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)
Some stuff I am reading today morning:
ED arrests ex Chief Dealer of Axis MF (BT)
Indian exporters to take a hit on margins (DH)
China pushes back US on oil (Yahoo)
The difficult task of redeveloping Dharavi (BI)
Indian Drones take flight (BW)
Stock Talk: Swiggy (Inc42)
Commodity: Silver (Katusa)
No country for short sellers (Bak Stack)
30% CAGR over 27 years in Oil & Gas Industry (MC)
The Information Problem (DR)
Some stuff I am reading today morning:
US finalizes Tariff rates (White House)
India not to compromise on core interests (BS)
Oil markets are now paying attention to Trump’s threats (OP)
Indian Pharma braces for Trump’s tariff fallout (Forbes)
SC recalls verdict on Bhushan Steel (Rediff)
Regulatory overreach by SEBI (ML)
The cheap Rs 10 NAV myth (FE)
Interview with Michael Pettis (The Market)
The Paradox of Skill (Safal Niveshak)
Copycats are the biggest threat to successful strategies (NI)
Some stuff I am reading today morning:
Trump sets 25% tariff for India (X)
GoI Statement on Trump’s Tariffs (PIB)
Trump announces new US-Pakistan partnership (MC)
FED leaves interest rates unchanged (BS)
US Tariffs will hit India’s electronics exports (DH)
India’s imports of Russian oil under spotlight (Rediff)
Tata Motors to acquire Iveco (BT)
Stock Talk: IEX (FE)
Company: NITCO Ltd (BI)
The big secret to long term investment success (Morningstar)