Some stuff I am reading today morning:
My friend S Swaminathan of Iris passes away (BSE)
Trump imposes 25% tariffs on autos and auto parts ( WH )
FPIs are loading up on Indian debt (MC)
L&T wins its largest order ever (Fortune)
Major tax changes effective from 01 April, 2025 (BT)
Millions of UK tyres sent to India (BBC)
Stock Talk: Godrej Consumer (Rediff)
One in Five Ultra Rich Indians wants to migrate (NDTV Profit)
Gold’s secret panic (Katusa)
Buying at a low valuation (Microcap Club)
Source : Financial Times
Source : Business Line
Some stuff I am reading today morning:
Russia, Ukraine agree to partial truce (CNBC)
India open to cutting tariffs on more than half of US imports (Reuters)
Overseas investors drawn to Indian assets (DH)
Samsung India hit with $601 million tax demand (Fortune)
India records 307 drug pricing violations (BT)
Govt discontinues Gold Monetisation Scheme ( Rediff)
Stifling of Buybacks (Money Life)
Thread: Solar Vs Wind (Zerodha)
Why Trend Following is hard (Of $ and Data)
The Makings of a Multi Bagger (Alta Fox Capital)
Some stuff I am reading today morning:
Nifty, Sensex erase YTD loss (BW)
Imposing Tariffs on countries importing Venezuelan oil ( WH )
Press Release of latest SEBI Board Meeting (SEBI)
How Kumar Mangalam Birla is expanding his empire (BT)
The curious case of India Volatility Index (Forbes)
Nobody knows beyond a point (Nooresh Merani)
How are inherited Mutual Funds taxed? (Fortune)
Never sell a great business (Mohnish Pabrai)
Webinar in the age of AI (Tomasz Tunguz)
Waves & Tides (Seth Godin)