Some stuff I am reading today morning:
New gas finds in Andaman (OP)
How US is eating Trump’s tariffs (Reuters)
E20 fuel may trigger insurance disputes (MC)
Sector: REITs (Rediff)
Stock Talk: Tata Motors (FE)
Q2 FY2026 Letter to Investors (Solidarity)
Most investments are bad (Lyn Alden)
The downsides of real estate investments (Flowfp)
Thread: 2000 Years of Indian Economic History (Amish Tripathi)
Two kinds of Luck (Seth Godin)
Some stuff I am reading today morning:
Trump announces 130% tariffs on China (CNN)
Squeeze in Silver (Bloomberg)
Silver ETFs shine in India (HT)
Retail IPO buzz fades (FE)
Boardroom Drama at Tatas (CNBC)
ED arrests CFO of Reliance Power (BW)
Discount brokerages face sharp slowdown (MC)
Stock Analysis: Maan Aluminium (Dr Vijay Malik)
Company: Godawari Power & Ispat (Zen Nivesh)
West is terrified of Chinese manufacturing (Telegraph)
Some off beat reads for the weekend:
Starmer’s desperate dash to India (FP)
India faces Saudi Arabia-Pakistan defence pact (FP)
Why America will lose to China (Japan Times)
Twitter & Saudi Arabia (Guardian)
Javier Milei has led Argentina to ruin (RT)
Thai students and their hair checks (NY Times)
Settlers bursting Tel Aviv’s bubble (New Lines)
Azerbaijan is new faultline in US-China confrontation (NI)
Pakistan’s Gaza assignment (Cradle)
Preparing for the death of Putin (RAND)
The roots of Kurdish discontent (Engelsberg)
How Mangalore has become the Silicon Beach of India (GC)
Chile’s Route 7 (BBC Travel)
Road Trip: Iceland (Team BHP)
Adi Shankaracharya: The man who hacked reality (AN)
Some stuff I am reading today morning:
India, UK ink major deals (BS)
TCS to build 1 GW Data Centre (HT)
Tata Group loses 21% of market capitalization (MC)
Silver’s historic rally (OP)
How China could pull ahead in the AI race (FT)
The case for Short Selling (2Point2 Capital)
Integrity is an important management filter (Flyover Stocks)
The morality of investing (Noah Opinion)
Can you time the markets? (Aswath Damodaran)
Bull markets and Geniuses (DR)
Some stuff I am reading today morning:
Navi Mumbai International Airport takes off (MC)
SEBI revises Block deal norms (MC)
GoI to launch 7,350 Cr plan to boost rare earth magnets (BS)
India’s Luxury Hotel boom (BT)
The message in the Gold Rally (Paul Krugman)
US demands EU dismantle green regulations (FT)
FED sees more rate cuts this year (Yahoo)
Interview with Jonathan Goldberg (The Market)
Staying in the Game (Harvey Sawikin)
The most important investing lesson (Michael Mauboussin)