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Weekend Mega Linkfest: 02 May, 2025

Some off beat reads for the weekend:

J&K: Indian Dream, Pakistani Nightmare (Open)

Shifting Tide in Kashmir (ORF)

Pahalgam & China (First Post)

Pahalgam & Bangladesh (Organiser)

Pahalgam’s Lessons (TFT)

India’s real enemy within (Hill Post)

Why PM Modi struggled in Varanasi in 2024 elections (Scroll)

An AI bubble threatens Silicon Valley (American Prospect)

How North Koreans helped liberate Kursk (RT)

EU’s Game Plan for Ukraine (Korybko)

The Israeli Army’s Language Gap (New Lines)

Is Jordan the next Domino? (TOI)

Not the Fall of Saigon (Jacobin)

No, Ukraine is not fighting a Proxy War (RAND)

The fall of the ‘Davos Man’ (DC)

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Links

Linkfest: 02 May, 2025

Some stuff I am reading today morning:

GST revenue hits record high in April 2025 (Rediff)

Oil price rout is good for India (OP)

Air India stares at $600 Million additional costs (MC)

Apple warns of $900 M Tariff headwinds ( Yahoo)

Why SEBI sounded the alarm on opinion trading apps (FE)

Zomato shuts 15 min food delivery business (DH)

Company: Ghodawat Consumer Ltd (BI)

IITian CEO struggled to afford Bengaluru rent (HT)

Interview with Bryan Whalen (The Market)

Buffett’s $325 Billion Mistake (DR)

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Linkfest : 01 May, 2025

Some stuff I am reading today morning:

US Trade deal with India is close ( CNBC )

Ukraine, US sign minerals deal ( FE )

Gold purchases touch 12,000 Cr on Akshaya Tritiya ( Fortune)

US Economy contracts ( MC )

US markets are still expensive ( II )

The man who built Sun Pharma ( Forbes )

SEBI bans 3 You Tubers for 5 years ( DH )

ITR Forms 1,4 notified ( Rediff )

China’s solar firms struggle ( OP )

Trying to understand return expectations ( AQR )

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Links

Linkfest: 30 April, 2025

Some stuff I am reading today morning:

Pakistan fears Indian military action (Dawn)

Trump thinks US will have a deal with India (CNBC)

IndusInd Bank CEO resigns (BS)

Bajaj Finance to give dividend,bonus, split (Fortune)

Gensol Engg: Puneet Jaggi blames Anmol Jaggi (HT)

US tariffs may hurt auto exporters ( Rediff)

Interview with Dr Manoranjan Sharma (CM)

25 Transformative Investment Ideas (HDFC Securities)

April 2025 Letter to Investors (Ikigai)

It’s all going to collapse (Climateer)

Categories
Links

Linkfest: 29 April, 2025

Some stuff I am reading today morning:

The Rogue Army that owns Pakistan (Open)

Industrial output growth slips to 4 year low (DH)

High US tariffs pushing Chinese exporters to India (Rediff)

Indian Refiners scoop up Russian crude (OP)

IndusInd Bank’s Deputy CEO resigns (HT)

M&M’s acquisition of SML Isuzu (Fortune)

The Case for Silver (Sahil Kapoor)

Delenda est Pakistan (BW)

Thread: How China swallowed the Ship Building Industry (Jukanlosreve)

How are US firms and consumers responding to tariffs? (Apollo)