Source: Investor Presentation of Kinetic Engineering Ltd
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Linkfest: 01 August, 2025
Some stuff I am reading today morning:
US finalizes Tariff rates (White House)
India not to compromise on core interests (BS)
Oil markets are now paying attention to Trump’s threats (OP)
Indian Pharma braces for Trump’s tariff fallout (Forbes)
SC recalls verdict on Bhushan Steel (Rediff)
Regulatory overreach by SEBI (ML)
The cheap Rs 10 NAV myth (FE)
Interview with Michael Pettis (The Market)
The Paradox of Skill (Safal Niveshak)
Copycats are the biggest threat to successful strategies (NI)
Source: Financial Express
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Bikaji: Less Unhealthy
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Linkfest: 31 July, 2025
Some stuff I am reading today morning:
Trump sets 25% tariff for India (X)
GoI Statement on Trump’s Tariffs (PIB)
Trump announces new US-Pakistan partnership (MC)
FED leaves interest rates unchanged (BS)
US Tariffs will hit India’s electronics exports (DH)
India’s imports of Russian oil under spotlight (Rediff)
Tata Motors to acquire Iveco (BT)
Stock Talk: IEX (FE)
Company: NITCO Ltd (BI)
The big secret to long term investment success (Morningstar)