Some stuff I am reading today morning:
INR breaches 90/$ (Rediff)
India is set to host Putin (CNBC)
India-US deal on the back burner (BW)
Indigo cancels 300 flights in 2 days (BS)
Massive disruption of Indigo flights (BT)
Sanchar Saathi’s flip flop (Forbes)
The Indian destination wedding market (BI)
The Hot Hand fallacy (Safal Niveshak)
The path to $200/oz Silver (DR)
Q3 CY2025 Letter to Investors (Hayden Capital)
Some stuff I am reading today morning:
Putin visits India tomorrow (BS)
Meesho faces major investor protest (HT)
Silver at record highs (MC)
Long delays at Delhi Airport (BT)
GIFT City is India’s answer to Dubai (DH)
India’s new Labour codes (ML)
Company: RSWML (BI)
Note to Investors (Nine One Capital)
The shift to hard assets (Ritesh Jain)
OpenAI Vs Google (Josh Brown)
Some stuff I am reading today morning:
OFS in Bank of Maharashtra (BT)
Gold is now 1.33 Lakh/10 grams (DH)
Govt targets big bang reforms in winter session (MC)
Kirloskar Limitless Group plans to double revenues (BI)
Two Indias of insolvency (ML)
The BSE Smallcap Index (Nooresh Merani)
2025 was a year full of investing lessons (P Kudva)
Bitcoin slides below $85,000 (HT)
Crypto remains on edge (CNN)
Europe is on a huge military spending spree (Economist)
Some stuff I am reading today morning:
Equity Mutual Funds break all records (Rediff)
Everyone wants SME IPOs (FE)
FPIs resume selling in November (BS)
PVR-INOX Vs Connplex Cinemas (Zen Nivesh)
Company: Influx Healthtech Ltd (SI)
Company: Vishnu Chemicals Ltd (Proinvest)
Fraud: Droneacharya Aerial Innovations Ltd (SEBI)
Is it too late to buy gold? (AA)
Commodity: Silver (CNBC)
Thinking about 2026 (Carson)
Some off beat reads for the weekend:
India is reclaiming its temples (Swarajya)
Relevance of Ram Mandir flag hoisting (GC)
The dangerous rise of Buddhist extremism (Guardian)
Putin’s India visit (NI)
India & Russians missile technology (RT)
Chinese bluff on Arunachal Pradesh (FP)
Economist Ha-Joon Chang on Indian Economy (Frontline)
India’s homegrown Jihadi extremists (Shishir Gupta)
The powerful US Jewish lobby (Drop Site)
UAE & Sudan’s Gold (Cradle)
Vienna will become a Muslim majority city (Rair)
Revenge in Homs (New Lines)
The new Cold War is here (Engelsberg)
US Govt trained the first software developers (CP)
Are luxury cars still aspirational? (Team BHP)