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Links

Linkfest: 04 September, 2026

Some stuff I am reading today morning:

NSE Pre-open session is changing (NDTV)

SEBI to review F&O settlement pricing (BS)

Tata Chemicals forced to exit Kenya (MC)

Old Monk cannot be sold as rum (Mathrubhumi)

CCI holds Debenture Trustees guilty of cartelisation (ML)

Rustomjee Crown residents sue developer (MC)

Sell Side Research: LG Electronics (ICICI)

Shakeout in early-stage AI (CNBC)

Electric Trucks are inevitable (OP)

How to invest when your portfolio gets bigger (CS)

Categories
Annual Reports Logistics Mining

Sical: Coal Nikaal

Source: FY2026 Annual Report of Sical Logistics Ltd

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Chart

China’s Export Juggernaut

Source: Wall Street Journal

Categories
Links

Linkfest: 03 September, 2026

Some stuff I am reading today morning:

RBI pulls in $136B (RBI)

System Liquidity surges to 7.7 Lakh Cr (FE)

How Govt calculated GDP numbers (HT)

JCR upgrades India’s sovereign rating (MC)

Persistent Systems to raise $450M (NDTV)

GRT buys TBZ (Dhruva)

Price of money is going up globally (CNN)

Stock Story: United Drilling Tools (Intelsense)

Ukraine war is escalating (The Market)

China risk to Data Centers (IEEE)

Categories
Chart

Global Power Balance Shifts