Author: Raoji

Some stuff I am reading today morning:

The Rogue Army that owns Pakistan (Open)

Industrial output growth slips to 4 year low (DH)

High US tariffs pushing Chinese exporters to India (Rediff)

Indian Refiners scoop up Russian crude (OP)

IndusInd Bank’s Deputy CEO resigns (HT)

M&M’s acquisition of SML Isuzu (Fortune)

The Case for Silver (Sahil Kapoor)

Delenda est Pakistan (BW)

Thread: How China swallowed the Ship Building Industry (Jukanlosreve)

How are US firms and consumers responding to tariffs? (Apollo)

Some stuff I am reading today morning:

BSF’s notice to Punjab farmers to clear fields near LAC (MC)

Reliance becomes first co with 10L Cr networth (Rediff)

Zomato’s internal chaos (Reditt)

India’s IPO party is back (FE)

Indigo’s global flight path (BT)

India emerges as Trump’s preferred partner (Fortune)

FY25 Letter to Shareholders (Vallum Capital)

Bear Markets are a necessary evil (Larry Swedroe)

The 3 Buckets Rule (Stef’s Investing)

Wall Street’s Not So Golden Rule (Epsilon Theory)