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Linkfest: 15 October, 2025

Some stuff I am reading today morning:

IMF raises India’s growth forecast to 6.6% (BS)

Google to invest $15 Billion in India AI Data Centre (CNBC)

Tech Mahindra to build Indian AI LLM (MC)

Thread: View on Indian markets (Pankaj Tibrewal)

Wall Street sounds the alarm on AI (Yahoo)

India speeds up US trade talks (HT)

Fixes rate gold booking schemes collapse (BW)

Company: TAFE (Forbes)

The perils of Thesis Drift (Microcap Club)

How Crypto became a Trump Trade (Paul Krugman)

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