Some stuff I am reading today morning:
US Trade deal with India is close ( CNBC )
Ukraine, US sign minerals deal ( FE )
Gold purchases touch 12,000 Cr on Akshaya Tritiya ( Fortune)
US Economy contracts ( MC )
US markets are still expensive ( II )
The man who built Sun Pharma ( Forbes )
SEBI bans 3 You Tubers for 5 years ( DH )
ITR Forms 1,4 notified ( Rediff )
China’s solar firms struggle ( OP )
Trying to understand return expectations ( AQR )
Some stuff I am reading today morning:
Pakistan fears Indian military action (Dawn)
Trump thinks US will have a deal with India (CNBC)
IndusInd Bank CEO resigns (BS)
Bajaj Finance to give dividend,bonus, split (Fortune)
Gensol Engg: Puneet Jaggi blames Anmol Jaggi (HT)
US tariffs may hurt auto exporters ( Rediff)
Interview with Dr Manoranjan Sharma (CM)
25 Transformative Investment Ideas (HDFC Securities)
April 2025 Letter to Investors (Ikigai)
It’s all going to collapse (Climateer)
Some stuff I am reading today morning:
The Rogue Army that owns Pakistan (Open)
Industrial output growth slips to 4 year low (DH)
High US tariffs pushing Chinese exporters to India (Rediff)
Indian Refiners scoop up Russian crude (OP)
IndusInd Bank’s Deputy CEO resigns (HT)
M&M’s acquisition of SML Isuzu (Fortune)
The Case for Silver (Sahil Kapoor)
Delenda est Pakistan (BW)
Thread: How China swallowed the Ship Building Industry (Jukanlosreve)
How are US firms and consumers responding to tariffs? (Apollo)
Some stuff I am reading today morning:
BSF’s notice to Punjab farmers to clear fields near LAC (MC)
Reliance becomes first co with 10L Cr networth (Rediff)
Zomato’s internal chaos (Reditt)
India’s IPO party is back (FE)
Indigo’s global flight path (BT)
India emerges as Trump’s preferred partner (Fortune)
FY25 Letter to Shareholders (Vallum Capital)
Bear Markets are a necessary evil (Larry Swedroe)
The 3 Buckets Rule (Stef’s Investing)
Wall Street’s Not So Golden Rule (Epsilon Theory)
Some stuff I am reading today morning:
India takes measures against Pakistan (Fortune)
Indus Waters is existential for Pakistan (BT)
India-Pakistan tensions near Breaking Point (ORF)
Devyani’s Biryani Deal leaves investors bitter (BW)
Company: MakeMyTrip (Forbes)
Stock Talk: Swaraj Engines (FE)
Trump has blinked (Yahoo)
India-US BTA talks begin in Washington (FE)
Luxury items above 10L to attract 1% TCS (Rediff)
Strategically De-Risking US Drug Supply Chains (RAND)