Strategic Foresight - Insights in Business and Technology

 Nvidia Godfather of AI - Why the Market is Bullish What is their Economic Moat Where is the Growth Dot Com Era - History Repeating Itself  Nvidia - Under The Hood  Two CEO's Personal and Professional Relationship Risks to its Growth My other posts on  AI Value Chain ,   Microsoft King of AI in Software ,  Salesforce under the AI Cloud , AWS is the Crown Jewel and how  Generative AI can transform Telecoms ,  Energy and Utilities

 India and China's - Game of Thrones via Economic and Political Lens Indias Conundrum India is playing its part in the BRICS because of the following India's trust in China has eroded due to 4 skirmishes at the Northern Border. India is wary of China's growing clout in the new world order. While BRICS is economically China-centric, it is ensuring that it doesn't become a Unipolar bloc in Asia and another India-bashing group like OIC used to be. India can no longer rely on Russia as it has been forced to become China's ally because of sanctions. By consenting to an expansion, it is mounting pressure on China and other relevant parties to acknowledge its deserving position in the UN's Permanent Five + Group and refrain from raising objections. Besides India's trade deficit with the New BRICS being around 69%, prompting a need for effective management. In response, India is seeking to promote the use of local currency in trade transactions, thereby reducing its...

Adani Stock in Perspective: PE today is 94. Before the Hindenburg report it was > 254. Valuation Guru- @AswathDamodaran highlights his view on Adani stock .  According to him, the stock is overpriced even after the Hindenburg report impact. He values the stock for Rs 947. On Jan 1, 2023, the stock was trading at Rs 3858 and PE around 254.  Today the stock is trading at Rs 1719 and a PE of 94.  Background: Adani Group which was established in 1984 has become a conglomerate of infrastructure companies in sectors like airports, shipping, logistics, power generation (solar), and defence.   It's well established that infrastructure companies are about high volume and low margin, where with ageing returns get better, unlike telecom where returns diminish with ageing. While the Adani group had an astronomical rise from 2021 onwards where revenue grew by 112.70%, its margins were low at 3.4%, which is on the lower side as compared to other companies in this sector....