Category: Links

Wishing readers a very Happy Diwali

Some stuff I am reading today morning:

India emerging as ‘anti AI’ play (MC)

Stock market is America’s biggest risk (Yahoo)

America’s rare earth delusion (FT)

RBL-Emirates NBD deal sealed (Forbes)

Company: Gopal Snacks (BI)

Stock Talk: Sarda Energy & Minerals (Zen Nivesh)

Ixigo is ascending to become the next travel giant (Inc42)

China has overtaken America (Paul Krugman)

Realtime Bubble checklist (Big Picture)

Business empires of Aussie cricket legends (Advertiser)

Some stuff I am reading today morning:

Same day Cheque clearance system stabilised (DH)

IPO boom gives pause for thought (BS)

Gold is outshining Bitcoin (Yahoo)

AI startup valuations soar in frenzy (FT)

Dotcom Deja Vu (DR)

Zepto gets $450 Million funding (HT)

Company: Hindustan Zinc Ltd (BI)

Tata Sons should get listed (ML)

Why is Switzerland so rich? (Simon Grimm)

The great Private Equity ruse (LT3000)

Some stuff I am reading today morning:

Gold & Silver rally can continue (Yahoo)

Interview with RBI Governor Malhotra (BS)

Order in insider trading in IEX (SEBI)

Hyundai bets big on India (FE)

Air India to buy 300 new jets (DH)

China files WTO complaint against India (BW)

Public anger over EPFO’s new norms (ML)

Stock Talk: Tata Motors (HT)

Wealth for yourself Vs Wealth for others (Nick Maggiulli)

Turning Japanese (DR)

Some stuff I am reading today morning:

IMF raises India’s growth forecast to 6.6% (BS)

Google to invest $15 Billion in India AI Data Centre (CNBC)

Tech Mahindra to build Indian AI LLM (MC)

Thread: View on Indian markets (Pankaj Tibrewal)

Wall Street sounds the alarm on AI (Yahoo)

India speeds up US trade talks (HT)

Fixed rate gold booking schemes collapse (BW)

Company: TAFE (Forbes)

The perils of Thesis Drift (Microcap Club)

How Crypto became a Trump Trade (Paul Krugman)