Some stuff I am reading today morning:
Trump hints 20-25% tariffs on India (MC)
Trump’s pharmaceutical tariffs expected any day (CNBC)
Trump gets tariffs, Americans get price hikes (Reuters)
India’s Derivatives Delusion (ML)
NSDL Vs CDSL (Fortune)
Company: Aditya Infotech (BI)
Rush to get Mutual Fund licenses (CM)
Interview with David Rosenberg (The Market)
Maldives: From India Out to India First (BW)
Nothing works all the time (CS)
Wishing readers on the auspicious occasion of Nag Panchami
Some stuff I am reading today morning:
75+ IPOs have received SEBI approval ( Rediff )
Speculative frenzy in US stock markets ( Sherwood )
Europe balks at unbalanced Trade deal ( CNBC )
World faces steel glut ( DH )
Why Indian IT services cos can’t do products ( Niteen S Dharmawat )
Sona Comstar Vs Rani Kapur ( BS )
Stock Talk : Titan ( FE )
Silicon Valley bets on defence manufacturing ( AP )
How people invested before the Internet ( Onveston )
The 7 rules of stock market bubbles ( OC )
Some stuff I am reading today morning:
SME IPO hype fizzles in 2025 ( Fortune)
US & EU reach trade deal ( Investing )
TCS to layoff 12,000 employees ( BS )
On Microsoft layoffs ( Om Malik)
Curious timing of ED raids on Anil Ambani ( BW )
Musk is at crossroads with Tesla ( Yahoo )
Stock Markets go to extremes ( Humble $ )
Is the S&P a thirst trap? ( Contessa )
The risks of passive investing dominance ( AA )
Ferrari status ( Ted Lamade )
Some off beat reads for the weekend:
The exit of Jagdeep Dhankar (Open)
Chandrababu Naidu, the Dreamer (Print)
Thailand’s war on Cambodia (Korybko)
The US & South Caucasus (RT)
Where Giorgia Meloni is leading Europe (Time)
How Qatar became the global capital of Diplomacy (Guardian)
Jordan is in the firing line (Cradle)
The child brides of Iraq (New Lines)
Where is Russia’s place in the world? (Engelsberg)
Why a ordinary Muslim turns Jihadist (Dan Burmawi)
Ramkrishna Dalmia’s business building spree (Scroll)
The fabled pigment Indian Yellow (Meena NS)
Book Review: Leap of Faith (PSmiths)
Travelogue: Char Dham Yatra (Team BHP)
Thread: Why isn’t China mentioned in the Mahabharata (Sumita)
Some stuff I am reading today morning:
NSDL IPO: Price Band set at 760-800 Rs/share (MC)
India-UK : A win win deal (BS)
ED raids Anil Ambani linked companies (ML)
Market coupling for Power Exchanges (BSE)
The collapse of Good Glamm (BT)
The collapse of TruCap (Basu Nivesh)
Green Hydrogen projects collapse worldwide (OP)
India’s wealthy move abroad, stay invested (CNBC)
Stock Talk: Nestle India (FE)
The Winner’s Game in Investing (Morningstar)