Some stuff I am reading today morning:
RBI boosts liquidity (FE)
On US-India trade deal (MC)
Tariffs on US automakers exempted for a month (HT)
Germany’s fiscal U-turn (CNBC)
Stock Talk: BSE (Rediff)
Company: Ajmera Realty (BI)
Stock Analysis: TechNVision Ventures Ltd (Dr Vijay Malik)
Sector: CDMO (SOIC Finance)
Market Turmoil breeds opportunity (The Market)
Pure Independence (Morgan Housel)
Some stuff I am reading today morning:
Trump could scale back tariffs ( CNBC )
Trump Trade is now floundering ( Yahoo )
How China retaliated against Trump’s tariffs ( Rediff )
Canada’s anger with Trump ( Toronto Star )
Tata Motors begins trial of Hydrogen Powered trucks ( DH )
Gensol Engineering falsified documents ( ICRA)
How AI is changing India’s IT services industry ( Forbes )
Family offices strengthen Indian Capitalism ( Harsh Mariwala )
India’s sandwich generation struggles ( BW )
Restoring SEBI’s credibility ( Money Life )
Some stuff I am reading today morning:
US Tariffs to take effect from today ( Yahoo)
Global coffee prices soar to record highs ( BW )
Stagflation in the US ( The Street)
Massive selloff in PSUs ( MC )
Private Sector is transforming India’s Defence ( Fortune)
Stock Talk : Defence Stocks ( FE )
Concessions for Dharavi Redevelopment Project ( HT )
A history of US stock market crashes ( Callie Cox )
Best Business in AI ( Tomasz Tunguz )
London – City of Inheritance, not Opportunity ( Standard)
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 )