Categories
Excerpts

China wants nothing

Source: Financial Times

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Links

Linkfest: 27 November, 2025

Some stuff I am reading today morning:

India to become $5 Trillion economy by 2029 (MC)

48,000 Cr of IPOs in Dec 2025 (FE)

Bajaj Auto enters e-rickshaw segment (DH)

Dark patterns within online platforms (Forbes)

Kotak launches luxury index (Fortune)

Factor investing in India (RK Vadlamudi)

Nvidia Vs Short Sellers (Yahoo)

Investors attracted to China AI startups (CNBC)

Bull markets don’t last forever (Morningstar)

Bitcoin disconnecting from NASDAQ (Apollo)

Categories
MutualFunds

Bharat is SIPing

Source: Business Standard

B30-Beyond Top 30 Cities

Categories
IPO SME

Neochem: Inside Job

Source: RHP of Neochem Bio Solutions Ltd

Categories
Links

Linkfest: 26 November, 2025

Some stuff I am reading today morning:

INR at record low 89/$ (MC)

US-India trade deal finally near (FPJ)

Ukraine Peace finally near (CNBC)

Cabinet to give nod to 7,300 Cr Rare Earth magnet scheme (FE)

Labour reforms are the biggest structural reforms since 1991 (ORF)

Stock Analysis: Stallion India Fluorochemicals Ltd (Dr Vijay Malik)

Commodity: Copper (Katusa)

Interview with Prof Kishore Mahbubani (BW)

Interview with Morgan Housel (Big Picture)

Q3 2025 Letter to Investors (Sohra Peak)