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NEW YEAR MUSINGS UDAY KOTAK
India's new GDP yardstick: What changed, what did not, and what every investor should now read differentlyIndia changed the base year used to measure its economy from 2011-12 to 2022-23. The first full-year provisional numbers under the new yard...
Hospital expansion cycle to keep margins rangebound, but 18 per cent revenue growth trend likely to sustain: Kotak SecuritiesIndian hospitals are set for strong revenue growth. Brokerage firm Kotak Securities predicts double-digit gains. EBITDA margins are expecte...
RBI's reform package could pull $40-75b inflows, push rupee to 92-93 and keep August rate on holdThe RBI's recent announcements are expected to attract substantial foreign capital, potentially strengthening the rupee. Analysts anticipat...
Meta AI chief sees opportunity in models’ giving health adviceThe 29-year-old founder of data-labeling startup Scale AI joined Meta after Chief Executive Officer Mark Zuckerberg overhauled his company’...
Cuba crisis: After power outages of up to 22 hours a day, shortages of tap water, U.S now imposes sanctions on President, Raul Castro, family membersWhile Cuba has been under a US trade embargo since 1962, President Donald Trump has drastically ramped up pressure in recent months.
Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sectorAditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...
Meta repeatedly pushes back new AI model release for developersMeta's new Muse Spark AI model API launch is nearing. While plans were pushed back, the company is now testing with early partners. Meta AI...
‘IPL is done, get back to business’: Why Uday Kotak thinks Google’s $80 billion raise is a wake-up call for India IncBanking doyen Uday Kotak has urged Indian companies to invest in the future, calling Alphabet's $80 billion fundraise a wake-up call. He em...
MPC's repo rate pause will help stabilise growth: SBI chairmanState Bank of India Chairman CS Setty anticipates a Reserve Bank of India interest rate pause to foster stable growth. He highlighted India...
Freedom Ship: This mile-long $16 billion floating city will house 80,000 people and even have schools and a 15,000-seat stadiumA proposed $16 billion floating city, the Freedom Ship, aims to house 80,000 people as a permanently mobile community circumnavigating the ...
'Foreign MNC behaving like lala company': Techie claims every minute is tracked, employees left glued to screens, no lunch and coffee breaksA foreign multinational company faces backlash over claims of minute-by-minute employee work hour tracking. Employees report being mandated...
“7.2 LPA to 16?”: Recruiter says he’s “out of touch with today’s generation” after 100% salary hike expectation, internet says 'nothing wrong in paying...'A recent post on X ignited a debate on hiring expectations and salary jumps. A tech professional questioned a candidate's request for a 100...
India and New Zealand gear up for historic 12-match showdownIndia will embark on a significant tour of New Zealand from October 22 to December 1. The series includes five T20 Internationals and five ...
'It's time to wake up': Udak Kotak's big warning to Indian businesses as even cash-surplus Google seeks $80 billionVeteran banker Uday Kotak urged Indian companies to urgently invest in future technologies, especially AI, citing Google's massive $80 bill...
Canada and Mexico tell United States they want the North American free trade agreement renewedCanada and Mexico on Tuesday called for a 16-year renewal of the North American free trade agreement with the United States, in hopes of bi...
Time for India to focus on business of business, says Uday KotakUday Kotak, Founder and Director of Kotak Mahindra Bank, emphasized that it is time for India to focus on the business of business now that...
Jab Anand Mahindra met a young MBA: M&M Chairman recalls first encounter with Padma Bhushan Uday KotakIndustrialist Anand Mahindra reminisced about his first meeting with Uday Kotak, a young MBA graduate who pitched a bill discounting idea t...