Some stuff I am reading today morning:
RBI keeps rates unchanged (BS)
RBI keeps Tata Sons listing issue alive (FE)
FSSAI cracks down on rum & whiskey manufacturers (MC)
E20 rollout under scrutiny (Forbes)
ONGC may operate two Venezuelan oil fields (OP)
Sellside Research: JTL Industries (SBI Caps)
Company: Filatex India (BI)
What an Agreement on Strait of Hormuz looks like (CNN)
Why I hate the Bucket Strategy (PC)
Money Fears (MCE)
Some stuff I am reading today morning:
LIC OFS gets 36,000 Cr bids (FE)
US markets hit record highs (HT)
RBI meet today (MC)
India raises windfall taxes on fuel exports (Forbes)
Company: Manipal Health (BI)
Thread: Regulatory History of Auction Closing (SP)
How China won the Iran war (Paul Krugman)
What is it like to be a young founder (TC)
Is Value Investing dead? (Morningstar)
Disastrous but Committed (Havenstein)
Some stuff I am reading today morning:
Nifty’s 200 point rally just before closing (Fortune)
Valuation reality check for Zepto (Forbes)
Mandatory V2V systems proposed for vehicles (BT)
India’s manufacturing PMI at 5 year low (DH)
3 Niche Manufacturing Plays (Native Invest)
Stock Talk: ITC (FE)
What went wrong at IBM (DR)
Investing in Momentum (CS)
The challenge of valuing cos (Tker)
The sound of inevitability (Moon Tower)
Some stuff I am reading today morning:
New stock market timings from today (BW)
Renewed US-Iran talks today (JPost)
FPIs become net buyers in July (Rediff)
Thread: Backtesting every SIP theory (Yashodhan)
New roadmap for Tata Trusts (MC)
Bigbasket’s Quick Commerce Gamble (FE)
Deep Dive: Groww (Zen Nivesh)
Wall Street’s Oldest Lesson (Yahoo)
The end of Mag 7 (FT)
Waiter or Owner (MI)
Some off beat reads for the weekend:
Incomes of Middle-Class India are stagnating (HT)
FCRA Amendment Bill 2026 & National Security (NS)
Japan & India: The China Variable (JO)
20 years of praising India is not a China strategy (Lowy)
How China’s Venture Ecosystem Works (Bohan)
Spain implodes under migrant invasion (RAIR)
Botswana did everything right (Cremieux)
Horn of Africa at boiling point (Crisis)
The West Bank on a powder keg (MEM)
Pakistan is becoming Punjabistan (FP)
Bernard Arnault responds to Le Monde (Neo Feed)
Interview with Venezuelan President Delcy Rodriguez (Time)
Gangs of France (RT)
The Russo-German struggle for Baltics (Engelsberg)
Courage beats Intelligence (Sahil Bloom)