Ujval Nanavati @cynicalujval.bsky.social · 19/04/2025Data don't lie. Here's your comprehensive A4 cheat sheet with undeniable facts when arguing with vacuous Bhakts. And keep a print with you. Thank me later. 383
Ujval Nanavati @cynicalujval.bsky.social · 30/03/2025Desalination, proposed by UBT as an alternative, costs money. Fadnavis's plan costs only 250,000 trees. Easy choice, isn't it? www.hindustantimes.com/cities/mumba...hindustantimes.comCM clears Gargai water project for Mumbai amid forest dept oppositionThe step will involve environmental consequences: apart from the chopping of hundreds of thousands of trees, nearly 658 hectares of forest land in the sanctuary as well as 186 hectares of private land will be submerged 020
Reposted by Ujval NanavatiThe Morning Context @themorningcontext.bsky.social · 19/01/2025#PublishedThisWeek SEBI warns of high failure rates in F&O trading but doesn’t explain why. Meanwhile, high-frequency traders still dominate the market. @cynicalujval.bsky.social delves into why navigating India’s F&O market is not for the faint-hearted: themorningcontext.com/business/nav... 001
Ujval Nanavati @cynicalujval.bsky.social · 20/01/2025When every indicator points to stress and strain and global brokerages start using the term "structural slowdown," CII continues to contribute to the government's echo chamber. How do you cope with a problem when you do not even acknowledge it exists? 163
Reposted by Ujval NanavatiThe Morning Context @themorningcontext.bsky.social · 17/01/2025SEBI warns of high failure rates in F&O trading but doesn’t explain why. Meanwhile, high-frequency traders still dominate the market. @cynicalujval.bsky.social delves into why navigating India’s F&O market, dominated by sharks, is not for the faint-hearted: themorningcontext.com/business/nav... 002
Ujval Nanavati @cynicalujval.bsky.social · 27/12/2024"On an occasion when praise was all that might have been expected, he also received criticism, and did not take it as a sign of hostility. How different our country would be if more leaders imbibed this spirit". Raghuram Rajan's tribute to Manmohan Singh: indianexpress.com/article/opin...indianexpress.comManmohan Singh was a rare leader who listened, even to criticismHis approach was supremely effective in creating the space for an exchange of views. He did not take criticism as a sign of hostility. How different our country would be if more leaders imbibed this s... 000
Reposted by Ujval NanavatiHarveen Ahluwalia @harveen-ahluwalia.bsky.social · 18/12/2024Free to read for 48 hours. Black coffee is the healthiest drink you didn’t know about. Multiple scientific studies suggest that habitual black coffee consumption cuts heart, brain, liver and kidney ailments as well as various cancers. themorningcontext.com/chaos/black-...themorningcontext.comBlack coffee is the healthiest drink you didn’t know aboutMultiple scientific studies suggest that habitual black coffee consumption cuts heart, brain, liver and kidney ailments as well as various cancers. 001
Ujval Nanavati @cynicalujval.bsky.social · 18/12/2024I've been listening to This Moment on a loop for a while. I thought Zakir Hussain's life was well lived, but now I think he went way too soon. He was so fab even so late in life. I am crying all over again today. 010
Ujval Nanavati @cynicalujval.bsky.social · 18/12/2024“It might seem like we’re heading for a dystopian future right now but I read that book, 1984, and things were way worse back then” 🚶 010
Ujval Nanavati @cynicalujval.bsky.social · 08/12/2024Musk expects people to "Subscribe" to this buggy hate-filled echo chamber? 010
Ujval Nanavati @cynicalujval.bsky.social · 08/12/2024ISB changed its logo a couple of weeks back and it led to similar outrage. TBF to IIM-A, it did a better job than ISB. 100
Ujval Nanavati @cynicalujval.bsky.social · 08/12/2024UK has gone from 2nd highest to 2nd lowest. Quite a change. 000
Reposted by Ujval NanavatiHarveen Ahluwalia @harveen-ahluwalia.bsky.social · 06/12/2024The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative business practices. themorningcontext.com/internet/dar...themorningcontext.comDark patterns: Fair play or a tool of mass deception?The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative busines... 034
Ujval Nanavati @cynicalujval.bsky.social · 06/12/2024On Arundhati Roy. Damn right. www.ft.com/womenof2024 053
Ujval Nanavati @cynicalujval.bsky.social · 03/12/2024Biden comes across as a saint compared to... 110
Ujval Nanavati @cynicalujval.bsky.social · 02/12/2024www.thelondoneconomic.com/news/media/e...thelondoneconomic.comEuropean Federation of Journalists to stop posting content on XThe EFJ represents over 295,000 journalists in 44 countries. 000
Reposted by Ujval NanavatiAshish K. Mishra @akm1410.bsky.social · 02/12/2024We rarely make anything free to read. This excellent story on how Rahul Yadav squandered the money it raised from Infoedge is now free to read. Please read if you didn't when we wrote about it. themorningcontext.com/internet/how...themorningcontext.comHow Rahul Yadav bungled Info Edge-funded 4B NetworksAt the heart of the current crisis at the proptech startup lies a flawed business model, sham prospective buyers and higher-than-usual payouts to brokers. 103
