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)
Some stuff I am reading today morning:
US issues notice on India tariffs (MSN)
Anil Ambani under fresh scrutiny (ML)
95% of Dream11’s revenues termed illegal (MC)
Thread: Pathetic work culture at HAL (Varlin Panwar)
Trump fires FED Governor Lisa Cook (CNBC)
Quant MF kickstarts the SIF race (CM)
Jamshedpur investor turns 5,000 SIP into 10L (FE)
More ETFs in US than individual stocks (FA)
Why PSBs are raising home loan rates (Rediff)
The Psychology behind Market Betting (Morningstar)
Some stuff I am reading today morning:
Govt braces for 40,000 Cr revenue shortfall (BT)
India-US trade negotiations are still going on (CNBC)
Stock Talk: Ola Electric (FE)
Sector: IT Services (Gorilla Game)
Why smart money is flooding into Flexicap Funds (DH)
How to beat the market (Humble $)
What’s the bottom line for the stock market? (Sam Ro)
The Sports Car paradox (BB)
The Violinist Problem (Seth Godin)
Where have all the contrarians gone? (CS)