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Linkfest: 31 July, 2025

Some stuff I am reading today morning:

Trump sets 25% tariff for India (X)

GoI Statement on Trump’s Tariffs (PIB)

Trump announces new US-Pakistan partnership (MC)

FED leaves interest rates unchanged (BS)

US Tariffs will hit India’s electronics exports (DH)

India’s imports of Russian oil under spotlight (Rediff)

Tata Motors to acquire Iveco (BT)

Stock Talk: IEX (FE)

Company: NITCO Ltd (BI)

The big secret to long term investment success (Morningstar)

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Linkfest: 30 July, 2025

Some stuff I am reading today morning:

Trump hints 20-25% tariffs on India (MC)

Trump’s pharmaceutical tariffs expected any day (CNBC)

Trump gets tariffs, Americans get price hikes (Reuters)

India’s Derivatives Delusion (ML)

NSDL Vs CDSL (Fortune)

Company: Aditya Infotech (BI)

Rush to get Mutual Fund licenses (CM)

Interview with David Rosenberg (The Market)

Maldives: From India Out to India First (BW)

Nothing works all the time (CS)

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Links

Linkfest : 29 July, 2025

Wishing readers on the auspicious occasion of Nag Panchami

Some stuff I am reading today morning:

75+ IPOs have received SEBI approval ( Rediff )

Speculative frenzy in US stock markets ( Sherwood )

Europe balks at unbalanced Trade deal ( CNBC )

World faces steel glut ( DH )

Why Indian IT services cos can’t do products ( Niteen S Dharmawat )

Sona Comstar Vs Rani Kapur ( BS )

Stock Talk : Titan ( FE )

Silicon Valley bets on defence manufacturing ( AP )

How people invested before the Internet ( Onveston )

The 7 rules of stock market bubbles ( OC )

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Links

Linkfest : 28 July, 2025

Some stuff I am reading today morning:

SME IPO hype fizzles in 2025 ( Fortune)

US & EU reach trade deal ( Investing )

TCS to layoff 12,000 employees ( BS )

On Microsoft layoffs ( Om Malik)

Curious timing of ED raids on Anil Ambani ( BW )

Musk is at crossroads with Tesla ( Yahoo )

Stock Markets go to extremes ( Humble $ )

Is the S&P a thirst trap? ( Contessa )

The risks of passive investing dominance ( AA )

Ferrari status ( Ted Lamade )

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Links

Linkfest: 25 July, 2025

Some stuff I am reading today morning:

NSDL IPO: Price Band set at 760-800 Rs/share (MC)

India-UK : A win win deal (BS)

ED raids Anil Ambani linked companies (ML)

Market coupling for Power Exchanges (BSE)

The collapse of Good Glamm (BT)

The collapse of TruCap (Basu Nivesh)

Green Hydrogen projects collapse worldwide (OP)

India’s wealthy move abroad, stay invested (CNBC)

Stock Talk: Nestle India (FE)

The Winner’s Game in Investing (Morningstar)