Joined October 2011
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Jun 13
#Anthropic to suspend all access to Fable 5 and Mythos 5
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 13
#NewsbreakConfirmed | #RBLBank appoints Bhavin Lakhpatwala as the CFO of the bank w.e.f June 12, 2026
In his previous role at HDFC Bank, Bhavin Lakhpatwala was part of the CFO leadership team
Jun 11
#CNBCTV18Exclusive | Sources Say;
#RBLBank Likely To Appoint #HDFCBank’s Bhavin Lakhpatwala As New CFO
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Jun 13
#IPOCorner | #Razorpay to file confidential DRHP as early as next week, IPO size pegged at about $500–600 million: Sources to @_RituSingh
Razorpay may be valued at about $5–6 billion in the IPO
ALERT: Razorpay offered no comments to CNBC-TV18's query
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Jun 12
#JustIn | #HDFCBank has shortlisted five candidates for the chairperson's post, appointment likely in the first half of July. Bank expects law firm's governance audit report within the next 10 days, sources to @imFmoharkan
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Jun 12
Jefferies on SBI
Buy, TP Rs 1300
AR analysis points out that repricing corporate loans would be key to sustaining NIMs, as deposits mature faster than assets, potentially leading to faster repricing of deposits.
It has improved consistently on deposit/ branch, lowered PSLC needs, leveraged on banca-fees & carries limited buffer provisions.
Slight risk can come from ECL transition
See 13% CAGR in loans & ROE of 14%
Vals reasonable at 1.4x FY27 adj PB
@CNBCTV18News @_RituSingh
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Jun 11
🌮
Jun 11
🚨 President Donald J. Trump on cancelled scheduled strikes against Iran.
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Jun 11
#CNBCTV18Exclusive | Sources Say;
#RBLBank Likely To Appoint #HDFCBank’s Bhavin Lakhpatwala As New CFO
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Jun 11
#CNBCTV18Market | #RBLBank up over 2% after sources tell @_RituSingh bank likely to appoint HDFC Bank's Bhavin Lakhpatwala as CFO
Jun 11
#RBLBank likely to appoint #HDFCBank's Bhavin Lakhpatwala as CFO
@_RituSingh
cnbctv18.com/business/financ…
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Ritu Singh retweeted
Jun 11
#RBLBank likely to appoint #HDFCBank's Bhavin Lakhpatwala as CFO
@_RituSingh
cnbctv18.com/business/financ…
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Jun 11
US-based proptech company #Opendoor to completely shut down its India outsourcing operations, in favor of "small, AI-native, customer-facing teams" back in US.
Opendoor is backed by Sam Altman, Khosla Ventures, General Atlantic, Andreessen Horowitz, SoftBank Vision Fund & others
Jun 10
I shared this note earlier today with the entire team at Opendoor.
Today we began to say goodbye to our colleagues in India as we wind down our India operations.
Our customers are in America, and that's where our operational work belongs.
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Jun 10
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Jun 10
On Macro Signal today → Eye On India Inc Spending
- India Inc continued to invest in private capex
- India's Gross fixed assets rose to 5.8% in FY26
- India's investment cycle is being powered primarily by domestic demand
@_ritusingh
@CNBCTV18News #CNBCTV18Market #TheMacroSignal #RBI #ForeignInflows
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Jun 10
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Jun 10
CLSA on SBI
O-P, TP Rs 1275
AR analysis
FY26 was a good year for the bank.
On deposit side, focus was on ‘retailisation’ of deposits, with retail savings and term deposits (TD) growing 12-15% YoY.
Corporate salary accounts grew 11% in FY26 to cross 20m.
There was marked improvement in priority sector lending (PSL) compliance with a sharp decline in PSL certificate purchases.
RIDF assets, too, have been stagnant since FY24, implying a lower drag on NIM.
During year, SBI launched an entire operations process re-engineering exercise, which is still ongoing.
Variants of business loan products were also launched during the year.
@CNBCTV18News @_RituSingh
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Jun 9
More in how AI is reshaping India's IT jobs landscape:
One of India's largest private-sector recruiters @TCS says it wont be hiring the same number of people it used to hire.
Jun 9
Stop Scrolling!
#Watch what TCS Chairman N Chandrasekaran said at the company's AGM
"The day is not very far when TCS will have equal number of AI agents as physical workers."
TCS has 600,000 employees.
This isn't a startup founder hyping AI.
It's the chairman of one of the world's largest IT firms saying AI agents are about to numerically match the entire human workforce.
youtube.com/shorts/Zkgb-Wluf…
#Chandrasekaran #TCS #TataSons #AIAgents #AIRevenue #2BillionDollars #AIWorkers #CNBCTV18Digital #NChandra #TCSAGM
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State Bank of India plans to join a group of global lenders in funding Sun Pharmaceutical overseas acquisition bloomberg.com/news/articles/…
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Jun 9
CNBC-TV18's New Offering - Upacked: Deconstructing Complex Business Models
From cloud to AI factories — India's data center race is on
Decoding the business of powering AI with L&T Vyoma & Avendus Capital
#Watch: youtu.be/Pw38tVPcz7g?si=meSM…
@Hormaz_Fatakia @_ritusingh @CNBCTV18News @LTVyoma
#CNBCTV18Market #AIBoom #DataCenters
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Jun 9
On Macro Signal today → Q4 Balance Of Payments Reported Better-Than-Expected
- Current account surplus at $7.1 bn & Net services receipts at $60.4 bn
- Stronger FDI inflows, NRI deposits and external borrowings helped cushion FPI outflow impact
@_ritusingh
@CNBCTV18News #CNBCTV18Market #TheMacroSignal #RBI #ForeignInflows
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Jun 9
🚨@PhonePe & @CRED have begun testing rent payments through credit cards under a marketplace platform model once again & could formally re-launch this offering in coming weeks.
Remeber, earlier fintech players had to stop rent payments via CC due to regulatory scrutiny.
Jun 9
#PhonePe, #CRED may relaunch credit card rent payments under marketplace model
@_RituSingh @anshul91_m
cnbctv18.com/personal-financ…
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Jun 9
#JustIN | #RajivBajaj To Step Down From The #BajajFinserv Board & Has Not Offered Himself For Re-Election
#RajivBajaj Will Cease To Be A Director Of The Co Upon Retirement By Rotation At The AGM On July 31
Rajiv Bajaj Expressed Intention To Step Down From Board
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