Some stuff I am reading today morning:
DIIs overtake FIIs (Fortune)
Modi’s US deal resembles a IMF bailout (Bloomberg)
Tesla is left out of US trade deal (The Street)
Stock Talk: HDFC Bank (FE)
Software stocks are getting crushed (Tker)
Google’s 52x AI Growth (Tomasz Tunguz)
Buffett’s Coca Cola bet (Felix Prehn)
Germany wants its Gold back (DR)
The Coming Crypto Apocalypse (Nouriel Roubini)
Lessons of a first time Fund Manager (Generalist)
Some stuff I am reading today morning:
Japanese stocks hit record highs (CNBC)
Why Indian markets have bottomed out (Samit Vartak)
The Index is lying to you (Capitalmind MF)
India, Malaysia sign 11 agreements (BS)
Not easy for India to cut Russian oil (OP)
The different races in AI (Aakash Gupta)
AI boom is causing shortages everywhere else (WaPo)
Interview with Sandy Nairn (The Market)
India’s Tourism Paradox (ML)
Proven Survivors (Microcap Club)
Some stuff I am reading today morning:
Silver, Gold tumble (DH)
Bitcoin falls below $64,000 (Yahoo)
Blackstone gets RBI approval for 9.99% stake in Federal Bank (BS)
RBI likely to hold interest rates today (Forbes)
Reliance buys Venezuelan oil (MC)
Theme: Container Stocks (FE)
Company: iD Fresh (BI)
The age of a treacherous, falling $ (Economist)
Inside Trump’s $550 Billion shakedown of Japan Inc (FT)
Winning & Losing (Microcap Club)
Some stuff I am reading today morning:
What led to the India-US trade deal ( Bloomberg)
What caused partner exits at Peak XV ( MC)
Bitcoin continues to sink ( Yahoo )
US Supreme Court’s silence on Trump tariffs ( Paul Krugman )
Interview with CBDT Chairman, Ravi Agarwal ( DH )
Stock Analysis : Transformers & Rectifiers ( India) Ltd ( Dr Vijay Malik )
Growing interest in SIFs ( FE )
Alternative investments with Larry Swedroe ( WCI )
Cancer care getting costlier in India ( BT )
How Jeff Bezos brought down the Washington Post ( New Yorker)
Some stuff I am reading today morning:
My advice on the US-India trade deal ( Evan F )
Traders dump software stocks ( Bloomberg )
NSE terminals to Dubai bookies ( BW )
Stock Talk : Shriram Finance ( FE )
Company : Transchem Ltd ( Bhavik Mehta )
The SpaceX- xAI merger ( George Noble )
Best Indian startup investments ( Rahul Mathur )
Silver is the meme trade of 2026 ( CNBC )
The Copper Paradox ( Shanaka Anslem)
Older people consume differently ( Klement )