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Linkfest: 12 February, 2025

Some stuff I am reading today morning:

India to rely on quick FTAs (MC)

Maaza joins the Billion $ club (DH)

FCPA suspension to help Adani group (BS)

Interview with Danny Gaekwad (Forbes)

Stock Talk: Delhivery (Rediff)

24*7 Security guards not needed at ATMs (HT)

Is Viksit Bharat possible? (Money Life)

How Big Tech sees DeepSeek (Tanay Jaipuria)

AI & the Mag 7 (Verdad)

Focus on the Top Line (Thierry Borgeat)

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Links

Linkfest : 11 February, 2025

Some stuff I am reading today morning;

US markets trade near record highs ( Yahoo )

Trump imposes 25% tariffs on steel and aluminium ( CNBC )

Trade Wars move markets ( DR )

Elon Musk makes bid for Open AI ( BT )

Adani, Mayo Clinic launch Adani Health City ( Fortune )

Markets brace for expiry of IPO lockups ( DH )

SEBI bans Kalahridhaan Trendz Ltd ( MC )

4% rule for retirement planning ( HT )

Most investors are actually speculators ( Big Picture)

Commoditization of Asset Management industry ( Phil Bak )

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Links

Linkfest: 10 February, 2025

Some stuff I am reading today morning:

What are we worried about? (S Naren)

The economy needs more than a rate cut (Forbes)

9 new IPOs, 6 listings this week (MC)

Trump to announce 25% tariffs on steel & aluminium imports (FE)

Strike at Samsung India (DH)

Order against Finfluencer Asmita Patel (SEBI)

Chinese Gold buyers forced to sidelines (Yahoo)

Recycling can break China’s stranglehold on rare earth minerals (OP)

Deep finance thoughts (CS)

The future of Venture Capital (VC Adventure)

Categories
Links

Linkfest: 07 February, 2025

Some stuff I am reading today morning:

INR declines to 87.58 (HT)

Bombay High Court orders probe into Jai Corp fraud (Money Life)

Solar cell capacity to jump 5 fold by 2027 (FE)

Trump’s tariffs on China bite US online shoppers (Yahoo)

SEBI order in front running of Anuj Sheth (NSE)

Stock Talk: Muthoot Finance (Proinvest Nirmiti)

Jim Chanos on AI (AM)

Don’t freak out (CS)

Tilting the odds in your favour (Novel Investor)

Timing is not everything, but it matters (IT)

Categories
Links

Linkfest : 27 January, 2025

Some stuff I am reading today morning:

FPIs withdraw 64,000 Cr from Equities ( Rediff )

Trump imposes tariffs, sanctions on Colombia ( CNBC )

Counter offer for Religare Enterprises ( BS )

Power Producers face 1000 Cr loss ( DH )

India’s brain washed investors ( MC )

On Cash Calls ( Nooresh Merani )

Startup : Join Ventures ( IR )

Global Value Investing in our era ( Li Lu )

5 Scenarios for the Year of the Snake ( Peter Tasker )

The one chart that explains US markets ( Josh Brown )