Some stuff I am reading today morning:
A Billion Indians have no spending money ( BBC )
Russia is preparing to re-enter the global economy ( Semafor )
US Consumer sentiment plunges ( CNN )
Small & Mid sized cement players struggle ( MC )
Is Lawsikho another Byjus? ( LN )
Fiasco of Independent Directors at AGS Transact ( Money Life )
Samsung & India ( Fortune )
India’s reform paradox ( BW )
The top 10 % ( Common Sense)
Market cycles & the illusion of Average ( Howard Marks )
Wishing readers on the auspicious day of Maha Shivratri
Some stuff I am reading today morning:
Nifty’s 30 year record at risk ( Fortune )
The Smallcap bull market is dead, for now ( Money Life)
Tesla’s market cap sinks below $ 1 Trillion ( CNBC )
Why is Bitcoin losing steam ? ( FE )
Trump is breaking the wind industry ( OP )
India mulls $ 1 Billion subsidy for solar module manufacturing ( MC )
Will India have its own AI model? ( Forbes )
BRK 2024 Annual Report & stuff ( Brooklyn Investor )
Brazilian stocks offer 8x earnings at 8% yields ( DR )
Long Term selfish ( Seth Godin )
Some stuff I am reading today morning:
Volumes dry up on stock exchanges ( MC )
Tariffs on Canada & Mexico will move forward ( CNBC)
Trump teases economic deal with Russia ( Yahoo )
Manufacturing is a war now ( Noah Smith )
India’s solar sprint risks a sudden eclipse ( BPS )
Crypto Trading booms in India’s interiors ( DH )
AI can unleash benefits at scale ( Nandan Nilekani )
ONGC’s 25,000 Cr victory against Reliance ( BW )
Progress in Geodesic Money Laundering case ( Money Life )
6 reasons why Gold is getting costlier ( Fortune )
Some stuff I am reading today morning:
America First Investment Policy ( White House )
Gold holds near record highs ( Yahoo)
Zomato, Jio Financial to join Nifty 50 ( BW )
UK FTA talks to resume ( FE )
KKR picks up 54% stake in HCG ( BS )
Liquidity in the stock market is drying ( Rediff )
Trust in a Black Hat world ( Dave Nadig )
The conviction that inspires us ( MicroCap Club )
A common investment mistake ( Elm Wealth )
Research: Probabilities & Payoffs ( MS )
Some off beat reads for the weekend:
Modi played a weak hand in Trump’s Durbar (DH)
Delhi victory is a sign BJP is moving out of Modi’s shadow (Print)
Sambhal’s deadly cocktail of criminals and Jihadis (Organiser)
Why Qatar matters to India (First Post)
How Myanmar’s civil war impacts India (Scroll)
Europe in panic (Newsweek)
JD Vance at Munich Security Conference (Foreign Policy)
Wang Yi at Munich Security Conference (Pekingnology)
Trump’s plan for Gaza emboldens Israel (New Lines)
Trump’s Ukraine wake-up call (RT)
America’s betrayal of Ukraine is nothing new (Al Majalla)
Turkey is a dumping ground for Europe’s rubbish (Guardian)
Zionism is not Colonialism (TOI)
Could King Charles be the last UK monarch? (Spiked)
The fine art of losing friends (Hill Post)