Ronojoy Mazumdar
@ronomaz.bsky.social
Desk editor @reuters.com in Mumbai. ex- bloomberglp.bsky.social. Done with waiting for the humanities to reclaim Economics. Opinions are my own.
It just took a 1.36% gain against the dollar to count as the best day in 7 years for the Indian rupee.
February 3, 2026 at 10:25 AM
It just took a 1.36% gain against the dollar to count as the best day in 7 years for the Indian rupee.
A lot of people wouldn't have gotten much sleep overnight in Delhi and Mumbai.
February 3, 2026 at 5:19 AM
A lot of people wouldn't have gotten much sleep overnight in Delhi and Mumbai.
Last week I came across commentary accompanying TA of gold's breakout, which described it as "defying all analysis". The fiat-wallahs have had the last laugh on this occasion but something tells me we're going to see more market days that don't fit any framework.
February 2, 2026 at 4:06 AM
Last week I came across commentary accompanying TA of gold's breakout, which described it as "defying all analysis". The fiat-wallahs have had the last laugh on this occasion but something tells me we're going to see more market days that don't fit any framework.
Unbelievable how much the fate of the Indian economy seems tied to the fate of the dollar.
January 27, 2026 at 3:04 PM
Unbelievable how much the fate of the Indian economy seems tied to the fate of the dollar.
Genuine banger from The Bad Place:
January 21, 2026 at 6:30 AM
Genuine banger from The Bad Place:
So basically, the Ice Lord has declared that they've lost the Mandate of Heaven.
January 21, 2026 at 6:23 AM
So basically, the Ice Lord has declared that they've lost the Mandate of Heaven.
Lv said she traded messages with one client for months, discussing everything from news events to lunch choices and religion. He eventually ordered just one battery, earning Lv a commission of less than $2.
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
As U.S. orders fade, Chinese salespeople face tough grind in new markets
China sold more goods to the world than ever in 2025, but export saleswoman Aimee Chen says it was the hardest of her roughly two-decade career.
www.reuters.com
January 20, 2026 at 4:15 AM
Lv said she traded messages with one client for months, discussing everything from news events to lunch choices and religion. He eventually ordered just one battery, earning Lv a commission of less than $2.
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
U.S. majors have in recent decades gone to great lengths to distance themselves from American foreign policy, emphasizing their independence to convince investors that they are focused solely on shareholder returns. (1/2)
www.reuters.com/markets/comm...
www.reuters.com/markets/comm...
Trump offers US oil companies a poisoned chalice in Venezuela
U.S. President Donald Trump is giving U.S. energy companies the opportunity to revive Venezuela’s massive, derelict oil industry. It’s an offer they may want to refuse.
www.reuters.com
January 6, 2026 at 12:33 PM
U.S. majors have in recent decades gone to great lengths to distance themselves from American foreign policy, emphasizing their independence to convince investors that they are focused solely on shareholder returns. (1/2)
www.reuters.com/markets/comm...
www.reuters.com/markets/comm...
Read this in a French accent:
“But I’m not gonna change my mind because some dude thinks I’m wrong. I’m not wrong. My integrity as a scientist cannot allow me to do this.”
www.ft.com/content/e3c4...
“But I’m not gonna change my mind because some dude thinks I’m wrong. I’m not wrong. My integrity as a scientist cannot allow me to do this.”
www.ft.com/content/e3c4...
Computer scientist Yann LeCun: ‘Intelligence really is about learning’
The AI pioneer on stepping down from Meta, the limits of large language models — and the launch of his new start-up
www.ft.com
January 6, 2026 at 4:29 AM
Read this in a French accent:
“But I’m not gonna change my mind because some dude thinks I’m wrong. I’m not wrong. My integrity as a scientist cannot allow me to do this.”
www.ft.com/content/e3c4...
“But I’m not gonna change my mind because some dude thinks I’m wrong. I’m not wrong. My integrity as a scientist cannot allow me to do this.”
www.ft.com/content/e3c4...
GPT-speak has broken containment even onto Substack notes. Bleak.
December 29, 2025 at 3:27 AM
GPT-speak has broken containment even onto Substack notes. Bleak.
Reposted by Ronojoy Mazumdar
Emerging economies are outpacing advanced markets in EV uptake.
