Categories
Links

Weekend Mega Linkfest: 03 January, 2025

Some off beat reads for the weekend:

Bangladesh’s descent into Jihad (Organiser)

5 Elections in 2026 (Print)

No political leadership in Punjab (KBS Sidhu)

Islam is incompatible with democracy (Print)

2026 New Year Message (Xi Jinping)

China View: US-India relations (Sinification)

Somaliland: A Detailed Explainer (TOI)

Discontent in Iran (MEM)

Saudi Arabia Vs UAE (FP)

US Security Guarantees to Ukraine (RAND)

France is becoming used to gratuitous violence (Spectator)

An Elegy to Oxford Street (Spiked)

Mahatam Gandhi was a fraud (Sanjay Dixit)

Nelson Mandela was a communist terrorist (AT)

Bhajan Clubbing (ForPol)

Categories
Personal

Death of a Friend

Siddhartha Bhaiya, MD & CIO of Aequitas is no more.

He passed away due to a cardiac arrest while on a holiday abroad.

This news comes as a shock as he was only 49 years old and quite fit as well.

May God give his family the strength to bear this loss.

I knew Siddhartha for many years now.

He was one of the best fund managers in the country with an enviable track record of success.

He was very honest in his dealings, blunt in his opinions and fearless in his convictions.

He had built Aequitas from the Ground Up. He was very proud of his team, the work culture and the legacy they wanted to build.

He had lots of ambitions for the Co-he was confident they would do well in global markets like they succeeded in India.

He was a true friend to me. I had invited him to speak in investor meets-he would adjust his super busy calendar to accommodate me. Used to say – ‘I want to support you and would do this for you’

Will miss him.

Categories
PaintStocks

The Birla Opus Challenge

Source: Outlook Business

Categories
Chart

The Chinese Juggernaut

Source: Financial Times

Categories
Links

Linkfest: 02 January, 2025

Some stuff I am reading today morning:

Cigarette stocks shed 60,000 Cr in market cap (MC)

Devyani & Sapphire Foods to merge (CNBC)

Robust GST collection in Dec 2025 (HT)

Order in matter of DU Digital Technologies Ltd (SEBI)

Dividend Yield Monitor-Jan 2026 (SBI Securities)

4 silent investments of superstar Chiranjeev (FE)

The biggest risk in 2026 (CS)

Warren Buffett: A Question of Character (RL)

Astonishing wave of anti-Indian hate in US (NY Times)

The secret to a long life (WSJ)