Category: Links

Some stuff I am reading today morning:

Capitalmind MF launches first NFO today ( HDFC)

India unfazed by Trump’s Russia threats ( OP )

Byju’s founders plan lawsuits against investors ( BS )

Adani sells 20% stake in Adani Wilmar ( DH )

India Office REITs bounce back ( Fortune )

Why I wrote the first cheque for Rapido ( Forbes )

Startup : Gameskraft ( BI )

There are over 23 Million Millionaire households in US (D&D)

Muted impact of tariffs on US inflation ( BP )

Why you shouldn’t be scared of market highs ( Carson )

Some stuff I am reading today morning:

How much cash do Mutual Funds hold? ( CM )

US pressurising India on agriculture tariffs ( HT )

Vietnam’s VinFast opens eSUV bookings ( Rediff)

2 Sectors, 10 Charts ( Nooresh Merani )

Company: Veritas Finance ( BI )

July 2025 Letter to Investors ( Ikigai )

Interview with Rahul Saraf ( TOI )

Meta is pouring Billions of $ in AI ( Yahoo )

Tech Philosophy and AI Opportunity ( Stratechery )

The deception of a good outcome ( SN )

Some stuff I am reading today morning:

Tesla’s Model Y debuts in India (CNBC)

M&M is now India’s second largest car maker ( BT)

Whistleblower’s ordeal exposes SEBI (BW)

Company: Godavari Biorefineries (BI)

Why the F&O casion must thrive (ML)

Revenue in Web3 (Decentralised)

Interview with Jeffrey Sherman (The Market)

Knowing our boundaries (2Point2 Capital)

Bring the noise (BI)

Q1FY26 Letter to Investors (Solidarity)

Some stuff I am reading today morning:

Trump’s 100% tariffs on Russia ‘s export buyers ( CNBC )

Stealth mode IPOs ( Forbes )

Unlisted market faces reality check ( BW )

Bata’s casual bet pays off ( Fortune )

Company : Hitachi Energy India ( BI )

Vanguard goes big on Crypto ( Yahoo)

Worst decade for US Govt Bonds ( CS )

The case for momentum in investing ( Cliff Asness)

Gen Z trades the same way it gambles ( Sherwood )

Bad advice is everywhere ( Big Picture)

Some stuff I am reading today morning:

Gold beats US stock markets ( Barchart )

Markets challenged by Trump Tariffs ( Yahoo )

Options Trading Volumes decline ( Rediff )

Glenmark’s R&D bet pays off ( MC )

Promoter of VIP Industries to exit ( BSE )

Company: Titagarh Rail Systems ( BI )

Tax on Bitcoin gains ( BT )

The Dinner Table Economy ( FE )

What passive investing has done to our retirement ( DR )

Amazon Prime Day is a scam ( Popular)