Infrastructure

India graduates 11M students a year, 800K of them engineers, Wall Street Week finds

8 takeaways: Blackstone's best private equity returns anywhere came from India, why a graduate's odds of a formal job keep falling, and the 30-day…

3 hrs ago • The Scuttlebutt

Morgan Stanley's Europe equity chief: the 10-year discount to the US broke out in January

5 calls: Why she thinks the gap keeps closing to single digits, what 19% earnings growth in Europe is built on, and how much of the index is AI capital…

Sep 16 • The Scuttlebutt

Mark Carney: global investors are underweight Canada, not even market weight

9 takeaways: Why he wants a technology stability board for AI, what Canada will and won't concede to Trump, and the 150 billion euro European defense…

Sep 15 • The Scuttlebutt

David Layton: Partners Group expects elevated redemptions for another 12-18 months

8 takeaways: Why he says the CEO change has nothing to do with the outflows, the $16B the firm raised in H1, and why falling sector share prices make…

Sep 2 • The Scuttlebutt

Anders Forslund: the largest electric airplane ever flown did it on $5 of electricity

10 takeaways: The 400 Wh/kg threshold Elon Musk set 12 years ago, why the 30-seater died in the 1990s, and the $1B of equity between a demonstrator and…

Sep 2 • The Scuttlebutt

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