Some stuff I am reading today morning:
India-UK FTA to be inked today (FE)
India to become third largest economy by 2028 (MC)
Tilaknagar Industries buys Imperial Blue for 4,150 Cr (Fortune)
UPI to be used for credit (BW)
The Revenge of Badla (Shankar Sharma)
Reflections from a Banker’s Journey (RBI)
On the US-Japan Trade Deal (Paul Krugman)
How many stocks should be there in your portfolio? (AA)
The AI Questions that matter (Margins)
Seeing the lottery (Seth Godin)
Some stuff I am reading today morning:
Trump says Japan Trade deal reached (MC)
US-EU crackdown on Russia escalates (OP)
Paytm posts first-ever profit of Rs. 122.5 Cr (Rediff)
SEBI’s moment of regulatory reckoning (ML)
China’s affluent are pessimistic about China (CNBC)
The America Vs Europe Thing again (MR)
Powell & Trump (Roger Lowenstein)
Trading: End of Day reversal (Alpha Architect)
To Bitcoin or not to Bitcoin? (Aswath Damodaran)
The AI Search Tipping Point (Tomasz Tunguz)
Some stuff I am reading today morning:
S&P 500, NASDAQ hit record highs (CNBC)
Bajaj Finance MD Saha resigns (MC)
SEBI lifts trading ban on Jane Street (Rediff)
SBI raises 25,000 Cr through QIP (DH)
Indian film industry in crisis (BT)
Sector: Small Finance Banks (Forbes)
Stock: Northern Arc (GreenEdge)
Ethereum is surging (Yahoo)
Beyond Stablecoins (Decentralised)
The art of selecting ‘Growth Royalty’ cos (Bill Ackman)
Some stuff I am reading today morning:
Anthem Biosciences IPO listing today (MSN)
HDFC Bank announces first ever Bonus (Forbes)
EU’s new oil curbs to severely impact India (BT)
Reliance Industries under siege (BW)
EU sanctions on India’s Nayar refinery (MC)
Crypto Exchange CoinDCX hacked (DH)
Stock Talk: Tata Motors (FE)
India’s crackdown on market manipulation (CNBC)
The Double Digit Decades (CS)
No Paralysis through Analysis (Microcap Club)
Some off beat reads for the weekend :
Amit Shah’s retirement plan ( Print )
The property case of Saif Ali Khan Pataudi ( Open )
Israel’s strike on Syria ( JPost )
Did South Africa know about Oct 7 in advance? ( TOI )
The G7 horror show with Macron ( Guardian)
Ukraine’s lost children ( Time )
Turks & Kurds conflict nearing an end ( Al Majalla)
India’s war on the Mughal Empire ( Engelsberg)
Malaysia’s Mahathir turns 100 ( Arab News )
Why Memento Mori is the ultimate life hack ( BT )
Thread : Subramanya Siva ( Sadaashree)
Rumi, a racist Jihadi bigot ( SN )
Thread : Guide to Intermittent fasting ( Dr Sayaji Rao )
El Salvador’s Bitcoin Beach ( BBC Travel)
The same damned thing over and over ( PR )