Source: FY2025 Annual Report of Sanathan Textiles Ltd
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Linkfest: 15 October, 2025
Some stuff I am reading today morning:
IMF raises India’s growth forecast to 6.6% (BS)
Google to invest $15 Billion in India AI Data Centre (CNBC)
Tech Mahindra to build Indian AI LLM (MC)
Thread: View on Indian markets (Pankaj Tibrewal)
Wall Street sounds the alarm on AI (Yahoo)
India speeds up US trade talks (HT)
Fixed rate gold booking schemes collapse (BW)
Company: TAFE (Forbes)
The perils of Thesis Drift (Microcap Club)
How Crypto became a Trump Trade (Paul Krugman)
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Long Way for Gold
Source : Financial Times
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Sources of Silver Demand
Source: Wall Street Journal
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Linkfest: 14 October, 2025
Some stuff I am reading today morning:
New gas finds in Andaman (OP)
How US is eating Trump’s tariffs (Reuters)
E20 fuel may trigger insurance disputes (MC)
Sector: REITs (Rediff)
Stock Talk: Tata Motors (FE)
Q2 FY2026 Letter to Investors (Solidarity)
Most investments are bad (Lyn Alden)
The downsides of real estate investments (Flowfp)
Thread: 2000 Years of Indian Economic History (Amish Tripathi)
Two kinds of Luck (Seth Godin)