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Linkfest: 21 August, 2025

Some stuff I am reading today morning:

China-India reset (OP)

Bharat Forge bets big on Defence (Forbes)

13,975 Cr tax hit to NMDC (DH)

GST may get exempted for life & health insurance (MC)

US Tech stocks selloff continues (Yahoo)

Thread: Private Irrevocable Trust (Prem Soni)

Global crossing is reborn (PraCap)

The Trader in the mountains (Stef)

Tale of the Gold Miner Tape (DR)

10 Overlooked Investing Insights (Big Picture)

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Links

Linkfest: 20 August, 2025

Some stuff I am reading today morning:

Online gaming may get wiped out (BT)

Cabinet nod for 62,000 Cr for Tejas Jets (BS)

India, China retreat from US Treasuries (BW)

Tata Motors’ Iveco buyout (Forbes)

Stock Talk: 3 QSR Stocks (FE)

4 Fixes needed for Viksit Bharat (ML)

How long will it last? (Microcap Club)

Tape Money Vs Till Money (Katusa Research)

Online content is the biggest threat to investors (PAL)

5 Lessons about Intelligent Investing from Chris Davis (Kingswell)

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Links

Linkfest: 19 August, 2025

Some stuff I am reading today morning:

Modi gives tax boon to India’s economy (CNBC)

India Inc braces for GST 2.0 (FE)

Its pouring car discounts (Rediff)

Govt may ease Defence Tender norms (MC)

India to impose tariff on top 3 steel producers (HT)

US Markets are flashing warning signs (The Market)

China’s $11 Trillion stock market is a headache for investors (MSN)

Fishing & Investing (CS)

Scattershot Diversification (Richard Ennis)

Your portfolio is the one you can live with (RP)

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Links

Linkfest: 18 August, 2025

Some stuff I am reading today morning:

PM Modi Independence Day Speech (MSN)

Next Gen GST aims to boost economy (Rediff)

US Delegation’s India visit called off (CNBC)

Can India survive the Trade War? (The Diplomat)

Company: Data Patterns (FE)

Sector: PET Recycling (BI)

Stock Talk: CL Educate (Bhavik Mehta)

Fees predict Performance (Basis Pointing)

Don’t chase financial freedom with misery (Jago Investor)

The Calculus of Value (Howard Marks)

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Links

Weekend Mega Linkfest: 14 August, 2025

Some off beat reads for the long weekend:

The mirage of Pakistan’s US Trade deal (ORF)

Trump-Putin summit wont bring an Ukraine deal (NI)

Why India defied US pressure to dump Russia (Korybko)

India should stay the course of strategic autonomy (FP)

India rejects Hague ruling on Indus Water Treaty (Organiser)

PoK Vs Pakistan (MC)

The US-Israeli plot to partition Syria (Cradle)

Nigeria: The President who died twice (New Lines)

Russia’s use of Crypto schemes (RAND)

Swastika over Naples (TOI)

The moral compass of Middle Class Indians (Scroll)

BJP Vs BJP battle in Constitution Club (Print)

Japan under Pax Americana (Engelsberg)

Sholay: A 50th Anniversary Tribute (Jai Arjun)

Travelogue: Argentina’s Patagonia Azul (BBC Travel)