Categories
Links

Linkfest : 29 July, 2025

Wishing readers on the auspicious occasion of Nag Panchami

Some stuff I am reading today morning:

75+ IPOs have received SEBI approval ( Rediff )

Speculative frenzy in US stock markets ( Sherwood )

Europe balks at unbalanced Trade deal ( CNBC )

World faces steel glut ( DH )

Why Indian IT services cos can’t do products ( Niteen S Dharmawat )

Sona Comstar Vs Rani Kapur ( BS )

Stock Talk : Titan ( FE )

Silicon Valley bets on defence manufacturing ( AP )

How people invested before the Internet ( Onveston )

The 7 rules of stock market bubbles ( OC )

Categories
Links

Linkfest : 28 July, 2025

Some stuff I am reading today morning:

SME IPO hype fizzles in 2025 ( Fortune)

US & EU reach trade deal ( Investing )

TCS to layoff 12,000 employees ( BS )

On Microsoft layoffs ( Om Malik)

Curious timing of ED raids on Anil Ambani ( BW )

Musk is at crossroads with Tesla ( Yahoo )

Stock Markets go to extremes ( Humble $ )

Is the S&P a thirst trap? ( Contessa )

The risks of passive investing dominance ( AA )

Ferrari status ( Ted Lamade )

Categories
Links

Linkfest: 25 July, 2025

Some stuff I am reading today morning:

NSDL IPO: Price Band set at 760-800 Rs/share (MC)

India-UK : A win win deal (BS)

ED raids Anil Ambani linked companies (ML)

Market coupling for Power Exchanges (BSE)

The collapse of Good Glamm (BT)

The collapse of TruCap (Basu Nivesh)

Green Hydrogen projects collapse worldwide (OP)

India’s wealthy move abroad, stay invested (CNBC)

Stock Talk: Nestle India (FE)

The Winner’s Game in Investing (Morningstar)

Categories
Links

Linkfest: 24 July, 2025

Some stuff I am reading today morning:

India-UK FTA to be inked today (FE)

India to become third largest economy by 2028 (MC)

Tilaknagar Industries buys Imperial Blue for 4,150 Cr (Fortune)

UPI to be used for credit (BW)

The Revenge of Badla (Shankar Sharma)

Reflections from a Banker’s Journey (RBI)

On the US-Japan Trade Deal (Paul Krugman)

How many stocks should be there in your portfolio? (AA)

The AI Questions that matter (Margins)

Seeing the lottery (Seth Godin)

Categories
Links

Linkfest: 23 July, 2025

Some stuff I am reading today morning:

Trump says Japan Trade deal reached (MC)

US-EU crackdown on Russia escalates (OP)

Paytm posts first-ever profit of Rs. 122.5 Cr (Rediff)

SEBI’s moment of regulatory reckoning (ML)

China’s affluent are pessimistic about China (CNBC)

The America Vs Europe Thing again (MR)

Powell & Trump (Roger Lowenstein)

Trading: End of Day reversal (Alpha Architect)

To Bitcoin or not to Bitcoin? (Aswath Damodaran)

The AI Search Tipping Point (Tomasz Tunguz)