Author: Raoji

Some stuff I am reading today morning:

Markets await RBI rate cut (MC)

Gold breaches Rs 85,000 mark (HT)

China’s critical mineral export curbs (OP)

Feb 2025 Letter to Investors (Monarch AIF)

Gold: The immortal asset (Aequitas)

Shit VCs of India (Akhil)

Interview with Howard Marks (The Market)

Deep Seek crashes the AI party (Aswath Damodaran)

How to invest for a post-AGI world ($ & Data)

When incentives change, I change my mind (BI)