Some stuff I am reading today morning:
Meta’s AI model is here (CNBC)
Why oil markets remain on edge (OP)
Iran tightens its grip on Hormuz (WSJ)
Why IDBI Bank stake sale failed (FE)
Why Dunkin’ failed in India (The Street)
Company: BEL (BT)
Company: AGI Greenpac (91 Capital)
The future of Asset Management (Bak Stack)
The Upper Middle-Class trap (Nick Maggiulli)
Attention & Effort (Seth Godin)
Some stuff I am reading today morning:
US-Iran ceasefire violated (CNBC)
A Stillborn Ceasefire (DR)
Israel botched the Iran War (Haaretz)
RBI Governor’s Statement (RBI)
Is India Fragile again? (FE)
Stock Talk: Titan (HT)
Barry Eichengreen on the US $ (The Market)
Value Vs Value Light (Pzena)
Inside China’s robotics revolution (Guardian)
Who is Satoshi Nakamoto? (NY Times)
Some stuff I am reading today morning:
US-Iran agree to 2 week ceasefire (CNBC)
Oil prices crash (Yahoo)
Tata Steel hits record production (HT)
Noel Tata Vs N Chandra (Fortune)
Noel Tata Vs Mehli Mistry (Money Life)
Scarce LPG pushes buyers into black market (BW)
Sell Side Research: BEL (ICICI Direct)
Software: Risk-Reward is not in favour (The Market)
Long Term Money (Morgan Housel)
Jamie Dimon’s Letter to Shareholders (JP Morgan)
Some stuff I am reading today morning:
Trump’s deadline for Iran looms (BS)
Oil prices extend gains (Yahoo)
The Iran war broke the Petrodollar (Bloomberg)
Americans are feeling the economic pain of Iran war (WaPo)
India turns to Iran for oil & gas (CNBC)
India to launch 2.5 Lakh Cr Credit Guarantee scheme (MC)
India reopens China gate (Forbes)
Company: Coromandel International (BT)
Tale of 2 bear markets (Nine One Capital)
Nobody likes a binary market (Macro is Dead)
Some stuff I am reading today morning:
Trump threatens Iran (CNBC)
Inside the mission to rescue American pilot (CNN)
Plight of seafarers in Strait of Hormuz (WSJ)
Next 2 weeks could break global commodities markets (OP)
FIIs sell 35,000 Cr stake in Q4 in HDFC Bank (MC)
Why MakeMyTrip became a short seller target (Inc 42)
Wall Street targets for Gold (The Street)
Sell Side Research: Lloyds Metals (Equirus)
Amul turnover crosses 1 Lakh Cr in FY26 (HT)
The Investment Excitement Ratio (BBS)