Category: Links

Wishing readers on the auspicious occasion of Ganesh Chaturthi

Some stuff I am reading today morning:

Trump’s 50% tariffs kick in (CNBC)

3 Ways Modi is planning to beat Trump pain (FE)

Export units across India halt production (Rediff)

SC orders SIT probe into Reliance’s Vantara (BW)

Can GST 2.0 spark a growth boom? (ML)

Premiumisation of India (SOIC)

Sell Side Research: ITC Hotels (JM Financial)

Does Mutual Fund reshuffling hurt compounding? (BN)

The Third Kind of Investor (Zen Nivesh)

Markets don’t care about your feelings (Trend Labs)

Some stuff I am reading today morning:

US issues notice on India tariffs (MSN)

Anil Ambani under fresh scrutiny (ML)

95% of Dream11’s revenues termed illegal (MC)

Thread: Pathetic work culture at HAL (Varlin Panwar)

Trump fires FED Governor Lisa Cook (CNBC)

Quant MF kickstarts the SIF race (CM)

Jamshedpur investor turns 5,000 SIP into 10L (FE)

More ETFs in US than individual stocks (FA)

Why PSBs are raising home loan rates (Rediff)

The Psychology behind Market Betting (Morningstar)

Some stuff I am reading today morning:

Govt braces for 40,000 Cr revenue shortfall (BT)

India-US trade negotiations are still going on (CNBC)

Stock Talk: Ola Electric (FE)

Sector: IT Services (Gorilla Game)

Why smart money is flooding into Flexicap Funds (DH)

How to beat the market (Humble $)

What’s the bottom line for the stock market? (Sam Ro)

The Sports Car paradox (BB)

The Violinist Problem (Seth Godin)

Where have all the contrarians gone? (CS)

Some stuff I am reading today morning:

Mukesh Ambani caught in Trump Trade fury (Bloomberg)

Steepest earnings downgrade for India (DH)

Russia dangles discounts for India (OP)

GST reforms could boost consumption boom (CNBC)

SEBI plans longer tenor derivatives products (BS)

SEBI raids Finfluencer Avadhut Sathe (MC)

Where did the integrity go? (Discipline Funds)

Playing the Ultra Long Game (Novel Investor)

The FED brews up a nasty potion (DR)

Over Tourism in Europe (CNN)