The payoff is clear – EVs use three times less energy than petrol and diesel cars, which can cut fossil demand by:
🇧🇷 94% in Brazil
🇮🇩 Nearly half in Indonesia, despite a fossil-heavy grid
https://loom.ly/pMmY5Y8
The payoff is clear – EVs use three times less energy than petrol and diesel cars, which can cut fossil demand by:
🇧🇷 94% in Brazil
🇮🇩 Nearly half in Indonesia, despite a fossil-heavy grid
https://loom.ly/pMmY5Y8
December 22, 2025 at 10:01 AM
Emerging economies are outpacing advanced markets in EV uptake.
The payoff is clear – EVs use three times less energy than petrol and diesel cars, which can cut fossil demand by:
🇧🇷 94% in Brazil
🇮🇩 Nearly half in Indonesia, despite a fossil-heavy grid
https://loom.ly/pMmY5Y8
The payoff is clear – EVs use three times less energy than petrol and diesel cars, which can cut fossil demand by:
🇧🇷 94% in Brazil
🇮🇩 Nearly half in Indonesia, despite a fossil-heavy grid
https://loom.ly/pMmY5Y8
Champion of capitalism, ex-Morgan Stanley emerging markets investor Ruchir Sharma with same talking points on AI "bubble" as...AOC: capitalistic on the upside, socialized downside. Worry over its share of stock market gains and its share of capex in GDP
youtu.be/zOOgmOKEZnw?...
youtu.be/zOOgmOKEZnw?...
YouTube
Share your videos with friends, family, and the world
youtube.com
December 2, 2025 at 4:50 AM
Champion of capitalism, ex-Morgan Stanley emerging markets investor Ruchir Sharma with same talking points on AI "bubble" as...AOC: capitalistic on the upside, socialized downside. Worry over its share of stock market gains and its share of capex in GDP
youtu.be/zOOgmOKEZnw?...
youtu.be/zOOgmOKEZnw?...
Debt distress driving farmer suicides in the US. Issue there is that Big Ag has a chokehold on both ends of the supply chain, unlike in India where they have it only on one end. The U.S. small farmer ask? An MSP... (1/2)
youtu.be/cl02K72QFS0?... via
@YouTube
youtu.be/cl02K72QFS0?... via
@YouTube
We Went to Arkansas. The Farm Crisis Will Shock You
YouTube video by More Perfect Union
youtu.be
November 26, 2025 at 8:12 AM
Debt distress driving farmer suicides in the US. Issue there is that Big Ag has a chokehold on both ends of the supply chain, unlike in India where they have it only on one end. The U.S. small farmer ask? An MSP... (1/2)
youtu.be/cl02K72QFS0?... via
@YouTube
youtu.be/cl02K72QFS0?... via
@YouTube
"The spirit of cooperation that once reigned has been shattered by economic rivalries and a stark divergence in climate policies among the world’s biggest polluters."
www.reuters.com/markets/comm...
www.reuters.com/markets/comm...
www.reuters.com
November 18, 2025 at 11:30 AM
"The spirit of cooperation that once reigned has been shattered by economic rivalries and a stark divergence in climate policies among the world’s biggest polluters."
www.reuters.com/markets/comm...
www.reuters.com/markets/comm...
Bulgarian sub-plot to global petrodollar arm-wrestle!
"The Treasury Department also allowed transactions until April 29, 2026, involving Lukoil entities in Bulgaria"
reuters.com/business/ene...
"The Treasury Department also allowed transactions until April 29, 2026, involving Lukoil entities in Bulgaria"
reuters.com/business/ene...
November 18, 2025 at 5:17 AM
Bulgarian sub-plot to global petrodollar arm-wrestle!
"The Treasury Department also allowed transactions until April 29, 2026, involving Lukoil entities in Bulgaria"
reuters.com/business/ene...
"The Treasury Department also allowed transactions until April 29, 2026, involving Lukoil entities in Bulgaria"
reuters.com/business/ene...
Discuss: monetary policymakers as embodying the "paternal" spiritual energy in parenting the economy, while fiscal policymakers channel the "maternal" equivalent.
November 17, 2025 at 4:26 AM
Discuss: monetary policymakers as embodying the "paternal" spiritual energy in parenting the economy, while fiscal policymakers channel the "maternal" equivalent.
Whenever the b*bble pops, this is the sort of thing that might reveal what Huang and co. really think about AGI:
"GPU producers like NVIDIA may gain some advantage from leasing GPUs rather than selling them if they believe that GPU lessees are mispricing the residual."
t.co/gfk041EyYv(1...
