Categories
Links

Linkfest: 03 October, 2025

Some stuff I am reading today morning:

Reform Measures by RBI (ML)

India-China direct flights to resume this month (FE)

How India let Sri Lanka steal its Tea Crown (Rediff)

Wintrack Vs Chennai Customs (MC)

Company: Intellect Design (Fortune)

India’s Data Center gold rush (CNBC)

Is Indian MF industry getting over-crowded? (CM)

How do you invest during a bubble? (CS)

Lessons from Hetty Green (FS)

US is a K-shaped economy (Peter Atwater)

Categories
AlternateInvestments

The Ascendancy of Private Markets

Source: Join Colossus

Categories
Links

Linkfest: 02 October, 2025

Wishing readers on the auspicious occasion of Dussehra

Some stuff I am reading today morning:

Elon Musk reaches $500 Billion net worth (MC)

Gold, Silver log record gains in H1 FY26 (Rediff)

The great NSE data heist (BW)

Sell Side Research: Top October Picks (Axis Securities)

Rate of Small Savings Schemes (BN)

India PEG ratio is very expensive (D Muthukrishnan)

Hold or sell Gold? (DR)

Picking winning themes (Morningstar)

The battle over Rare Earth magnets (OP)

How AI will change private markets (JC)

Categories
Chart

The Price of being a US ally

Source : Financial Times

Categories
Chart Macro

20 Most Mercantilist Countries

Source: JP Morgan