Lapaas Voice

State-owned investors cut India investments 70%+ in 2025 to $5.7B from $20.1B (2024); India's global share fell from 9.5% to 2% as capital shifted to US/developed markets

Gulf funds reduced exposure: Abu Dhabi's ADIA dropped to $916M from $2.19B; total Gulf flows $1.38B; Qatar's QIA bucked trend with increased investments

India counters via GIFT City, new schemes targeting long-term sovereign capital; needs "actionable opportunities" and local partners per Global SWF's Diego Lopez.

17 hours ago | [YT] | 292

Lapaas Voice

Trump proposes 1-year 10% cap on credit card interest rates effective Jan 20, 2026 via Truth Social.​

Current avg US credit card APR >20%; Trump calls high rates "Biden rip-off," pushes "AFFORDABILITY!".​

No enforcement specified—likely voluntary issuer pressure, not executive order requiring Congress.​

Follows Trump's affordability agenda: $200B mortgage bond buys, institutional homebuyer ban.​

Bank industry warns cap could tighten lending for subprime borrowers; bipartisan lawmaker support exists.​

21 hours ago | [YT] | 148

Lapaas Voice

Trump approved bipartisan "Sanctioning Russia Act of 2025" (Lindsey Graham/Richard Blumenthal) on Jan 7, 2026, authorizing up to 500% U.S. tariffs on countries buying Russian oil/petroleum/uranium.

Targets India, China, Brazil (70% Russian oil buyers); aims to cut Putin's war funding by pressuring third countries. Senate vote possible next week (84 co-sponsors); Trump waiver authority for flexibility.

Builds on Aug 2025 25% India tariffs for Russian oil; risks $75B India-U.S. exports (textiles/auto parts).

India defends Russian oil imports as energy security/price stability; reduced volumes amid U.S. pressure.

1 day ago | [YT] | 204

Lapaas Voice

https://www.youtube.com/watch?v=KDOoP...

1 day ago | [YT] | 42

Lapaas Voice

Nvidia now requires full upfront payment for H200 AI chips from Chinese buyers to hedge against Beijing's approval uncertainty.​

Orders exceed 2M units (~$54B at $27K/chip), surpassing Nvidia's 700K inventory; first shipments pre-Lunar New Year (mid-Feb).​

Strict terms: no cancellations, refunds, config changes; rare insurance/collateral alternatives.​

Beijing paused some orders while mandating domestic chip purchases (e.g., Huawei Ascend) alongside H200s.​

Trump reversed Biden export ban last month (25% U.S. fee); H200 ~6x faster than blocked H20.​

1 day ago | [YT] | 278

Lapaas Voice

How Ritesh Agarwal Saved OYO With His Own Money? | OYO Case Study

2 days ago | [YT] | 32

Lapaas Voice

SanDisk (SNDK) topped S&P 500 performance in 2025 with +577% gains (from ~$46 post-Feb spin-off to ~$349).​

2026 YTD leader too: +47% (up to ~$349/share, +28% single day Jan 6).​

AI memory boom: NAND flash/SSD demand for data centers; Q1 FY26 revenue $2.31B (+21% QoQ), datacenter +26%; Q2 guide $2.55-2.65B.​

Peers strong: Western Digital (WDC +200-275%), Micron (MU +200%), Seagate (STX +200%)—storage > GPUs amid AI hyperscaler needs.​

Catalysts: S&P 500 inclusion (Nov 2025), NAND prices +40-50%, CES AI inferencing news; margins ~35%.​

2 days ago | [YT] | 212

Lapaas Voice

Trump announces Venezuela interim govt to transfer 30-50M barrels sanctioned oil to US at market price (~$56/barrel, up to $2.8B value).​

Proceeds under Trump's direct control as President, for benefit of Venezuela and US people.​

Immediate execution via storage ships to US ports; directed Energy Sec. Chris Wright to implement without delay.​

Equals ~2.5 days of US oil consumption (20M bpd per EIA).​

Acting Prez Delcy Rodríguez pushes back; Trump warns of worse consequences if not aligning with US.

2 days ago | [YT] | 229

Lapaas Voice

CCI finds antitrust violation against Tata Steel, JSW Steel, SAIL, and 25 other firms for allegedly colluding on steel selling prices from 2015-2023.

56 top executives held liable, including JSW Steel MD Sajjan Jindal, Tata Steel CEO T.V. Narendran, and four former SAIL chairpersons.

Investigation began in 2021 after Coimbatore builders alleged 55% price hikes and supply restrictions; expanded to 31 companies post-2022 raids.

Order dated Oct 6, 2025 (not public yet); JSW and SAIL deny allegations; companies can submit objections before final ruling.

3 days ago | [YT] | 275

Lapaas Voice

RIL shares fell 5.18% to ₹1,496.30 intraday on NSE (Jan 6, 2026) after hitting record high ₹1,611.80 previous day.

Company denied Bloomberg report on three vessels (2.2M barrels Russian Urals crude) heading to Jamnagar refinery; no Russian oil received in 3 weeks or expected in Jan.

RIL/ONGC benefit from US Venezuela oil takeover; RIL could access discounted PDVSA crude ($5-8/bbl below Brent), boosting GRMs; ONGC $500M dividends possible.

Profit booking post-rally; maybe no Russian crude impact.

3 days ago | [YT] | 164