Categories
Links

Linkfest: 26 February, 2026

Some stuff I am reading today morning:

PM Modi’s address to the Israeli Knesset (NM)

India is firmly aligned with Israel (JPost)

Turmoil at Tata Sons (HT)

80% of Broader Market in Bear Territory (Monarch AIF)

How the 590 Cr IDFC fraud happened (MC)

ED attaches Anil Ambani’s home (Rediff)

Markets are missing Rakesh Jhunjhunwala (BW)

Solar stocks tank on steep US duty (FE)

Bull case for Bitcoin (Yahoo)

Blog Posts Vs Sell Side Research (Rupak Ghose)

Categories
Excerpts

Worst Investor Experiences

Source: Ray Dalio

Categories
Tweets

India is the First

Categories
Chart

MSCI Korea: K Pop

Source: Wall Street Journal

Categories
Links

Linkfest: 25 February, 2026

Some stuff I am reading today morning:

Govt to sell 4% stake in IRFC (BT)

Tata Sons Board defers N Chandra’s reappointment (MC)

Govts rush to hoard critical minerals (CNBC)

Iran’s leaders brace for attack (Bloomberg)

Gurugram is India’s luxury housing capital (Rediff)

Small Caps: Strength through Adversity (ML)

Company: Flipkart (Forbes)

Gen X is India’s hidden consumer powerhouse (Redseer)

What if AI doesn’t end the world? (KL)

Investing in light of the Big Cycle (Ray Dalio)