Author: Aruna Kaim

Tom Gayner, the CEO of Markel Group—often called “Baby Berkshire” for its Buffett-style holding company structure—relies on a disciplined, four-point framework that prioritizes rationality over ego. In an era of high-speed AI trading and meme-stock volatility, his approach offers a blueprint for long-term compounding. The Four-Point Investment Framework Gayner’s strategy is designed to filter out market “noise” and focus on the fundamental quality of a business. A Track Record of Profitability: Gayner looks for businesses that generate high returns on total capital. He avoids speculative bets, preferring companies that have already proven they can operate profitably across different economic…

In his latest weekly note, “Greed & Fear,” Christopher Wood, Global Head of Equity Strategy at Jefferies, raises a cautionary flag regarding the massive capital expenditures (CapEx) big tech companies are pouring into Artificial Intelligence (AI). While the market is currently caught in an AI frenzy, Wood suggests that the financial returns on these investments remain elusive, potentially leading to a “reckoning” for the sector. Key Takeaways from the Jefferies Report: The Spending Surge: Major tech players (often referred to as the “Hyperscalers”) are spending unprecedented amounts on data centers and semiconductor chips (like those from Nvidia) to build out…

The Competition Commission of India (CCI) has once again dismissed an application from AGI Greenpac Ltd, reaffirming the “green channel” approval granted to Independent Sugar Corporation Ltd (INSCO) for its acquisition of Hindusthan National Glass & Industries (HNG). Key Details of the Ruling In an order dated April 20, 2026, the fair-trade regulator ruled that AGI Greenpac’s concerns lacked merit. This marks the second time the CCI has rejected AGI’s attempts to stall the deal. AGI Greenpac’s primary allegations included: Undisclosed Participants: Claims that new, undisclosed equity participants were introduced to the deal to shift control. Market Overlaps: Concerns that…

The Indian electric vehicle (EV) startup ecosystem is currently locked in a critical policy battle with the central government. Led by the CII Unicorn Forum, major players including Ather Energy, River Mobility, Euler Motors, and Ultraviolette have formally petitioned the Prime Minister’s Office (PMO) to address what they call “structural flaws” in the Auto Production-Linked Incentive (PLI) scheme. The core of the conflict lies in the eligibility thresholds, which startups argue are designed for “legacy boardrooms” rather than “innovation hubs.” The “Cost Disadvantage” Problem EV startups claim that the current PLI structure creates a 13% to 16% cost disadvantage…

Coforge has officially completed its acquisition and subsequent amalgamation of Cigniti Technologies, a leading provider of digital assurance and engineering services. The deal reached its final stage on May 1, 2026, following a clearance order from the National Company Law Tribunal (NCLT) and prior approvals from the Competition Commission of India (CCI) and SEBI. The merger solidifies Coforge’s position as a major player in the IT services landscape, transforming it into a $2.5 billion enterprise with a core focus on AI-led engineering, data, and cloud services. Key Financial and Operational Highlights The integration of Cigniti has already begun delivering significant…

As we approach 2027, the tech world is buzzing with anticipation for the iPhone 20 (or potentially iPhone XX). Historically, Apple uses decade milestones to redefine the smartphone—much like the iPhone X did in 2017 by introducing Face ID and removing the home button. The 20th-anniversary model is shaping up to be a “slab of glass” vision realized, pushing the boundaries of display, battery, and tactile interaction. The “Liquid Glass” Vision: A Borderless Display The most striking rumor surrounding the iPhone 20 is the move toward a truly bezel-less experience. Liquid Glass Display: Reports from leakers like Ice Universe…

The days of shouting rigid, robotic commands at your dashboard are coming to an end. Google has officially begun rolling out Gemini to vehicles equipped with Google built-in, transforming the “Assistant” from a basic voice-controlled menu into a sophisticated digital co-pilot. While the rollout begins in the US in English, a global expansion is imminent. Best of all? You don’t necessarily need a 2027 model to get it—existing compatible vehicles will receive the upgrade via over-the-air (OTA) updates. 1. Conversational Driving: No More Scripts The most immediate change is how you speak to your car. Gemini moves away from fixed…

Summer in India is a true test of any kitchen appliance, particularly the refrigerator. As temperatures soar, so does our need for chilled beverages, crisp salads, and safe storage for leftovers. Standard refrigerators often fall short during these peak months, leading to cluttered shelves and “odour migration” (where your milk ends up smelling like yesterday’s curry). Triple door refrigerators are the logical evolution for the modern household. By separating the vegetable drawer from the main cooling chamber, these machines provide better organization, specialized humidity control, and improved energy efficiency. Top Picks for Summer 2026 Category Recommended Product Key Highlight Best…

The 16-inch laptop category has long been defined by “desk-bound” giants—heavy, thick, and cumbersome. The ASUS Zenbook S16 (UM5606G) effectively shatters that stereotype. At just 1.19cm thin and weighing a mere 1.5kg, it offers a massive screen in a body lighter than many 13-inch competitors. But in an era where AI is the new benchmark, can a chassis this slim actually handle heavy workloads? Design: The “Ceraluminum” Revolution ASUS has introduced a specialized material called Ceraluminum—a hybrid of ceramic and aluminum. The result is a finish that feels incredibly premium, boasting military-grade durability while remaining feather-light. The Aesthetic: No flashy…

Nilesh Kambli, CFO of Star Health and Allied Insurance, has outlined a disciplined growth strategy for the upcoming fiscal year. Despite being the dominant player in India’s retail health insurance market, the company is signaling that it will not chase market share at the expense of its underwriting standards or financial health. The Strategy: Disciplined Growth Kambli’s outlook for FY27 focuses on sustainable expansion rather than aggressive, high-risk customer acquisition. Premium Growth: The insurer is targeting a high single-digit increase in annual premiums for the current fiscal year. Market Share: The goal is to maintain current levels or achieve marginal…