Some stuff I am reading today morning:
A Billion Indians have no spending money ( BBC )
Russia is preparing to re-enter the global economy ( Semafor )
US Consumer sentiment plunges ( CNN )
Small & Mid sized cement players struggle ( MC )
Is Lawsikho another Byjus? ( LN )
Fiasco of Independent Directors at AGS Transact ( Money Life )
Samsung & India ( Fortune )
India’s reform paradox ( BW )
The top 10 % ( Common Sense)
Market cycles & the illusion of Average ( Howard Marks )
Wishing readers on the auspicious day of Maha Shivratri
Some stuff I am reading today morning:
Nifty’s 30 year record at risk ( Fortune )
The Smallcap bull market is dead, for now ( Money Life)
Tesla’s market cap sinks below $ 1 Trillion ( CNBC )
Why is Bitcoin losing steam ? ( FE )
Trump is breaking the wind industry ( OP )
India mulls $ 1 Billion subsidy for solar module manufacturing ( MC )
Will India have its own AI model? ( Forbes )
BRK 2024 Annual Report & stuff ( Brooklyn Investor )
Brazilian stocks offer 8x earnings at 8% yields ( DR )
Long Term selfish ( Seth Godin )
Some stuff I am reading today morning:
Volumes dry up on stock exchanges ( MC )
Tariffs on Canada & Mexico will move forward ( CNBC)
Trump teases economic deal with Russia ( Yahoo )
Manufacturing is a war now ( Noah Smith )
India’s solar sprint risks a sudden eclipse ( BPS )
Crypto Trading booms in India’s interiors ( DH )
AI can unleash benefits at scale ( Nandan Nilekani )
ONGC’s 25,000 Cr victory against Reliance ( BW )
Progress in Geodesic Money Laundering case ( Money Life )
6 reasons why Gold is getting costlier ( Fortune )
Source : Noah Smith
