Some stuff I am reading today morning:
The biggest takeaways from Trump-Xi meeting (CNBC)
SEBI extends deadline for T+0 settlement (MC)
Interview with RBI Dy Governor Sankar (BS)
5 Charts on the unstoppable US Tech rally (Morningstar)
White Collar jobs are disappearing (WSJ)
$555B of Cloud Spend (Tomasz Tunguz)
How US lost the trade war (Paul Krugman)
Re-run of the Dot Com Delirium (DR)
Iron Air Batteries could dethrone Lithium (OP)
Positioning for What’s Next (Miller Funds)
Source : From the Movie ‘ Margin Call’
Source : Wall Street Journal
Some stuff I am reading today morning:
PM Modi’s speech at Maritime India Week 2025 (PIB)
Nvidia becomes first $5 Trillion market cap co (Yahoo)
Copper soars to record highs (OP)
ITR dates extended (MC)
India-EU FTA talks progress (FE)
The great Indian IPO heist (Safal Niveshak)
Sector: Housing Finance (Rediff)
The Spotlight (Microcap Club)
The Case for a ‘Good Enough’ portfolio (Morningstar)
When ARR is not ARR (Tanay Jaipuria)
