Some stuff I am reading today morning:
Pak Army Chief threatens India (Wion)
Stock Talk: Apollo Micro Systems (FE)
Sell Side Research: Solar Industries (Nirmal Bang)
Succession feuds in India Inc (Rediff)
The decline of Intel (Yahoo)
What Microsoft’s $4 Trillion market cap means (FA Mag)
The Energy Storage Revolution (OP)
India’s global play for rare earths (BW)
The VC backed rise of micro dramas (Forbes)
Stumbling Superpower Syndrome (DR)
Some off beat reads for the weekend:
Malegaon Blasts: Death of a Lie (Open)
China-India Rapprochement (ORF)
India’s Middle East Tight-Rope Walk (NI)
UK’s dodgy deals with Saudi Arabia (Guardian)
50th Anniversary of Helsinki Accords (RT)
In Italy, Punjabi farm workers are expendable (Jacobin)
London: A City of Strangers (Spiked)
China’s Black Sea play (RAND)
The Druze of Suwayda (GC)
Europe is turning into Lebanon (Dan Burmawi)
The cultural significance of Umbrellas in Japan (BBC Travel)
Why Indians were discouraged from migrating to Cuba (Scroll)
Swami Vivekananda’s best friend (DNA)
Travelogue: Uganda (Raku)
7 Frozen Desserts from around the World (Smithsonian)
Some stuff I am reading today morning:
PM Modi defies Trump tariffs (Open)
Why Trump may be misreading India (CNBC)
India challenges the West on Russia Trade (OP)
Textile exports may take a $5 Billion hit (FE)
Gem & Jewellery exporters stare at severe losses (DH)
AU Small Finance Bank to become universal bank (Fortune)
Sell Side Research: VA Tech Wabag (Axis Securities)
Tax Terrorism in India’s stock markets (BW)
Stealth reform of India’s electricity sector (BS)
Wise words on market cycles (Novel Investor)
Some stuff I am reading today morning:
Trump hikes tariffs on India to 50% (BW)
GoI’s response to US tariffs (MEA)
Trump hints at more sanctions (FE)
Over half of India’s exports to US in jeopardy (MC)
Why is India in Trump’s crosshairs (CNBC)
RBI Governor’s Statement (RBI)
Anil Ambani Group finally faces investigation heat (ML)
$60 Billion meltdown in China’s Solar Industry (OP)
Be a boring investor (Mark Newfield)
The Index Mindset (Better Letter)
Some stuff I am reading today morning:
RBI likely to keep interest rates unchanged (Forbes)
Modi Govt clears 67,000 Cr Defence push (MC)
Red flags in SME IPO FlySBS (Tijori)
Hindu rate of Hyper Growth (BW)
REITs in India set for exponential growth (FE)
Might Tariffs get Overturned (Big Picture)
The Paradox of knowing too much (Anand Shah)
The Power of a trusted brand (Klementon)
The AI revenue rocket ship (Tomasz Tunguz)
Defending against AI (Aswath Damodaran)