Categories
Links

Linkfest: 07 August, 2025

Some stuff I am reading today morning:

Trump hikes tariffs on India to 50% (BW)

GoI’s response to US tariffs (MEA)

Trump hints at more sanctions (FE)

Over half of India’s exports to US in jeopardy (MC)

Why is India in Trump’s crosshairs (CNBC)

RBI Governor’s Statement (RBI)

Anil Ambani Group finally faces investigation heat (ML)

$60 Billion meltdown in China’s Solar Industry (OP)

Be a boring investor (Mark Newfield)

The Index Mindset (Better Letter)

Categories
Textiles

Gokex: Advantage Africa

Source: Investor Presentation of Gokaldas Exports Ltd

Categories
Airlines

Independence Day Take Off

Source : Business Standard

Categories
Links

Linkfest: 06 August, 2025

Some stuff I am reading today morning:

RBI likely to keep interest rates unchanged (Forbes)

Modi Govt clears 67,000 Cr Defence push (MC)

Red flags in SME IPO FlySBS (Tijori)

Hindu rate of Hyper Growth (BW)

REITs in India set for exponential growth (FE)

Might Tariffs get Overturned (Big Picture)

The Paradox of knowing too much (Anand Shah)

The Power of a trusted brand (Klementon)

The AI revenue rocket ship (Tomasz Tunguz)

Defending against AI (Aswath Damodaran)

Categories
InvestorPresentations

Triveni: Not Just Sugar

Source: Investor Presentation of Triveni Engineering & Industries Ltd