Some stuff I am reading today morning:
Gold is the most crowded trade on Wall Street (Yahoo)
ICICI Bank cuts savings account rates by 25bps (FE)
NSE Investor Base triples (BW)
SEBI not opposed to NSE IPO (Fortune)
Gensol likely to face multi-agency probe (MC)
Tech Bros Vs Gold Bugs (DR)
Return is the only measure of Success (Investment Talk)
Why Trump will lose his Trade War (Paul Krugman)
Diversification is the price of peace (Nick Maggiulli)
Bear Market Anatomy (Goldman Sachs)
Some stuff I am reading today morning:
India becomes first market to erase tariff induced losses ( DH)
India explores early harvest deal with EU ( Fortune )
ED attaches 707 acres in Aamby Valley ( Money Life )
Order against Gensol Engineering ( SEBI )
ABB goes gung-ho on data centers ( BI )
Stock Talk : Adani Green ( HT )
Chaos in Supply Chains (Sherwood )
China hasn’t weaponized US Treasuries ( Yahoo )
Nobody knows ( Howard Marks )
What is risk? ( BI )
Some stuff I am reading today morning:
India may open Mutual Funds, Equities to Foreign Individuals (BW)
3 New Players to launch Mutual Funds (CM)
Diesel demand falls to lowest level since Covid (Rediff)
Lodha Brothers settle disputes (Money Life)
Company: DTDC (Forbes)
Stock Analysis: Captain Polyplast Ltd (Dr Vijay Malik)
Interview with Marc Chandler (The Market)
145% tariffs on China are clobbering the toy industry (CNN)
How Vivek Oberoi built a 1200 Cr Empire (Fortune)
Thoughts on Tariffs & Market Declines (Morgan Housel)
Some off beat reads for the long weekend:
We never had free trade ( Prospect )
Lessons Trump can learn from Soviet Union ( RT )
US threatens Mexico over water ( MN )
US Military surge in Middle East ( Newsweek )
Military intervention in Iran ( Al Majalla )
Israel & Turkey in Syria ( TOI )
Chinese netizens voice anger ( SCMP )
Canada cannot escape geopolitics ( Engelsberg)
Mamta Banerjee is losing her iron grip ( Print )
Islam will conquer the Left ( Dan Burmawi )
Divorce of Mr & Mrs Sankar ( SFS )
The birthplace of the Buddha ( Smithsonian)
The legacy of Nawab Akbar Bugti ( TFT )
Why Jaspal Bhatti endures ( Scroll )
Obituary : Manoj Kumar ( Open )
Some stuff I am reading today morning:
Tariff whiplash returns to markets ( Yahoo )
The Bond Markets caused Trump to blink ( The Street)
Gold prices surge to new record highs ( HT )
The downgrade of everything American ( Sherwood )
On Indo-US trade talks ( CNBC )
China criticizes Commerce Minister Piyush Goyal ( GT )
TCS defers salary hikes ( BS )
Company: Mahindra Logistics ( BI )
Stock Talk: 5 Undervalued Stocks ( FE )
The markets are always above you ( Leap )