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Linkfest: 18 August, 2025

Some stuff I am reading today morning:

PM Modi Independence Day Speech (MSN)

Next Gen GST aims to boost economy (Rediff)

US Delegation’s India visit called off (CNBC)

Can India survive the Trade War? (The Diplomat)

Company: Data Patterns (FE)

Sector: PET Recycling (BI)

Stock Talk: CL Educate (Bhavik Mehta)

Fees predict Performance (Basis Pointing)

Don’t chase financial freedom with misery (Jago Investor)

The Calculus of Value (Howard Marks)

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Weekend Mega Linkfest: 14 August, 2025

Some off beat reads for the long weekend:

The mirage of Pakistan’s US Trade deal (ORF)

Trump-Putin summit wont bring an Ukraine deal (NI)

Why India defied US pressure to dump Russia (Korybko)

India should stay the course of strategic autonomy (FP)

India rejects Hague ruling on Indus Water Treaty (Organiser)

PoK Vs Pakistan (MC)

The US-Israeli plot to partition Syria (Cradle)

Nigeria: The President who died twice (New Lines)

Russia’s use of Crypto schemes (RAND)

Swastika over Naples (TOI)

The moral compass of Middle Class Indians (Scroll)

BJP Vs BJP battle in Constitution Club (Print)

Japan under Pax Americana (Engelsberg)

Sholay: A 50th Anniversary Tribute (Jai Arjun)

Travelogue: Argentina’s Patagonia Azul (BBC Travel)

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Links

Linkfest: 14 August, 2025

Some stuff I am reading today morning:

US warns of higher secondary tariffs against India (BS)

India’s IPO market surges (BW)

Bitcoin touches record highs (Yahoo)

Frenzied speculation in US stocks (GMO)

US begins probe against Indian solar imports (FE)

Company: RVNL (BI)

Interview with Kenneth Rogoff (The Market)

On Dividend Growth Stocks (Morningstar)

Shorting is hard (Mojo)

Overcoming Fear & Greed (DR)

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Links

Linkfest: 13 August, 2025

Some stuff I am reading today morning:

US markets at record highs (Yahoo)

India’s Direct Tax collections contract (HT)

Baseless fear mongering on ethanol blended petrol (MC)

Trump Vs Goldman Sachs (The Street)

Trump Tariffs won’t trigger reforms (ML)

Gilt Funds Vs Gilt Constant Maturity Funds (BN)

The dark side of influence (Forbes)

How F&O trading shattered a family (FE)

Investing in ageing economies (Polymath Investor)

How likely will investors outlive their savings (Math Investor)

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Links

Linkfest: 12 August, 2025

Some stuff I am reading today morning:

Equity Mutual Fund Inflows hit record high (BW)

INR near record lows despite weak $ (BS)

Acrobatic Accounting at Suzlon Energy (ML)

L&T bags 15,000 Cr order from Adani Power (FE)

Lab Grown Diamonds make it outshine (Forbes)

Company Treasuries are buying Bitcoin (Katusa)

3 Big Ideas for understanding how stocks work (F&F)

Chettiars: Bankers of the East (Frontline)

Why Russia plotted to kill the Rheinmetall CEO (Climateer)

Scarcity Vs Abundance (Seth Godin)