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Weekend Mega Linkfest: 25 April, 2025

Some stuff I am reading today morning:

Pakistan – India’s neighbour from hell ( MC )

Decoding the abrogation of Indus Water Treaty ( Tushar Gupta )

What Asim Munir wants ( Open )

Pakistan Senate passes resolution on Pahalgam attack ( Dawn )

Trump faces Indo-Pak nuclear crisis ( Newsweek )

Interview : 100 Days of Trump ( Time )

Indian students in US in panic ( Scroll )

The disappearance of CMC Vice Chairman General He Weidong ( ORCA )

Azerbaijan & Israel ( JPost )

The Sudan War is becoming a global crisis ( Arab News )

A history of tariff wars ( Spiked )

The awful history of tariffs and depressions ( Al Majalla )

Thread : The murder of Swami Shraddhanand ( Manisha Singh)

Book Review: Believe ( PSmith )

Auto Review : 2025 BMW X3 ( Team BHP )

Categories
Links

Linkfest: 25 April, 2025

Some stuff I am reading today morning:

Why Pak Army Chief Asim Munir wants war (India Today)

Pakistan airspace closure to Indian Airlines (FE)

India FY25 Trade Deficit with China close to $100 Billion (Rediff)

Russia’s Oil Exports to China & India rebound (OP)

US will face an economic crisis from May 10 onwards (Molson Hart)

ED conducts raids at Gensol premises (MC)

Gensol Promoters face FEMA detention (BW)

Deep Dive: SAMHI Hotels (Zen Nivesh)

Gold: The Everything Hedge (DR)

Why Macro Forecasting is Impossible (Big Picture)

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Links

Linkfest: 24 April, 2025

Some stuff I am reading today morning:

India takes measures against Pakistan (Fortune)

Indus Waters is existential for Pakistan (BT)

India-Pakistan tensions near Breaking Point (ORF)

Devyani’s Biryani Deal leaves investors bitter (BW)

Company: MakeMyTrip (Forbes)

Stock Talk: Swaraj Engines (FE)

Trump has blinked (Yahoo)

India-US BTA talks begin in Washington (FE)

Luxury items above 10L to attract 1% TCS (Rediff)

Strategically De-Risking US Drug Supply Chains (RAND)

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Links

Linkfest: 23 April, 2025

Some stuff I am reading today morning:

Hindu tourists slaughtered in Pahalgam (HT)

Gold breaches 1 Lakh (DH)

Vance speaks in India (Rev)

US-China de-escalation expected (CNBC)

How Adani countered Hindenburg (Rediff)

RBI mandates banks to adopt bank.in domain (BT)

CBI FIR in 50 Cr Fraud Scandal (BW)

ITR Filing 2025 (FE)

The bank which gives 9% on FDs (Fortune)

Gulf of Thailand may be the next US-China flashpoint (Climateer)

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Links

Linkfest : 22 April, 2025

Some stuff I am reading today morning:

FED Powell should cut rates ( Donald Trump)

FED Powell notes trouble ahead ( The Street )

Investors are selling America ( Sherwood )

PM Modi meets US VP JD Vance ( Fortune )

ED seizes assets in Mahadev Betting case ( MC )

Warning signs for Indian markets ( Forbes )

SGBs up for pre mature redemptions ( FE )

BYD Semiconductor Deep Dive ( Nomad Semi )

The Barrage of Bullish Influence ( 2Point2 Capital)

Buy the Dip ( Aswath Damodaran )