Category: Links

Wishing readers on the auspicious occasion of Dussehra

Some stuff I am reading today morning:

Elon Musk reaches $500 Billion net worth (MC)

Gold, Silver log record gains in H1 FY26 (Rediff)

The great NSE data heist (BW)

Sell Side Research: Top October Picks (Axis Securities)

Rate of Small Savings Schemes (BN)

India PEG ratio is very expensive (D Muthukrishnan)

Hold or sell Gold? (DR)

Picking winning themes (Morningstar)

The battle over Rare Earth magnets (OP)

How AI will change private markets (JC)

Some stuff I am reading today morning:

Foreign investors dump Indian stocks (Bloomberg)

3 out of 4 IPOs flop on debut (BS)

Why is the INR hitting fresh lows? (FE)

Who will build India’s stealth fighter? (MC)

India doubles gold, silver imports (HT)

Company: Capital Small Finance Bank (Proinvest)

The hidden costs of passive investing (Morningstar)

The ‘When to take Profits’ problem (DR)

Hypergrowth Vs Steady Compounding (Tomasz Tunguz)

The Data Center Blob (JP Morgan)

Some stuff I am reading today morning:

Tata Capital to raise 15,512 Cr (FE)

TCS layoffs leave employees anxious (MC)

RBI notifies new rules for deceased customer’s accounts (ML)

Trump’s $100,000 visa upends Indian student’s lives (NY Times)

Trump announces 100% tariffs on foreign movies (CNN)

Order in the matter of Man Industries Ltd (SEBI)

Stock Talk: BEL (Rediff)

Sell Side Research: QPower (RJ)

Speculator Hero Worship (Novel Investor)

NATO can deny Russia Baltic access (OP)

Some stuff I am reading today morning:

US Markets hit most expensive valuation in History (Barchart)

Wide dispersal in Indian Equity Markets (Ganeshram Jayaraman)

Are Indian markets really over valued? (CM)

Irrational Exuberance in US Markets (Sonali Basak)

Company: Assetz (BI)

Stock Talk: Lemon Tree (FE)

A Decade of Repco (Zen Nivesh)

Swiss Central Bank has a $167 Billion US Stocks portfolio (SI)

South Korea’s birth rate collapse (CNBC)

Silicon Valley’s suicide pact with Trump (Wired)