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Linkfest: 01 September, 2026

Some stuff I am reading today morning:

India’s GDP grows 7.8% (Forbes)

CAS is now CASino (BW)

Jagdishan’s tenure at HDFC Bank (ML)

ESDS IPO: Red Flags (Dhruva Pandey)

Happiest Minds to merge with ITC Infotech (MC)

ONGC to invest 1 Lakh Cr (DH)

Stock Talk: GE Shipping (FE)

A real asset super cycle has begun (The Market)

A glacial flood of debt (DR)

Macro is just chemistry (Moon Tower)


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