Some stuff I am reading today morning:
INR at record low 89/$ (MC)
US-India trade deal finally near (FPJ)
Ukraine Peace finally near (CNBC)
Cabinet to give nod to 7,300 Cr Rare Earth magnet scheme (FE)
Labour reforms are the biggest structural reforms since 1991 (ORF)
Stock Analysis: Stallion India Fluorochemicals Ltd (Dr Vijay Malik)
Commodity: Copper (Katusa)
Interview with Prof Kishore Mahbubani (BW)
Interview with Morgan Housel (Big Picture)
Q3 2025 Letter to Investors (Sohra Peak)
Some stuff I am reading today morning:
India-EU FTA pact by January (DH)
4 Labour Codes,1 Big Leap (Manish Sabharwal)
SC clears Sandesara Brothers (ML)
Russia offers discount of $7 per oil barrel (BT)
Rational Exuberance (Big Picture)
The AI bubble (CST)
Google drops a nuke in AI wars (DR)
Who will the Trillion $ robotaxi race? (Economist)
Crypto crash & the Trump family (Bloomberg)
Trump has called Europe’s bluff (Unherd)
Some stuff I am reading today morning:
Why Lakshmi Mittal is leaving UK (FE)
Taliban woos Indian investors (BW)
Sindh may return to India (BT)
REITs to be gradually included in indices (Rediff)
Company: Godrej & Boyce (Forbes)
25 Years of Indian IPOs (Calm Investor)
The Crypto Bear Market of 2025 (HL)
The Silver Squeeze (DR)
How to find Doubles (Bill Nygren)
Rethinking Growth Investing (AA)
Some stuff I am reading today morning:
Reliance stops import of Russian crude (BS)
India Maritime Week 2025 (BI)
President Trump attacks the FED Chairman (WB)
$900 Billion swing in Nvidia market cap (Kobeissi)
The AI picture of revenue recognition fraud (Michael Burry)
Micro Dramas take off in India (CNBC)
When 1 fraud raised Qs on 15 cos (Nine One Capital)
AI eats the world (Ben Evans)
Investors: Don’t fall in the China trap (DR)
The rise of Crypto Treasuries (Coin Desk)
Some stuff I am reading today morning:
India is least favored amongst EM investors (Rediff)
SC on Sammaan Capital (ML)
How Murugappa Group built their empire (FE)
Company: Gainwell (BI)
This Nippon Fund has given 30 Year SIP CAGR of 18.44% (BT)
Interview with Fred Hickey (The Market)
10 non-financial lessons from Warren Buffett (Morningstar)
One thing my worst investments had in common ($ & Data)
A Frankenstein of financial bubbles (Felder Report)
Kinds of stealing (Seth Godin)