Some stuff I am reading today morning:
All eyes on Trump Tariffs ( CNBC )
GST collections hit record high ( BS )
India’s defence exports hit record high ( Fortune)
Highway toll charges hiked ( Rediff )
Stock Talk : Adani Group ( FE )
SIPs in the age of volatility ( BT)
Commodity : Copper ( Katusa )
Private Equity in your portfolio ( Morningstar )
Masa’s love for debt ( Climateer )
Desperate in Deutschland ( DR )
Some stuff I am reading today morning:
Govt hikes Voda stake to 49% (Rediff)
ITC buys Century Pulp & Paper for 3,498 Cr (Fortune)
India Steel faces EU Carbon rule challenge (OP)
5 Trillion $ slump in US markets (The Street)
Another US debt downgrade could be coming (Yahoo)
Company: BLS International (BI)
Startup: Krutrim AI (Forbes)
Small Savings Schemes Interest rates Apr-Jun 2025 (BN)
Interview with Ajay Khandelwal (CM)
Interview with Marko Papic (The Market)
Some off beat reads for the long weekend:
Why America, China & India will run the world of tomorrow (Engelsberg)
American Aid & Regime Change in Bangladesh (ORF)
Why US was unable to rebuild Iraq & Afghanistan (Dan Burmawi)
In Focus: India-China Relations (BBC)
Unrest in Pakistan (Friday Times)
The erosion of Israel-Egypt relations (JPost)
The worst 7 years in Boeing’s History (Wired)
Why RSS is right about Aurangzeb (Open)
Britain gave radioactive food to Indian women (Guardian)
New AI Reality: Execution is Cheap (Greg Isenberg)
Thread: The smartest man in the world (Walter Ego)
The Maratha Sultanate (Sam Dalrymple)
Thread: The Budapest Memorandum (Brian McDonald)
Adventures in Himachal Pradesh (Hill Post)
Thread: Forms of Ganesha for each Nakshatra (Anu Satheesh)
Some stuff I am reading today morning:
Why America is hiring in India (NY Times)
NSE likely not to change F&O expiry day (MC)
RBI may cut repo rate by 25 bps in April (Rediff)
US auto tariffs to hit Indian parts makers (DH)
India set to tap vast oil reserves (OP)
India’s AC market poised for exponential growth (Fortune)
What ails India’s manufacturing (CNBC)
Stock Talk: Sarda Energy & JK Infra (FE)
Company: Infra.Market (BI)
Retail Quota in IPOs (Bala)
Some stuff I am reading today morning:
My friend S Swaminathan of Iris passes away (BSE)
Trump imposes 25% tariffs on autos and auto parts ( WH )
FPIs are loading up on Indian debt (MC)
L&T wins its largest order ever (Fortune)
Major tax changes effective from 01 April, 2025 (BT)
Millions of UK tyres sent to India (BBC)
Stock Talk: Godrej Consumer (Rediff)
One in Five Ultra Rich Indians wants to migrate (NDTV Profit)
Gold’s secret panic (Katusa)
Buying at a low valuation (Microcap Club)