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Links

Linkfest : 22 April, 2025

Some stuff I am reading today morning:

FED Powell should cut rates ( Donald Trump)

FED Powell notes trouble ahead ( The Street )

Investors are selling America ( Sherwood )

PM Modi meets US VP JD Vance ( Fortune )

ED seizes assets in Mahadev Betting case ( MC )

Warning signs for Indian markets ( Forbes )

SGBs up for pre mature redemptions ( FE )

BYD Semiconductor Deep Dive ( Nomad Semi )

The Barrage of Bullish Influence ( 2Point2 Capital)

Buy the Dip ( Aswath Damodaran )

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InvestorPresentations

Tinna: Enter Pyrolysis

Source: Investor Presentation of Tinna Rubber & Infrastructure Ltd

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MutualFunds

Average SIP Returns

Source : ET Wealth

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Links

Linkfest: 21 April, 2025

Some stuff I am reading today morning:

FPIs turn net buyers (Rediff)

SEBI proposes to classify REITs/InvITs as Equity (CM)

Eversource looks to buy BluSmart (BS)

India aims to lure foreign nuclear power cos (OP)

Sector Watch: Defence (FE)

Stock Talk: Gokaldas Exports (RJ)

Interview with George Magnus (The Market)

The $ 1 Trillion Chinese ADRs Risk (Under The Hood)

US Small businesses suffer due to tariffs (CNN)

Terrified & Long (Irrelevant Investor)

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Links

Weekend Mega Linkfest: 18 April, 2025

Some off beat reads for the long weekend:

Israel’s plans to attack Iran leaked (JPost)

AfD is destined for the German Government (RT)

Israel-Saudi Normalization won’t happen (TOI)

Iran-Armenia Joint Drills (Cradle)

China’s Military is gaining control of the Pacific (Newsweek)

Baloch insurgency echoes in Iran (TFT)

The AIADMK-BJP alliance in Tamil Nadu (GC)

The Bengal teacher Fraud (Scroll)

When free trade falters (Engelsberg)

Thread: The Goa Inquisition (Manisha Singh)

How Chritianity evolved from Judaism (Dan Burmawi)

Thread: Subedei, the greatest Commander (MindVoyager)

Sweet: Knafeh (Smithsonian)

Thread: Rich Dad, Poor Dad was a fraud (Wealth Hatch)

Sindhu Ghat in Ladakh (Hill Post)