Categories
Links

Linkfest: 07 November, 2025

Some stuff I am reading today morning:

US markets decline (CNBC)

Further consolidation of PSU Banks (MC)

Jio Platforms will be third most valuable co of India (HT)

ED summons Anil Ambani again (ML)

Tesla shareholders approve Musk’s $1 Trillion package (Yahoo)

Tariffs likely to be overturned (Big Picture)

Global gold demand rising (BW)

Gold’s Price Surge (Aswath Damodaran)

What aboutery on the current state of markets (Kiran D)

Surviving the AI Capex boom (Sparkline Capital)

Categories
Chart

The Cloud Boom

Source: Economic Times

Categories
Chart

Where Govt is Spending

Source: Business Standard

Categories
Chart

US S&P 500 is Record Expensive

Source: Wall Street Journal

Categories
Links

Linkfest: 06 November, 2025

Some stuff I am reading today morning:

PSU Banks post record profits (DH)

InvIT market size set to triple by 2030 (FE)

The Ching’s Secret recipe for Tata Consumer (Fortune)

Company: Workmates Core2Cloud Solutions (BW)

The revolution in India’s Mutual Fund landscape (BT)

Interview with Jim Bianco (The Market)

The dark side of Japanese convenience stores (FT)

The miracle of uninterrupted compounding (Tony Isola)

I want to believe in Unicorns (Retirement Manifesto)

Technology outpaces Permission (Collab Fund)