Some stuff I am reading today morning:
Trump claims US will leave Iran (Yahoo)
IRGC threatens US companies in Middle East (JPost)
Oracle has laid off 12,000 employees in India (Rediff)
The TVS Group’s Governance Crisis (ML)
HDFC’s hidden governance repricing (BW)
Gold is being spent (Vikas Sehgal)
Don’t buy land in Hyderabad (Revathi)
Small Savings Rates Apr-June 2026 (SI)
Bollywood tries to get back its glitter (FT)
Obituary: Vijaypat Singhania (Swarajya)
Source: Business Standard
Some stuff I am reading today morning:
Stocks, bonds, gold all fall (CNN)
FPIs dump record 1.14 Lakh Cr of Indian stocks in March (Rediff)
UAE calls for reparations from Iran (MC)
Thread: US $9 Trillion refinancing (Vivek Gujrati)
Interview with Joerg Wuttke (The Market)
Critical minerals from recycling (ET Insights)
The Electronic Controls India never built (Swarajya)
Cash Conversion Cycle Vs Working Capital Days (Proinvest)
LPG or PNG connection? (BT)
Own Everything (F&F)
Here are the most clicked items on Alpha Ideas this week:
No longer generational wealth (AI)
1 Lakh Cr MTM Book (AI)
Thread: Aerospace stocks (Sekhar)
The subtle art of not selling stocks (Chin Hui Leong)
Notes on the markets (Persistent Capital)
Sagility: Non-linear deal (AI)
Bigger than the Economy (AI)
Solar Over Capacity (AI)
IRFC: Off Track (AI)
Rise of Passive (AI)
Some off beat reads for the weekend:
The Brand Age of Swiss Watches (Paul Graham)
Gulf crisis could trigger more reforms in India (FF)
China’s Technology Long Game (High Capacity)
Interview with Singapore Foreign Minister (Reuters)
The Pakistan Q in the Iran war (ForPol)
Dubai is a city built on sand (Spectator)
Afghanistan-Pakistan war escalates (Crisis)
The relentless war on Iraq (MEM)
Drones, Denial & the Northeast (FP)
Kashmir supports Iran (New Lines)
US public opinion is against Israel (Al Majalla)
Interview with late Mathematician Purnaprajna Bangere (Bhavana)
Philosophy: The Mass Man (FF)
Best countries for solo women travellers (BBC Travel)
Thread: Murder of Abu Fazl (PC)