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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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Mandhana Industries: Result Update
Madhàna Industries came up with a loss of Rs.76.33 Cr in Q1FY18, however it is much better than I expected. During the June, 2017 quarter the write off was Rs.363.80 Cr, due to slow moving/old moving obsolete products. This has created much difference.

Moreover, the loss of Rs.76.33 Cr in the June quarter is much less than Rs.413.53 Cr in Q1FY17. But on the flip side the company has defaulted on Loans and is in talks with the lenders to go for restructuring.

In such circumstances, I feel.the worst is over for the Mandhana Industries Ltd (Rs.8.13). Also, I feel the Narendra Modi's autocracy (damaging the ecomomy with wrong policies) will end within a couple of years as the new government takes office in 2019.

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