Categories
Links

Linkfest: 22 August, 2025

Some stuff I am reading today morning:

Mukesh Ambani caught in Trump Trade fury (Bloomberg)

Steepest earnings downgrade for India (DH)

Russia dangles discounts for India (OP)

GST reforms could boost consumption boom (CNBC)

SEBI plans longer tenor derivatives products (BS)

SEBI raids Finfluencer Avadhut Sathe (MC)

Where did the integrity go? (Discipline Funds)

Playing the Ultra Long Game (Novel Investor)

The FED brews up a nasty potion (DR)

Over Tourism in Europe (CNN)

Categories
Exchange Filings

P&G Health: 7 Saal Baad

Hat Tip: PS

Source: Exchange Release of Procter & Gamble Health Ltd

Categories
ConferenceCall

Arman: Noone to Collect

Source: Earnings Call of Arman Financial Services Ltd

Categories
InvestorPresentations

Aditya: CP Plus Plus

Source: Investor Presentation of Aditya Infotech Ltd

Categories
Links

Linkfest: 21 August, 2025

Some stuff I am reading today morning:

China-India reset (OP)

Bharat Forge bets big on Defence (Forbes)

13,975 Cr tax hit to NMDC (DH)

GST may get exempted for life & health insurance (MC)

US Tech stocks selloff continues (Yahoo)

Thread: Private Irrevocable Trust (Prem Soni)

Global crossing is reborn (PraCap)

The Trader in the mountains (Stef)

Tale of the Gold Miner Tape (DR)

10 Overlooked Investing Insights (Big Picture)