Some stuff I am reading today morning:
Interview with FM Nirmala Sitharaman (FE)
Tiruppur worst affected by US Tariffs (Open)
EU, US plan coordinated action on Russian oil (OP)
Infosys to consider share buyback (MC)
Sell Side Research: Scoda Tubes (RJ)
FY2025 Returns of Mutual Funds (CM)
Impermanence (Safal Niveshak)
The Ivy League keeps failing this basic investing test (WSJ)
Trump’s Crypto Dealings (Atlantic)
The rush into hard assets has just begun (DR)
Some stuff I am reading today morning:
Why are FPIs selling? (Akash Prakash)
Car makers drop prices (BT)
Russian vaccine for colon cancer (FE)
Mukesh Ambani’s deft diplomacy (BW)
India,Israel to sign Bilateral Investment Agreement (BS)
Tesla has proposed $1 Trillion pay package for Musk (MC)
Stock Analysis: Marine Electricals (Dr Vijay Malik)
Thread: Notes from Investor Accelerator Summit (Kaji Katlu)
The expensive truth about cheap investments (BB)
Proof of Wealth (Nick Maggiulli)
Some stuff I am reading today morning:
Efforts on to seal India-EU FTA (MC)
40% GST on carbonated drinks (FE)
Gold could hit $5000/oz (Sherwood)
Company: Fineotex Chemicals (BI)
Sell Side Research: SAMHI Hotels (Yes Securities)
Interview with Peter Berezin (Market)
The state of AI gross margins in 2025 (Tanay Jaipuria)
On India-UAE LNG Pact (OP)
America could help India’s Thorium Dream (MIT Technology)
The Hustle Loop (Seth Godin)
Some stuff I am reading today morning:
GST 2.0 is PM Modi’s Diwali gift to the nation (BT)
FAQ’s on new GST rates (HT)
Cabinet approves 1500 Cr for Critical Minerals Recycling (PIB)
Silver beats gold in yearly gains (FE)
Diamonds are a terrible investment (Barchart)
Company: LT Foods (BI)
Stock Talk: Bank of India (Niteen S Dharmawat)
US Bond markets are nervous (Endgame Macro)
New gas pipeline between Russia & China (OP)
Building Pricing Power (Flyover Stocks)
Some stuff I am reading today morning:
The first ‘Made in India’ semiconductor chip (DH)
Gold trades at record highs as Central Banks load up (Yahoo)
INR trades at record lows (Rediff)
US Debt crisis possible in 3 years (AM)
Azerbaijan Vs India (MC)
Mordani Vs Nirmal Jain (ML)
Stock Talk: 3 Railway Stocks (FE)
Top 50 Mutual Fund Distributors (CM)
ESOPs and Dilution (Zen Nivesh)
The Cost of Comfort (Collab Fund)