Some stuff I am reading today morning:
Foreign investors dump Indian stocks (Bloomberg)
3 out of 4 IPOs flop on debut (BS)
Why is the INR hitting fresh lows? (FE)
Who will build India’s stealth fighter? (MC)
India doubles gold, silver imports (HT)
Company: Capital Small Finance Bank (Proinvest)
The hidden costs of passive investing (Morningstar)
The ‘When to take Profits’ problem (DR)
Hypergrowth Vs Steady Compounding (Tomasz Tunguz)
The Data Center Blob (JP Morgan)
Some stuff I am reading today morning:
Tata Capital to raise 15,512 Cr (FE)
TCS layoffs leave employees anxious (MC)
RBI notifies new rules for deceased customer’s accounts (ML)
Trump’s $100,000 visa upends Indian student’s lives (NY Times)
Trump announces 100% tariffs on foreign movies (CNN)
Order in the matter of Man Industries Ltd (SEBI)
Stock Talk: BEL (Rediff)
Sell Side Research: QPower (RJ)
Speculator Hero Worship (Novel Investor)
NATO can deny Russia Baltic access (OP)
Some stuff I am reading today morning:
US Markets hit most expensive valuation in History (Barchart)
Wide dispersal in Indian Equity Markets (Ganeshram Jayaraman)
Are Indian markets really over valued? (CM)
Irrational Exuberance in US Markets (Sonali Basak)
Company: Assetz (BI)
Stock Talk: Lemon Tree (FE)
A Decade of Repco (Zen Nivesh)
Swiss Central Bank has a $167 Billion US Stocks portfolio (SI)
South Korea’s birth rate collapse (CNBC)
Silicon Valley’s suicide pact with Trump (Wired)
Some off beat reads for the weekend:
Pakistan’s Mercenary Generals (Middle East Monitor)
Life is Poker, not Chess (Robin Guo)
High costs of India’s Health Care (Scroll)
The Sangh & the NorthEast (Open)
President Myung’s plan to reboot S Korea (Time)
The Gaza ‘Genocide’ (Spiked)
Russia’s Age of Contraction (Engelsberg)
Nepal picks up the pieces (Crisis)
India & the Caucasus (ORF)
A new Iron Curtain in Europe (Korybko)
Israel’s different approach to negotiations (Al Majalla)
Anti Americanism in Canada (New Lines)
The motivation behind 9/11 Terrorists (Rair Foundation)
The Tik Tok Template (Interconnected)
The world in which we live in (N Taleb)
Some stuff I am reading today morning:
Trump imposes tariffs on pharma, other products (Yahoo)
September 2025 is seeing record IPOs (MC)
India may opt for French Fighter Engines (Bloomberg)
Company: Man Infraconstruction Ltd (BI)
HBL AGM 2025 Highlights (VP)
Library of Mistakes in Investing (Kuntal Shah)
China’s industrial policy has an unprofitability problem (Noah)
The visions of Neil Mehta (Colossus)
Robin Zeng: CATL’s Prodigious Gambler (Interconnected)
The Electro-Industrial Stack will move the world (a16z)