Some stuff I am reading today morning:
Trade Unions call for Bharat Bandh today (DH)
What farmers don’t like in India-US deal (FE)
The SaaS bloodbath (East Wind)
The AI fueled Software meltdown (Yahoo)
The case for Indian Secondary Funds (Forbes)
The boom in Continuation Vehicles (CAIA)
Bitcoin Bears take victory laps (Coin Desk)
Building an Antifragile Portfolio (DR)
Dispersion (Oaktree Capital)
Everything can be bet on (Les Barclays)
Some stuff I am reading today morning:
Gold ETFs inflows exceed that of Equity (CM)
OFS in BHEL (MC)
Why Textile stocks tumbled (Fortune)
Turmoil at Peak XV Partners (Inc 42)
Mandatory service charge illegal at restaurants (DH)
Theme: Recycling Stocks (FE)
Sell Side Research: Man Industries (SBI Securities)
Why Consensus Fails (Nick Maggiulli)
Europe wants alternatives to Visa, Mastercard (FT)
Cuba in crisis due to oil embargo (WSJ)
Some stuff I am reading today morning:
DIIs overtake FIIs (Fortune)
Modi’s US deal resembles a IMF bailout (Bloomberg)
Tesla is left out of US trade deal (The Street)
Stock Talk: HDFC Bank (FE)
Software stocks are getting crushed (Tker)
Google’s 52x AI Growth (Tomasz Tunguz)
Buffett’s Coca Cola bet (Felix Prehn)
Germany wants its Gold back (DR)
The Coming Crypto Apocalypse (Nouriel Roubini)
Lessons of a first time Fund Manager (Generalist)
Some stuff I am reading today morning:
Japanese stocks hit record highs (CNBC)
Why Indian markets have bottomed out (Samit Vartak)
The Index is lying to you (Capitalmind MF)
India, Malaysia sign 11 agreements (BS)
Not easy for India to cut Russian oil (OP)
The different races in AI (Aakash Gupta)
AI boom is causing shortages everywhere else (WaPo)
Interview with Sandy Nairn (The Market)
India’s Tourism Paradox (ML)
Proven Survivors (Microcap Club)
Some off beat reads for the weekend:
The Indo-US Trade deal (Niti Shastra)
Origins of Trump’s Greenland pursuit (Time)
Bahrain on the frontline (Cradle)
Rivalry in the Horn of Africa (Al Majalla)
Why Bangladesh is wary of Jamaat (Strat News)
Balochistan, Pakistan’s bleeding sore (Tribune)
Inferno in Iran (ForPol)
Why Iran is witnessing a gold rush (New Lines)
The Israel-Iran Detente won’t last (RAND)
Epstein was an Israeli asset (MEM)
CM Yogi’s new Avatar (Print)
N Chandra’s legacy (Bloomberg)
An anecdote of Field Marshal Sam Manekshaw (Usman)
Japan’s Indian Hero-Radha Binod Pal (CL)
Why the Samurai still matter (Engelsberg)