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"Any scarce resource has a premium to it": Royal Challengers' CEO on IPL value
8 arguments: Why a group including Blackstone paid $1.75B for one cricket team, the media-rights plateau a commentator sees coming, and why the players…
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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…
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Infosys' former CFO on India's tech boom: "60% of global outsourcing comes here"
7 numbers: Why Karnataka spends $8B a year on giveaways and about $30M on innovation, how the South could lose seats while gaining money, and…
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Qatar's central bank governor: 17% of the country's revenue has been wiped out
6 numbers: What the attack on the LNG facility costs in repair time, why GDP fell 7% while the rest of the economy grew, and why the government has not…
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"China had closed the door on us many years ago": Nokia CEO on leaving the market
4 takeaways: Why he calls the contest with China a race over defense and science as well as security, and what the Infinera deal did for Nokia's optics…
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Merchant West portfolio manager on Tencent: "monetization from 1.4 billion users"
9 arguments: Why Anglo needs the Teck merger to finish its copper re-rating, what has to happen at Prosus before the discount narrows, and the 40% gap…
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Apartment sales at 8.2% yields retire debt above 8.5% — SA Corporate's CEO
5 takeaways: Which parts of the portfolio carried the half, why he thinks above-inflation growth continues, and the 39% of assets he has recycled in…
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L7 Prime: South Africa's Reserve Bank will have to raise rates next week
6 takeaways: Why he reads the oil pullback as temporary relief, what Japan's 30-year-high rate signals about the medium term, and the safe-haven asset…
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Every stock has to underwrite to 15% a year, says Fidelity portfolio manager
13 calls: Why Canadian stocks are rising through a trade war, which AI losers he has been buying, and why he owns copper and gold rather than oil with…
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Clicks has gone from 25 times earnings to 13 in 12 months — Nedbank Private Wealth
6 calls: Why Japan's 30-year-high rate reads as an inflation signal, the 4% of global oil the Houthis took offline, and what he thinks is priced into SA…
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"Let's have a phone that turns into a tablet": Business Day's tech writer on foldables
3 insights: Why Samsung says premium demand is growing while overall smartphone sales fall, the 2% of global sales foldables have managed so far, and…
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MUFG's EMEA research head: 3 more hikes are priced, the Fed's dots show 1
8 calls: Why he thinks the dollar can overshoot for weeks before it retraces, the ECB peak he has moved to 3%, and what the Bank of England just did to…
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