Some stuff I am reading today morning:
India eyes 208 Hydel projects on Brahmaputra (MC)
Indians spent $11 Billion on gold this Diwali (CNBC)
The crash that could torch $35 Trillion (Economist)
Oil Market sceptical about Trump’s sanctions (OP)
Inside the portfolios of SRK, Aamir & Salman (FE)
Company: Meesho (Inc 42)
The biggest debate in wealth management (Josh Brown)
The rise of Alternatives (Verdad)
Tech Dreams Vs Resource Reality (DR)
Performance is subordinate to Survival (AM)
Some stuff I am reading today morning:
US, China on verge of sweeping trade deal (Bloomberg)
Trump adds 10% extra tariffs on Canada over ad (CNBC)
How LIC helped Adani group (WaPo)
Indian Equities have given 13.6% CAGR returns since 1990 (CM)
Company: Jayaswal NECO (Zen Nivesh)
Drone Component Startup: AKSI (Pankaj Akula)
Fund Management is becoming a commodity (Dhruv Rathod)
Growth of Passives in India (Native Invest)
China’s plan for next 5 years (SCMP)
On Proxy Voting in the US (Basis Pointing)
Some off beat reads for the weekend:
Sanae Takaichi: Japan’s first female PM (Al Majalla)
The imperial past of India’s geopolitics (Engelsberg)
Regime change in Venezuela (Crisis)
Israel’s annexation of West Bank (TOI)
Battle to win NY’s Hindus (New Lines)
Russia Vs Ukraine (NI)
Hungary Vs Poland (Korybko)
Taiwan Vs China (Time)
Bangladesh Jihadists Vs Bangladesh Army (FP)
Africa Vs Gays (RT)
Dog Lovers Vs Diwali (Jai Arjun)
The secret life of Horus (Edify)
Book Review: Alexander to Actium (PSmith)
Travelogue: Cambodia & Laos (Team BHP)
Dyers of Simla (Hill Post)
Some stuff I am reading today morning:
China & India face oil supply jolt (CNBC)
Reliance to stop buying Russian oil (DH)
Russian experts on Trump’s sanctions (RT)
Stock Talk: Kalyan Jewellers (FE)
Following the Golden Path (DR)
The challenge of diversification (Verdad)
Sanity Check on the markets (Brooklyn Investor)
The Liberation Day crash still matters (AA)
Argentina could be a super power (Unchartered Territories)
Q3 2025 Letter to Investors (Pabrai Funds)
Some stuff I am reading today morning:
Gold struggles, Bitcoin plunges (Yahoo)
RBI’s gold reserves cross 880 Metric tonnes (Rediff)
P-notes set for quiet burial (FE)
Evolution of a Value Investor (Anshul Saigal)
US National debt accelerates to $38 Trillion (Fortune)
US sanctions Russia’s largest oil cos (MC)
Deindustrializing Germany (Navroop Singh)
Climbing the right ladder (Meaningful Money)
All money, no satisfaction (Nick Maggiulli)
Q3 2025 Letter to Investors (Greenlight Capital)