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)
Will resume next week
Source : Mint
Some stuff I am reading today morning:
FPIs withdraw 64,000 Cr from Equities ( Rediff )
Trump imposes tariffs, sanctions on Colombia ( CNBC )
Counter offer for Religare Enterprises ( BS )
Power Producers face 1000 Cr loss ( DH )
India’s brain washed investors ( MC )
On Cash Calls ( Nooresh Merani )
Startup : Join Ventures ( IR )
Global Value Investing in our era ( Li Lu )
5 Scenarios for the Year of the Snake ( Peter Tasker )
The one chart that explains US markets ( Josh Brown )
