Categories
Links

Linkfest: 02 September, 2025

Some stuff I am reading today morning:

Gold touches lifetime high of 1.05 L/10 grams (DH)

Modi-Xi-Putin are all smiles (CNBC)

India’s defiance could reshape oil markets (OP)

Decoupling from Dollars (Balaji)

UK’s Bond Market is collapsing (Kobeissi Letter)

EaseMyTrip’s Wrong Turn (Inc 42)

Some charts that will surprise you (CS)

The “Salad Oil” approach to investing (AM)

A $25 Billion Crypto Hoarding Craze (Bloomberg)

You can’t retire on 1 Cr (FE)

Categories
Annual Reports

Venky’s: Chicken Masala

Source: FY2025 Annual Report of Venky’s (India) Ltd

Categories
ConferenceCall

M&B: Customer Pays

Source: Earnings Call of M&B Engineering Ltd

Categories
InvestorPresentations

Adani : Only 451,000 Cr

Source: Investor Presentation of Adani Power Ltd

Categories
Links

Linkfest: 01 September, 2025

Some stuff I am reading today morning:

FPIs withdraw 35,000 Cr in August (Rediff)

Modi,Xi push for closer ties (BS)

India’s 1 Lakh Crore submarine push (MC)

Chairman’s Statement at Reliance AGM (BSE)

Trump’s Trade War got more chaotic (Yahoo)

US urges Europe to tariff India (One India)

India’s bold ban on Real Money gaming (BW)

Turnaround: PayTM (FE)

Company: Suyog Telematics (Zen Nivesh)

The $20/Month Software Revolution (Tomasz Tunguz)