Some stuff I am reading today morning:
Gold & Silver rally can continue (Yahoo)
Interview with RBI Governor Malhotra (BS)
Order in insider trading in IEX (SEBI)
Hyundai bets big on India (FE)
Air India to buy 300 new jets (DH)
China files WTO complaint against India (BW)
Public anger over EPFO’s new norms (ML)
Stock Talk: Tata Motors (HT)
Wealth for yourself Vs Wealth for others (Nick Maggiulli)
Turning Japanese (DR)
Some stuff I am reading today morning:
IMF raises India’s growth forecast to 6.6% (BS)
Google to invest $15 Billion in India AI Data Centre (CNBC)
Tech Mahindra to build Indian AI LLM (MC)
Thread: View on Indian markets (Pankaj Tibrewal)
Wall Street sounds the alarm on AI (Yahoo)
India speeds up US trade talks (HT)
Fixed rate gold booking schemes collapse (BW)
Company: TAFE (Forbes)
The perils of Thesis Drift (Microcap Club)
How Crypto became a Trump Trade (Paul Krugman)
Some stuff I am reading today morning:
New gas finds in Andaman (OP)
How US is eating Trump’s tariffs (Reuters)
E20 fuel may trigger insurance disputes (MC)
Sector: REITs (Rediff)
Stock Talk: Tata Motors (FE)
Q2 FY2026 Letter to Investors (Solidarity)
Most investments are bad (Lyn Alden)
The downsides of real estate investments (Flowfp)
Thread: 2000 Years of Indian Economic History (Amish Tripathi)
Two kinds of Luck (Seth Godin)
Some stuff I am reading today morning:
Trump announces 130% tariffs on China (CNN)
Squeeze in Silver (Bloomberg)
Silver ETFs shine in India (HT)
Retail IPO buzz fades (FE)
Boardroom Drama at Tatas (CNBC)
ED arrests CFO of Reliance Power (BW)
Discount brokerages face sharp slowdown (MC)
Stock Analysis: Maan Aluminium (Dr Vijay Malik)
Company: Godawari Power & Ispat (Zen Nivesh)
West is terrified of Chinese manufacturing (Telegraph)
Some stuff I am reading today morning:
India, UK ink major deals (BS)
TCS to build 1 GW Data Centre (HT)
Tata Group loses 21% of market capitalization (MC)
Silver’s historic rally (OP)
How China could pull ahead in the AI race (FT)
The case for Short Selling (2Point2 Capital)
Integrity is an important management filter (Flyover Stocks)
The morality of investing (Noah Opinion)
Can you time the markets? (Aswath Damodaran)
Bull markets and Geniuses (DR)