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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Technology & Strategy · Global Data AI Isn't Replacing Businesses—It's Redefining Competitive Advantage Two years ago, the AI debate revolved around whether companies should adopt artificial intelligence. That debate is over. Today the question is no longer who uses AI, but who is actually building lasting competitive advantage from it. According to the latest global data, the answer is surprisingly few. Start with the headline gap: 88% of companies now use AI in at least one business function. Just 6% are turning that usage into a measurable, meaningful impact on their bottom line. That gap between adoption and value, not the technology itself, is the real story of this decade — and the data behind it is more precise, and more revealing, than the headlines su...
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Book Partial Profits....

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The markets are still range bound due too much uncertainty prevailing. The stocks to watch Considering the result season and international factors: 1. Geometric Software--->will get positve effect if the results are good 2. Hindustan Zinc--->Will get a boost, from bullish sentiment, prevailing in the LME. 3. Chandra Prabhu International Ltd---set to come up with results soon. Australian deal to set rolling within a short time. Today it is already up more than 8%. 4. India Cements Ltd-->Coming up with results 5. Morgan Ventures Ltd-->It's wind power, Sale of Forging factory, real estate investment is bullish indicator. 6. Coral India Finance and Housing Ltd.--->Keep adding on all declines 7. Monnet Ispat Ltd---> Set to rise, due to bulish sentiment prevelant in the steel sector. The steel prices are expected to rise in the August, 2006. Monnet Ispat is a Jindal Group company, having an EPS of more than Rs.33, 60 MW of installed power of the 150 MW total power capacity to be available within one year. Book partial profits in Rolta Ltd(Recommended at Rs.141 and Rs.139) & D S Kulkarni Developers Ltd( Recommended at Rs.214). More in the following mails...... Best wishes, Suman Mukherjee India.

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