Some stuff I am reading today morning:
US Markets hit most expensive valuation in History (Barchart)
Wide dispersal in Indian Equity Markets (Ganeshram Jayaraman)
Are Indian markets really over valued? (CM)
Irrational Exuberance in US Markets (Sonali Basak)
Company: Assetz (BI)
Stock Talk: Lemon Tree (FE)
A Decade of Repco (Zen Nivesh)
Swiss Central Bank has a $167 Billion US Stocks portfolio (SI)
South Korea’s birth rate collapse (CNBC)
Silicon Valley’s suicide pact with Trump (Wired)
Some stuff I am reading today morning:
Trump imposes tariffs on pharma, other products (Yahoo)
September 2025 is seeing record IPOs (MC)
India may opt for French Fighter Engines (Bloomberg)
Company: Man Infraconstruction Ltd (BI)
HBL AGM 2025 Highlights (VP)
Library of Mistakes in Investing (Kuntal Shah)
China’s industrial policy has an unprofitability problem (Noah)
The visions of Neil Mehta (Colossus)
Robin Zeng: CATL’s Prodigious Gambler (Interconnected)
The Electro-Industrial Stack will move the world (a16z)
Some stuff I am reading today morning:
China floods world with cheap exports (Bloomberg)
AI can pass CFA exam in minutes (CNBC)
LNG poised to disrupt heavy vehicle fuel market (BW)
Jane Street under CBDT scanner (Rediff)
Low public float is a threat to investors (ML)
Russia’s shadow fleet continues to defy sanctions (OP)
Bull Markets Vs Bear Markets (Ian Cassel)
Warren Buffett & Diversification (AA)
Long Haul Gold (DR)
The Electric Slide (Not Boring)
Some stuff I am reading today morning:
Gold prices hit fresh highs (BS)
Lead Indicator US Freight is in a recession (Kobeissi Letter)
Swiggy exits Rapido for 2400 Cr (DH)
Stock Talk: GMDC (BT)
3 Data Centre Stocks (FE)
Assign yourself a story (Kingswell)
The Art of doing Less (BI)
The Electric Tech Stack (Noah Opinion)
MrBeast to build an Entertainment Empire (Bloomberg)
H1B visa was the bridge between US & India (NYTimes)
Some stuff I am reading today morning:
Maruti, Hyundai report record festive bookings (BT)
IT stocks see biggest drop in 6 months (BS)
Gold hits fresh high of Rs.116,200 (Rediff)
The Gold Price is wrong (Katusa)
India is betting $18B to become a chips powerhouse (CNBC)
China trip exposes Uninvestable sectors of West (Bloomberg)
How to avoid value traps in Asia (ACS)
Thread: Oberoi’s 25 acre bet on Borivali (Dhruvesh Sanghvi)
Ray Dalio warns of Dark Times (Fortune)
Why you should save in hard money (DR)