0
Tech & Innovation·July 23, 2026·1 min read

India Seeks to Expand Investment Options for Portfolio Managers

Share

India’s move to let portfolio managers buy overseas securities, pre‑IPO firms, and unhedged equity derivatives widens the capital funnel for growth companies. If you’re raising or allocating capital in or around India, expect more sophisticated mandates and more competition for late‑stage tech exposure.

Tech & Innovation

Alphabet’s massive profit growth is just an illusion, as SpaceX and Anthropic help mask a historic cash drain

When Alphabet’s earnings quadruple on paper but are driven by unrealized gains in SpaceX and Anthropic, you’re looking at a balance sheet masking heavy cash burn in AI and infra. Operators should ignore the headline EPS and focus on what this implies: continued pressure to monetize AI surfaces — ads, cloud, and assistants — to fund that historic cash outflow.