Categories
Links

Linkfest: 14 August, 2025

Some stuff I am reading today morning:

US warns of higher secondary tariffs against India (BS)

India’s IPO market surges (BW)

Bitcoin touches record highs (Yahoo)

Frenzied speculation in US stocks (GMO)

US begins probe against Indian solar imports (FE)

Company: RVNL (BI)

Interview with Kenneth Rogoff (The Market)

On Dividend Growth Stocks (Morningstar)

Shorting is hard (Mojo)

Overcoming Fear & Greed (DR)

Categories
Links

Linkfest: 13 August, 2025

Some stuff I am reading today morning:

US markets at record highs (Yahoo)

India’s Direct Tax collections contract (HT)

Baseless fear mongering on ethanol blended petrol (MC)

Trump Vs Goldman Sachs (The Street)

Trump Tariffs won’t trigger reforms (ML)

Gilt Funds Vs Gilt Constant Maturity Funds (BN)

The dark side of influence (Forbes)

How F&O trading shattered a family (FE)

Investing in ageing economies (Polymath Investor)

How likely will investors outlive their savings (Math Investor)

Categories
Links

Linkfest: 12 August, 2025

Some stuff I am reading today morning:

Equity Mutual Fund Inflows hit record high (BW)

INR near record lows despite weak $ (BS)

Acrobatic Accounting at Suzlon Energy (ML)

L&T bags 15,000 Cr order from Adani Power (FE)

Lab Grown Diamonds make it outshine (Forbes)

Company Treasuries are buying Bitcoin (Katusa)

3 Big Ideas for understanding how stocks work (F&F)

Chettiars: Bankers of the East (Frontline)

Why Russia plotted to kill the Rheinmetall CEO (Climateer)

Scarcity Vs Abundance (Seth Godin)

Categories
Links

Linkfest: 11 August, 2025

Some stuff I am reading today morning:

Pak Army Chief threatens India (Wion)

Stock Talk: Apollo Micro Systems (FE)

Sell Side Research: Solar Industries (Nirmal Bang)

Succession feuds in India Inc (Rediff)

The decline of Intel (Yahoo)

What Microsoft’s $4 Trillion market cap means (FA Mag)

The Energy Storage Revolution (OP)

India’s global play for rare earths (BW)

The VC backed rise of micro dramas (Forbes)

Stumbling Superpower Syndrome (DR)

Categories
Links

Linkfest: 07 August, 2025

Some stuff I am reading today morning:

Trump hikes tariffs on India to 50% (BW)

GoI’s response to US tariffs (MEA)

Trump hints at more sanctions (FE)

Over half of India’s exports to US in jeopardy (MC)

Why is India in Trump’s crosshairs (CNBC)

RBI Governor’s Statement (RBI)

Anil Ambani Group finally faces investigation heat (ML)

$60 Billion meltdown in China’s Solar Industry (OP)

Be a boring investor (Mark Newfield)

The Index Mindset (Better Letter)