Some stuff I am reading today morning:
Markets await RBI rate cut (MC)
Gold breaches Rs 85,000 mark (HT)
China’s critical mineral export curbs (OP)
Feb 2025 Letter to Investors (Monarch AIF)
Gold: The immortal asset (Aequitas)
Shit VCs of India (Akhil)
Interview with Howard Marks (The Market)
Deep Seek crashes the AI party (Aswath Damodaran)
How to invest for a post-AGI world ($ & Data)
When incentives change, I change my mind (BI)