Categories
Annual Reports

MTNL: Fall of a Navratna

Source: FY2025 Annual Report of Mahanagar Telephone Nigam Ltd

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Links

Linkfest: 30 January, 2026

Some stuff I am reading today morning:

Economic Survey of India FY2026 (BS)

Oil prices cross $70 (Reuters)

Gold, Silver rally enters dangerous phase (Yahoo)

Trump sues IRS for $10 Billion (CNBC)

India must scrap capital gains tax on Foreign Investors (FE)

Company: CKC Fragrances (BI)

The New Commodity Supercycle (DR)

Your Margin, My Opportunity in Software (Tomasz Tunguz)

My Trading Beliefs (All Star Charts)

Learning from Sir Christopher Hohn (MI)

Categories
ConferenceCall

Waaree: Supply & Demand

Source: Earnings Call of Waaree Energies Ltd

Categories
Chart

The $ Index

Source: Wall Street Journal

Categories
Links

Linkfest: 29 January, 2026

Some stuff I am reading today morning:

FED leaves rates unchanged (Reuters)

Gold jumps to $5,500 (Yahoo)

Gold loan book has doubled in 2 years (Rediff)

$714/oz Silver?! (DR)

US Consumers are paying for Trump tariffs (LA Times)

India’s luxury car industry to boom (Forbes)

The Trust Deficit (Aswath Damodaran)

Tether will become Gold Central Bank (The Block)

Ads in the age of AI (Tanay Jaipuria)

Q4 2025 Letter to Investors (Greenlight)