Categories
Links

Linkfest: 05 March, 2026

Some stuff I am reading today morning:

15% US Tariffs to start this week (CNBC)

Russia offers oil, gas to India (MC)

INR hits all-time lows (Rediff)

Gas shortage hits Morbi (HT)

Theme: Power Stocks (FE)

Company: Cantabil Retail (BI)

GoI Vs Ambanis (BW)

US-China Summit in question (Asia Nikkei)

Interview with Dan Niles (The Market)

Why the best investors look lazy (Puneet Khurana)

Categories
Chart

Iran Can Win

Categories
MegaTrends

Mega Trend: India Digital Marketing

Source: RHP of Yaap Digital Ltd

Categories
Links

Linkfest: 04 March, 2026

Some stuff I am reading today morning:

Global markets tumble (DH)

How markets reacted to previous global shocks (Yahoo)

View on the markets (Prabhakar Kudva)

Natural Gas prices soar (CNBC)

India’s Industrial Gas Supply slashed (OP)

Trump threatens to cut off trade with Spain (MC)

Iran’s $20,000 drones Vs US $4M Patriots (Bloomberg)

Inside the plan to kill Ayatollah Khamenei (FT)

Leadership ambiguity at Tata Sons (FE)

The role of dividends in long term stock returns (Prof Bakshi)

Categories
Links

Linkfest: 02 March, 2026

Some stuff I am reading today morning:

Ayatollah Khamenei killed (TOI)

Trump says combat operations will continue (JPost)

Oil Prices soar (OP)

Strait of Hormuz turmoil (BT)

Investors rush to Gold (MC)

Over 3400 flights cancelled in Middle East (FE)

Interview with William White (The Market)

Company: AWL Agri (Fortune)

Presentation: Sterlite Technologies (Tushar Bohra)

Presentation: Andhra Sugars (Niteen S Dharmawat)