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Links

Weekend Mega Linkfest: 02 May, 2025

Some off beat reads for the weekend:

J&K: Indian Dream, Pakistani Nightmare (Open)

Shifting Tide in Kashmir (ORF)

Pahalgam & China (First Post)

Pahalgam & Bangladesh (Organiser)

Pahalgam’s Lessons (TFT)

India’s real enemy within (Hill Post)

Why PM Modi struggled in Varanasi in 2024 elections (Scroll)

An AI bubble threatens Silicon Valley (American Prospect)

How North Koreans helped liberate Kursk (RT)

EU’s Game Plan for Ukraine (Korybko)

The Israeli Army’s Language Gap (New Lines)

Is Jordan the next Domino? (TOI)

Not the Fall of Saigon (Jacobin)

No, Ukraine is not fighting a Proxy War (RAND)

The fall of the ‘Davos Man’ (DC)

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ConferenceCall Textiles

Coming Flood of PTA

Source: Earnings Call of Filatex India Ltd

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Exchange Filings

Hero: In Slow Lane

Source: Exchange Filings of Hero MotoCorp Ltd

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Links

Linkfest: 02 May, 2025

Some stuff I am reading today morning:

GST revenue hits record high in April 2025 (Rediff)

Oil price rout is good for India (OP)

Air India stares at $600 Million additional costs (MC)

Apple warns of $900 M Tariff headwinds ( Yahoo)

Why SEBI sounded the alarm on opinion trading apps (FE)

Zomato shuts 15 min food delivery business (DH)

Company: Ghodawat Consumer Ltd (BI)

IITian CEO struggled to afford Bengaluru rent (HT)

Interview with Bryan Whalen (The Market)

Buffett’s $325 Billion Mistake (DR)

Categories
Links

Linkfest : 01 May, 2025

Some stuff I am reading today morning:

US Trade deal with India is close ( CNBC )

Ukraine, US sign minerals deal ( FE )

Gold purchases touch 12,000 Cr on Akshaya Tritiya ( Fortune)

US Economy contracts ( MC )

US markets are still expensive ( II )

The man who built Sun Pharma ( Forbes )

SEBI bans 3 You Tubers for 5 years ( DH )

ITR Forms 1,4 notified ( Rediff )

China’s solar firms struggle ( OP )

Trying to understand return expectations ( AQR )