Categories
Links

Linkfest: 27 August, 2025

Wishing readers on the auspicious occasion of Ganesh Chaturthi

Some stuff I am reading today morning:

Trump’s 50% tariffs kick in (CNBC)

3 Ways Modi is planning to beat Trump pain (FE)

Export units across India halt production (Rediff)

SC orders SIT probe into Reliance’s Vantara (BW)

Can GST 2.0 spark a growth boom? (ML)

Premiumisation of India (SOIC)

Sell Side Research: ITC Hotels (JM Financial)

Does Mutual Fund reshuffling hurt compounding? (BN)

The Third Kind of Investor (Zen Nivesh)

Markets don’t care about your feelings (Trend Labs)

Categories
Excerpts

Desis Vs Goras

Source: Akash Prakash, Business Standard

Categories
ConferenceCall

GNG Electronics: Tariff Exempt

Source: Earnings Call of GNG Electronics Ltd

Categories
Links

Linkfest: 26 August, 2025

Some stuff I am reading today morning:

US issues notice on India tariffs (MSN)

Anil Ambani under fresh scrutiny (ML)

95% of Dream11’s revenues termed illegal (MC)

Thread: Pathetic work culture at HAL (Varlin Panwar)

Trump fires FED Governor Lisa Cook (CNBC)

Quant MF kickstarts the SIF race (CM)

Jamshedpur investor turns 5,000 SIP into 10L (FE)

More ETFs in US than individual stocks (FA)

Why PSBs are raising home loan rates (Rediff)

The Psychology behind Market Betting (Morningstar)

Categories
Economy

Indians are Shockingly Poor

Hat Tip: SNL

Source : WhatsApp