Some stuff I am reading today morning:
Interview with FM Nirmala Sitharaman (FE)
Tiruppur worst affected by US Tariffs (Open)
EU, US plan coordinated action on Russian oil (OP)
Infosys to consider share buyback (MC)
Sell Side Research: Scoda Tubes (RJ)
FY2025 Returns of Mutual Funds (CM)
Impermanence (Safal Niveshak)
The Ivy League keeps failing this basic investing test (WSJ)
Trump’s Crypto Dealings (Atlantic)
The rush into hard assets has just begun (DR)
Some stuff I am reading today morning:
Why are FPIs selling? (Akash Prakash)
Car makers drop prices (BT)
Russian vaccine for colon cancer (FE)
Mukesh Ambani’s deft diplomacy (BW)
India,Israel to sign Bilateral Investment Agreement (BS)
Tesla has proposed $1 Trillion pay package for Musk (MC)
Stock Analysis: Marine Electricals (Dr Vijay Malik)
Thread: Notes from Investor Accelerator Summit (Kaji Katlu)
The expensive truth about cheap investments (BB)
Proof of Wealth (Nick Maggiulli)
Some off beat reads for the weekend:
Multi-Alignment is India’s Superpower (Shashi Tharoor)
The Case for a US alliance with India (Foreign Affairs)
The West has been given a rude awakening (RT)
How China is broadcasting its might (Time)
Is China’s mercantilism cracking up? (Engelsberg)
Syria’s deadly reckoning (Guardian)
The quiet War for Lebanon (ORF)
US intervention in Venezuela (Crisis)
What a Ukraine end game may look like (NI)
Hindu Hatred in the West (Arnab Ray)
The rise of Jamaat-e-Islami in Kashmir (Open)
Why wealthy Gurugram is a failed city (Scroll)
Emperor Hadrian’s Revenge (TOI)
Why European Royals loved playing real tennis (Smithsonian)
London’s best Indian food (BBC Travel)
Some stuff I am reading today morning:
Efforts on to seal India-EU FTA (MC)
40% GST on carbonated drinks (FE)
Gold could hit $5000/oz (Sherwood)
Company: Fineotex Chemicals (BI)
Sell Side Research: SAMHI Hotels (Yes Securities)
Interview with Peter Berezin (Market)
The state of AI gross margins in 2025 (Tanay Jaipuria)
On India-UAE LNG Pact (OP)
America could help India’s Thorium Dream (MIT Technology)
The Hustle Loop (Seth Godin)
Some stuff I am reading today morning:
GST 2.0 is PM Modi’s Diwali gift to the nation (BT)
FAQ’s on new GST rates (HT)
Cabinet approves 1500 Cr for Critical Minerals Recycling (PIB)
Silver beats gold in yearly gains (FE)
Diamonds are a terrible investment (Barchart)
Company: LT Foods (BI)
Stock Talk: Bank of India (Niteen S Dharmawat)
US Bond markets are nervous (Endgame Macro)
New gas pipeline between Russia & China (OP)
Building Pricing Power (Flyover Stocks)