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Linkfest: 05 August, 2025

Some stuff I am reading today morning:

Trump threatens India with more tariffs (X)

India’s response to Western threats (MEA)

Amit Shah becomes India’s longest serving HM (MC)

India Inc Promoter’s holding slumps to 8 year low (Rediff)

With Nil Assets, Anil Ambani lives a full life (ML)

A tale of 3 Exchanges (FE)

India’s CDMO rise (Niveshaay)

India’s IT sector is shedding jobs (CNBC)

India’s $12 Billion R&D Fund (Forbes)

What Sumo wrestling taught me about Trading (Trendlabs)

Categories
Links

Linkfest: 04 August, 2025

Some stuff I am reading today morning:

ED arrests ex Chief Dealer of Axis MF (BT)

Indian exporters to take a hit on margins (DH)

China pushes back US on oil (Yahoo)

The difficult task of redeveloping Dharavi (BI)

Indian Drones take flight (BW)

Stock Talk: Swiggy (Inc42)

Commodity: Silver (Katusa)

No country for short sellers (Bak Stack)

30% CAGR over 27 years in Oil & Gas Industry (MC)

The Information Problem (DR)

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Links

Weekend Mega Linkfest: 01 August, 2025

Some off beat reads for the weekend:

The RSS Century (Open)

Inside story of VP Dhankar’s resignation (Print)

Trump wants to derail India’s rise (Korybko)

From EU to Eunuch (RT)

Reject the moral blackmail of Marxist-Jihadi axis (TH)

Not safe to be openly Jewish in Europe (TOI)

Saudis Vs Houthis (JPost)

What the Houthis really want (Engelsberg)

Belgium’s broken prisons (New Lines)

Confessions of Canada’s secret poor (Macleans)

Thread: Mujib’s 1974 Lahore Visit (Paperclip)

Letter from PM Indira Gandhi to President Nixon (State)

Thread: Finland & Nazi Germany (Rina Luru)

Travelogue: Iceland (BBC Travel)

Sport: Pok-ta-Pok (Smithsonian)

Categories
Links

Linkfest: 01 August, 2025

Some stuff I am reading today morning:

US finalizes Tariff rates (White House)

India not to compromise on core interests (BS)

Oil markets are now paying attention to Trump’s threats (OP)

Indian Pharma braces for Trump’s tariff fallout (Forbes)

SC recalls verdict on Bhushan Steel (Rediff)

Regulatory overreach by SEBI (ML)

The cheap Rs 10 NAV myth (FE)

Interview with Michael Pettis (The Market)

The Paradox of Skill (Safal Niveshak)

Copycats are the biggest threat to successful strategies (NI)

Categories
Links

Linkfest: 31 July, 2025

Some stuff I am reading today morning:

Trump sets 25% tariff for India (X)

GoI Statement on Trump’s Tariffs (PIB)

Trump announces new US-Pakistan partnership (MC)

FED leaves interest rates unchanged (BS)

US Tariffs will hit India’s electronics exports (DH)

India’s imports of Russian oil under spotlight (Rediff)

Tata Motors to acquire Iveco (BT)

Stock Talk: IEX (FE)

Company: NITCO Ltd (BI)

The big secret to long term investment success (Morningstar)