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 )
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 )