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The Morning Context
@themorningcontext.bsky.social
News media daily which publishes detailed stories on startups, large businesses and economic and current affairs.

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May 6, 2025 at 7:30 AM
The SC's cancellation of JSW Steel's acquisition of Bhushan Power reinforces a key message: the integrity of the IBC process matters more than the outcome. Upholding the system ensures ... https://themorningcontext.com/business/sc-scrapped-bhushan-power-and-steel-deal-to-protect-ibc-not-undermine-it
May 5, 2025 at 5:45 AM
Urban Company, valued at over $2 billion, is gearing up for an IPO with a target of raising Rs 1,900 crore, down from the initially rumored Rs 3,000 crore. Despite impressive execution, the firm face... https://themorningcontext.com/internet/urban-companys-growth-has-hit-indias-income-divide-reality
May 5, 2025 at 4:30 AM
An invoice discounting platform's sweet deal is turning sour.
Full story to be unpacked tomorrow. Stay tuned.
April 24, 2025 at 12:45 PM
Interestingly, this carmaker has a mere 2% market share in India.
Full story coming tomorrow. Stay tuned for the drive ahead.
April 23, 2025 at 2:30 PM
Founded in 2007, Flipkart moved its base to Singapore in 2011 due to simpler taxation policies, fewer regulatory hurdles and better access to capital.

Disha Acharya writes more about this: https://themorningcontext.com/internet/flipkart-to-move-holding-company-back-to-india
April 23, 2025 at 3:45 AM
Swiggy is no longer just about food.
Its new app, Pyng, connects users with professionals across finance, fitness, travel, astrology, and more.
But with players like Justdial and Topmate in the mix, the question is: wh... https://themorningcontext.com/internet/can-pyng-help-swiggy-break-out-of-a-rut
April 19, 2025 at 4:30 AM
A major shake-up is underway in a bank's retail vertical amid rising costs.
Full story out tomorrow.
April 16, 2025 at 12:30 PM
With Fullerton acquiring a controlling stake last year, Lendingkart has seen an overhaul of the current leadership, trimmed loan disbursements and a halt in product rollouts.

Abir Dasgupta writes: https://themorningcontext.com/internet/the-silent-takeover-of-lendingkart
April 16, 2025 at 3:30 AM
Pyng will be using artificial intelligence to help users find the right professionals by understanding their queries and needs. The app is currently live for users in Bengaluru and available on both iOS and Andr...
https://themorningcontext.com/internet/swiggy-launches-pyng-for-professional-services
April 16, 2025 at 2:30 AM
A quiet storm is hitting a major fintech.
The full story lands tomorrow. Can you guess which company this is?
April 15, 2025 at 1:00 PM
The firm also announced the creation of a dedicated investment team for the region, to be led by Julian Barratt-Due, a managing director at KKR with a track record in infrastructure inve...
https://themorningcontext.com/business/kkr-appoints-former-cia-director-david-petraeus-as-middle-east-chairman
April 14, 2025 at 2:40 PM
"Price has to be the starting point. It has been demonstrated time and time again that no asset is so good that it can't become a bad investment if bought at too high a price." - Howard Marks

Ujval Nanavati wr...
https://themorningcontext.com/business/for-equity-investors-buy-at-any-price-will-fail
April 14, 2025 at 5:00 AM
Rivaroxaban 2.5 mg is the generic equivalent of Janssen Pharmaceuticals' Xarelto (2.5 mg) and is set to be launched in the first quarter of the 2025-26 fiscal.

Sethu Pradeep writes. Read ...
https://themorningcontext.com/business/aurobindo-pharma-gets-fda-approval-for-generic-equivalent-of-xarelto
April 14, 2025 at 3:15 AM
An anti-immigrant sentiment and a crackdown on campus 'wokeism' has left Indian students feeling unwelcome in the US. So, what is the reason behind this?

Ashish K. Mishra writes:
https://themorningcontext.com/internet/cracks-appear-in-the-american-education-dream
April 13, 2025 at 6:00 AM
Saudi money and Indian franchises are reshaping cricket's future, as corporate empires challenge the traditional nation-based structure of the sport.

Prem Panicker writes:
https://themorningcontext.com/chaos/from-nations-to-corporations-crickets-climate-change-moment-is-here
April 12, 2025 at 3:30 AM
Divya Gokulnath became the face of India's most valuable edtech company, Byju's. What was her role in its rise—and now, its crisis?

For the next 48 hours, this story is FREE to access. Sign up and read it here: https://themorningcontext.com/internet/how-divya-gokulnath-failed-byjus
April 11, 2025 at 6:20 AM
#TMCExclusive: We investigate how Gensol's hidden startups—Wayo, All Things Luxury, Let's EV—vanished overnight, leaving employees unpaid.

A detailed investigation by Pradip K. Saha. Read it here: https://themorningcontext.com/internet/exclusive-the-silent-shutdown-of-gensols-shadow-empire
April 11, 2025 at 5:20 AM
Byju's troubles deepen.
US lenders have now filed a complaint against founder Byju Raveendran and Divya Gokulnath over $500 million in missing loan money, says Bloomberg.

Read more:
https://themorningcontext.com/business/byju-raveendran-us-lenders-spar-over-lawsuit
April 11, 2025 at 3:15 AM
#TMCExclusive: A solar company's financial mess is now casting a long shadow on a number of other companies. The Morning Context has the inside story dropping tomorrow. Stay tuned.
April 10, 2025 at 1:30 PM
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April 10, 2025 at 6:35 AM
High protein, low truth?
From bars to biscuits, protein is the new selling point—but is this about real nutrition or just clever marketing?

Disha Acharya unpacks the story in detail here: https://themorningcontext.com/business/indias-mad-rush-for-protein-products-needs-a-reset
April 10, 2025 at 5:00 AM
The order was given as part of a long-standing legal battle where a consortium of Indian banks sought repayment of more than £1 billion (~Rs 11,062 crore as per current exchange rates) in debt owed by his now-... https://themorningcontext.com/business/vijay-mallya-loses-bankruptcy-appeal-in-uk-court
April 10, 2025 at 2:30 AM
Bangladesh's ShopUp and Saudi Arabia's Sary are joining forces to create SILQ Group, a business-to-business giant targeting the Gulf and emerging Asia... https://themorningcontext.com/internet/pif-peter-thiels-valar-back-a-new-b2b-commerce-giant-in-the-gulf

https://themorningcontext.com/middle-east
April 9, 2025 at 9:45 AM
BYD has been trying to enter the Indian market, which is currently dominated by domestic players because of high tariffs. Last year, the Indian government rejected BYD's $1 billion investment proposal to build EVs in the ...
https://themorningcontext.com/business/india-stands-firm-against-byds-entry
April 9, 2025 at 9:30 AM