Some stuff I am reading today morning:
FED approves rate cut (CNBC)
Amazon to invest $35 Billion in India by 2030 (Rediff)
Indigo stares at major revenue hit (BT)
China is draining Silver (Katusa)
Company: befree (BI)
3 Ship Repair Stocks (FE)
Is it a bubble? (Howard Marks)
The sweet spot of sustainable investing (The Market)
Safe portfolio withdrawal rates for retirement (CS)
Modern Warfare: Lessons from Ukraine (DR)
Some stuff I am reading today morning:
Silver prices hit record highs (WaPo)
Microsoft to invest $17.5 Billion in India (BW)
Centre cuts Indigo routes by 10% (BT)
CBI books Anil Ambani’s son (Rediff)
The FED is likely to cut (Yahoo)
Inside Kaynes’ Accounting Storm (ML)
SAT dismisses Linde’s appeal (MC)
Stock Analysis: Senores Pharmaceuticals Ltd (Dr Vijay Malik)
Interview with Michael Howell (The Market)
The many faces of Abu Dhabi’s Trillions (Bloomberg)
Some stuff I am reading today morning:
Putin in India-What to expect (FP)
Order against Avadhut Sathe impounding 546 Cr (SEBI)
Domino effect that led to Indigo’s mass cancellations (HT)
Why Rupee depreciation should not be resisted (Rediff)
Japanese bond yields hit new highs (CNBC)
US Govt debt hits record $30 Trillion (Bloomberg)
Maruti’s e-Viatara set to arrive (Forbes)
Customer Locker dispute at Canara Bank (ML)
The circular battery economy is nearly $78 Billion (OP)
90% of all investment products are crap (BP)
Some stuff I am reading today morning:
INR breaches 90/$ (Rediff)
India is set to host Putin (CNBC)
India-US deal on the back burner (BW)
Indigo cancels 300 flights in 2 days (BS)
Massive disruption of Indigo flights (BT)
Sanchar Saathi’s flip flop (Forbes)
The Indian destination wedding market (BI)
The Hot Hand fallacy (Safal Niveshak)
The path to $200/oz Silver (DR)
Q3 CY2025 Letter to Investors (Hayden Capital)
Some stuff I am reading today morning:
Putin visits India tomorrow (BS)
Meesho faces major investor protest (HT)
Silver at record highs (MC)
Long delays at Delhi Airport (BT)
GIFT City is India’s answer to Dubai (DH)
India’s new Labour codes (ML)
Company: RSWML (BI)
Note to Investors (Nine One Capital)
The shift to hard assets (Ritesh Jain)
OpenAI Vs Google (Josh Brown)