Category: Links

Some stuff I am reading today morning:

FY25 iPhone exports to hit 1.8 Lakh Cr (MC)

IT Dept discovers 22,000 Cr in undisclosed foreign assets (HT)

Trump to put 25% tariffs on autos,chips and pharma (Reuters)

Ukraine peace talks could sink oil price by $10 (OP)

Stock Talk: Power Grid (Rediff)

JioHotstar plans to become India’s top OTT platform (Forbes)

Markets aren’t buying the Growth narrative (BP)

13 Thoughts to survive & grow through a market fall (SN)

The Big Gold Squeeze (DR)

F*** you money (Way of Work)

Some stuff I am reading today morning:

JanNivesh SIP offers Rs.250 SIPs (BT)

India, US to finalize trade deal (Rediff)

NTPC to invest $62 Billion in nuclear capacity (OP)

Why BharatNet remains an unfinished dream (Money Life)

Jewellers margin set to take a hit (FE)

Regional upstarts are beating National Consumer brands (Fortune)

Market Notes: Reset (Prabhakar Kudva)

Stock Talk: Swan Defence ( BW)

Which cities have the highest MF AUM? (CM)

The great EBITDA illusion (BBS)

Some stuff I am reading today morning:

Sizzling demand for gold loans ( FE )

Relentless FII selling hits market sentiments ( Rediff )

Startup : ePlane ( DH )

Smartest AI on Earth, Grok 3 launched ( HT )

SIP stoppage ratio jumps in Jan ( MC )

Prashant Jain warns of record losses ( Fortune )

Can bubbles repeat? ( Acadian )

Staying the course ( Rational Walk )

The Magnificent Seven ( Brooklyn Investor )

Ceteris Paribus in Investing ( Sam Ro )

Some stuff I am reading today morning :

10 Big announcements from Modi Trump talks ( MC )

US & India aim to double bilateral trade to $ 500 Billion ( CNBC )

Trump’s latest tariff salvo is all bark no bite ( CNN )

Raamdeo Agrawal : Govt’s job is done ( Fortune )

Key changes in India’s tax bill ( BW )

The Silver squeeze ( DR )

Disrupted : Human Rideshare models ( PA )

How to pass the stock market’s Stress Test ( SN )

Primary sources ( Rational Walk )

The End Game in Business ( Aswath Damodaran )