Strategic Foresight - Insights in Business and Technology

 India China Strategic Play - Striving for Growth and Leadership 

 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....

 Why the Government had to intervene in Vodafone Idea    Shareholding of Vodafone Idea My previous post on Telecom Industry in India - Oligopoly to Triopoly Source: Ventura, BSE

The changing landscape of  India   China  relations. Image Credit - Diplomatist

 

  Indias Success in Exporting Goods  (China in View) Micropayments for web content Who gets to decide the Truth Salesperson - Nature vs Nurture Better to Sign up 1 Whale or 15 Minnows Acts of Courage that Led to Growth

 

  Indian Telco Industry - Oligopoly to Triology - One Page view