Category: Links

Some stuff I am reading today morning:

PSU Banks post record profits (DH)

InvIT market size set to triple by 2030 (FE)

The Ching’s Secret recipe for Tata Consumer (Fortune)

Company: Workmates Core2Cloud Solutions (BW)

The revolution in India’s Mutual Fund landscape (BT)

Interview with Jim Bianco (The Market)

The dark side of Japanese convenience stores (FT)

The miracle of uninterrupted compounding (Tony Isola)

I want to believe in Unicorns (Retirement Manifesto)

Technology outpaces Permission (Collab Fund)

Wishing readers on the occasion of Gurpurab

Some stuff I am reading today morning:

Bitcoin falls below $100,000 (Yahoo)

The logic of loss making IPOs (Nithin Kamath)

ChrysCap closes record $2.2 Billion Fund Raise (MC)

Indigo flies into red (DH)

India’s Electric Bus Market accelerates (BW)

Mehli Mistry exits Tata Trusts (HT)

Interview with Zepto’s Aadit Palicha (Forbes)

The Age of Artificial Exuberance (ML)

The collapse of Log9 (Inc 42)

5 Ways to avoid Bias Towards Action (Big Picture)

Some stuff I am reading today morning:

The US HIRE Act is a threat to India (MC)

Indian shipbuilders woo overseas customers (Nikkei Asia)

SEBI is forcing Bank Nifty shakeup (FE)

Indian SC gives relief to Vodafone (HT)

US SC confronts Trump & his tariffs (NY Times)

US market’s bubble still has good ways to go (Yahoo)

When the Market rhymes with 1929 (EndGame Macro)

Bangladesh may scrap Adani contract (DH)

SIP AUM Analysis (CM)

Should you just buy stocks until you die? (WSJ)

Some stuff I am reading today morning:

India set to triple rare earths magnets plan (MC)

India exits Ayni Air Base, Tajikistan (BW)

GST Collections rise despite rate cuts (DH)

Swiggy yet to deliver to waiting investors (Inc42)

Company: Pudumjee (Zen Nivesh)

Startup: WickedGud (Forbes)

3 Tough Truths about Climate (Bill Gates)

The end of Calcutta Stock Exchange (Jayati Bhattacharya)

Trend following in a bubble (CS)

Why Size matters in Factor Investing (Alpha Architect)