Some stuff I am reading today morning:
Gold prices hit fresh highs (BS)
Lead Indicator US Freight is in a recession (Kobeissi Letter)
Swiggy exits Rapido for 2400 Cr (DH)
Stock Talk: GMDC (BT)
3 Data Centre Stocks (FE)
Assign yourself a story (Kingswell)
The Art of doing Less (BI)
The Electric Tech Stack (Noah Opinion)
MrBeast to build an Entertainment Empire (Bloomberg)
H1B visa was the bridge between US & India (NYTimes)
Some stuff I am reading today morning:
Maruti, Hyundai report record festive bookings (BT)
IT stocks see biggest drop in 6 months (BS)
Gold hits fresh high of Rs.116,200 (Rediff)
The Gold Price is wrong (Katusa)
India is betting $18B to become a chips powerhouse (CNBC)
China trip exposes Uninvestable sectors of West (Bloomberg)
How to avoid value traps in Asia (ACS)
Thread: Oberoi’s 25 acre bet on Borivali (Dhruvesh Sanghvi)
Ray Dalio warns of Dark Times (Fortune)
Why you should save in hard money (DR)
Some stuff I am reading today morning:
PM Modi’s address to the Nation ( PIB )
H-1B FAQ ( USCIS )
Notes from TIA Bulletproof Conference ( Akshat Jain )
NETRA September 2025 ( DSP )
Living in Interesting Times ( CLSA )
Company : Triveni Turbine ( Forbes )
Company: Sundrop Brands ( Zen Nivesh )
Investment Journey of Ekansh Mittal ( BT )
Why are Bankers committing suicide? ( Rediff )
Dealing with difficult market environments ( P Kudva )
Some off beat reads for the weekend:
Gaza is a manufactured Apocalypse (Al Majalla)
Israel’s Qatar strike shatters Gulf illusions (Cradle)
China exits Pakistan (FE)
The Saudi-Pakistan Defense Pact (Arab News)
Nepal’s Youth Uprising (New Lines)
The Jews’ coming Civil War (Spiked)
Israel is not Sparta (JPost)
Giorgia Meloni’s Balancing Act (Engelsberg)
Beijing’s Robot Army (NI)
Why AI Scientist Zhu returned to China (Guardian)
Andaman & Nicobar Islands Row (Organiser)
Hindustani Music’s decline in Pakistan (Scroll)
Rahul Gandhi: A non-serious politician (Print)
Thread: Catholic Church & Croatia Massacre (SU)
The Best Knives are from Sakai, Japan (Smithsonian)
Some stuff I am reading today morning:
SEBI gives clean chit to Adani Group (FE)
Foreign investors selling stocks, buying IPOs (CNBC)
China’s SAIC to cut investments in India (Reuters)
Interview with Christopher Wood (Rediff)
India’s tax rules on stock buybacks (RKV)
US revokes Chabahar port waiver (MC)
Why UAE invested in Trump’s co (NY Times)
Nuclear Power could be a $10 Trillion industry (Yahoo)
Why successful traders fail (TraderFeed)
Golf & Investing (Humble $)