Categories
Observations

Top 5 Firms by Market Cap

Source : Business Standard

Categories
Auto Components

India’s Auto Components Market

Source: Investor Presentation of Kinetic Engineering Ltd

Categories
Links

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)

Categories
Chart Oil

India’s Oil Turmoil

Source: Financial Express

Categories
ConferenceCall FMCG

Bikaji: Less Unhealthy

Source: Earnings Call of Bikaji Foods International Ltd