Some stuff I am reading today morning:
Efforts on to seal India-EU FTA (MC)
40% GST on carbonated drinks (FE)
Gold could hit $5000/oz (Sherwood)
Company: Fineotex Chemicals (BI)
Sell Side Research: SAMHI Hotels (Yes Securities)
Interview with Peter Berezin (Market)
The state of AI gross margins in 2025 (Tanay Jaipuria)
On India-UAE LNG Pact (OP)
America could help India’s Thorium Dream (MIT Technology)
The Hustle Loop (Seth Godin)
Some stuff I am reading today morning:
GST 2.0 is PM Modi’s Diwali gift to the nation (BT)
FAQ’s on new GST rates (HT)
Cabinet approves 1500 Cr for Critical Minerals Recycling (PIB)
Silver beats gold in yearly gains (FE)
Diamonds are a terrible investment (Barchart)
Company: LT Foods (BI)
Stock Talk: Bank of India (Niteen S Dharmawat)
US Bond markets are nervous (Endgame Macro)
New gas pipeline between Russia & China (OP)
Building Pricing Power (Flyover Stocks)
Some stuff I am reading today morning:
The first ‘Made in India’ semiconductor chip (DH)
Gold trades at record highs as Central Banks load up (Yahoo)
INR trades at record lows (Rediff)
US Debt crisis possible in 3 years (AM)
Azerbaijan Vs India (MC)
Mordani Vs Nirmal Jain (ML)
Stock Talk: 3 Railway Stocks (FE)
Top 50 Mutual Fund Distributors (CM)
ESOPs and Dilution (Zen Nivesh)
The Cost of Comfort (Collab Fund)
Some stuff I am reading today morning:
Gold touches lifetime high of 1.05 L/10 grams (DH)
Modi-Xi-Putin are all smiles (CNBC)
India’s defiance could reshape oil markets (OP)
Decoupling from Dollars (Balaji)
UK’s Bond Market is collapsing (Kobeissi Letter)
EaseMyTrip’s Wrong Turn (Inc 42)
Some charts that will surprise you (CS)
The “Salad Oil” approach to investing (AM)
A $25 Billion Crypto Hoarding Craze (Bloomberg)
You can’t retire on 1 Cr (FE)
Some stuff I am reading today morning:
FPIs withdraw 35,000 Cr in August (Rediff)
Modi,Xi push for closer ties (BS)
India’s 1 Lakh Crore submarine push (MC)
Chairman’s Statement at Reliance AGM (BSE)
Trump’s Trade War got more chaotic (Yahoo)
US urges Europe to tariff India (One India)
India’s bold ban on Real Money gaming (BW)
Turnaround: PayTM (FE)
Company: Suyog Telematics (Zen Nivesh)
The $20/Month Software Revolution (Tomasz Tunguz)