Some stuff I am reading today morning:
Gold touches lifetime high of 1.05 L/10 grams (DH)
Modi-Xi-Putin are all smiles (CNBC)
India’s defiance could reshape oil markets (OP)
Decoupling from Dollars (Balaji)
UK’s Bond Market is collapsing (Kobeissi Letter)
EaseMyTrip’s Wrong Turn (Inc 42)
Some charts that will surprise you (CS)
The “Salad Oil” approach to investing (AM)
A $25 Billion Crypto Hoarding Craze (Bloomberg)
You can’t retire on 1 Cr (FE)
Some stuff I am reading today morning:
FPIs withdraw 35,000 Cr in August (Rediff)
Modi,Xi push for closer ties (BS)
India’s 1 Lakh Crore submarine push (MC)
Chairman’s Statement at Reliance AGM (BSE)
Trump’s Trade War got more chaotic (Yahoo)
US urges Europe to tariff India (One India)
India’s bold ban on Real Money gaming (BW)
Turnaround: PayTM (FE)
Company: Suyog Telematics (Zen Nivesh)
The $20/Month Software Revolution (Tomasz Tunguz)
Some stuff I am reading today morning:
India’s growth will slip below 6% (DH)
India’s 3-way balancing act (CNBC)
Trump’s Trade War is hurting the US economy (Yahoo)
Adani Group’s EBITDA crosses 90,000 Cr (Rediff)
SEBI clears Groww’s IPO (MC)
Stock Talk: Defence Shipbuilders (FE)
When markets concentrate (Novel Investor)
The Probability Machine (Big Picture)
The Bubble Term (Hussman Funds)
Mirrors & Hats (Seth Godin)
Some stuff I am reading today morning:
India may emerge as 2nd largest economy by 2038 (Fortune)
50% US Trade tariffs kick in (BS)
India to build world’s first Hyper Loop (Newsweek)
Stock Talk: BEL & Apollo Micro (MSN)
Sell Side Research: Petronet (MOSL)
Survive to Thrive (Zen Nivesh)
Why “Unsinkable” markets matter (Peter Atwater)
China: From Gamblers to Investors (CNBC)
The Second Order effects of AI (Tomasz Tunguz)
Job Churn (Seth Godin)
Wishing readers on the auspicious occasion of Ganesh Chaturthi
Some stuff I am reading today morning:
Trump’s 50% tariffs kick in (CNBC)
3 Ways Modi is planning to beat Trump pain (FE)
Export units across India halt production (Rediff)
SC orders SIT probe into Reliance’s Vantara (BW)
Can GST 2.0 spark a growth boom? (ML)
Premiumisation of India (SOIC)
Sell Side Research: ITC Hotels (JM Financial)
Does Mutual Fund reshuffling hurt compounding? (BN)
The Third Kind of Investor (Zen Nivesh)
Markets don’t care about your feelings (Trend Labs)