Tag: linkfest

Some stuff I am reading today morning:

The Rogue Army that owns Pakistan (Open)

Industrial output growth slips to 4 year low (DH)

High US tariffs pushing Chinese exporters to India (Rediff)

Indian Refiners scoop up Russian crude (OP)

IndusInd Bank’s Deputy CEO resigns (HT)

M&M’s acquisition of SML Isuzu (Fortune)

The Case for Silver (Sahil Kapoor)

Delenda est Pakistan (BW)

Thread: How China swallowed the Ship Building Industry (Jukanlosreve)

How are US firms and consumers responding to tariffs? (Apollo)

Some stuff I am reading today morning:

BSF’s notice to Punjab farmers to clear fields near LAC (MC)

Reliance becomes first co with 10L Cr networth (Rediff)

Zomato’s internal chaos (Reditt)

India’s IPO party is back (FE)

Indigo’s global flight path (BT)

India emerges as Trump’s preferred partner (Fortune)

FY25 Letter to Shareholders (Vallum Capital)

Bear Markets are a necessary evil (Larry Swedroe)

The 3 Buckets Rule (Stef’s Investing)

Wall Street’s Not So Golden Rule (Epsilon Theory)

Some stuff I am reading today morning:

India takes measures against Pakistan (Fortune)

Indus Waters is existential for Pakistan (BT)

India-Pakistan tensions near Breaking Point (ORF)

Devyani’s Biryani Deal leaves investors bitter (BW)

Company: MakeMyTrip (Forbes)

Stock Talk: Swaraj Engines (FE)

Trump has blinked (Yahoo)

India-US BTA talks begin in Washington (FE)

Luxury items above 10L to attract 1% TCS (Rediff)

Strategically De-Risking US Drug Supply Chains (RAND)

Some stuff I am reading today morning:

Hindu tourists slaughtered in Pahalgam (HT)

Gold breaches 1 Lakh (DH)

Vance speaks in India (Rev)

US-China de-escalation expected (CNBC)

How Adani countered Hindenburg (Rediff)

RBI mandates banks to adopt bank.in domain (BT)

CBI FIR in 50 Cr Fraud Scandal (BW)

ITR Filing 2025 (FE)

The bank which gives 9% on FDs (Fortune)

Gulf of Thailand may be the next US-China flashpoint (Climateer)

Some stuff I am reading today morning:

FED Powell should cut rates ( Donald Trump)

FED Powell notes trouble ahead ( The Street )

Investors are selling America ( Sherwood )

PM Modi meets US VP JD Vance ( Fortune )

ED seizes assets in Mahadev Betting case ( MC )

Warning signs for Indian markets ( Forbes )

SGBs up for pre mature redemptions ( FE )

BYD Semiconductor Deep Dive ( Nomad Semi )

The Barrage of Bullish Influence ( 2Point2 Capital)

Buy the Dip ( Aswath Damodaran )