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Linkfest: 04 November, 2025

Some stuff I am reading today morning:

The US HIRE Act is a threat to India (MC)

Indian shipbuilders woo overseas customers (Nikkei Asia)

SEBI is forcing Bank Nifty shakeup (FE)

Indian SC gives relief to Vodafone (HT)

US SC confronts Trump & his tariffs (NY Times)

US market’s bubble still has good ways to go (Yahoo)

When the Market rhymes with 1929 (EndGame Macro)

Bangladesh may scrap Adani contract (DH)

SIP AUM Analysis (CM)

Should you just buy stocks until you die? (WSJ)


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