Some stuff I am reading today morning:
How much cash do Mutual Funds hold? ( CM )
US pressurising India on agriculture tariffs ( HT )
Vietnam’s VinFast opens eSUV bookings ( Rediff)
2 Sectors, 10 Charts ( Nooresh Merani )
Company: Veritas Finance ( BI )
July 2025 Letter to Investors ( Ikigai )
Interview with Rahul Saraf ( TOI )
Meta is pouring Billions of $ in AI ( Yahoo )
Tech Philosophy and AI Opportunity ( Stratechery )
The deception of a good outcome ( SN )
Some stuff I am reading today morning:
Tesla’s Model Y debuts in India (CNBC)
M&M is now India’s second largest car maker ( BT)
Whistleblower’s ordeal exposes SEBI (BW)
Company: Godavari Biorefineries (BI)
Why the F&O casion must thrive (ML)
Revenue in Web3 (Decentralised)
Interview with Jeffrey Sherman (The Market)
Knowing our boundaries (2Point2 Capital)
Bring the noise (BI)
Q1FY26 Letter to Investors (Solidarity)
Some stuff I am reading today morning:
Trump’s 100% tariffs on Russia ‘s export buyers ( CNBC )
Stealth mode IPOs ( Forbes )
Unlisted market faces reality check ( BW )
Bata’s casual bet pays off ( Fortune )
Company : Hitachi Energy India ( BI )
Vanguard goes big on Crypto ( Yahoo)
Worst decade for US Govt Bonds ( CS )
The case for momentum in investing ( Cliff Asness)
Gen Z trades the same way it gambles ( Sherwood )
Bad advice is everywhere ( Big Picture)
Some stuff I am reading today morning:
Gold beats US stock markets ( Barchart )
Markets challenged by Trump Tariffs ( Yahoo )
Options Trading Volumes decline ( Rediff )
Glenmark’s R&D bet pays off ( MC )
Promoter of VIP Industries to exit ( BSE )
Company: Titagarh Rail Systems ( BI )
Tax on Bitcoin gains ( BT )
The Dinner Table Economy ( FE )
What passive investing has done to our retirement ( DR )
Amazon Prime Day is a scam ( Popular)
Some stuff I am reading today morning:
Trump slaps 35% tariffs on Canada ( FE )
Priya Nair to become first woman MD of HUL ( DH )
Vedanta empire on the brink ( ML )
Merchant Bankers are gearing up for NSE’s IPO ( MC )
India’s options market faces a reality check ( CNBC)
MF AUM nears 75 Lakh Crores ( CM )
Zee shareholders reject Promoter’s resolution ( Fortune)
Company : L&T Technology Services ( BI )
Thread : Interview with S Naren ( NDTV )
A Screenless Future ( Collab Fund )