Source: Investor Presentation of Tilaknagar Industries Ltd
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Linkfest: 24 July, 2025
Some stuff I am reading today morning:
India-UK FTA to be inked today (FE)
India to become third largest economy by 2028 (MC)
Tilaknagar Industries buys Imperial Blue for 4,150 Cr (Fortune)
UPI to be used for credit (BW)
The Revenge of Badla (Shankar Sharma)
Reflections from a Banker’s Journey (RBI)
On the US-Japan Trade Deal (Paul Krugman)
How many stocks should be there in your portfolio? (AA)
The AI Questions that matter (Margins)
Seeing the lottery (Seth Godin)
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Desh Badal Raha Hai
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India’s Electronics Trade
Source : Mint
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Linkfest: 23 July, 2025
Some stuff I am reading today morning:
Trump says Japan Trade deal reached (MC)
US-EU crackdown on Russia escalates (OP)
Paytm posts first-ever profit of Rs. 122.5 Cr (Rediff)
SEBI’s moment of regulatory reckoning (ML)
China’s affluent are pessimistic about China (CNBC)
The America Vs Europe Thing again (MR)
Powell & Trump (Roger Lowenstein)
Trading: End of Day reversal (Alpha Architect)
To Bitcoin or not to Bitcoin? (Aswath Damodaran)
The AI Search Tipping Point (Tomasz Tunguz)