View online | Unsubscribe (one-click).
For inquiries/unsubscribe issues, Contact Us




Want to accelerate software development at your company? See how we can help.

NUS - SOC Cybersecurity Programme


Nvidia is a stock bubble and its popping could trigger a broader market crash, investing legend Rob Arnott says - Markets Insider   

Nvidia's stocks have formed an asset bubble following this year's stunning rally — and should it pop, that could trigger a broader market crash, investing legend Rob Arnott says. 

The Research Affiliates founder classed the semiconductor stock, which more than tripled in value this year thanks to AI hype, as a "textbook story of a Big Market Delusion," Bloomberg reported. 

Several market commentators have rang the alarm on Nvidia as it surges to sky-high valuations, driven by investor excitement over artificial intelligence. Traders view leading the chipmaker as well positioned to take advantage of a widely expected demand surge for AI-related high-end computing equipment. 

Continued here












Want to accelerate software development at your company? See how we can help.

NUS - SOC Cybersecurity Programme


Is India the World’s Next Great Economic Power? - Harvard Business Review   

Is India’s economic rise inevitable? There’s good reason to think that this latest round of Indo-optimism might be different than previous iterations, but the country still has major challenges to address to make good on this promise. In terms of drivers, demand — in the form of a consumer boom, context appropriate innovation, and a green transition — and supply — in the form of a demographic dividend, access to finance, and major infrastructure upgrades — are helping to push the country forward. This is facilitated by policy reforms, geopolitical positioning, and a diaspora dividend. Even so, the country faces barriers to success, including unbalanced growth, unrealized demographic potential, and unrealized ease-of-business and innovation potential.

In 2002, India’s government launched a ubiquitous international tourism campaign known as “Incredible India.” Were it to launch a similar campaign today, it might as well be called “Inevitable India.” Not just enthusiasts within the country, but a chorus of global analysts, have declared India as the next great economic power: Goldman Sachs has predicted it will become the world’s second-largest economy by 2075, and the FT’s Martin Wolf suggests that by 2050, its purchasing power will be 30% larger than that of the U.S.

We have been through similar surges of Indo-optimism before. But the on-the-ground reality has continued to frustrate even the most ardent of India’s champions. From bold predictions that it would overtake China (an economy still five times larger than India’s), to McKinsey’s 2007 “bird of gold” promise of the Indian consumer that never quite panned out, to deregulation followed by policy reversals and crises of confidence in doing business with India, to devastating periods through the pandemic, the country’s promised inevitable rise has remained elusive. What’s different now?

Continued here













Want to accelerate software development at your company? See how we can help.

NUS - SOC Cybersecurity Programme

Mary Oliver on What Attention Really Means and Her Moving Elegy for Her Soul Mate - The Marginalian   

Mary Oliver (September 10, 1935–January 17, 2019) is one of our era’s most beloved and prolific poets — a sage of wisdom on the craft of poetry and a master of its magic; a woman as unafraid to be witty as she is to be wise. For more than forty years, Oliver lived on Cape Cod with the love of her life, the remarkable photographer Molly Malone Cook — one of the first staff photographers for The Village Voice, with subjects like Walker Evans and Eleanor Roosevelt, and a visionary gallerist who opened the first photography gallery on the East Coast, exhibited such icons as Ansel Adams and Berenice Abbott, and recognized rising talent like William Clift. (She was also, living up to her reputation as “a great Bohemian American,” the owner of a bookshop frequented by Norman Mailer and occasionally staffed by the filmmaker John Waters.)

When Cook died in 2005 at the age of eighty, Oliver looked for a light, however faint, to shine through the thickness of bereavement. She spent a year making her way through thousands of her spouse’s photographs and unprinted negatives, mostly from around the time they met, which Oliver then enveloped in her own reflections to bring to life Our World (public library) — part memoir, part deeply moving eulogy to a departed soul mate, part celebration of their love for one another through their individual creative loves. Embraced in Oliver’s poetry and prose, Cook’s photographs reveal the intimate thread that brought these two extraordinary women together — a shared sense of deep aliveness and attention to the world, a devotion to making life’s invisibles visible, and above all a profound kindness to everything that exists, within and without.

Oliver — who refers to Cook simply as M. in most of her writings — reflects in the opening essay:

Continued here


Want to accelerate software development at your company? See how we can help.

NUS - Chief Strategy Officer Programme


You are receiving this mailer as a TradeBriefs subscriber.
We fight fake/biased news through human curation & independent editorials.
Your support of ads like these makes it possible. Alternatively, get TradeBriefs Premium (ad-free) for only $2/month
If you still wish to unsubscribe, you can unsubscribe from all our emails here
Our address is 309 Town Center 1, Andheri Kurla Road, Andheri East, Mumbai 400059 - 93544947