Some stuff I am reading today morning:
Equity Mutual Fund Inflows hit record high (BW)
INR near record lows despite weak $ (BS)
Acrobatic Accounting at Suzlon Energy (ML)
L&T bags 15,000 Cr order from Adani Power (FE)
Lab Grown Diamonds make it outshine (Forbes)
Company Treasuries are buying Bitcoin (Katusa)
3 Big Ideas for understanding how stocks work (F&F)
Chettiars: Bankers of the East (Frontline)
Why Russia plotted to kill the Rheinmetall CEO (Climateer)
Scarcity Vs Abundance (Seth Godin)
Some stuff I am reading today morning:
Pak Army Chief threatens India (Wion)
Stock Talk: Apollo Micro Systems (FE)
Sell Side Research: Solar Industries (Nirmal Bang)
Succession feuds in India Inc (Rediff)
The decline of Intel (Yahoo)
What Microsoft’s $4 Trillion market cap means (FA Mag)
The Energy Storage Revolution (OP)
India’s global play for rare earths (BW)
The VC backed rise of micro dramas (Forbes)
Stumbling Superpower Syndrome (DR)
Some stuff I am reading today morning:
Trump hikes tariffs on India to 50% (BW)
GoI’s response to US tariffs (MEA)
Trump hints at more sanctions (FE)
Over half of India’s exports to US in jeopardy (MC)
Why is India in Trump’s crosshairs (CNBC)
RBI Governor’s Statement (RBI)
Anil Ambani Group finally faces investigation heat (ML)
$60 Billion meltdown in China’s Solar Industry (OP)
Be a boring investor (Mark Newfield)
The Index Mindset (Better Letter)
Some stuff I am reading today morning:
RBI likely to keep interest rates unchanged (Forbes)
Modi Govt clears 67,000 Cr Defence push (MC)
Red flags in SME IPO FlySBS (Tijori)
Hindu rate of Hyper Growth (BW)
REITs in India set for exponential growth (FE)
Might Tariffs get Overturned (Big Picture)
The Paradox of knowing too much (Anand Shah)
The Power of a trusted brand (Klementon)
The AI revenue rocket ship (Tomasz Tunguz)
Defending against AI (Aswath Damodaran)
Some stuff I am reading today morning:
Trump threatens India with more tariffs (X)
India’s response to Western threats (MEA)
Amit Shah becomes India’s longest serving HM (MC)
India Inc Promoter’s holding slumps to 8 year low (Rediff)
With Nil Assets, Anil Ambani lives a full life (ML)
A tale of 3 Exchanges (FE)
India’s CDMO rise (Niveshaay)
India’s IT sector is shedding jobs (CNBC)
India’s $12 Billion R&D Fund (Forbes)
What Sumo wrestling taught me about Trading (Trendlabs)