The Morning Context

#ICYMI Today’s command post: Why Is the Fallout from the Trump-Zelenskyy Fracas a Warning for India? https://lnkd.in/d9vHXaiv

#PublishedThisWeek Last week, the National Stock Exchange announced changes to its flagship Nifty 50 index—replacing BPCL and Britannia with Jio Financial Services and Zomato (now Eternal), effective March 28, 2025. The move has sparked debate. Both new entrants have high price-to-earnings (PE) ratios, even after significant corrections—Jio down 41% and Zomato down 27% from their peaks. This shift will push Nifty 50’s overall PE ratio higher, reinforcing concerns about India’s market being too expensive—a key reason why foreign investors are increasingly looking toward cheaper Chinese equities. Ujval Nanavati writes: https://lnkd.in/dp4EHv3B #StockMarket #Nifty50 #Investing #India #China #JioFinancial #Zomato

#PublishedThisWeek Microsoft made waves with the announcement of Majorana 1—the world’s first quantum chip powered by topological core architecture. The promise? Real quantum computers solving industrial-scale problems in years instead of decades. But experts aren’t convinced. Many argue that Microsoft is overhyping its achievement, pointing out that the company’s recent research paper makes only a modest claim. So, is this a breakthrough or just buzz? Sethu Pradeep breaks it down. https://lnkd.in/d5rcZG85 #QuantumComputing #Microsoft #Tech #Innovation #Majorana1 #DeepTech

New Delhi now faces the challenge of surviving global disorder rather than thriving in it. In the context of what happened yesterday in the White House. Friday’s fracas with Zelenskyy was perhaps the final push to overturn the geopolitical chessboard. Read more at: https://lnkd.in/dcH4WJz5

[A free Read] US President Donald Trump’s public showdown with visiting Ukrainian President Volodymyr Zelenskyy on Friday has sent shockwaves through the global order. What was once a rules-based system is now teetering on unpredictability, with major powers reshaping alliances at will. For India, this marks a turning point. New Delhi now faces the challenge of surviving global disorder rather than thriving in it. The erosion of international norms weakens India’s strategic position—especially against an increasingly assertive China. Stability is no longer guaranteed; adaptability is now the key. Sushant Singh explains why New Delhi should be worried: https://lnkd.in/dZ2gi_Pc #Geopolitics #India #GlobalOrder #FreeRead #Zelenskyy #Trump

#PublishedThisWeek Ever since acquiring Ebix, Eraaya has been mired in controversy. The latest and most serious development? A damning resignation letter from one of the two independent directors who recently stepped down—alleging fraud and a troubling history of cases against the promoter. While Eraaya did publish the shareholders’ notice (though not required by SEBI), it failed to upload the directors' resignation letters, a clear regulatory violation. So, what is Eraaya Lifespaces trying to hide? Read more from Furquan Moharkan: https://lnkd.in/dubcud4E #Eraaya #CorporateGovernance #SEBI #Investing #Fraud #Ebix #Startups

#PublishedThisWeek Customers who pay for premium memberships on quick-commerce platforms expect better service—but instead, they’re falling victim to deceptive tactics. From misleading rewards and negative reinforcement to charging higher prices for users with premium devices, these platforms are pushing the boundaries of dark patterns. While dark patterns in quick commerce aren’t new, their infiltration into paid memberships raises serious concerns. Do we have the right laws to protect consumers? Disha Acharya writes: https://lnkd.in/dvYsZgb9

#PublishedThisWeek Amidst all the noise surrounding Ola Electric’s challenges, another looming concern has been overlooked: Ola Consumer (formerly Ola Cabs) is hurtling toward the public markets, despite fundamental weaknesses that make it a risky bet. From the outside, Ola Consumer projects an image of stability and growth. But dig deeper, and you’ll find glaring issues—so severe that even founder and CEO Bhavish Aggarwal seems unwilling to bet on the company’s future. With shaky financials, an unclear direction, and no clear path to profitability, the upcoming IPO raises serious red flags for investors. What’s really going on behind the scenes? Pradip Kumar Saha uncovers the story, breaking down why investors should brace themselves for what’s coming: https://lnkd.in/dzuwgnuN #OlaConsumer #IPO #Startup #Investing #StockMarket #OlaCabs #BhavishAggarwal #OlaElectric

#ICYMI Today’s lead story: Paytm has yet to recover to its earlier highs, but its turnaround is gaining momentum. Story #2: Amazon was fined $39 million for infringing on the Beverly Hills Polo Club trademark. https://lnkd.in/d9vHXaiv

The Delhi High Court found an entity owned by Amazon guilty of selling knockoffs at lower prices on the platform and fined the American e-commerce major $39 million. Disha Acharya writes: https://lnkd.in/dxvGwv4t #Amazon #Trademark #Legal #Ecommerce