Source: Wall Street Journal
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China’s 1 Trillion $ Surplus
Source: Wall Street Journal
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Linkfest: 01 January, 2026
Wishing readers a very Happy New Year !
Some stuff I am reading today morning:
Small Savings Schemes rates Jan-March 2026 (BT)
India’s aluminium & steel exporters face shock (ABP)
Govt approves package for Vodafone Idea (Rediff)
India’s next Billion Consumers (Bloomberg)
What worked in 2025 (Chart Kid Matt)
A few themes for 2026 (Tanay Jaipuria)
12 Predictions for 2026 (Tomasz Tunguz)
US markets are artificially inflated (GMO)
China’s 6 Decade campaign to dominate Rare Earths (NY Times)
Which kind of ‘enough’ (Seth Godin)
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India’s MCap-To-GDP Ratio
Source: Business Today
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2025: Record Year for IPOs
Source: Business Line
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Linkfest: 31 December, 2025
Some stuff I am reading today morning:
2025: The Year of Reforms (PM Modi)
India is world’s 4th largest economy (MC)
Where to invest in 2026? (S Naren)
Fiscal deficits of States are impacting markets (ML)
Weakness in the US $ (FT)
We are in a Metals War (Yahoo)
Commodity: Copper (CNBC)
Unknowable at many levels (Anand Sridharan)
Pray for Beta, not Alpha (Nick Maggiulli)
The best investment lesson of 2025 (F&F)