Some stuff I am reading today morning:
Pakistan fears Indian military action (Dawn)
Trump thinks US will have a deal with India (CNBC)
IndusInd Bank CEO resigns (BS)
Bajaj Finance to give dividend,bonus, split (Fortune)
Gensol Engg: Puneet Jaggi blames Anmol Jaggi (HT)
US tariffs may hurt auto exporters ( Rediff)
Interview with Dr Manoranjan Sharma (CM)
25 Transformative Investment Ideas (HDFC Securities)
April 2025 Letter to Investors (Ikigai)
It’s all going to collapse (Climateer)
Some stuff I am reading today morning:
The Rogue Army that owns Pakistan (Open)
Industrial output growth slips to 4 year low (DH)
High US tariffs pushing Chinese exporters to India (Rediff)
Indian Refiners scoop up Russian crude (OP)
IndusInd Bank’s Deputy CEO resigns (HT)
M&M’s acquisition of SML Isuzu (Fortune)
The Case for Silver (Sahil Kapoor)
Delenda est Pakistan (BW)
Thread: How China swallowed the Ship Building Industry (Jukanlosreve)
How are US firms and consumers responding to tariffs? (Apollo)
Some stuff I am reading today morning:
BSF’s notice to Punjab farmers to clear fields near LAC (MC)
Reliance becomes first co with 10L Cr networth (Rediff)
Zomato’s internal chaos (Reditt)
India’s IPO party is back (FE)
Indigo’s global flight path (BT)
India emerges as Trump’s preferred partner (Fortune)
FY25 Letter to Shareholders (Vallum Capital)
Bear Markets are a necessary evil (Larry Swedroe)
The 3 Buckets Rule (Stef’s Investing)
Wall Street’s Not So Golden Rule (Epsilon Theory)
Some stuff I am reading today morning:
Pakistan – India’s neighbour from hell ( MC )
Decoding the abrogation of Indus Water Treaty ( Tushar Gupta )
What Asim Munir wants ( Open )
Pakistan Senate passes resolution on Pahalgam attack ( Dawn )
Trump faces Indo-Pak nuclear crisis ( Newsweek )
Interview : 100 Days of Trump ( Time )
Indian students in US in panic ( Scroll )
The disappearance of CMC Vice Chairman General He Weidong ( ORCA )
Azerbaijan & Israel ( JPost )
The Sudan War is becoming a global crisis ( Arab News )
A history of tariff wars ( Spiked )
The awful history of tariffs and depressions ( Al Majalla )
Thread : The murder of Swami Shraddhanand ( Manisha Singh)
Book Review: Believe ( PSmith )
Auto Review : 2025 BMW X3 ( Team BHP )
Some stuff I am reading today morning:
Why Pak Army Chief Asim Munir wants war (India Today)
Pakistan airspace closure to Indian Airlines (FE)
India FY25 Trade Deficit with China close to $100 Billion (Rediff)
Russia’s Oil Exports to China & India rebound (OP)
US will face an economic crisis from May 10 onwards (Molson Hart)
ED conducts raids at Gensol premises (MC)
Gensol Promoters face FEMA detention (BW)
Deep Dive: SAMHI Hotels (Zen Nivesh)
Gold: The Everything Hedge (DR)
Why Macro Forecasting is Impossible (Big Picture)