Some stuff I am reading today morning:
US-Iran war standoff (CNN)
Iran war doubles cost of India’s imported fertilizers (Bloomberg)
India & China compete for Russian oil (CNBC)
Trump’s racist rant against Indians (Truth Social)
Bernstein’s open letter to PM Modi (ET)
Sector: AMC stocks (FE)
Companu: SCHWING Stetter (BI)
Similar to 1973 Arab Oil embargo (DR)
Google is doing fine on AI (Semafor)
Valuations keep the final score (Grantham)
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