Some stuff I am reading today morning:
Equity Mutual Fund Inflows hit record high (BW)
INR near record lows despite weak $ (BS)
Acrobatic Accounting at Suzlon Energy (ML)
L&T bags 15,000 Cr order from Adani Power (FE)
Lab Grown Diamonds make it outshine (Forbes)
Company Treasuries are buying Bitcoin (Katusa)
3 Big Ideas for understanding how stocks work (F&F)
Chettiars: Bankers of the East (Frontline)
Why Russia plotted to kill the Rheinmetall CEO (Climateer)
Scarcity Vs Abundance (Seth Godin)
Some stuff I am reading today morning:
Pak Army Chief threatens India (Wion)
Stock Talk: Apollo Micro Systems (FE)
Sell Side Research: Solar Industries (Nirmal Bang)
Succession feuds in India Inc (Rediff)
The decline of Intel (Yahoo)
What Microsoft’s $4 Trillion market cap means (FA Mag)
The Energy Storage Revolution (OP)
India’s global play for rare earths (BW)
The VC backed rise of micro dramas (Forbes)
Stumbling Superpower Syndrome (DR)
Some off beat reads for the weekend:
Malegaon Blasts: Death of a Lie (Open)
China-India Rapprochement (ORF)
India’s Middle East Tight-Rope Walk (NI)
UK’s dodgy deals with Saudi Arabia (Guardian)
50th Anniversary of Helsinki Accords (RT)
In Italy, Punjabi farm workers are expendable (Jacobin)
London: A City of Strangers (Spiked)
China’s Black Sea play (RAND)
The Druze of Suwayda (GC)
Europe is turning into Lebanon (Dan Burmawi)
The cultural significance of Umbrellas in Japan (BBC Travel)
Why Indians were discouraged from migrating to Cuba (Scroll)
Swami Vivekananda’s best friend (DNA)
Travelogue: Uganda (Raku)
7 Frozen Desserts from around the World (Smithsonian)
Some stuff I am reading today morning:
PM Modi defies Trump tariffs (Open)
Why Trump may be misreading India (CNBC)
India challenges the West on Russia Trade (OP)
Textile exports may take a $5 Billion hit (FE)
Gem & Jewellery exporters stare at severe losses (DH)
AU Small Finance Bank to become universal bank (Fortune)
Sell Side Research: VA Tech Wabag (Axis Securities)
Tax Terrorism in India’s stock markets (BW)
Stealth reform of India’s electricity sector (BS)
Wise words on market cycles (Novel Investor)
Some stuff I am reading today morning:
Trump hikes tariffs on India to 50% (BW)
GoI’s response to US tariffs (MEA)
Trump hints at more sanctions (FE)
Over half of India’s exports to US in jeopardy (MC)
Why is India in Trump’s crosshairs (CNBC)
RBI Governor’s Statement (RBI)
Anil Ambani Group finally faces investigation heat (ML)
$60 Billion meltdown in China’s Solar Industry (OP)
Be a boring investor (Mark Newfield)
The Index Mindset (Better Letter)