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)
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)
Some stuff I am reading today morning:
Apple market cap tops $4 Trillion (HT)
SEBI proposes big changes for Mutual Funds (MC)
Deep schism within Tata Trusts (FE)
Wall Street shrugs off credit worries (Bloomberg)
Inside the Trump crypto cash machine (Reuters)
SaaS Startup: Rocketlane (Forbes)
Trying to time the market (BI)
Inventors over Investors (Anil Dash)
Markets are voting mechanisms (Cliff Asness)
Q3 2025 Letter to Investors (RAM)
Some stuff I am reading today morning:
India eyes 208 Hydel projects on Brahmaputra (MC)
Indians spent $11 Billion on gold this Diwali (CNBC)
The crash that could torch $35 Trillion (Economist)
Oil Market sceptical about Trump’s sanctions (OP)
Inside the portfolios of SRK, Aamir & Salman (FE)
Company: Meesho (Inc 42)
The biggest debate in wealth management (Josh Brown)
The rise of Alternatives (Verdad)
Tech Dreams Vs Resource Reality (DR)
Performance is subordinate to Survival (AM)
Some stuff I am reading today morning:
US, China on verge of sweeping trade deal (Bloomberg)
Trump adds 10% extra tariffs on Canada over ad (CNBC)
How LIC helped Adani group (WaPo)
Indian Equities have given 13.6% CAGR returns since 1990 (CM)
Company: Jayaswal NECO (Zen Nivesh)
Drone Component Startup: AKSI (Pankaj Akula)
Fund Management is becoming a commodity (Dhruv Rathod)
Growth of Passives in India (Native Invest)
China’s plan for next 5 years (SCMP)
On Proxy Voting in the US (Basis Pointing)