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Linkfest: 07 July, 2025

Some stuff I am reading today morning:

August 1 is the new US Tariff Deadline (CNBC)

Nations chase US Trade Deals (Yahoo)

Discounts on Russia Oil reduces for India (OP)

India’s rare earth magnet shortage (Forbes)

Industrial Policy is back again (ML)

Millennium Management in SEBI’s crosshairs (BW)

Sector: Hospitals (FE)

Stock Talk: Reliance Industries (Finshots)

Company: Hyundai Motor India (BT)

Interview with Tweedy, Browne (The Market)

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Links

Linkfest: 04 July, 2025

Some stuff I am reading today morning:

SEBI Order against Jane Street (SEBI)

Centre clears mega defence purchases of 1.05 Lakh Cr (MC)

Trump’s Mega Bill passed (CNBC)

Trump to send tariff letters to 170 countries today (FE)

Reliance shifts FMCG business to RCPL (DH)

Why Mumbai, Bengaluru realtors are feeling the heat (Rediff)

Delhi halts fuel ban on old vehicles (BT)

India pushes forward in rare earths (OP)

Is Gold Jewellery a good investment? (BN)

The Gospel according to Compound Interest (DR)

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Links

Linkfest : 03 July, 2025

Some stuff I am reading today morning:

US & Vietnam agree to Trade deal ( CNBC )

US markets post fresh highs ( The Street )

Nifty Calculator – 2025 Edition ( Nooresh Merani )

US to levy 1 % remittance tax ( BS )

SBI calls out RCom’s loan account as fraud ( Mint )

Anil Ambani hits back at SBI ( FE )

Adani is front runner for Jaiprakash Associates ( BW )

Tragedy at Sigachi Industries ( Fortune )

How Lohum pioneers India’s critical minerals revolution ( BI )

Quality Dividend Yield report ( IDBI Capital )

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Links

Linkfest : 20 June, 2025

Some stuff I am reading today morning:

Decision on US entry in Iran war in 2 weeks ( JPost )

Iran using Hypersonic Missiles ( Military Watch )

Flood of IPOs next week ( FE )

Startup IPOs get a SEBI fillip ( Forbes )

Whatsapp is officially getting ads ( Verge )

Maran Vs Maran ( MC )

Trump Vs Powell ( CNN )

Broker Research: Swiggy ( IIFL Capital )

Lose first, Lose forever ( SN )

On past investment returns ( WCI )

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Links

Linkfest: 19 June, 2025

Some stuff I am reading today morning:

Fed doesn’t cut rates (CNBC)

Markets could sell off if US enters Iran-Israel war (Yahoo)

India,Canada re-engage (BS)

Minutes of SEBI Board Meeting (SEBI)

Stock Talk: Grasim (Rediff)

Sector: Shipping (FE)

Broker Research: Siemens Energy (HDFC Sec)

Interview with Dan Niles (The Market)

The dark side of China’s gold frenzy (NY Times)

Manage the Noise (Big Picture)