Some stuff I am reading today morning:
RBI is likely to cut by 25 bps (Rediff)
SEBI clears air on IPO delays (BS)
IPOs of 1.4 Lakh Cr in pipeline (FE)
China’s rare earth export curbs hit the auto industry (Reuters)
China-US trade deal impasse (Yahoo)
Census to begin on 01 March, 2027 (MC)
India’s Green Hydrogen bet (OP)
Mutual Fund Asset Class Returns (Ramakrishna Vadlamudi)
Bitcoin is up because its up (Humble $)
India halts tours to Turkey, Azerbaijan (BW)
Some stuff I am reading today morning:
Nvidia again world’s most valuable co ( CNBC )
Adani mulls entering airport ground services ( DH )
Gensol, Blu Smart face insolvency heat ( BS )
Can China block Brahmaputra? ( MC )
Company : Paras Defence ( BW )
Startups must move away from vanity metrics ( Forbes )
Flexible Investment Tactics ( BHI )
Lessons from a decade of investing ( Anand Shah )
When to Buy? ( Kiran D )
How investors can close the Behaviour Gap ( BI )
Some stuff I am reading today morning:
Algos dominate Indian Equities, F&O (MC)
Adani rubbishes WSJ allegations (BSE)
RBI’s $73 Billion short book (DH)
Unprecedented losses in Japanese bond markets (Kobeissi)
Jamie Dimon sees risks in US bond markets (The Street)
Maruti flags steep decline in budget car sales (BT)
Commodity: Lithium (Katusa)
Narratives Based Investing (Climateer)
How much should Elon Musk get paid? (HT)
The consumer AI revolution (Collab Fund)
Some stuff I am reading today morning:
Ukraine launches major drone attack against Russia (Guardian)
Message from Ukraine (Zelenskyy)
RBI to deliver 25 bps rate cut on Friday (BS)
The comeback of Anil Ambani (BW)
SEBI’s 10 Lakh Minimum Investment Rule (Fortune)
Takeaways from Earnings Call Q4 FY25 (Zerodha)
Inside Chris Hohn’s TCI (Thematic Edge)
Salaried employees can choose between ITR-1 & ITR-2 (MC)
7 attributes of the Millionaire next door (CS)
Generational Wealth Vs Enough (WCI)
Some off beat reads for the weekend:
Interview with RSS Sarsanghchalak Dr. Mohan Bhagwat (Organiser)
India needs a Veer Savarkar (Goa Chronicle)
The last chapter of Naxalite insurgency (Open)
America is a loser of Operation Sindoor (First Post)
The US-Japan Alliance (Engelsberg)
How to start a war with Russia (RT)
Sergei Lavrov: Russia’s longest serving diplomat (Al Majalla)
Thread: Pakistan-Turkey alliance (DisInfo Lab)
Kabul back in focus (Cradle)
Second Class Citizenship of Palestinian Israelis (Jacobin)
The untold story of 9/11’s Architect (TOI)
The curse of Toumai (Guardian)
Fiction: The Ex (Dilli Mirror)
The Turkish genocide of Christians (Dan Burmawi)
Metric-Less Success (Lawrence Yeo)