Some stuff I am reading today morning :
10 Big announcements from Modi Trump talks ( MC )
US & India aim to double bilateral trade to $ 500 Billion ( CNBC )
Trump’s latest tariff salvo is all bark no bite ( CNN )
Raamdeo Agrawal : Govt’s job is done ( Fortune )
Key changes in India’s tax bill ( BW )
The Silver squeeze ( DR )
Disrupted : Human Rideshare models ( PA )
How to pass the stock market’s Stress Test ( SN )
Primary sources ( Rational Walk )
The End Game in Business ( Aswath Damodaran )
Some stuff I am reading today morning:
Talks begin to end Ukraine war ( Trump)
Trump reciprocal tariffs to come on Thursday ( CNBC )
On Modi – Trump talks ( FP )
Equity Mutual Fund inflows remain strong ( Cafe Mutual)
Retail inflation slows to 4.3% ( Rediff )
Torrent Group is new owner of Gujarat Titans ( FE )
A Mega City near Jhansi ( Money Life )
Broken Markets? ( Brooklyn Investor )
What happened to the Green Hydrogen boom? ( OP )
Expertise and Credentials ( Seth Godin )
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)
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 )
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)