Some stuff I am reading today morning:
Trade Unions call for Bharat Bandh today (DH)
What farmers don’t like in India-US deal (FE)
The SaaS bloodbath (East Wind)
The AI fueled Software meltdown (Yahoo)
The case for Indian Secondary Funds (Forbes)
The boom in Continuation Vehicles (CAIA)
Bitcoin Bears take victory laps (Coin Desk)
Building an Antifragile Portfolio (DR)
Dispersion (Oaktree Capital)
Everything can be bet on (Les Barclays)
Some stuff I am reading today morning:
Gold ETFs inflows exceed that of Equity (CM)
OFS in BHEL (MC)
Why Textile stocks tumbled (Fortune)
Turmoil at Peak XV Partners (Inc 42)
Mandatory service charge illegal at restaurants (DH)
Theme: Recycling Stocks (FE)
Sell Side Research: Man Industries (SBI Securities)
Why Consensus Fails (Nick Maggiulli)
Europe wants alternatives to Visa, Mastercard (FT)
Cuba in crisis due to oil embargo (WSJ)
Some stuff I am reading today morning:
DIIs overtake FIIs (Fortune)
Modi’s US deal resembles a IMF bailout (Bloomberg)
Tesla is left out of US trade deal (The Street)
Stock Talk: HDFC Bank (FE)
Software stocks are getting crushed (Tker)
Google’s 52x AI Growth (Tomasz Tunguz)
Buffett’s Coca Cola bet (Felix Prehn)
Germany wants its Gold back (DR)
The Coming Crypto Apocalypse (Nouriel Roubini)
Lessons of a first time Fund Manager (Generalist)
Some stuff I am reading today morning:
Japanese stocks hit record highs (CNBC)
Why Indian markets have bottomed out (Samit Vartak)
The Index is lying to you (Capitalmind MF)
India, Malaysia sign 11 agreements (BS)
Not easy for India to cut Russian oil (OP)
The different races in AI (Aakash Gupta)
AI boom is causing shortages everywhere else (WaPo)
Interview with Sandy Nairn (The Market)
India’s Tourism Paradox (ML)
Proven Survivors (Microcap Club)
Some stuff I am reading today morning:
Silver, Gold tumble (DH)
Bitcoin falls below $64,000 (Yahoo)
Blackstone gets RBI approval for 9.99% stake in Federal Bank (BS)
RBI likely to hold interest rates today (Forbes)
Reliance buys Venezuelan oil (MC)
Theme: Container Stocks (FE)
Company: iD Fresh (BI)
The age of a treacherous, falling $ (Economist)
Inside Trump’s $550 Billion shakedown of Japan Inc (FT)
Winning & Losing (Microcap Club)