Categories
Links

Linkfest: 23 July, 2025

Some stuff I am reading today morning:

Trump says Japan Trade deal reached (MC)

US-EU crackdown on Russia escalates (OP)

Paytm posts first-ever profit of Rs. 122.5 Cr (Rediff)

SEBI’s moment of regulatory reckoning (ML)

China’s affluent are pessimistic about China (CNBC)

The America Vs Europe Thing again (MR)

Powell & Trump (Roger Lowenstein)

Trading: End of Day reversal (Alpha Architect)

To Bitcoin or not to Bitcoin? (Aswath Damodaran)

The AI Search Tipping Point (Tomasz Tunguz)

Categories
Annual Reports

Wendt: Four Dreams

Hat Tip: AS

Source: FY25 Annual Report of Wendt India Ltd

Categories
Chart

India’s Top 10 by Market Cap

Source : Business Standard

Categories
Links

Linkfest: 22 July, 2025

Some stuff I am reading today morning:

S&P 500, NASDAQ hit record highs (CNBC)

Bajaj Finance MD Saha resigns (MC)

SEBI lifts trading ban on Jane Street (Rediff)

SBI raises 25,000 Cr through QIP (DH)

Indian film industry in crisis (BT)

Sector: Small Finance Banks (Forbes)

Stock: Northern Arc (GreenEdge)

Ethereum is surging (Yahoo)

Beyond Stablecoins (Decentralised)

The art of selecting ‘Growth Royalty’ cos (Bill Ackman)

Categories
Autos

China EV Market

Source: Investor Presentation of Sona BLW Precision Forgings Ltd