Some stuff I am reading today morning:
Gold surges to 1.37 Lakh/10g (Rediff)
INR hits record low of 90.72/$ (HT)
Bitcoin resumes slide (Yahoo)
Maruti’s EV push (BT)
Company: Endurance Technologies (Forbes)
The Bond market will not be fooled (AP)
Timing the Golden rotation (DR)
The Concentration Bears are wrong (Josh Brown)
Ukrainian drones neutralize Russian submarine (Reuters)
US could win the AI battle but lose the war (FT)
Some stuff I am reading today morning:
Indian markets are overvalued (Aequitas)
Mutual Funds keep cash levels elevated (MC)
Copper could hit stratospheric new highs (CNBC)
India deepens Russia oil ties (OP)
How Delhi High Court caused Indigo’s chaos (Swarajya)
Chidamabarm, Mayaram are real villains of Dhurandhar (BW)
Crypto treasury cos enters Darwinian phase (Yahoo)
Company: VST Tillers (BI)
Valuations don’t tell you about next year (Tker)
The case for investing in hard assets (Lattice Work)
Some off beat reads for the weekend:
Dhurandhar- The movie that broke Bollywood (BS Prasad)
China will destroy US military in Taiwan war (Telegraph)
National Security Strategy of USA (White House)
EU wants to steal Russia’s assets (RT)
Critical Minerals: A Strategic Analysis (Craig Tindale)
Despair in West Bank (Guardian)
The lies about Maccabi Tel Aviv (Spiked)
RSS warms up to Yogi Adityanath (Print)
Dravidian Jihad against Hindu temples (Organiser)
The China Playbook Indian founders have not read (IN)
Dogs are replacing people (Walrus)
Tyranny of Turks on the Greeks (Homer Pavlos)
How Islam really conquered Indonesia (Ofer Binshtok)
Cashmere & Mongolia (New Lines)
Thread: What to do in Benares (Aditi Tibarewal)
Some stuff I am reading today morning:
Mexico to impose 50% tariffs on India (MC)
Retail investors sell 23,000 Cr in 2 months (Rediff)
Big Tech is doubling down on India (CNBC)
Theme: Exchanges (FE)
Trillion $ Marketcaps (Aswath Damodaran)
Understanding ROIC of low growth businesses (BHI)
The Vibecession (Kyla)
The discipline of stepping away (Financial Pen)
Bad Strategy (DR)
The Company as a Machine for doing stuff (Not Boring)
Some stuff I am reading today morning:
FED approves rate cut (CNBC)
Amazon to invest $35 Billion in India by 2030 (Rediff)
Indigo stares at major revenue hit (BT)
China is draining Silver (Katusa)
Company: befree (BI)
3 Ship Repair Stocks (FE)
Is it a bubble? (Howard Marks)
The sweet spot of sustainable investing (The Market)
Safe portfolio withdrawal rates for retirement (CS)
Modern Warfare: Lessons from Ukraine (DR)