Microsoft Job Cuts, MF Tax Relief, AI Selloff & Why Global Money Could Return to India |1% Club News

Download 1% Club App Now! https://dl.onepc.io/2Hh8/ep_2 In the second episode of the 1% Club News Network, Sharan Hegde is joined by Shashank, a SEBI-registered research analyst, to break down the biggest finance stories of the week and what they mean for Indian investors. The conversation moves from Indian tax policy to global technology, linking each headline to your portfolio, your career and the direction of the stock market. The episode opens with SEBI’s pre-budget recommendation to scrap the 12.5% long-term capital gains (LTCG) tax for foreign portfolio investors, along with a proposal to exempt domestic investors from LTCG when they switch between mutual fund schemes after holding units for more than a year. Shashank explains how the proposal would work, why it resembles the reinvestment relief real estate investors already enjoy, why the final decision rests with the Union Budget, and why bringing foreign capital back matters for the rupee and Indian equities. The discussion then turns to Microsoft’s voluntary exit offer to roughly 60,000 employees, more than a quarter of its global workforce and including staff in India, and what heavy AI infrastructure spending could mean for white-collar jobs. Sharan and Shashank also unpack the Anthropic IPO, the company behind Claude, covering its rapid revenue growth, enterprise AI spending, valuation risk, competition from open-weight models, and the difference between chasing listing gains and investing for the long term. Closing out, they review Jio Platforms’ market debut at a 21% premium to its ₹1,119 issue price, debate whether the stock is worth buying at current valuations, and compare its revenue per user and growth levers with Bharti Airtel. The episode ends with the sell-off in US AI stocks despite strong earnings, the rotation towards value and low-CapEx businesses, and why India may be positioned as a hedge against an AI-driven market correction. Subscribe: The 1% Club Instagram:   / onepercentclub   LinkedIn:   / the-1-clubfws   Sharan Hegde Instagram:   / financewithsharan   LinkedIn:   / sharanhegde95   Twitter/X: https://x.com/financewsharan — Sharan Hegde is a personal finance creator & founder of the 1% Club, simplifying money, markets, and mindset for India’s next generation of wealth builders. — 00:00 - Introduction 00:30 - SEBI Proposes Scrapping LTCG for Foreign Investors 05:03 - Microsoft Offers Buyouts to 60,000 Employees 07:30 - Anthropic IPO: The Biggest IPO Ever? 13:35 - Jio Platforms IPO Listing Performance 18:26 - Is the AI Stock Selloff Beginning? 21:14 - Closing Thoughts #financewithsharan #stockmarket #investing #personalfinance #ipo