Some stuff I am reading today morning:
Economic Survey of India FY2026 (BS)
Oil prices cross $70 (Reuters)
Gold, Silver rally enters dangerous phase (Yahoo)
Trump sues IRS for $10 Billion (CNBC)
India must scrap capital gains tax on Foreign Investors (FE)
Company: CKC Fragrances (BI)
The New Commodity Supercycle (DR)
Your Margin, My Opportunity in Software (Tomasz Tunguz)
My Trading Beliefs (All Star Charts)
Learning from Sir Christopher Hohn (MI)
Some stuff I am reading today morning:
FED leaves rates unchanged (Reuters)
Gold jumps to $5,500 (Yahoo)
Gold loan book has doubled in 2 years (Rediff)
$714/oz Silver?! (DR)
US Consumers are paying for Trump tariffs (LA Times)
India’s luxury car industry to boom (Forbes)
The Trust Deficit (Aswath Damodaran)
Tether will become Gold Central Bank (The Block)
Ads in the age of AI (Tanay Jaipuria)
Q4 2025 Letter to Investors (Greenlight)
Some stuff I am reading today morning:
Benefits of India-EU FTA ( BT )
India-EU FTA to be implemented in 2026 ( FE )
Trump yet to react to India-EU FTA ( CNBC )
Why India – US trade deal is stalled ( ET )
USD under fire ( Yahoo )
Gold crosses $ 5,200 /oz ( Reuters )
Why banks went on strike yesterday (ML )
2026 : This is AGI ( Sequoia)
Hyderabad land prices break records ( Hindu )
Tim Cook is captured ( Om Malik )
Some stuff I am reading today morning:
Japan’s Bond Market crash (Bloomberg)
India, EU conclude FTA negotiations (MC)
Canada to start FTA negotiations with India (BS)
Trump raising tariffs on S Korea (CNN)
Rally in precious metals continue (Yahoo)
Central Banks saying no to fiat money (Mark R)
Commodity: Copper (Katusa)
Marico buys 4700BC Brand (DH)
Company: Paras Defence (BI)
26 Lessons from Morgan Housel (Shane Parrish)
Some off beat reads for the long weekend:
The remarkable recovery of Narendra Modi (Economist)
America, the Predator (Globe & Mail)
Trump’s Iran Strategy (JPost)
The Realist Paradigm of Trump’s foreign policy (ForPol)
How Syria’s Kurds were erased (Cradle)
The emergence of ‘Islamic NATO’ (Stratnews)
Transcript of Zelenskyy’s speech at Davos (WEF)
Jewish Prayers at the Temple Mount (TOI)
India has stepped back from Chabahar (GC)
Russia’s Imperial Overreach (Engelsberg)
Hawaii was the Greenland of the 19th Century (NI)
How the Tiger became Indian National Symbol (NL)
Festival: Basant Panchami (KBS Sidhu)
Travelogue: Ranthambore National Park (Team BHP)
Book Review: After Nations (Scroll)