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Chart

The Price of being a US ally

Source : Financial Times

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Chart Macro

20 Most Mercantilist Countries

Source: JP Morgan

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Links

Linkfest: 01 October, 2025

Some stuff I am reading today morning:

Foreign investors dump Indian stocks (Bloomberg)

3 out of 4 IPOs flop on debut (BS)

Why is the INR hitting fresh lows? (FE)

Who will build India’s stealth fighter? (MC)

India doubles gold, silver imports (HT)

Company: Capital Small Finance Bank (Proinvest)

The hidden costs of passive investing (Morningstar)

The ‘When to take Profits’ problem (DR)

Hypergrowth Vs Steady Compounding (Tomasz Tunguz)

The Data Center Blob (JP Morgan)

Categories
InvestorPresentations OilMarketing

IOC: #1 Maharatna

Source: Investor Presentation of Indian Oil Corporation Ltd

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IPO NBFCs

Tata Capital: ReTale Story

Source: RHP of Tata Capital Ltd