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Chart

IT Out of Favour

Source: Financial Times

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ConferenceCall

Saregama: The Exception

Source: Earnings Call of Saregama India Ltd

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Links

Linkfest: 11 August, 2025

Some stuff I am reading today morning:

Pak Army Chief threatens India (Wion)

Stock Talk: Apollo Micro Systems (FE)

Sell Side Research: Solar Industries (Nirmal Bang)

Succession feuds in India Inc (Rediff)

The decline of Intel (Yahoo)

What Microsoft’s $4 Trillion market cap means (FA Mag)

The Energy Storage Revolution (OP)

India’s global play for rare earths (BW)

The VC backed rise of micro dramas (Forbes)

Stumbling Superpower Syndrome (DR)

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Links

Weekend Mega Linkfest: 08 August, 2025

Some off beat reads for the weekend:

Malegaon Blasts: Death of a Lie (Open)

China-India Rapprochement (ORF)

India’s Middle East Tight-Rope Walk (NI)

UK’s dodgy deals with Saudi Arabia (Guardian)

50th Anniversary of Helsinki Accords (RT)

In Italy, Punjabi farm workers are expendable (Jacobin)

London: A City of Strangers (Spiked)

China’s Black Sea play (RAND)

The Druze of Suwayda (GC)

Europe is turning into Lebanon (Dan Burmawi)

The cultural significance of Umbrellas in Japan (BBC Travel)

Why Indians were discouraged from migrating to Cuba (Scroll)

Swami Vivekananda’s best friend (DNA)

Travelogue: Uganda (Raku)

7 Frozen Desserts from around the World (Smithsonian)

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MutualFunds

1 Year SIP Returns

Source: Business Standard