SumanSpeaks: The Information Super Highway

Why I’m Thinking of Removing AdSense From My Blog in 2026 Sumon Mukhopadhyay  The digital publishing world is currently facing what many are calling the “2026 AdSense Crisis.” For years, the formula was simple: write good content, get traffic, and let Google AdSense handle monetization. But as we move deeper into 2026, that hands-off model is increasingly failing independent publishers. If earnings have hit rock bottom despite steady traffic, you are far from alone. 1. The 90% Revenue Collapse In early 2026, the AdSense ecosystem suffered a massive structural breakdown. Thousands of publishers reported revenue drops of 50% to 90% almost overnight, even while traffic remained stable. These were not reporting glitches — they reflected real ad-serving failures and collapsing click-through rates. For many small and mid-sized blogs, multiple clicks now generate just a few cents , and it is quickly becoming the new normal. ...

India’s Textile Renaissance: Achieving the "Bangladesh-Plus" Advantage ~Sumon Mukhopadhyay  The global textile map is being redrawn. While the recent US-Bangladesh Trade Deal (Feb 9, 2026) brought Dhaka’s tariffs down to 19% with a zero-duty quota for US-origin yarn, India is not staying behind. Commerce Minister Piyush Goyal has confirmed that India is set to secure similar preferential access, effectively neutralizing the decades-old advantage held by its neighbors. The Level Playing Field: India vs. Bangladesh For years, Indian exporters faced a structural disadvantage in the US market compared to Bangladesh. That era is ending. Following the breakthrough between PM Modi and Donald Trump , India’s reciprocal tariffs are dropping to 18%, but the real "kicker" is the parity in raw material incentives. Strategic Shift: The Yarn-Forward Advantage Minister Goyal’s recent announcement h...

India’s Textile Comeback: How the US Trade Reset Is Rewriting the Export Story Sumon Mukhopadhyay  After nearly two difficult years of weak demand and margin pressure, India’s textile sector has finally caught a strong policy tailwind. A late-night breakthrough a few weeks back between Donald Trump and Narendra Modi has reset trade dynamics—lowering reciprocal tariffs on Indian goods to 18% from 25% and removing additional duties linked to Russian crude purchases. Why the US Deal Matters So Much The United States absorbs nearly 28% of India’s textile and apparel exports, totaling roughly $11 billion annually. Earlier tariff hikes had slashed shipments by over 50% within a single quarter, disrupting order flows across spinning, fabric, and garment units. With duties now reduced, Indian exporters regain pricing power and competitiveness almost overnight. The Strategic Advantage: Cheaper US Yarn Co...

Sati Was Not Abolished in 1829 — That Was Only the Final Blow: Its Abolition Was a Process, Not a Moment. ~Sumon Mûkhöpadhuæy  ================= When history is taught crooked, it walks straight into the human psyche and parks there permanently. Undoing it takes generations — not Google searches . The real tragedy of distorted history is not mere misinformation. It is conditioning. Once absorbed, false narratives harden into cultural memory. They stop being questioned. They start being believed. The abolition of Sati is a classic example. Popular storytelling reduces it to a single heroic moment, a single reformer, a single law — as if social change arrives overnight with a signature. It did not. Long before British legislation, several Indian and foreign rulers had already taken steps — gradual, imperfect, yet undeniably real — to curb the practice. The legal end came in 1829. The struggle began centuries earlier. And what has been quietly erased in between is where histo...

Is 3i Infotech Ltd Safe From the Agentic AI Wave — Or Just Standing in Its Path ? ~Sumon Mûkhöpadhuæy The rise of agentic AI — systems that don’t just answer prompts but act, execute, decide, and automate entire workflows — is forcing a brutal rethink across global IT services. The comfortable outsourcing era is quietly ending. The question investors and industry watchers must now ask is simple: Is 3i Infotech Ltd (Rs.15.92)  positioned to ride this shift — or will it feel the same pressure as the rest of Indian IT? The honest answer: not immune — but not equally vulnerable either. The Good News First: Where 3i Infotech Is Relatively Shielded Unlike pure “body-shopping” IT firms, 3i Infotech has gradually moved into areas that naturally absorb AI instead of being replaced by it. These include: 🔹 Digital transformation & enterprise modernization. 🔹 Cloud infrastructure and systems integration. 🔹 Cybersecurity an...

The Intern in the Machine: Why the AI Revolution Is (For Now) a Comedy of Errors. ~Sumon Mûkhöpadhuæy When Microsoft AI CEO Mustafa Suleyman recently suggested that large-scale automation of white-collar work is just 12 to 18 months away, boardrooms across the world sat up straighter. It sounded like the beginning of the end for routine corporate jobs. But when you zoom in on how today’s so-called “agentic AI” actually behaves in real environments, the picture is far less cinematic — and far more chaotic. The revolution is coming. But right now, it’s tripping over office chairs. The Claude Coworker Experiment: When AI Met the Desktop In late October 2024, Anthropic unveiled its much-talked-about “Computer Use” feature — a version of Claude that could control a computer like a human: moving the cursor, clicking buttons, switching windows, and filling forms. The promise was bold: AI that doesn...

