing competitive edge - Adani's battery storage debut - Delhi's choking Read @MorningContext themorningcontext.com/business/india…

Read @MorningContext themorningcontext.com/business/why-a…

Adani Power wants to become the world’s largest private thermal generator by a long mile, with ~₹2 lakh crore in new projects. But new coal plants will run fewer hours, cost more, and generate expensive power. So what explains this expansion? Link in next tweet.