Some stuff I am reading today morning:
Pak Army Chief threatens India (Wion)
Stock Talk: Apollo Micro Systems (FE)
Sell Side Research: Solar Industries (Nirmal Bang)
Succession feuds in India Inc (Rediff)
The decline of Intel (Yahoo)
What Microsoft’s $4 Trillion market cap means (FA Mag)
The Energy Storage Revolution (OP)
India’s global play for rare earths (BW)
The VC backed rise of micro dramas (Forbes)
Stumbling Superpower Syndrome (DR)
Some stuff I am reading today morning:
Trump hikes tariffs on India to 50% (BW)
GoI’s response to US tariffs (MEA)
Trump hints at more sanctions (FE)
Over half of India’s exports to US in jeopardy (MC)
Why is India in Trump’s crosshairs (CNBC)
RBI Governor’s Statement (RBI)
Anil Ambani Group finally faces investigation heat (ML)
$60 Billion meltdown in China’s Solar Industry (OP)
Be a boring investor (Mark Newfield)
The Index Mindset (Better Letter)
Some stuff I am reading today morning:
RBI likely to keep interest rates unchanged (Forbes)
Modi Govt clears 67,000 Cr Defence push (MC)
Red flags in SME IPO FlySBS (Tijori)
Hindu rate of Hyper Growth (BW)
REITs in India set for exponential growth (FE)
Might Tariffs get Overturned (Big Picture)
The Paradox of knowing too much (Anand Shah)
The Power of a trusted brand (Klementon)
The AI revenue rocket ship (Tomasz Tunguz)
Defending against AI (Aswath Damodaran)
Some stuff I am reading today morning:
Trump threatens India with more tariffs (X)
India’s response to Western threats (MEA)
Amit Shah becomes India’s longest serving HM (MC)
India Inc Promoter’s holding slumps to 8 year low (Rediff)
With Nil Assets, Anil Ambani lives a full life (ML)
A tale of 3 Exchanges (FE)
India’s CDMO rise (Niveshaay)
India’s IT sector is shedding jobs (CNBC)
India’s $12 Billion R&D Fund (Forbes)
What Sumo wrestling taught me about Trading (Trendlabs)
Some stuff I am reading today morning:
ED arrests ex Chief Dealer of Axis MF (BT)
Indian exporters to take a hit on margins (DH)
China pushes back US on oil (Yahoo)
The difficult task of redeveloping Dharavi (BI)
Indian Drones take flight (BW)
Stock Talk: Swiggy (Inc42)
Commodity: Silver (Katusa)
No country for short sellers (Bak Stack)
30% CAGR over 27 years in Oil & Gas Industry (MC)
The Information Problem (DR)