Category: Links

Some stuff I am reading today morning:

US Markets crash ( CNBC )

US Congress begins anti-tariff movement ( The Street)

The absurdity of Trump Tariffs ( Arnaud Bertrand )

US tariffs to hit India’s Gems & Jewellery exports ( Rediff )

India’s seafood exports at risk ( Fortune)

India pins hope on US BTA ( FE )

Trump Tariffs push China closer to India ( MC )

INDIA alliance rolling out red carpet to Adani ( BW )

Two most dangerous words in investing ( BI )

Geopolitics doesn’t matter, until it does ( Klement )

Some stuff I am reading today morning:

Regulating Imports Using Reciprocal Tariffs (White House)

List of Countries and Reciprocal Tariffs (White House)

Key takeaways from Trump’s Tariffs (CNN)

Stock Markets slump on Tariffs (FE)

America is headed for grim fiscal reckoning (Bloomberg)

Company: M&M (Forbes)

Stock Talk: KSolves India (Proinvest Nirmiti)

Lodha alleges Board Resolutions were forged (BSE)

Market Manipulation: Bharat Global (Money Life)

Indian Equities have outperformed all other asset classes (CM)

Some stuff I am reading today morning:

All eyes on Trump Tariffs ( CNBC )

GST collections hit record high ( BS )

India’s defence exports hit record high ( Fortune)

Highway toll charges hiked ( Rediff )

Stock Talk : Adani Group ( FE )

SIPs in the age of volatility ( BT)

Commodity : Copper ( Katusa )

Private Equity in your portfolio ( Morningstar )

Masa’s love for debt ( Climateer )

Desperate in Deutschland ( DR )

Some stuff I am reading today morning:

Govt hikes Voda stake to 49% (Rediff)

ITC buys Century Pulp & Paper for 3,498 Cr (Fortune)

India Steel faces EU Carbon rule challenge (OP)

5 Trillion $ slump in US markets (The Street)

Another US debt downgrade could be coming (Yahoo)

Company: BLS International (BI)

Startup: Krutrim AI (Forbes)

Small Savings Schemes Interest rates Apr-Jun 2025 (BN)

Interview with Ajay Khandelwal (CM)

Interview with Marko Papic (The Market)