Some stuff I am reading today morning:
Gold is the most crowded trade on Wall Street (Yahoo)
ICICI Bank cuts savings account rates by 25bps (FE)
NSE Investor Base triples (BW)
SEBI not opposed to NSE IPO (Fortune)
Gensol likely to face multi-agency probe (MC)
Tech Bros Vs Gold Bugs (DR)
Return is the only measure of Success (Investment Talk)
Why Trump will lose his Trade War (Paul Krugman)
Diversification is the price of peace (Nick Maggiulli)
Bear Market Anatomy (Goldman Sachs)
Some stuff I am reading today morning:
India becomes first market to erase tariff induced losses ( DH)
India explores early harvest deal with EU ( Fortune )
ED attaches 707 acres in Aamby Valley ( Money Life )
Order against Gensol Engineering ( SEBI )
ABB goes gung-ho on data centers ( BI )
Stock Talk : Adani Green ( HT )
Chaos in Supply Chains (Sherwood )
China hasn’t weaponized US Treasuries ( Yahoo )
Nobody knows ( Howard Marks )
What is risk? ( BI )
Some stuff I am reading today morning:
India may open Mutual Funds, Equities to Foreign Individuals (BW)
3 New Players to launch Mutual Funds (CM)
Diesel demand falls to lowest level since Covid (Rediff)
Lodha Brothers settle disputes (Money Life)
Company: DTDC (Forbes)
Stock Analysis: Captain Polyplast Ltd (Dr Vijay Malik)
Interview with Marc Chandler (The Market)
145% tariffs on China are clobbering the toy industry (CNN)
How Vivek Oberoi built a 1200 Cr Empire (Fortune)
Thoughts on Tariffs & Market Declines (Morgan Housel)
Some stuff I am reading today morning:
Tariff whiplash returns to markets ( Yahoo )
The Bond Markets caused Trump to blink ( The Street)
Gold prices surge to new record highs ( HT )
The downgrade of everything American ( Sherwood )
On Indo-US trade talks ( CNBC )
China criticizes Commerce Minister Piyush Goyal ( GT )
TCS defers salary hikes ( BS )
Company: Mahindra Logistics ( BI )
Stock Talk: 5 Undervalued Stocks ( FE )
The markets are always above you ( Leap )
Some stuff I am reading today morning:
Trump pivots on Tariffs ( Yahoo)
Stocks surge as Trump retreats ( The Street )
Press Briefing of US Treasury Secretary Scott Bessent ( BS )
President Trump blinked ( Time )
5 Takeaways from Trump Tariffs drama ( Hill )
RBI cuts rates by 25 bps ( RBI )
Selloff in US Treasuries (Morningstar )
India’s exports cross $ 820 Billion in FY25 (DH )
India blocks transhipment facility for Bangladesh ( FE )
Investing isn’t about being mostly right ( AA )