Source : Wall Street Journal
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The Global Bond Market Trantrum
Source : Wall Street Journal
Author: Raoji
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The Trump Rally is Gone
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Linkfest: 13 January, 2025
Some stuff I am reading today morning:
Global bond trantrum a worrisome start to New Year (Yahoo)
FPIs withdraw 22,194 Cr in Jan (Rediff)
5 IPOs to debut this week (MC)
Russian oil supply to India to get curbed (Reuters)
Oil Bulls are back (Oil Price)
India’s defence exports soar 30x (Fortune)
Gold outlook for 2025 (BI)
Canada plans retaliatory tariffs on US ( CNN )
Dividends are a feature, nothing more (Josh Brown)
7 Pillars of market bubbles (Arcadian)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Not so shining India ( AI )
14 stocks to double in next 3 years ( DAM Capital)
Nifty : Make or Break Time ( Shalin Shah )
Winners Rotate ( AI )
MFD Vs RIA Vs RA ( AI )
Q3 FY25 Letter to Investors ( 2Point2 Capital )
Debt Mutual Funds may get tax relief ( FE )
CDSL : Covid Beneficiary ( AI )
Ownership of Listed India ( AI )
Halidram’s snacks empire attracts global interest ( BS )
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Weekend Mega Linkfest: 10 January, 2025
Some off beat reads for the weekend:
Maha Kumbh 2025: Divine Rhapsody (Open)
India must build its own fleet of ships (RT)
Why Taliban are turning against Pakistan (First Post)
Interview with Sergey Lavrov (TASS) (Use Google Translate)
The Biggest Crime in British History (Free Press)
History will not be kind to Biden (Arab News)
Ghosts of the Old Middle East (Engelsberg)
10 conflicts to watch in 2025 (Crisis)
Redefining US-Pakistan relations (Tribune)
Don’t think terrorists are trivial (TOI)
Victor Pelevin, Russia’s most famous novelist (Guardian)
The inside story of peace talks between Tunisia and Israel (JPost)
How Charlie Hebdo exposed the hypocrisy of the elites (Spiked)
Thread: The one habit of longest lived people (Cody Alt)
Travelogue: Japan (Team BHP)