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Weekend Mega Linkfest: 29 August, 2025

Some off beat reads for the weekend:

Why US can never be India’s ally (FP)

The Deep State wants to oust Modi (GC)

Roast: Donald Trump (Oliver Kornetzke)

NATO’s Anschluss (Dmitry Medvedev)

5 Realities of Russia-Ukraine War (Crisis)

Will Eastern Europe abandon Ukraine? (NI)

Myanmar caught between US & China (Korybko)

The Tibetan quest for Independence (ORF)

France’s secret: Military Brothels (New Lines)

Thread: Finland was a Nazi Germany ally (Rina Luru)

10 AI Application shaping the future (Time)

The End of Islam as an agent of history (Open)

Thread: The man who saved Ganesha Idols (K Balakumar)

Moraji Desai was a CIA mole (Ubermensch Jatt)

Book Review: Cuisine & Empire (PSmiths)

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Links

Linkfest: 29 August, 2025

Some stuff I am reading today morning:

India’s growth will slip below 6% (DH)

India’s 3-way balancing act (CNBC)

Trump’s Trade War is hurting the US economy (Yahoo)

Adani Group’s EBITDA crosses 90,000 Cr (Rediff)

SEBI clears Groww’s IPO (MC)

Stock Talk: Defence Shipbuilders (FE)

When markets concentrate (Novel Investor)

The Probability Machine (Big Picture)

The Bubble Term (Hussman Funds)

Mirrors & Hats (Seth Godin)

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Linkfest: 28 August, 2025

Some stuff I am reading today morning:

India may emerge as 2nd largest economy by 2038 (Fortune)

50% US Trade tariffs kick in (BS)

India to build world’s first Hyper Loop (Newsweek)

Stock Talk: BEL & Apollo Micro (MSN)

Sell Side Research: Petronet (MOSL)

Survive to Thrive (Zen Nivesh)

Why “Unsinkable” markets matter (Peter Atwater)

China: From Gamblers to Investors (CNBC)

The Second Order effects of AI (Tomasz Tunguz)

Job Churn (Seth Godin)

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Links

Linkfest: 27 August, 2025

Wishing readers on the auspicious occasion of Ganesh Chaturthi

Some stuff I am reading today morning:

Trump’s 50% tariffs kick in (CNBC)

3 Ways Modi is planning to beat Trump pain (FE)

Export units across India halt production (Rediff)

SC orders SIT probe into Reliance’s Vantara (BW)

Can GST 2.0 spark a growth boom? (ML)

Premiumisation of India (SOIC)

Sell Side Research: ITC Hotels (JM Financial)

Does Mutual Fund reshuffling hurt compounding? (BN)

The Third Kind of Investor (Zen Nivesh)

Markets don’t care about your feelings (Trend Labs)

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Links

Linkfest: 26 August, 2025

Some stuff I am reading today morning:

US issues notice on India tariffs (MSN)

Anil Ambani under fresh scrutiny (ML)

95% of Dream11’s revenues termed illegal (MC)

Thread: Pathetic work culture at HAL (Varlin Panwar)

Trump fires FED Governor Lisa Cook (CNBC)

Quant MF kickstarts the SIF race (CM)

Jamshedpur investor turns 5,000 SIP into 10L (FE)

More ETFs in US than individual stocks (FA)

Why PSBs are raising home loan rates (Rediff)

The Psychology behind Market Betting (Morningstar)