2/4 How resilient are future cash flows if policy, technology and trade standards shift faster than expected? What happens to long-lived assets under tighter carbon rules? How resilient are future cash flows if policy, technology and trade standards shift faster than expected?

#CapitalDiscipline

4/ Capital smarts: Unicorn status on $310M vs. BYJU’S $4.45B across 27 rounds. Founders’ 83.9% stake ensured prudence, dodging acquisition traps. #CapitalDiscipline #FounderControl

5/ Why VCs bet: Women’s fashion’s novelty drives repeat buys and margins, unlike men’s standardization. OUTZIDR’s lean team and low burn make it a solid play. #VCFunding #CapitalDiscipline

Supreme Court’s ruling in Tiger Global tax case signals institutional maturity, not caprice, as India shifts from capital accommodation to capital discipline.

Read @ssmumbai.bsky.social’s column for BasisPoint:
Capital Discipline Is Not Investor Hostility

#CapitalDiscipline #RuleOfLaw #IndiaMacro

$19.5b ev losses force pivot back to ice profits, catch the full video exclusively on collide.io/community #evmarket #automotiveindustry #capitaldiscipline

The same is true in markets. The points that matter today include: moderating inflation, resilient (if uneven) growth, and historically attractive yields. #SmartAllocations #WealthPrinciples #ValueOverVolume #CapitalDiscipline

Read more in our latest insight: www.blackrock.com/us/financial...