Reposted by Ujval NanavatiAshish K. Mishra @akm1410.bsky.social · 02/12/2024Our investigation into three share pledge agreements entered into by Adani Green subsidiaries shows they signed undertakings before March 2023—when AGEL first became aware of the FBI’s probe—to inform lenders of any such matters, which they haven't. themorningcontext.com/business/ple...themorningcontext.comPledge agreements show Adani Green could have breached loan covenantsThe US indictment alleging bribery for solar contracts by the company’s promoters and management has activated many potential issues in loan agreements signed by the renewables major. 014
Reposted by Ujval NanavatiParitoshzero of X @paritosh0.bsky.social · 30/11/2024Also noteworthy? That the interest rates that elderly people, who survive on the yield on their long term savings receive, is now lower than the attrition caused by inflation. Excellent arrangement to transfer wealth from the vulnerable to the fat cats. 024
Ujval Nanavati @cynicalujval.bsky.social · 30/11/2024So, where are we at? Inflation is now higher than the real GDP growth rate? Hence, any growth you see in corporate revenue in nominal terms has more inflation than real growth in it. That's where we are at. 021
Ujval Nanavati @cynicalujval.bsky.social · 29/11/2024These scenes won't be repeated in January. Because the lunatics will run the asylum. 020
Ujval Nanavati @cynicalujval.bsky.social · 29/11/2024Grok says Musk is a serial liar. Must be true then 🤔 001
Ujval Nanavati @cynicalujval.bsky.social · 27/11/2024No. He is the wrong man on the wrong planet. 040
Ujval Nanavati @cynicalujval.bsky.social · 27/11/2024M/S Jethmalani, Rohatgi (Mukul, not Payal silly!), and Adani Green are adopting this stellar strategy today. 000
Ujval Nanavati @cynicalujval.bsky.social · 27/11/2024Worst traffic. Worst chhapris. Worst politicians. Worst municipality. Worst deforestation rates. Worst builders. Worst road rage. 010
Reposted by Ujval NanavatiHarveen Ahluwalia @harveen-ahluwalia.bsky.social · 26/11/2024"The Jai Corp chairman, by persuading investors to exit his real estate-focused fund at a discount, ends up with a deal that benefits just his family." themorningcontext.com/business/how...themorningcontext.comHow Anand Jain, once an RIL insider, pulled off a real estate masterstrokeThe Jai Corp chairman, by persuading investors to exit his real estate-focused fund at a discount, ends up with a deal that benefits just his family. 022
Reposted by Ujval NanavatiHarveen Ahluwalia @harveen-ahluwalia.bsky.social · 25/11/2024VCs on Indian startup boards: what do they even do? themorningcontext.com/internet/vcs... 002
Ujval Nanavati @cynicalujval.bsky.social · 25/11/2024Bhakton ke do he haqqani. Ek hai Modi, ek Adani. [Haqqani = one who is correct] 000
Ujval Nanavati @cynicalujval.bsky.social · 25/11/202460,000 deactivations per day! The belated end of that vile platform is nigh. www.ft.com/content/3051...ft.comMass X-odus: professionals desert Elon Musk’s networkCreatives and freelancers miss opportunity and inspiration after decline of X 000
Ujval Nanavati @cynicalujval.bsky.social · 25/11/2024Billionaire's are an anomaly that should not exist. 000
Ujval Nanavati @cynicalujval.bsky.social · 24/11/2024This man became PoTUS after all this. So don't keep your hopes up about DoJ and Adani. 010
Ujval Nanavati @cynicalujval.bsky.social · 24/11/2024Dil na'ummed nahin, Naakaam he to hai. Lambi hai ghum ki shaam Magar shaam he to hai. 000
Ujval Nanavati @cynicalujval.bsky.social · 24/11/2024643k looks terrible, doesn't it? Well...consider this: According to the Public Health Foundation of India, 55mn Indians are pushed into poverty each year due to the cost of medical care. To address it we have leaky and scammy schemes like PM-JAY that private hospitals prefer to run away from. 100
Ujval Nanavati @cynicalujval.bsky.social · 24/11/2024This summons asks Gautam Adani to answer allegations levelled by the US SEC within 21 days. The larger criminal investigation by the DoJ and its follow through is either yet to come or isn't made public yet. Interesting times. 020
Ujval Nanavati @cynicalujval.bsky.social · 22/11/2024Both of today's business stories are great reads that take you into the details of what next in the Adani indictment case. Do read. themorningcontext.com/business/are... themorningcontext.com/business/seb... 011
Reposted by Ujval NanavatiSushant Singh @sushantsingh.bsky.social · 22/11/2024The one word that is missing from all the main headlines: bribe. 3114
Ujval Nanavati @cynicalujval.bsky.social · 20/11/2024From "private capex is going great" to "high interest rates are holding back private capex". Today's kuch bhi. 010
Ujval Nanavati @cynicalujval.bsky.social · 18/11/2024Honasa Consumer (Mamaearth) stock was down 20% today. Because the problems go beyond just the reported fall in revenue and profits. @harveen-ahluwalia.bsky.social and I write in today's #TheMorningContext on what ails Mamaearth. themorningcontext.com/internet/wha...themorningcontext.comWhat ails Mamaearth?The beauty and personal care company put up a remarkably poor show in its latest quarterly earnings. A macro consumption slowdown has led to some belated soul-searching. 011
Reposted by Ujval NanavatiHarveen Ahluwalia @harveen-ahluwalia.bsky.social · 18/11/2024Faced with a consumption slowdown, a misaligned channel strategy, hungry rivals & agitated dealers, Mamaearth's response seems to be that it is figuring things out, and it needs a little time. @cynicalujval.bsky.social and I write. themorningcontext.com/internet/wha... 021