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Winners and losers by @JCVpartners
🇯🇵Find out what's up in #Japan 🇯🇵

....follow the thread (links to the stories on substack)👇

jcvpartners.substack.com/p/winners-and-…
1) A great read on start-up growth companies across Asia. One of our favourites #AI Inside makes number 11 of the list

2) Remember #Hitachi? It’s a software company now, writes the WSJ, following the $9.6 billion acquisition of Global Logic
3) #Nomura will have to sharpen its focus on risk management after facing up to $2 billion in losses from a single U.S client

4) #Softbank to bring #Coupang to Japan? Son’s idea to strengthen Yahoo's e-commerce business by applying Coupang’s “Rocket Delivery” model
Read 5 tweets
#Nomura says,India will be fastest growing Asian economy in FY22,with GDP growth of 9.9;GDP growth to be 32.4% in 1QFY22&10.2% in 2QFY22

Fee weeks back #GoldmanSachs had upgraded India's GDP growth forecast from 10% to 13% for FY22

#IMF is at 8.8%& #Moody's at 8.6%

#Modinomics
Few
@narendramodi govt's decision to sell 20% in IRCTC at base price of Rs 1367,via #OFS tomr,is a great move

1367 is,15.5% discount to Wednesday's closing of Rs1618;52 week high&low is Rs 1995 &775

#IRCTC got listed last yr&was subscribed a whopping 112x

GoI owns 87.4% stake
Read 10 tweets

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