Lessons from week 1 at INSEAD:

1. Everyone’s super talented, in reality there’s no big fish, it’s just a notion in our mind

2. Prioritising and decision making is everything

3. There are unexplored parts of our personality, the unknown unknowns are the worst

4. Most CEOs/ leaders struggle with turnaround situations. Transformations are the hardest. Proof lies only and only in tangible success, not in best particles unfortunately

5. Having a mindset to win is a great asset, accepting defeat with lessons is a greater asset. Lessons from week 2 at INSEAD:

1. Vision can many times be greater than excel models

2. Successful companies choose between product leadership/operational excellence/customer intimacy, work towards that goal endlessly. Avoid that doesn’t align

3. Sometimes not playing means not losing and that’s perfectly okay

4. FOMO can be a positive feeling, JOMO (joy of missing out) is a great place to be

5. Competition benchmarking can be useful but not if one copies only some of the traits, either ape the model or don’t bother too much.

Budget day is noisy, chaotic! Here’s us trying to sum all that matters in 5 slides via #DSP5things

@SahilKapoor @dspmf

In summary 👇 1. Revenue picture

The term 'bear flattening' is likely to be the floating narrative now! What does it mean and how does it impact investors? Bear flattener refers to the convergence of interest rates along the yield curve as short term rates rise faster than long term rates and is seen as a harbinger of an economic contraction.

So the term premium falls because the short term rates rise while long term stagnate

The tide is turning, again. This time it is gearing for a commodity led buoyancy in markets and Economy. Read our latest on #CommodityReflation

edelweiss.in/research/marke… Commodities and dollar move opposite to each other