Categories
Links

Linkfest : 08 July, 2025

Some stuff I am reading today morning:

Trump sends Tariff Letters to 14 countries ( DH )

SBI @ 70 ( Rediff )

SBI’s 3.5 Lakh Crore secret ( MC )

SME IPOs in 2025 ( MC )

Study on Equity Derivatives after recent measures ( SEBI )

Company : Stellapps ( BI )

Lessons from 1 Cr in Mutual Funds ( FE )

A personal history of American Finance ( Net Interest )

Why Elon Musk should stick to Business ( Yahoo )

An abundance of Scarcity ( DR )

Categories
Chart

India Inc : Missing Animal Spirits

Source : Mint

Categories
Chart Silver Tweets

Silver at 14 Year Highs

Categories
Links

Linkfest: 07 July, 2025

Some stuff I am reading today morning:

August 1 is the new US Tariff Deadline (CNBC)

Nations chase US Trade Deals (Yahoo)

Discounts on Russia Oil reduces for India (OP)

India’s rare earth magnet shortage (Forbes)

Industrial Policy is back again (ML)

Millennium Management in SEBI’s crosshairs (BW)

Sector: Hospitals (FE)

Stock Talk: Reliance Industries (Finshots)

Company: Hyundai Motor India (BT)

Interview with Tweedy, Browne (The Market)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Honeywell: Not so well (AI)

Selling in a hurry (AI)

Nifty Calculator June 2025 (Nooresh Merani)

Self Sabotage in the markets (Anand Shah)

Dividend Yield Report July 2025 (IDBI Capital)

How Lohum pioneers India’s critical minerals revolution (BI)

5 Risks in Global Markets (AI)

India’s top car makers (AI)

Chart: Global Luxury Market (AI)

Where do stock returns come from? (Quipus Capital)