Some stuff I am reading today morning:
Mexico to impose 50% tariffs on India (MC)
Retail investors sell 23,000 Cr in 2 months (Rediff)
Big Tech is doubling down on India (CNBC)
Theme: Exchanges (FE)
Trillion $ Marketcaps (Aswath Damodaran)
Understanding ROIC of low growth businesses (BHI)
The Vibecession (Kyla)
The discipline of stepping away (Financial Pen)
Bad Strategy (DR)
The Company as a Machine for doing stuff (Not Boring)
Some stuff I am reading today morning:
FED approves rate cut (CNBC)
Amazon to invest $35 Billion in India by 2030 (Rediff)
Indigo stares at major revenue hit (BT)
China is draining Silver (Katusa)
Company: befree (BI)
3 Ship Repair Stocks (FE)
Is it a bubble? (Howard Marks)
The sweet spot of sustainable investing (The Market)
Safe portfolio withdrawal rates for retirement (CS)
Modern Warfare: Lessons from Ukraine (DR)
Some stuff I am reading today morning:
Silver prices hit record highs (WaPo)
Microsoft to invest $17.5 Billion in India (BW)
Centre cuts Indigo routes by 10% (BT)
CBI books Anil Ambani’s son (Rediff)
The FED is likely to cut (Yahoo)
Inside Kaynes’ Accounting Storm (ML)
SAT dismisses Linde’s appeal (MC)
Stock Analysis: Senores Pharmaceuticals Ltd (Dr Vijay Malik)
Interview with Michael Howell (The Market)
The many faces of Abu Dhabi’s Trillions (Bloomberg)
Some off beat reads for the weekend:
Where American bullying is leading New Delhi (Foreign Affairs)
India has a new security paradigm (BESA)
PM Modi’ s press statement on Putin visited ( PIB )
Mexico hands over Drug Lords to US (WSJ)
The Epstein-Israel link (RT)
Pakistan can’t escape its economic collapse (FP)
Inside the Mossad-Iran shadow conflict (MEM)
Conflicts in post-coup Myanmar (Crisis)
The Strongman Race (FT)
The Armada of Rajendra Chola (Shree History)
The fanatical St. Xavier (Savitri Mumukshu)
The globalist coup against Margaret Thatcher (Spiked)
By 2050, Whites will be a minority in Europe (Mario Nawfal)
Understand tribalism to understand Islam (Brother Rachid)
Drive: Uzbekistan (Team BHP)
Some stuff I am reading today morning:
Putin in India-What to expect (FP)
Order against Avadhut Sathe impounding 546 Cr (SEBI)
Domino effect that led to Indigo’s mass cancellations (HT)
Why Rupee depreciation should not be resisted (Rediff)
Japanese bond yields hit new highs (CNBC)
US Govt debt hits record $30 Trillion (Bloomberg)
Maruti’s e-Viatara set to arrive (Forbes)
Customer Locker dispute at Canara Bank (ML)
The circular battery economy is nearly $78 Billion (OP)
90% of all investment products are crap (BP)