Some stuff I am reading today morning:
Govt hikes import duty on gold, silver (MC)
New set of austerity measures for Govt soon (FE)
FED may hike rates (Yahoo)
Get ready for tough times (Uday Kotak)
No inflation hedges for middle class (Frontier Indica)
When PM tells you not to buy gold (Vinod Srinivasan)
Harshad Mehta’s Damayanti case (ML)
Why I avoid Tech (Praetorian Capital)
Buy the Dog Shit stocks (Lee Roach)
India is Chile’s fourth trading partner (DF)
Some stuff I am reading today morning:
INR crashes to all-time lows (DH)
India fast tracks Samudra Mantha (FE)
US-Iran ceasefire on life support (Bloomberg)
Checkmate in Iran (The Atlantic)
US bull market marches on (CS)
The Shanghai Silver Secret (DR)
Oil’s Phantom Barrels (Katusa)
Forensic Workshop (Nitin Mangal)
Presentation: Sasken Technologies Ltd (Hitesh Kumar)
Investors are misled by the word ‘moat’ (Lee Roach)
Some stuff I am reading today morning:
PM Modi’s message amid Iran war (MSN)
Trump rejects Iran proposal (CNN)
Netanyahu says Iran war is not yet over (CNBC)
OMCs take a 1 Lakh Crore hit (BT)
China’s solar over supply (OP)
US markets are in a late-stage bubble (The Street)
Chinese markets are making new highs (TrendLabs)
Stock Talk: RR Kabel (FE)
Microcaps create Multi Baggers (91 Capital)
Investors have to be pragmatic optimists (Contessa)
Some off beat reads for the weekend:
Deconstructing Bengal Elections-Part 1 (Great Bong)
Deconstructing Bengal Elections-Part 2 (Great Bong)
The end of Mamata’s evil empire (First Post)
What liberals need to understand about Bengal’s voters (NDTV)
The Trinamool-Jamaat nexus (Daily Star)
The man who gave Modi Bengal (NS)
The real message from Tamil Nadu election results (Swarajya)
What lies ahead for Assam (Print)
The Return of the Sacred (Vasudha)
Mixed messages on US-Iran deal (Time)
Germany’s new militarization (RT)
Thread: The Hedonic Treadmill (Sandeep Kulkarni)
The story of HMT Rice (Parimal)
Mirza Ghalib on Benaras (Raza Rumi)
A museum visit with VS Naipaul (Aatish Taseer)
Some stuff I am reading today morning:
US carries out strikes in Iran (JPost)
US Equity market breadth is at its narrowest (FT)
Trade court strikes down Trump’s 10% tariffs (Yahoo)
Gold & Silver rally could resume (CNBC)
NSE’s Electronic Gold Receipts (BT)
The 40 Lakh Cr Power Value Chain (Raghav Wadhwa)
Rift widens in Tata Trusts (Fortune)
Maharashtra’s Revenue Stress (BI)
Insider Trading in Oil Futures (Paul Krugman)
Say Hello to the Internet of AI (Om Malik)