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 off beat reads for the weekend:
How US destabilized Bangladesh (Gray Zone)
How Israel almost wiped out Hezbollah (JPost)
The man who exposed Switzerland’s dirty secrets (Guardian)
Jordan ready to challenge Trump (New Lines)
Why Trump’s tariffs are an economic masterplan (Unherd)
Thousands of US Govt workers are getting fired (Reuters)
What explains Christian evangelist Singh’s popularity? (Scroll)
AApocalypse (Open)
Telangana caste survey results poses dilemma for Congress (Print)
Lalu Prasad Yadav negotiated kidnapping ransom deals (OpIndia)
Arranged marriages in India turn to AI (Walrus)
India’s Special Frontier Force (ORF)
A Japanese sword’s reunion (Outside)
Drive: 10,000 km Pune to North East (Team BHP)
Travelogue: 10 Monasteries (Smithsonian)
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 )
Some stuff I am reading today morning:
Talks begin to end Ukraine war ( Trump)
Trump reciprocal tariffs to come on Thursday ( CNBC )
On Modi – Trump talks ( FP )
Equity Mutual Fund inflows remain strong ( Cafe Mutual)
Retail inflation slows to 4.3% ( Rediff )
Torrent Group is new owner of Gujarat Titans ( FE )
A Mega City near Jhansi ( Money Life )
Broken Markets? ( Brooklyn Investor )
What happened to the Green Hydrogen boom? ( OP )
Expertise and Credentials ( Seth Godin )