Some stuff I am reading today morning:
Wall Street is calling Trump’s Bluff (CNN)
Trump threatens 50% tariff on copper, 200% on pharma (Yahoo)
Capgemini to buy WNS (Rediff)
Former SEBI Chief Buch’s hollow defense (BW)
Jane Street saga exposes a deeper problem (ML)
Company: Razorpay (Forbes)
The Tariff Beatings will continue (Paul Krugman)
How AI is fuelling Startup Seed Strapping (Tanay Jaipuria)
Not Smart Vs Stupid (Seth Godin)
2025 Semi-Annual Letter to Investors (Fundsmith)
Some stuff I am reading today morning:
Trump sends Tariff Letters to 14 countries ( DH )
SBI @ 70 ( Rediff )
SBI’s 3.5 Lakh Crore secret ( MC )
SME IPOs in 2025 ( MC )
Study on Equity Derivatives after recent measures ( SEBI )
Company : Stellapps ( BI )
Lessons from 1 Cr in Mutual Funds ( FE )
A personal history of American Finance ( Net Interest )
Why Elon Musk should stick to Business ( Yahoo )
An abundance of Scarcity ( DR )
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)
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)
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 )