Some stuff I am reading today morning:
FPIs infuse 4,223 Cr in April 2025 (DH)
India cuts off water flow to Pakistan from Chenab (HT)
Bhushan Power : SC slams JSW ( B&B )
OPEC+ stuns the oil markets (OP)
Govt terminated IMF ED Subramanian’s services (Rediff)
US places 100% tariffs on Foreign Movies (Trump)
US De Minimis loophole closed (CNN)
Transcript: 2025 Berkshire Hathaway AGM (SC)
The Greed & Fear tango (Aswath Damodaran)
Use family for tax planning (FE)
Some stuff I am reading today morning:
GST revenue hits record high in April 2025 (Rediff)
Oil price rout is good for India (OP)
Air India stares at $600 Million additional costs (MC)
Apple warns of $900 M Tariff headwinds ( Yahoo)
Why SEBI sounded the alarm on opinion trading apps (FE)
Zomato shuts 15 min food delivery business (DH)
Company: Ghodawat Consumer Ltd (BI)
IITian CEO struggled to afford Bengaluru rent (HT)
Interview with Bryan Whalen (The Market)
Buffett’s $325 Billion Mistake (DR)
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)