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Linkfest: 03 September, 2025

Some stuff I am reading today morning:

The first ‘Made in India’ semiconductor chip (DH)

Gold trades at record highs as Central Banks load up (Yahoo)

INR trades at record lows (Rediff)

US Debt crisis possible in 3 years (AM)

Azerbaijan Vs India (MC)

Mordani Vs Nirmal Jain (ML)

Stock Talk: 3 Railway Stocks (FE)

Top 50 Mutual Fund Distributors (CM)

ESOPs and Dilution (Zen Nivesh)

The Cost of Comfort (Collab Fund)

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Links

Linkfest: 02 September, 2025

Some stuff I am reading today morning:

Gold touches lifetime high of 1.05 L/10 grams (DH)

Modi-Xi-Putin are all smiles (CNBC)

India’s defiance could reshape oil markets (OP)

Decoupling from Dollars (Balaji)

UK’s Bond Market is collapsing (Kobeissi Letter)

EaseMyTrip’s Wrong Turn (Inc 42)

Some charts that will surprise you (CS)

The “Salad Oil” approach to investing (AM)

A $25 Billion Crypto Hoarding Craze (Bloomberg)

You can’t retire on 1 Cr (FE)

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Links

Linkfest: 01 September, 2025

Some stuff I am reading today morning:

FPIs withdraw 35,000 Cr in August (Rediff)

Modi,Xi push for closer ties (BS)

India’s 1 Lakh Crore submarine push (MC)

Chairman’s Statement at Reliance AGM (BSE)

Trump’s Trade War got more chaotic (Yahoo)

US urges Europe to tariff India (One India)

India’s bold ban on Real Money gaming (BW)

Turnaround: PayTM (FE)

Company: Suyog Telematics (Zen Nivesh)

The $20/Month Software Revolution (Tomasz Tunguz)

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Links

Linkfest: 29 August, 2025

Some stuff I am reading today morning:

India’s growth will slip below 6% (DH)

India’s 3-way balancing act (CNBC)

Trump’s Trade War is hurting the US economy (Yahoo)

Adani Group’s EBITDA crosses 90,000 Cr (Rediff)

SEBI clears Groww’s IPO (MC)

Stock Talk: Defence Shipbuilders (FE)

When markets concentrate (Novel Investor)

The Probability Machine (Big Picture)

The Bubble Term (Hussman Funds)

Mirrors & Hats (Seth Godin)

Categories
Links

Linkfest: 28 August, 2025

Some stuff I am reading today morning:

India may emerge as 2nd largest economy by 2038 (Fortune)

50% US Trade tariffs kick in (BS)

India to build world’s first Hyper Loop (Newsweek)

Stock Talk: BEL & Apollo Micro (MSN)

Sell Side Research: Petronet (MOSL)

Survive to Thrive (Zen Nivesh)

Why “Unsinkable” markets matter (Peter Atwater)

China: From Gamblers to Investors (CNBC)

The Second Order effects of AI (Tomasz Tunguz)

Job Churn (Seth Godin)