Some stuff I am reading today morning:
US strikes Iran (CNN)
Iran is getting the better of Trump (FT)
India, Canada target FTA by year end (MC)
Tesla scraps India factory (Yahoo)
Petrol tops 100 Rs in most cities (Rediff)
Company: Titan (BT)
Theme: Liquor Stocks (FE)
Thread: Osia Hyper (BTS)
Redefining Generational Wealth (Purpose Code)
Pretending money doesn’t matter (Contessa)
Some stuff I am reading today morning:
Japanese markets at lifetime highs (CNBC)
Petrol, Diesel prices hiked for fourth time (MC)
Oil prices plunge below $100 (OP)
FED policy risks have changed (FED)
EU Vs China (FT)
LIC records highest Q4 profit amongst financial firms (Rediff)
Taj’s Wellness Bet (BI)
Thread: Kirloskar Oil Engines (Investor Lens)
Price Narratives (Kiran D)
Genius in a bull market (Novel Investor)
Some off beat reads for the weekend:
All non-drone militaries are obsolete (Noah Opinion)
How US learned to love Pakistan (Drop Site)
Iran’s Iraqi Front (Arab News)
Kaliningrad & the Suwalki Gap (Crisis)
Why Pakistan deployed troops in Saudi Arabia (New Lines)
Foreign Policy Survey 2025 (ORF)
What globalizing the intifada looks like (Atlantic)
The only female Yakuza (Guardian)
The Paradox that is Punjab (Prateek Rajput)
Sita Ram Goel’s letter to Romila Thapar (DD)
The origins of Canara Bank (Parimal)
The Param-eaters of Bhodrolok (Great Bong)
Thread: Fact Check on Bhojashala (True Indology)
The evil Rammohun Roy (SM)
Thread: Dhaka muslin (Jamal Jafri)
Some stuff I am reading today morning:
US, Iran in intense talks (MC)
Thread: Don’t let 100 INR/$ bother you (Arvind Panagariya)
Warning signs from India’s bond market (BS)
Zepto to launch IPO in July (Rediff)
Gold is 1.65L/10 grams (DH)
Company: Deccan Gold Mines (Pulse of Profit)
Stock Talk: Force Motors (FE)
Why we invested in National Fittings (Bhavik Mehta)
AI earnings are cyclical not permanent (Jim Chanos)
Most high-income earners retire with 3 Cr portfolios (Muthu)
Some stuff I am reading today morning:
INR hits fresh lifetime lows (DH)
Adani-Untouchable no longer (BW)
SpaceX files IPO prospectus (Yahoo)
Wait till 15th June before filing ITR (MC)
Stock Talk: MTAR Technologies (FE)
Interview with Nikhil Aggarwal, Grip Invest (BT)
US Public Markets Update (Coatue)
Stories Vs Statistics (CS)
Investing in a world in turmoil (DR)
Why people are excited about Swatch’s Royal Pop watch? (BBC)