Categories
Links

Linkfest: 26 November, 2025

Some stuff I am reading today morning:

INR at record low 89/$ (MC)

US-India trade deal finally near (FPJ)

Ukraine Peace finally near (CNBC)

Cabinet to give nod to 7,300 Cr Rare Earth magnet scheme (FE)

Labour reforms are the biggest structural reforms since 1991 (ORF)

Stock Analysis: Stallion India Fluorochemicals Ltd (Dr Vijay Malik)

Commodity: Copper (Katusa)

Interview with Prof Kishore Mahbubani (BW)

Interview with Morgan Housel (Big Picture)

Q3 2025 Letter to Investors (Sohra Peak)

Categories
ConferenceCall

RMC: Switchguide

Source: Earnings Call of RMC Switchgears Ltd

Categories
Chart

The Sound of Money

Source: Investor Presentation of CWD Ltd

Categories
Tweets

The Great Indian Short

Categories
Links

Linkfest: 25 November, 2025

Some stuff I am reading today morning:

India-EU FTA pact by January (DH)

4 Labour Codes,1 Big Leap (Manish Sabharwal)

SC clears Sandesara Brothers (ML)

Russia offers discount of $7 per oil barrel (BT)

Rational Exuberance (Big Picture)

The AI bubble (CST)

Google drops a nuke in AI wars (DR)

Who will the Trillion $ robotaxi race? (Economist)

Crypto crash & the Trump family (Bloomberg)

Trump has called Europe’s bluff (Unherd)