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Links

Linkfest: 22 July, 2026

Some stuff I am reading today morning:

Trump prepares fresh tariffs (FT)

Trump to escalate war with Iran (JPost)

US could sanction China over AI (CNBC)

Houthis threaten Saudi Oil (Guardian)

Iran threatens ground invasion of Kuwait, Bahrain (Euro)

Indigo’s market share hits 66.3% (FE)

Signs of Panic among AI lenders (Hedgie)

Notes on Accenture (Peter Skodny)

Angel investor returns in Skyroot (Rahul Mathur)

The Failure Gap (BP)

Categories
InvestorPresentations

India’s Jewellery Market

Source: Investor Presentation of BlueStone Jewellery & Lifestyle Ltd

Categories
Quotes

4 Layers of Momentum

Categories
Observations

Patience Beats Panic

Source: Economic Times

Categories
Links

Linkfest: 21 July, 2026

Some stuff I am reading today morning:

Trump announces 50% tariffs on Canada (Yahoo)

Ethanol blending leads to 1.97L Cr forex savings (DH)

RBI raises 17.4 B $ in FCNR(B) deposits (RBI)

Indigo places largest ever order for aircraft engines (Rediff)

India could dominate Sustainable Aviation Fuel (OP)

Dairy Industry is betting on Value Added Products (BT)

The Consequence Gap (DR)

Cash Secured Puts Vs Holding Cash (AM)

The American dream is stocks not home ownership (Bloomberg)

The old Hong Kong is over (Stephen Roach)