The Signal - ITC is lit
ITC is litAlso in today’s edition: Adani 🤝 Flipkart; RBI hikes repo rate; China’s back in the game; HoloLens boss is outGood morning! Some mornings are better than others. Today is one of them. In a clinical trial in the US, 18 rectal cancer patients were given Dostarlimab, an immunotherapy drug, every three weeks for six months. By the end of it, their tumours disappeared. This is an unprecedented first in the history of cancer. Further studies will prove if it can be called a cure. We can live with that. The Market Signal*Stocks: Early Asia: STOCKSCigarettes Are Lighting Up ITCITC’s shares are up 24% this year. In fact, stocks of the tobacco-to-packaged goods conglomerate are trading at 18 times the estimated earnings for FY2024. This is despite meagre contributions from ITC’s hotels and paper business, and macro-economic headwinds in the form of inflation and the Russia-Ukraine war. How? Looking back: STRATEGY Adani’s Wholesale AmbitionsWhat are we talking about? Why should I care? What’s in it for them? Postscript BANKINGRBI Makes A Long-Awaited ConnectionWhy? BFD:
MESSAGE FROM OUR PARTNERSafeguard Your Digital RightsWe at the Internet Freedom Foundation (IFF) are on a mission: to watch the watchmen and safeguard your fundamental rights. Consider press freedom: it’s a fundamental right, but India ranks 142nd out of 180 countries in the Press Freedom Index. Internet access is also implicit in freedom of expression. Yet, India had the most internet shutdowns in 2021. CHINAA Year Later, China Says Let's PlayOutcome: Backdrop: Hurdles: Beyond China AR/VR HoloLens Gets A Reality CheckDisarray FYILimbo Yes, but Chop Shop Funding secure(d) Winter chills FWIWOh fish! On a fast track: Blame it on the houseplants: If you liked this post from The Signal, why not share it? |
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Hush at Clubhouse
Wednesday, June 8, 2022
Also in today's edition: Disney's IPL burden; Medical diagnostics are the new black; UK flirts with four-day work week; Indian-born fugitives get the Interpol treatment
India's Gulf bar
Tuesday, June 7, 2022
Also in today's edition: Big takeaways from Apple's event; Shadow banks go to school; Adani, Ambani face off in drone wars; Terra's Indian investors can't catch a break
Google’s smirch engine
Monday, June 6, 2022
Also in today's edition: Layer'r gets Shot; Kid gloves for Putin; Masks up; Layoffs persist
Guns and the men
Saturday, June 4, 2022
The story of NAGRI, India's only pro-gun lobby.
Sheryl has left
Saturday, June 4, 2022
Also in today's edition: It's getting late for BNPL; Meesho's worry; Crude one upmanship; Birla's new paint
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