BasisPointInsight.com - Transition Credibility, Not Climate Targets, Wins Capital by Arvind Mayaram Net-zero pledges are abundant. Investors now demand credible transition plans that link emissions, capital spending, and long-term value. by Arvind Mayaram, BasisPointInsight.com

2/4 How resilient are future cash flows if policy, technology and trade standards shift faster than expected? What happens to long-lived assets under tighter carbon rules? How resilient are future cash flows if policy, technology and trade standards shift faster than expected?

#CapitalDiscipline

BasisPointInsight.com - Capital Discipline Is Not Investor Hostility by Srinath Sridharan The Supreme Court’s ruling in Tiger Global tax case signals institutional maturity, not caprice, as India shifts from capital accommodation to capital discipline. by Srinath Sridharan, BasisPointInsig...

Supreme Court’s ruling in Tiger Global tax case signals institutional maturity, not caprice, as India shifts from capital accommodation to capital discipline.

Read @ssmumbai.bsky.social’s column for BasisPoint:
Capital Discipline Is Not Investor Hostility

#CapitalDiscipline #RuleOfLaw #IndiaMacro

$19.5b ev losses force pivot back to ice profits, catch the full video exclusively on collide.io/community #evmarket #automotiveindustry #capitaldiscipline

Winning the Important Points: Market Insight | BlackRock Rick Rieder on markets in September: moderating inflation, resilient growth, and why quality income and equities remain compelling.

The same is true in markets. The points that matter today include: moderating inflation, resilient (if uneven) growth, and historically attractive yields. #SmartAllocations #WealthPrinciples #ValueOverVolume #CapitalDiscipline

Read more in our latest insight: www.blackrock.com/us/financial...

4/ Capital smarts: Unicorn status on $310M vs. BYJU’S $4.45B across 27 rounds. Founders’ 83.9% stake ensured prudence, dodging acquisition traps. #CapitalDiscipline #FounderControl

5/ Why VCs bet: Women’s fashion’s novelty drives repeat buys and margins, unlike men’s standardization. OUTZIDR’s lean team and low burn make it a solid play. #VCFunding #CapitalDiscipline