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)
Some stuff I am reading today morning:
Russia, Ukraine agree to partial truce (CNBC)
India open to cutting tariffs on more than half of US imports (Reuters)
Overseas investors drawn to Indian assets (DH)
Samsung India hit with $601 million tax demand (Fortune)
India records 307 drug pricing violations (BT)
Govt discontinues Gold Monetisation Scheme ( Rediff)
Stifling of Buybacks (Money Life)
Thread: Solar Vs Wind (Zerodha)
Why Trend Following is hard (Of $ and Data)
The Makings of a Multi Bagger (Alta Fox Capital)
Some stuff I am reading today morning:
Nifty, Sensex erase YTD loss (BW)
Imposing Tariffs on countries importing Venezuelan oil ( WH )
Press Release of latest SEBI Board Meeting (SEBI)
How Kumar Mangalam Birla is expanding his empire (BT)
The curious case of India Volatility Index (Forbes)
Nobody knows beyond a point (Nooresh Merani)
How are inherited Mutual Funds taxed? (Fortune)
Never sell a great business (Mohnish Pabrai)
Webinar in the age of AI (Tomasz Tunguz)
Waves & Tides (Seth Godin)
Some stuff I am reading today morning:
India’s oil imports hit all time highs (OP)
Passenger vehicle sales crash ( Rediff)
Stumbling stock market raises specter of reckoning (Yahoo)
Key financial mistakes to avoid before March 31st (DH)
Company: Ather Energy (Fortune)
SEBI relaxes norms for Mutual Fund Employees (CM)
The stock market is always changing (CS)
Geopolitical risks are in the rise (Mr Zepczynski)
Index Three Ways (Humble $)
A closer look at Options Based strategies (AQR)
Some off beat reads for the weekend:
Interview with PM Modi (Lex Fridman)
China is trying to kneecap Indian manufacturing (Noah Opinion)
Egypt willing to absorb half a million Gazans (JPost)
The warmongers in the EU (RT)
Sadly, Trump is right on Ukraine (The Hill)
The Big Baloch Question (Open)
Bloody clashes in Syria (Crisis)
Meir Kahane’s ghost in Israeli politics (Guardian)
Europe’s last Latin Kingdom (Engelsberg)
The historical engima of Maulana Hasrat Mohani (OpIndia)
Thread: Rana Kumbha (Right Singh)
My Grandpa, the Fascist (New Lines)
An open letter to UN from a Rohingya Refugee (Dhaka Tribune)
Thread: The astronomical significance of Holi (Savitri M)
Trek: Winter Kuari Pass (Team BHP)