"GPU producers like NVIDIA may gain some advantage from leasing GPUs rather than selling them if they believe that GPU lessees are mispricing the residual."
t.co/gfk041EyYv(1...
t.co
November 13, 2025 at 1:05 PM
Whenever the b*bble pops, this is the sort of thing that might reveal what Huang and co. really think about AGI:
"GPU producers like NVIDIA may gain some advantage from leasing GPUs rather than selling them if they believe that GPU lessees are mispricing the residual."
t.co/gfk041EyYv(1...
"GPU producers like NVIDIA may gain some advantage from leasing GPUs rather than selling them if they believe that GPU lessees are mispricing the residual."
t.co/gfk041EyYv(1...
"So while I could be writing about COP30, which began this morning, or about the latest chaos at the BBC, I think the most important story in the world right now is unfolding in Iran."
peterfrankopan.substack.com/p/evacuating...
(1/2)
peterfrankopan.substack.com/p/evacuating...
(1/2)
Evacuating the Capital? Inside Iran’s Water Crisis and the Politics of Drought
Over the last decade, I’ve spent much of my time studying environmental change in the past and tracing what global warming means for our future.
peterfrankopan.substack.com
November 12, 2025 at 11:24 AM
"So while I could be writing about COP30, which began this morning, or about the latest chaos at the BBC, I think the most important story in the world right now is unfolding in Iran."
peterfrankopan.substack.com/p/evacuating...
(1/2)
peterfrankopan.substack.com/p/evacuating...
(1/2)
"Analysts at Kotak Mahindra Bank Ltd. and Aditya Birla Sun Life AMC Ltd. expect the RBI to buy about one trillion rupees of bonds in the coming months."
bloomberg.com/news/article...
(1/2)
bloomberg.com/news/article...
(1/2)
India’s RBI Shields Currency, Bond Markets as US Tariffs Bite
India’s central bank is supporting the currency and bond markets as delays in reducing harsh US tariffs hurt local assets.
bloomberg.com
November 12, 2025 at 11:11 AM
"Analysts at Kotak Mahindra Bank Ltd. and Aditya Birla Sun Life AMC Ltd. expect the RBI to buy about one trillion rupees of bonds in the coming months."
bloomberg.com/news/article...
(1/2)
bloomberg.com/news/article...
(1/2)
"They put me on manual labour duty. Fine, I thought. I’m used to working with my hands. Typing for a living is a form of working with your hands." open.substack.com/pub/samkriss...
Numb at Burning Man
Only one thing has ever happened
open.substack.com
November 11, 2025 at 12:07 PM
"They put me on manual labour duty. Fine, I thought. I’m used to working with my hands. Typing for a living is a form of working with your hands." open.substack.com/pub/samkriss...
China's carbon dioxide emissions were flat year-on-year in the third quarter, extending a now 18-month streak of flat or falling emissions 🥳🥳
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
www.reuters.com
November 11, 2025 at 9:25 AM
China's carbon dioxide emissions were flat year-on-year in the third quarter, extending a now 18-month streak of flat or falling emissions 🥳🥳
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
Elon Musk's $1 trillion Tesla pay plan wins shareholder approval www.reuters.com/legal/transa...
-- Presumably to shield him from the crazy inflation to come?
-- Presumably to shield him from the crazy inflation to come?
www.reuters.com
November 7, 2025 at 7:01 AM
Elon Musk's $1 trillion Tesla pay plan wins shareholder approval www.reuters.com/legal/transa...
-- Presumably to shield him from the crazy inflation to come?
-- Presumably to shield him from the crazy inflation to come?
Cold War 1 pitted two fossil fuel superpowers against each other. The energy outlines of Cold War 2 have been drawn, and it could not be more different. A thread:
(1/7)
(1/7)
November 6, 2025 at 12:15 PM
Cold War 1 pitted two fossil fuel superpowers against each other. The energy outlines of Cold War 2 have been drawn, and it could not be more different. A thread:
(1/7)
(1/7)
“Coal is a black sheep,” said Putra, the mine’s local director, taking a drag of his cigarette while motioning towards excavators lifting smoldering piles of coal onto trucks. “This is my baby.”
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...
Coal Mavericks Chase Riches Abandoned by Global Mining Firms
Risk takers like Geo Energy are doubling down while mining giants abandon the world’s dirtiest fossil fuel.
www.bloomberg.com
November 6, 2025 at 6:07 AM
“Coal is a black sheep,” said Putra, the mine’s local director, taking a drag of his cigarette while motioning towards excavators lifting smoldering piles of coal onto trucks. “This is my baby.”
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...
