Some stuff I am reading today morning:
Iran puts 6 demands (OP)
Adani’s $2 Billion comeback (BW)
US bond markets are fragile (Yahoo)
Gold continues to rise (DH)
Commodity: Copper (DR)
Deep Dive: L.T. Elevator (Zen Nivesh)
Company: Cordelia Cruises (Nine One Capital)
US may remove H1-B 60-day grace period (FE)
Tibet Mega Dam raises concerns (Bloomberg)
Lessons from 40 years of investing (IS)
Some off beat reads for the weekend:
India’s Per Capita Income to overtake Britain’s (Open)
How Ray Cohn taught Trump everything (New Yorker)
A Kazakh warning to America (TCA)
US coercive tactics against India (RT)
Israel in the Congo (Drop Site)
PoK Vs Pakistan (FP)
There are no good Pakistanis left (MEM)
Priyanka Gandhi’s Gaumutra Jibe (Organiser)
Why 40,000 chicken restaurants in Korea? (Serhan Kaya)
I ate like Robert Kennedy Jr for a week (NY Times)
Genghis Khan’s burial place (HV)
Khambha Baba in Vidisha (Parimal)
Offroading in Mongolia (Team BHP)
The tyranny of 10,000 steps (R Balu)
The most beloved painting in America (James Lucas)
Some stuff I am reading today morning:
Meta in trouble in India (Forbes)
Dabur Vs FSSAI (BS)
Kotak employee siphons off 131 Cr (BW)
Company: S Chand (BI)
Sellside Research: Sportking India (ICICI Direct)
Thread: LT Elevator (POP)
Bloom’s cells don’t work as advertised (HB)
Turnaround of Intel (FT)
A weaponized Yen (CNBC)
The Anatomy of a Blow-Up (CA)
Some stuff I am reading today morning:
RBI keeps rates unchanged (BS)
RBI keeps Tata Sons listing issue alive (FE)
FSSAI cracks down on rum & whiskey manufacturers (MC)
E20 rollout under scrutiny (Forbes)
ONGC may operate two Venezuelan oil fields (OP)
Sellside Research: JTL Industries (SBI Caps)
Company: Filatex India (BI)
What an Agreement on Strait of Hormuz looks like (CNN)
Why I hate the Bucket Strategy (PC)
Money Fears (MCE)
Some stuff I am reading today morning:
LIC OFS gets 36,000 Cr bids (FE)
US markets hit record highs (HT)
RBI meet today (MC)
India raises windfall taxes on fuel exports (Forbes)
Company: Manipal Health (BI)
Thread: Regulatory History of Auction Closing (SP)
How China won the Iran war (Paul Krugman)
What is it like to be a young founder (TC)
Is Value Investing dead? (Morningstar)
Disastrous but Committed (Havenstein)