Some stuff I am reading today morning:
India-US trade talks intensify (BS)
FED on the verge of rate cut (Yahoo)
Inside the 250 Cr Gameskraft CFO fraud (Fortune)
Company: Urban Company (Forbes)
Stock Talk: Pharma Stocks (Rediff)
On Scale Economies shared (The Market)
The Case against Concentration (Verdad Cap)
Crowdedness as an Investing Risk (Morningstar)
Assessing Gold’s portfolio utility (DEShaw)
Maximising Sleep-Adjusted Returns (Snowball Research)
Some stuff I am reading today morning:
What happens if you miss today’s ITR deadline (MC)
RM Rajnath Singh approves Defence Procurement Manual (BS)
India: Slowing Growth, Premium Valuations (BW)
REIT sector set for robust expansion (Rediff)
European Defense startups are booming (CNBC)
Company: NITCO (Zen Nivesh)
Company: Aplab Ltd (Bhavik Mehta)
What’s the Mutual Fund AUM of your city? (CM)
Is Gold Cooked? (DR)
The In-Kind Distribution (Cash & Carried)
Some stuff I am reading today morning:
Poland downs Russian drones in its airspace (Reuters)
India’s 15 Year Drone Arsenal Plan (BS)
33,430 Cr Equity MF inflows in August 2025 (Fortune)
Fight over Sunjay Kapur’s Will (FE)
Interview with Nitin Gadkari (Rediff)
India’s uneven crackdown on gambling (ML)
The Vinyl Rule of Retirement (Kiplinger)
Stay clear of complicated investments (Humble $)
The salvation is Gold (DR)
The Luck-Skill gap (Seth Godin)
Some stuff I am reading today morning:
Bank Credit growth slows (BW)
The US economy is weakening (CNBC)
Perspective on the Markets (White Oak)
Company: JKIPL (BI)
The real salvation is in exports (ML)
How India fought off US sanctions in 1970s (BS)
What is the right monthly SIP for retirement? (Fortune)
An Investor Manual (Manish Chokhani)
Do simple stock picking formulas still work? (Morningstar)
When family business CEOs step down (Klementon)
Some stuff I am reading today morning:
Interview with FM Nirmala Sitharaman (FE)
Tiruppur worst affected by US Tariffs (Open)
EU, US plan coordinated action on Russian oil (OP)
Infosys to consider share buyback (MC)
Sell Side Research: Scoda Tubes (RJ)
FY2025 Returns of Mutual Funds (CM)
Impermanence (Safal Niveshak)
The Ivy League keeps failing this basic investing test (WSJ)
Trump’s Crypto Dealings (Atlantic)
The rush into hard assets has just begun (DR)