Gary Sussman
@tukums.bsky.social
I love drinking coffee, meeting interesting (and good) people, reading, genealogy and India.
"For India, it is an important shift. Mobile phones have now surpassed diamonds as the country’s biggest product export. And although only around 15 per cent of Apple’s iPhones are currently made in India, this is expected to increase to 25 per cent by 2027."
www.ft.com/content/d46e...
www.ft.com/content/d46e...
February 18, 2025 at 5:22 AM
"For India, it is an important shift. Mobile phones have now surpassed diamonds as the country’s biggest product export. And although only around 15 per cent of Apple’s iPhones are currently made in India, this is expected to increase to 25 per cent by 2027."
www.ft.com/content/d46e...
www.ft.com/content/d46e...
February 17, 2025 at 12:12 AM
Impressed. This plant makes 1,7 million batteries a month
February 14, 2025 at 12:13 PM
Impressed. This plant makes 1,7 million batteries a month
Volkswagen's $1.4 billion India tax tussle rekindles foreign investor fears
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
February 12, 2025 at 10:46 AM
Volkswagen's $1.4 billion India tax tussle rekindles foreign investor fears
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
How India Eats: Sharp rise in chicken prices
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
February 7, 2025 at 4:41 AM
How India Eats: Sharp rise in chicken prices
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
February 3, 2025 at 5:15 PM
Family Office Tracker: Here’s The List Of 200+ Investors Betting Big On Startups
inc42.com/features/fam...
inc42.com/features/fam...
January 31, 2025 at 3:50 AM
Family Office Tracker: Here’s The List Of 200+ Investors Betting Big On Startups
inc42.com/features/fam...
inc42.com/features/fam...
DD Mishra, Gartner: “Some Tier-II IT services companies are outperforming larger system integrators by focusing on digital revenue streams and avoiding the significant legacy workload burdens many large Indian IT services companies face.”
www.thehindubusinessline.com/info-tech/ti...
www.thehindubusinessline.com/info-tech/ti...
January 27, 2025 at 2:54 AM
DD Mishra, Gartner: “Some Tier-II IT services companies are outperforming larger system integrators by focusing on digital revenue streams and avoiding the significant legacy workload burdens many large Indian IT services companies face.”
www.thehindubusinessline.com/info-tech/ti...
www.thehindubusinessline.com/info-tech/ti...
Earnings worries yank Indian shares to third week of losses
www.reuters.com/markets/asia...
www.reuters.com/markets/asia...
January 25, 2025 at 3:40 AM
Earnings worries yank Indian shares to third week of losses
www.reuters.com/markets/asia...
www.reuters.com/markets/asia...
January 24, 2025 at 11:51 AM
Is HUL the bellwether for the state of the Indian economy and the consumer?
www.thehindubusinessline.com/companies/hu...
www.thehindubusinessline.com/companies/hu...
January 23, 2025 at 4:20 AM
Is HUL the bellwether for the state of the Indian economy and the consumer?
www.thehindubusinessline.com/companies/hu...
www.thehindubusinessline.com/companies/hu...
From Slurrp Farm To Paper Boat: Here Are 49 F&B D2C Brands Reshaping The Indian Consumer Market
inc42.com/features/fb-...
inc42.com/features/fb-...
January 21, 2025 at 3:42 AM
From Slurrp Farm To Paper Boat: Here Are 49 F&B D2C Brands Reshaping The Indian Consumer Market
inc42.com/features/fb-...
inc42.com/features/fb-...
January 17, 2025 at 2:51 AM
January 16, 2025 at 3:02 AM
Valuations absurd, will be 'comical' if retail investors keep buying: Kotak Institutional Equities
www.moneycontrol.com/news/busines...
www.moneycontrol.com/news/busines...
January 14, 2025 at 4:52 AM
Valuations absurd, will be 'comical' if retail investors keep buying: Kotak Institutional Equities
www.moneycontrol.com/news/busines...
www.moneycontrol.com/news/busines...
