Some stuff I am reading today morning:
India takes measures against Pakistan (Fortune)
Indus Waters is existential for Pakistan (BT)
India-Pakistan tensions near Breaking Point (ORF)
Devyani’s Biryani Deal leaves investors bitter (BW)
Company: MakeMyTrip (Forbes)
Stock Talk: Swaraj Engines (FE)
Trump has blinked (Yahoo)
India-US BTA talks begin in Washington (FE)
Luxury items above 10L to attract 1% TCS (Rediff)
Strategically De-Risking US Drug Supply Chains (RAND)
Some stuff I am reading today morning:
Hindu tourists slaughtered in Pahalgam (HT)
Gold breaches 1 Lakh (DH)
Vance speaks in India (Rev)
US-China de-escalation expected (CNBC)
How Adani countered Hindenburg (Rediff)
RBI mandates banks to adopt bank.in domain (BT)
CBI FIR in 50 Cr Fraud Scandal (BW)
ITR Filing 2025 (FE)
The bank which gives 9% on FDs (Fortune)
Gulf of Thailand may be the next US-China flashpoint (Climateer)
Some stuff I am reading today morning:
FED Powell should cut rates ( Donald Trump)
FED Powell notes trouble ahead ( The Street )
Investors are selling America ( Sherwood )
PM Modi meets US VP JD Vance ( Fortune )
ED seizes assets in Mahadev Betting case ( MC )
Warning signs for Indian markets ( Forbes )
SGBs up for pre mature redemptions ( FE )
BYD Semiconductor Deep Dive ( Nomad Semi )
The Barrage of Bullish Influence ( 2Point2 Capital)
Buy the Dip ( Aswath Damodaran )
Some stuff I am reading today morning:
FPIs turn net buyers (Rediff)
SEBI proposes to classify REITs/InvITs as Equity (CM)
Eversource looks to buy BluSmart (BS)
India aims to lure foreign nuclear power cos (OP)
Sector Watch: Defence (FE)
Stock Talk: Gokaldas Exports (RJ)
Interview with George Magnus (The Market)
The $ 1 Trillion Chinese ADRs Risk (Under The Hood)
US Small businesses suffer due to tariffs (CNN)
Terrified & Long (Irrelevant Investor)
Some stuff I am reading today morning:
Gold is the most crowded trade on Wall Street (Yahoo)
ICICI Bank cuts savings account rates by 25bps (FE)
NSE Investor Base triples (BW)
SEBI not opposed to NSE IPO (Fortune)
Gensol likely to face multi-agency probe (MC)
Tech Bros Vs Gold Bugs (DR)
Return is the only measure of Success (Investment Talk)
Why Trump will lose his Trade War (Paul Krugman)
Diversification is the price of peace (Nick Maggiulli)
Bear Market Anatomy (Goldman Sachs)