Author: Raoji

Some stuff I am reading today morning:

Trump puts 25% additional tariffs on Iran’s trading partners (CNBC)

India, Germany finalize 19 pacts (HT)

India continues Russian crude imports (MC)

Gold, Silver surge due to assault on FED (Yahoo)

PACO Vs TACO (DR)

Company: 3B Blackbio DX Ltd (SI)

MUFG’s $4.45 Bn Investment in Shriram Finance (ML)

The rise of second order pricing constructs (2Point2 Capital)

Consistent Fund Performance is overrated (Morningstar)

UK can seize Russian shadow fleet vessels (The Times)

Some stuff I am reading today morning:

Nifty closes at 43 session low (MC)

Jio Platforms could be India’s largest IPO (HT)

NSE IPO will get SEBI nod by month end (BL)

Fed Chair Powell under criminal investigation (CNBC)

India’s Q-Commerce under pressure (Bloomberg)

Thread: How to spot 100 Baggers (Pankaj Tibrewal)

Deep Dive: Balkrishna Industries (Zen Nivesh)

Fund Factsheet-Dec 2025 (Capitalmind MF)

Letter to Shareholders-Jan 2026 (Terry Smith)

Gold isn’t special (Humble $)