Black Friday: Why the AI "Agentic" Shock Wiped Nearly ₹7 Lakh Crore Off Dalal Street ~Sumon Mukhopadhyay Synopsis: A historic rout on February 13, 2026, saw the Indian IT sector crumble as new autonomous AI agents from Anthropic signaled a structural end to the traditional "billable hours" model. The Indian markets witnessed a chilling "Friday the 13th" as the Sensex plummeted over 1,000 points, leaving investors grappling with a sea of red. While macroeconomic jitters played a part, the primary culprit was a fundamental shift in the technological landscape: the birth of truly Agentic AI — autonomous systems capable of executing multi-step tasks without human supervision. With the release of Anthropic’s new autonomous automation suite, the market has pivoted from viewing AI as a "helper tool" to viewing it as a "human replacement." For our IT giants...

Reliance Infrastructure: A Quantitative Pivot Toward Stability Market Analysis | Financial Restructuring | Q3FY26 Results  Reliance Infrastructure Limited (Rs.111.90) has historically been a lightning rod for volatility, often overshadowed by legacy debt concerns and broader sectoral headwinds. However, the data emerging from the Q3GY26 earnings report suggests a fundamental shift. While the top-line remains under pressure, the bottom-line transition from deep systemic losses to a consolidated profit indicates that the company’s restructuring efforts are beginning to yield measurable results. The Financial Turnaround: By the Numbers The most striking takeaway from the recent quarterly disclosure is the swing in net profitability. In Q3 FY25, the company was reeling from a net loss exceeding ₹3,200 crore. As of December 2025, that narrative has shifted toward a modest, yet symbolic, return ...

Beyond the Headlines: Why India’s Textile Story Remains Structurally Superior. ~Sumon Mûkhöpadhuæy  -------------------- Synopsis: The recent correction in Indian textile stocks, sparked by the U.S.-Bangladesh trade announcement, represents a classic "sentiment-over-substance" market event. While headlines focused on Bangladesh’s zero-tariff window, they overlooked the stringent "US - origin cotton" conditionalities that limit its practical scale. Conversely, India has recently secured a landmark 18% reciprocal tariff cap, effectively leveling the playing field. With a $194 billion domestic cushion and a vertically integrated "Farm-to-Fashion" ecosystem, India is not just surviving the regional tariff buzz; it is structurally decoupling from its competitors to own the higher-value global supply chain. Moreover, a crucial data point often missed in the Bangladesh-focused trade debate is the actual US exposure of Indian exporters. Trident Ltd (Rs....

Trident Limited: A Case Study in India’s Cotton Advantage. Trident Ltd (Rs.26.83) stands as a premier example of India’s integrated textile prowess. By maintaining a vertical supply chain—from yarn spinning to retail-ready home textiles—the company leverages India’s domestic cotton cost advantage to secure a dominant position in the global "Home Fashion" category. Market Segment Revenue Contribution Strategic Driver United States 30% – 35% Retail & Private Label dominance European Union 20% – 25% Premium & Sustainable categories Rest of World ...

Is US Cotton Really Cheaper? The Numbers Tell a Very Indian Story!! ~Sumon Mûkhöpadhuæy. ------------------------------ Synopsis: A data-driven breakdown of global cotton pricing myths — revealing why Indian cotton remains structurally cost-competitive for Bangladesh even when U.S. cotton appears cheaper on international benchmarks. By separating futures prices from real landed costs, this analysis exposes how freight, quality premiums, and trade mechanics shape the true economics of cotton sourcing. ====================== The core question is simple: Is cotton cheaper from the United States than from India after all costs are included? And the short answer, based on available data: No — under normal commercial math, Indian cotton tends to be cheaper for Bangladesh to source than US cotton after you account for quality, freight, duties, and landed costs. Let’s break it down with real market indicators and hard figures. 🧨 What Are Cotton Prices Globally? On global markets, the...

Is Bangladesh’s new zero-tariff US trade deal a threat to India? SumanSpeaks breaks down why the 18% vs 19% tariff reality favors Indian structural resilience over headline-grabbing optics. Synopsis — Recent headlines suggest Bangladesh has gained a sweeping advantage over India in US trade through a zero-tariff textile window, but the underlying tariff structure tells a more balanced story. While India faces an 18% duty, Bangladesh’s standard rate remains higher at 19%, with zero duty applying only to garments made using US-origin raw materials—an option that brings higher costs and logistical complexity. When input economics, supply-chain depth, capacity constraints, and export diversification are considered, India’s structural competitiveness remains largely intact. The real contest is not about headline tariffs, but about total cost, scalability, and industrial resilience—areas where India continues to hold firm ground. ...