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Links

Linkfest: 26 May, 2025

Some stuff I am reading today morning:

Trump delays 50% tariffs on EU (CNBC)

Wall Street braces for bond market turmoil (Yahoo)

Smear campaign against Zepto (Aadit Palicha)

Adani Ports,JSW Infra make logistics anchor (Rediff)

Unlocking hidden value of used EV batteries (OP)

US Consumer sentiment at record lows (CNN)

How AI can help investors (Dr Vijay Malik)

The hardest day to invest is always today (CA)

The sunk costs of market timing (CS)

Thread: 10 Lessons from Rose Blumkin (Shane Parrish)

Categories
Links

Linkfest : 22 May, 2025

Some stuff I am reading today morning:

Interim India-US trade deal by July 8 ( Rediff )

Early harvest for India-EU deal by July ( FE )

IPO Josh is back ( MC )

Be warned . IPO mania is back ( ML )

Thread : Bharat Electronics Ltd (SR )

Woes continue at IndusInd Bank ( Fortune)

“Sell US” narrative gains fresh momentum ( CNBC )

America’s debt crisis back in spotlight ( CNN )

The US Bond market is not amused ( Bond Dad )

Interview with Tom Gayner ( The Market )

Categories
Links

Linkfest : 21 May, 2025

Some stuff I am reading today morning:

Covid cases rise in Asia ( BT )

India aims for 30,000 Cr defence exports ( MC )

Supreme Court Vs Flipkart ( HT )

Record rate cuts from China’s central bank ( Forbes )

Japan hardest hit by Trump Tariffs ( CNBC )

4 stocks that can benefit from nuclear power mega trend ( FE )

How AI could kill the entry level job ( NY Times )

The stock market’s calm is a mirage ( AM )

On Tariff Deals ( Money Life )

Most Indian heirs won’t carry on their family business (DH )

Categories
Links

Linkfest : 20 May, 2025

Some stuff I am reading today morning:

India aims for 3 stage trade deal with US ( FE )

Shapoorji Pallonji’s Debt Quagmire ( BW )

Insider Trading at Indusind Bank ( DH )

Jamie Dimon expects markets to correct ( CNBC )

Weight loss drugs in India ( Forbes )

Thermal power sector making a comeback ( MC )

Go for the Gold? ( Humble $ )

The Stock Market remains undefeated ( BP )

All Roads lead to Chaos ( DR )

30 Quotes from Financial History ( CFA Institute)

Categories
Links

Linkfest : 19 May, 2025

Some stuff I am reading today morning:

Slew of PSU stake sales soon ( BS )

Mutual Funds & their cash holdings ( CM )

India’s curbs on Bangladeshi imports ( BT )

Indigo’s focus on International Operations ( Forbes )

Company: Linde India ( Fortune)

Stock Talk : Titan ( Rediff )

Top Drone Stocks ( FE )

Changes to filing IT returns ( DH )

Hydropower in Pakistan under threat ( OP )

The road ahead for Brazilian economy ( Quipus Capital)