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Zerodha's Weekly Tidbits: India's electronics deficit with China hit $43.1B in FY26
12 takeaways: why $30 LNG is closing Bangladeshi factories, what the RBI did with 2.23 lakh crore rupees, and who actually owns India's public EV…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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Founders who lived the problem beat opportunists 9 to 1, says Kae Capital founder
23 principles: The 10-slide deck he wants to see, why he rates India's appetite for risk at 4 against America's 9.5, and the seed round he passed on…
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HSBC gold analyst: central banks' gold is now worth more than their Treasuries
8 takeaways: Why gold sold off after the strike on Iran instead of rallying with oil, what 20 years of central bank selling explains, and the price he…
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HSBC strategist: some Thai hospitals get over 75% of revenue from foreign patients
7 insights: Why India's medical tourism is shrinking while Korea drew 3M cosmetic patients, how Indonesia is trying to keep its patients home, and the…
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Dan Muzzarelli: some US clients cut their non-US allocation below 5% by 2023
7 principles: Why he says there is never a bad time to start, what India, Korea and Japan each offer a portfolio, and why Europe's banks are the ballast…
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