Some stuff I am reading today morning:
Bank’s CASA deposits fall ( FE )
Court orders FIR against SEBI officials ( Rediff )
Pressure on Nifty as trade wars continue ( DH )
Paytm receives notice for FEMA violations ( HT )
Madhabi Buch’s legacy at SEBI ( MC )
Trump announces strategic crypto reserve ( CNBC)
What’s behind the market meltdown ? ( Fortune )
Open Letter to SEBI chief TK Pandey ( BW )
Analysis of Midcap Funds ( MF Guy )
Option Rot ( Terrain )
Some off beat reads for the weekend:
Behind America’s Greenland Gambit ( Engelsberg)
Ukraine minerals deal with Trump ( Newsweek )
The released ‘Epstein Files’ disappoint ( Time )
Why Germany is ripe for revolt ( Spiked)
Europe must wake up to hard power reality ( Arab News )
Lebanon, Syria in the Abraham Accords (JPost )
Can Russia truly protect Iran? ( Al Majalla)
Flee, Flee Palestine ( TOI )
Pakistan : Land of 250 Million Unpeople ( Tribune )
The Foreign Hand in Dhaka ( Open )
The beginning of end of liberal democracy (Dawn )
Why drones are surveying Indian villages ( Scroll )
Thread : After Chhatrapati Sambhaji’s execution ( Sada Shree )
The secret World War II history of Koh Samui ( Smithsonian )
Thread : The Katehar Massacre ( Right Singh )
Some stuff I am reading today morning:
Tuhin Kanta Pandey is next SEBI chief ( BS )
Tariff wars intensify ( CNBC )
RBI relief gives boost to NBFC stocks ( FE )
Off 52 week highs ( Charlie Bilello)
Stock Talk : TCS ( Rediff )
Stock Analysis : Dynamic Cables Ltd ( Dr Vijay Malik )
India has seen worse stock market crashes ( MC )
There is a little bit of India in every Mercedes ( Forbes )
Lessons from 2024 Berkshire Letter ( Novel )
The inevitable Capital Cycle ( Flyover Stocks )
Some stuff I am reading today morning:
A Billion Indians have no spending money ( BBC )
Russia is preparing to re-enter the global economy ( Semafor )
US Consumer sentiment plunges ( CNN )
Small & Mid sized cement players struggle ( MC )
Is Lawsikho another Byjus? ( LN )
Fiasco of Independent Directors at AGS Transact ( Money Life )
Samsung & India ( Fortune )
India’s reform paradox ( BW )
The top 10 % ( Common Sense)
Market cycles & the illusion of Average ( Howard Marks )
Wishing readers on the auspicious day of Maha Shivratri
Some stuff I am reading today morning:
Nifty’s 30 year record at risk ( Fortune )
The Smallcap bull market is dead, for now ( Money Life)
Tesla’s market cap sinks below $ 1 Trillion ( CNBC )
Why is Bitcoin losing steam ? ( FE )
Trump is breaking the wind industry ( OP )
India mulls $ 1 Billion subsidy for solar module manufacturing ( MC )
Will India have its own AI model? ( Forbes )
BRK 2024 Annual Report & stuff ( Brooklyn Investor )
Brazilian stocks offer 8x earnings at 8% yields ( DR )
Long Term selfish ( Seth Godin )