Some stuff I am reading today morning:
INR declines to 87.58 (HT)
Bombay High Court orders probe into Jai Corp fraud (Money Life)
Solar cell capacity to jump 5 fold by 2027 (FE)
Trump’s tariffs on China bite US online shoppers (Yahoo)
SEBI order in front running of Anuj Sheth (NSE)
Stock Talk: Muthoot Finance (Proinvest Nirmiti)
Jim Chanos on AI (AM)
Don’t freak out (CS)
Tilting the odds in your favour (Novel Investor)
Timing is not everything, but it matters (IT)
Some stuff I am reading today morning:
Big Ticket IPOs in February 2025 (Fortune)
Why Nifty may cross 25,000 (BW)
Why markets will remain under pressure due to FII selling (FE)
Record demand for Gold (OP)
RBI Governor Malhotra expected to cut rates (BS)
Interview with Sunil Shah (BT)
Trump administration focusing on 10Y Yields (Yahoo)
The case for short selling (Raging Capital)
Making Markets in Time (Pivotal)
The Danger of “Breaking Even” Mindset (AM)
Some stuff I am reading today morning:
Markets await RBI rate cut (MC)
Gold breaches Rs 85,000 mark (HT)
China’s critical mineral export curbs (OP)
Feb 2025 Letter to Investors (Monarch AIF)
Gold: The immortal asset (Aequitas)
Shit VCs of India (Akhil)
Interview with Howard Marks (The Market)
Deep Seek crashes the AI party (Aswath Damodaran)
How to invest for a post-AGI world ($ & Data)
When incentives change, I change my mind (BI)
Some stuff I am reading today morning:
FPIs withdraw 64,000 Cr from Equities ( Rediff )
Trump imposes tariffs, sanctions on Colombia ( CNBC )
Counter offer for Religare Enterprises ( BS )
Power Producers face 1000 Cr loss ( DH )
India’s brain washed investors ( MC )
On Cash Calls ( Nooresh Merani )
Startup : Join Ventures ( IR )
Global Value Investing in our era ( Li Lu )
5 Scenarios for the Year of the Snake ( Peter Tasker )
The one chart that explains US markets ( Josh Brown )
Some off beat reads for the weekend:
Realpolitik back in US foreign policy (IM 1776)
Israel just lost a war (TOI)
Foolish Lady Bishop Vs Trump ( Front Page)
The Left hysteria over Trump (USA News)
Thread: Manipur Crisis (Maj Rawat)
2025 will be a lean year for Indian politics (Print)
The menace of illegal Bangladeshi immigrants (First Post)
The forgotten Maoist war in Bastar (Scroll)
Pakistan is losing its Glaciers (New Lines)
Syria’s future depends on the Kurds (NI)
Profile: T K Radha (IAS)
Thread: The evil Jihadi Aurangzeb (Savitri M)
Vedic Wisdom needs to be lived (Maria Wirth)
Drive: Kolkata to Aurangabad (Team BHP)
Letting go of reading goals anxiety (Walrus)