Some stuff I am reading today morning:
Trump’s done deal with China (CNBC)
Trump to set unilateral tariff rates (FE)
India,US trade talks hit a speed bump (HT)
HFTs move to GIFT City (BS)
NSE gets SEBI nod to enter Electricity Futures Market (BW)
Company: Sanathan Textiles (BI)
Thread: Why 10 year yields in India are rising (Arjun Nagarajan)
The harsh realities behind 10 min delivery (DH)
US Public Markets Update (Coatue)
Interview with James Zelter, Apollo Global (The Market)
Some stuff I am reading today morning:
May SIP inflows hit record ( FE )
Mid & smallcap indices near ATH ( Nooresh Merani)
Banks cut retail deposit rates ( BS )
India’s swelling coal stockpiles ( DH )
Reliance Infra wins 1,169 Cr arbitration award ( ML )
Company : IMFA ( BI )
Will Trump lose India? ( WSJ )
What is market timing? ( BI )
EV pricing war in China ( CNBC )
Europe’s Zombie Armies ( Adam Tooze )
Some stuff I am reading today morning:
RBI flags crisis in Microfinance (ML)
Why unlisted NSE shares are seeing a surge (Rediff)
SEBI probes Jane Street’s trades (DH)
Sector: Gold Loan NBFCs (Fortune)
Thread: This is an Equity Bull Market (Trinh)
How Birla Opus redrew the Paint industry (BW)
Inside Trent’s winning strategy (FE)
Sophisticated investors & market efficiency (Mr Zepczynski)
Criminals are after Crypto Investors (Slate)
So what if you miss the Market’s N best days? (AQR)
Some stuff I am reading today morning:
RBI Governor’s Statement ( RBI )
RBI’s liquidity boost to recharge markets ( DH )
Generational Wealth in JSW Steel shares ( FE )
Company : Berger Paints ( BI )
Lessons from 1 Lakh Crores Cos ( Gaurav Dalmia )
How electric scooters are driving China’s salt battery push ( BBC )
Europe’s auto industry badly hit by China rare earths ban ( OP)
The curious case of the Russian Ruble ( CNBC )
US is no longer a serious country ( Paul Krugman )
The truth about Fort Knox ( DR )
Some off beat reads for the weekend:
India’s new iconoclausts (Engelsberg)
‘Khalistan Zindabad’ slogans raised at Golden Temple (Op India)
Why China is not interested in Great Power carve ups (Diplomat)
Beijing’s close ties with Islamabad (RT)
Pakistani Military is like cancer (First Post)
Where have all the Jews gone? (Spiked)
Egypt’s rapprochement with Iran (Arab News)
South Korea’s ongoing political crisis (Jacobin)
Midlife with no kids and no crisis (Guardian)
Elon Musk is a disgusting Abomination (Paul Krugman)
Why Woke failed (Persuasion)
India’s role in African slave trade (Wire)
The Patron Saint of Sound Money (DR)
The Bittersweet Beginnings of Vanilla (Smithsonian)
Fort: Raigad Fort (Open)