Some stuff I am reading today morning:
eCar Import duty to be cut to 15% ( Rush Lane )
Amazon surpasses Walmart in revenue ( CNBC )
Interview with Pankaj Tibrewal ( MC )
Indian Equity Markets’ pain to worsen ( DH )
FMCG stocks have longest losing streak ( FE )
Uday Kotak slams Gen Z ( Fortune )
Company : Spicejet ( Forbes )
Apple Vs Microsoft ( Spyglass )
Identity crisis at Y Combinator ( Fast Co )
Financial Literacy is a VC superpower ( Crunch Base )
Some stuff I am reading today morning:
Microsoft achieves breakthrough in Quantum Computing ( MS )
S&P 500 at lifetime highs ( Yahoo )
Gold at lifetime highs ( OP )
‘ Buy China, Sell India’ trade rises ( MC )
$42 Billion of IPO lockin expiries ( Forbes )
Uber Auto is now on SaaS ( Uber )
US reciprocal tariffs to have limited impact on India ( DH )
Why Jack Dorsey is Satoshi Nakamoto ( Sean Murray )
A Crypto Fairy Tale ( Acadian )
Dealing with uncertainty ( BI )
Some stuff I am reading today morning:
FY25 iPhone exports to hit 1.8 Lakh Cr (MC)
IT Dept discovers 22,000 Cr in undisclosed foreign assets (HT)
Trump to put 25% tariffs on autos,chips and pharma (Reuters)
Ukraine peace talks could sink oil price by $10 (OP)
Stock Talk: Power Grid (Rediff)
JioHotstar plans to become India’s top OTT platform (Forbes)
Markets aren’t buying the Growth narrative (BP)
13 Thoughts to survive & grow through a market fall (SN)
The Big Gold Squeeze (DR)
F*** you money (Way of Work)
Some stuff I am reading today morning:
JanNivesh SIP offers Rs.250 SIPs (BT)
India, US to finalize trade deal (Rediff)
NTPC to invest $62 Billion in nuclear capacity (OP)
Why BharatNet remains an unfinished dream (Money Life)
Jewellers margin set to take a hit (FE)
Regional upstarts are beating National Consumer brands (Fortune)
Market Notes: Reset (Prabhakar Kudva)
Stock Talk: Swan Defence ( BW)
Which cities have the highest MF AUM? (CM)
The great EBITDA illusion (BBS)
Some stuff I am reading today morning:
Sizzling demand for gold loans ( FE )
Relentless FII selling hits market sentiments ( Rediff )
Startup : ePlane ( DH )
Smartest AI on Earth, Grok 3 launched ( HT )
SIP stoppage ratio jumps in Jan ( MC )
Prashant Jain warns of record losses ( Fortune )
Can bubbles repeat? ( Acadian )
Staying the course ( Rational Walk )
The Magnificent Seven ( Brooklyn Investor )
Ceteris Paribus in Investing ( Sam Ro )