Some stuff I am reading today morning:
The US HIRE Act is a threat to India (MC)
Indian shipbuilders woo overseas customers (Nikkei Asia)
SEBI is forcing Bank Nifty shakeup (FE)
Indian SC gives relief to Vodafone (HT)
US SC confronts Trump & his tariffs (NY Times)
US market’s bubble still has good ways to go (Yahoo)
When the Market rhymes with 1929 (EndGame Macro)
Bangladesh may scrap Adani contract (DH)
SIP AUM Analysis (CM)
Should you just buy stocks until you die? (WSJ)
Some stuff I am reading today morning:
India set to triple rare earths magnets plan (MC)
India exits Ayni Air Base, Tajikistan (BW)
GST Collections rise despite rate cuts (DH)
Swiggy yet to deliver to waiting investors (Inc42)
Company: Pudumjee (Zen Nivesh)
Startup: WickedGud (Forbes)
3 Tough Truths about Climate (Bill Gates)
The end of Calcutta Stock Exchange (Jayati Bhattacharya)
Trend following in a bubble (CS)
Why Size matters in Factor Investing (Alpha Architect)
Some stuff I am reading today morning:
The biggest takeaways from Trump-Xi meeting (CNBC)
SEBI extends deadline for T+0 settlement (MC)
Interview with RBI Dy Governor Sankar (BS)
5 Charts on the unstoppable US Tech rally (Morningstar)
White Collar jobs are disappearing (WSJ)
$555B of Cloud Spend (Tomasz Tunguz)
How US lost the trade war (Paul Krugman)
Re-run of the Dot Com Delirium (DR)
Iron Air Batteries could dethrone Lithium (OP)
Positioning for What’s Next (Miller Funds)
Some stuff I am reading today morning:
PM Modi’s speech at Maritime India Week 2025 (PIB)
Nvidia becomes first $5 Trillion market cap co (Yahoo)
Copper soars to record highs (OP)
ITR dates extended (MC)
India-EU FTA talks progress (FE)
The great Indian IPO heist (Safal Niveshak)
Sector: Housing Finance (Rediff)
The Spotlight (Microcap Club)
The Case for a ‘Good Enough’ portfolio (Morningstar)
When ARR is not ARR (Tanay Jaipuria)
Some stuff I am reading today morning:
Apple market cap tops $4 Trillion (HT)
SEBI proposes big changes for Mutual Funds (MC)
Deep schism within Tata Trusts (FE)
Wall Street shrugs off credit worries (Bloomberg)
Inside the Trump crypto cash machine (Reuters)
SaaS Startup: Rocketlane (Forbes)
Trying to time the market (BI)
Inventors over Investors (Anil Dash)
Markets are voting mechanisms (Cliff Asness)
Q3 2025 Letter to Investors (RAM)