Some stuff I am reading today morning:
Sensex, Nifty scale record highs (Rediff)
India’s labor reset (CNBC)
Nuclear sector to be opened to private players (BT)
CBI action against ITAT member (ML)
Thread: Opportunities exist in markets (Tushar Bohra)
3 PSUs involved in Rare Earths (FE)
Worst days of Sensex (Nooresh Merani)
Interview with Howard Marks (FT)
How to use narrative information (Big Picture)
Everybody loves a Ponzi (DR)
Some stuff I am reading today morning:
India to become $5 Trillion economy by 2029 (MC)
48,000 Cr of IPOs in Dec 2025 (FE)
Bajaj Auto enters e-rickshaw segment (DH)
Dark patterns within online platforms (Forbes)
Kotak launches luxury index (Fortune)
Factor investing in India (RK Vadlamudi)
Nvidia Vs Short Sellers (Yahoo)
Investors attracted to China AI startups (CNBC)
Bull markets don’t last forever (Morningstar)
Bitcoin disconnecting from NASDAQ (Apollo)
Some stuff I am reading today morning:
INR at record low 89/$ (MC)
US-India trade deal finally near (FPJ)
Ukraine Peace finally near (CNBC)
Cabinet to give nod to 7,300 Cr Rare Earth magnet scheme (FE)
Labour reforms are the biggest structural reforms since 1991 (ORF)
Stock Analysis: Stallion India Fluorochemicals Ltd (Dr Vijay Malik)
Commodity: Copper (Katusa)
Interview with Prof Kishore Mahbubani (BW)
Interview with Morgan Housel (Big Picture)
Q3 2025 Letter to Investors (Sohra Peak)
Some stuff I am reading today morning:
India-EU FTA pact by January (DH)
4 Labour Codes,1 Big Leap (Manish Sabharwal)
SC clears Sandesara Brothers (ML)
Russia offers discount of $7 per oil barrel (BT)
Rational Exuberance (Big Picture)
The AI bubble (CST)
Google drops a nuke in AI wars (DR)
Who will the Trillion $ robotaxi race? (Economist)
Crypto crash & the Trump family (Bloomberg)
Trump has called Europe’s bluff (Unherd)
Some stuff I am reading today morning:
Why Lakshmi Mittal is leaving UK (FE)
Taliban woos Indian investors (BW)
Sindh may return to India (BT)
REITs to be gradually included in indices (Rediff)
Company: Godrej & Boyce (Forbes)
25 Years of Indian IPOs (Calm Investor)
The Crypto Bear Market of 2025 (HL)
The Silver Squeeze (DR)
How to find Doubles (Bill Nygren)
Rethinking Growth Investing (AA)