India’s retail inflation drops to 4-month low of 5.22% in December on easing food prices
A significant decline in inflation was observed in vegetables, pulses and products, sugar and confectionery, personal care and effects, cereals and products
www.thehindubusinessline.com/economy/reta...
A significant decline in inflation was observed in vegetables, pulses and products, sugar and confectionery, personal care and effects, cereals and products
www.thehindubusinessline.com/economy/reta...
January 14, 2025 at 2:55 AM
India’s retail inflation drops to 4-month low of 5.22% in December on easing food prices
A significant decline in inflation was observed in vegetables, pulses and products, sugar and confectionery, personal care and effects, cereals and products
www.thehindubusinessline.com/economy/reta...
A significant decline in inflation was observed in vegetables, pulses and products, sugar and confectionery, personal care and effects, cereals and products
www.thehindubusinessline.com/economy/reta...
January 5, 2025 at 11:52 PM
Scott Galloway: "I believe we’re (over)due for a course correction. The U.S. stock market now makes up 50% of the total market cap globally; when stocks get this expensive, returns go down, and capital looks for greater returns elsewhere."
www.profgalloway.com/2025-predict...
www.profgalloway.com/2025-predict...
January 4, 2025 at 12:18 AM
Scott Galloway: "I believe we’re (over)due for a course correction. The U.S. stock market now makes up 50% of the total market cap globally; when stocks get this expensive, returns go down, and capital looks for greater returns elsewhere."
www.profgalloway.com/2025-predict...
www.profgalloway.com/2025-predict...
In 2024, despite a wall of local money, India’s equity benchmarks netted a 9% gain versus 24% for the US S&P 500 and over 19% for the Hang Seng in Hong Kong and Nikkei 225 in Japan.
www.bloomberg.com/news/newslet...
www.bloomberg.com/news/newslet...
January 3, 2025 at 1:11 AM
In 2024, despite a wall of local money, India’s equity benchmarks netted a 9% gain versus 24% for the US S&P 500 and over 19% for the Hang Seng in Hong Kong and Nikkei 225 in Japan.
www.bloomberg.com/news/newslet...
www.bloomberg.com/news/newslet...
M&A in India: Deals see a resurgence in 2024
Deal values have touched $36.14 billion from $25.24 billion in 2023—marking a 43.2 percent increase; volumes too saw a 24.4 percent increase in 2024.
www.forbesindia.com/article/take...
www.forbesindia.com/article/take...
December 31, 2024 at 5:08 AM
M&A in India: Deals see a resurgence in 2024
Deal values have touched $36.14 billion from $25.24 billion in 2023—marking a 43.2 percent increase; volumes too saw a 24.4 percent increase in 2024.
www.forbesindia.com/article/take...
www.forbesindia.com/article/take...
Gautam Duggad, Motilal Oswal: “Relentless FII selling has led to a significant decline in largecaps, whereas strong retail and DII flows have resulted in midcaps and smallcaps outperforming by a wide margin during the recent market correction.”
www.forbesindia.com/article/news...
www.forbesindia.com/article/news...
December 25, 2024 at 4:24 AM
Gautam Duggad, Motilal Oswal: “Relentless FII selling has led to a significant decline in largecaps, whereas strong retail and DII flows have resulted in midcaps and smallcaps outperforming by a wide margin during the recent market correction.”
www.forbesindia.com/article/news...
www.forbesindia.com/article/news...
From Barabanki to Kalimondir to Raigarh, small towns are new playing ground for beauty brands
www.forbesindia.com/article/lead...
www.forbesindia.com/article/lead...
December 21, 2024 at 7:18 AM
From Barabanki to Kalimondir to Raigarh, small towns are new playing ground for beauty brands
www.forbesindia.com/article/lead...
www.forbesindia.com/article/lead...
Goa, Bira91, relaxing, family
December 14, 2024 at 3:22 AM
Goa, Bira91, relaxing, family