Some stuff I am reading today morning:
Cigarette stocks shed 60,000 Cr in market cap (MC)
Devyani & Sapphire Foods to merge (CNBC)
Robust GST collection in Dec 2025 (HT)
Order in matter of DU Digital Technologies Ltd (SEBI)
Dividend Yield Monitor-Jan 2026 (SBI Securities)
4 silent investments of superstar Chiranjeev (FE)
The biggest risk in 2026 (CS)
Warren Buffett: A Question of Character (RL)
Astonishing wave of anti-Indian hate in US (NY Times)
The secret to a long life (WSJ)
Wishing readers a very Happy New Year !
Some stuff I am reading today morning:
Small Savings Schemes rates Jan-March 2026 (BT)
India’s aluminium & steel exporters face shock (ABP)
Govt approves package for Vodafone Idea (Rediff)
India’s next Billion Consumers (Bloomberg)
What worked in 2025 (Chart Kid Matt)
A few themes for 2026 (Tanay Jaipuria)
12 Predictions for 2026 (Tomasz Tunguz)
US markets are artificially inflated (GMO)
China’s 6 Decade campaign to dominate Rare Earths (NY Times)
Which kind of ‘enough’ (Seth Godin)
Some stuff I am reading today morning:
2025: The Year of Reforms (PM Modi)
India is world’s 4th largest economy (MC)
Where to invest in 2026? (S Naren)
Fiscal deficits of States are impacting markets (ML)
Weakness in the US $ (FT)
We are in a Metals War (Yahoo)
Commodity: Copper (CNBC)
Unknowable at many levels (Anand Sridharan)
Pray for Beta, not Alpha (Nick Maggiulli)
The best investment lesson of 2025 (F&F)
Some stuff I am reading today morning:
Silver prices plunge (BT)
India’s record IPO fund raising (Fortune)
Govt seeks $30 Billion from Reliance,BP (DH)
Zepto files for $1.2 Billion IPO (CNBC)
Land Deal of Infosys (ML)
More consolidation of Public Sector Banks (BI)
Company: Ashapura Minechem (Zen Nivesh)
End of $ Dominance (Wired)
US Bankruptcies at 15 year high (MSN)
The Pyschological burden of Concentration (MC)
Some stuff I am reading today morning:
10 Silver Days of Christmas (Campbell)
Stock Talk: Vedanta (Rediff)
Irregularities at Hikal Ltd (ML)
Low returns in great cos (Nooresh Merani)
Rise & Reckoning of Tiger Global (ROW)
The hidden price tag of growth (Sanjeev Patkar)
The silent rotation of 2026 (Katusa)
Financial Infidelity (FE)
3 New Year’s Resolutions (Josh Brown)
Concentrate to get rich or poor (CS)