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Links

Linkfest: 05 December, 2025

Some stuff I am reading today morning:

Putin in India-What to expect (FP)

Order against Avadhut Sathe impounding 546 Cr (SEBI)

Domino effect that led to Indigo’s mass cancellations (HT)

Why Rupee depreciation should not be resisted (Rediff)

Japanese bond yields hit new highs (CNBC)

US Govt debt hits record $30 Trillion (Bloomberg)

Maruti’s e-Viatara set to arrive (Forbes)

Customer Locker dispute at Canara Bank (ML)

The circular battery economy is nearly $78 Billion (OP)

90% of all investment products are crap (BP)

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Chart

Solar Shock Ahead

Source: Mint

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Chart

Russian Defense

Source: Financial Times

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Links

Linkfest: 04 December, 2025

Some stuff I am reading today morning:

INR breaches 90/$ (Rediff)

India is set to host Putin (CNBC)

India-US deal on the back burner (BW)

Indigo cancels 300 flights in 2 days (BS)

Massive disruption of Indigo flights (BT)

Sanchar Saathi’s flip flop (Forbes)

The Indian destination wedding market (BI)

The Hot Hand fallacy (Safal Niveshak)

The path to $200/oz Silver (DR)

Q3 CY2025 Letter to Investors (Hayden Capital)

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ConferenceCall

NLC India: 7x

Source: Earnings Call of NLC India Ltd