Author: Raoji

Some stuff I am reading today morning:

US Treasury yields keep rising (Yahoo)

Oil prices will remain higher for longer (OP)

How to know when AI boom goes bust (WSJ)

Yuan is on a De Facto Gold Standard (Stern Drew)

Essar back in steel (FE)

India’s Critical Minerals co Lohum seeks to buy nickel mines (Reuters)

Why Crypto is still thriving in India (BT)

Who forecasts How? (Klementon)

Can you be a Boglehead Tech investor? (CS)

Sailing Tailwinds (Kyle Harrison)

Some stuff I am reading today morning:

Tata Trusts proposes Tata Sons rejig (BS)

The battle for the Tata inheritance (Founding Fuel)

Reset in India’s Q-Commerce sector (BT)

Evolution of Market Cap Thresholds (Capitalmind)

Sensex Valuations back to May 2020 levels (Patterns)

GQG’s Rajiv Jain starts buying tech stocks (MC)

Stock Talk: Solar Industries (FE)

Sellside Research: Centum Electronics (ICICI)

Is Strait of Hormuz open or closed? (DR)

World wakes up to the commodity cycle (Wasif)