Some stuff I am reading today morning:
FED Powell should cut rates ( Donald Trump)
FED Powell notes trouble ahead ( The Street )
Investors are selling America ( Sherwood )
PM Modi meets US VP JD Vance ( Fortune )
ED seizes assets in Mahadev Betting case ( MC )
Warning signs for Indian markets ( Forbes )
SGBs up for pre mature redemptions ( FE )
BYD Semiconductor Deep Dive ( Nomad Semi )
The Barrage of Bullish Influence ( 2Point2 Capital)
Buy the Dip ( Aswath Damodaran )
Some stuff I am reading today morning:
FPIs turn net buyers (Rediff)
SEBI proposes to classify REITs/InvITs as Equity (CM)
Eversource looks to buy BluSmart (BS)
India aims to lure foreign nuclear power cos (OP)
Sector Watch: Defence (FE)
Stock Talk: Gokaldas Exports (RJ)
Interview with George Magnus (The Market)
The $ 1 Trillion Chinese ADRs Risk (Under The Hood)
US Small businesses suffer due to tariffs (CNN)
Terrified & Long (Irrelevant Investor)
Some off beat reads for the long weekend:
Israel’s plans to attack Iran leaked (JPost)
AfD is destined for the German Government (RT)
Israel-Saudi Normalization won’t happen (TOI)
Iran-Armenia Joint Drills (Cradle)
China’s Military is gaining control of the Pacific (Newsweek)
Baloch insurgency echoes in Iran (TFT)
The AIADMK-BJP alliance in Tamil Nadu (GC)
The Bengal teacher Fraud (Scroll)
When free trade falters (Engelsberg)
Thread: The Goa Inquisition (Manisha Singh)
How Chritianity evolved from Judaism (Dan Burmawi)
Thread: Subedei, the greatest Commander (MindVoyager)
Sweet: Knafeh (Smithsonian)
Thread: Rich Dad, Poor Dad was a fraud (Wealth Hatch)
Sindhu Ghat in Ladakh (Hill Post)
Some stuff I am reading today morning:
Gold is the most crowded trade on Wall Street (Yahoo)
ICICI Bank cuts savings account rates by 25bps (FE)
NSE Investor Base triples (BW)
SEBI not opposed to NSE IPO (Fortune)
Gensol likely to face multi-agency probe (MC)
Tech Bros Vs Gold Bugs (DR)
Return is the only measure of Success (Investment Talk)
Why Trump will lose his Trade War (Paul Krugman)
Diversification is the price of peace (Nick Maggiulli)
Bear Market Anatomy (Goldman Sachs)
Some stuff I am reading today morning:
India becomes first market to erase tariff induced losses ( DH)
India explores early harvest deal with EU ( Fortune )
ED attaches 707 acres in Aamby Valley ( Money Life )
Order against Gensol Engineering ( SEBI )
ABB goes gung-ho on data centers ( BI )
Stock Talk : Adani Green ( HT )
Chaos in Supply Chains (Sherwood )
China hasn’t weaponized US Treasuries ( Yahoo )
Nobody knows ( Howard Marks )
What is risk? ( BI )