Some stuff I am reading today morning:
India-US Trade Pact talks begin (MC)
US seizes Iranian ship (CNBC)
Cabinet nod for Bharat Maritime Insurance Pool (DH)
Company: UltraTech Cement (Forbes)
Aga Khan Foundation owns both Indian & Pakistan banks (BW)
Silver’s next wave (DR)
Inside the race to control Lithium (OP)
Interview with Marko Papic (The Market)
Your odds are not the average (Polymath)
Understanding market volatility (Larry Swedroe)
Some off beat reads for the weekend:
Psycho Politics of Dhurandhar (For Pol)
The night of Red Terror is over (RT)
The Women’s Reservation Trojan Horse (KBS Sidhu)
America’s double standards on Nuclear Islamism (The Hill)
Pakistan, the untrustworthy broker (TOI)
The unmaking of Kuwaitis (New Lines)
Sayyid Qutb: Godfather of Islamism (Spiked)
Osho debunks nonviolence (Rakesh Simha)
The funniest first date (EZ Rider)
Life of a Japanese Salaryman (Nyan Chuu)
I was ordained a Jenukuruba (R Balu)
The Paradox of the dark-skinned Brahmin (Manu Joseph)
Gold, Taste & Timing (GWC)
Misdeeds of former foreign secretary Nirupama Rao (KR)
How Portugues pushed Goan Hindu widows to Christianity (SM)
Some stuff I am reading today morning:
India’s inflation to rise to 4.7% in FY27 (Forbes)
India’s nuclear bet is starting to pay off (OP)
Europe is running out of Jet Fuel (Yahoo)
Wipro approves 15,000 Cr buyback (Rediff)
US stocks are climbing the Mt Everest of worry (DR)
El Nino of 2026 (ACS)
How HALO stocks are performing (Sherwood)
Is your index fund really diversified? (Morningstar)
The 50 Largest Family Offices in the world (Altss)
Jackie Shroff’s wild money story (FE)
Some stuff I am reading today morning:
ED arrests Amitabh Jhunjhunwala (DH)
Trump threatens to fire Powell (CNBC)
Gold, Silver surge (Rediff)
How Noida protests were planned (NDTV)
Forensic Analysis: Responsive Industries Ltd (Nitin Mangal)
Red Flags: Midwest Gold Ltd (Bastion Research)
Iran used Chinese satellites (FT)
Solid State batteries make progress (OP)
Competitive Advantage Period (Morgan Stanley)
Obituary: Mark Mobius (MC)
Some stuff I am reading today morning:
US-Iran talks likely to resume (Jerusalem Post)
US Naval blockade could strangle Iran’s economy (Iran Int)
Petrol, Diesel losses widen for OMCs (Rediff)
Trump’s Tariffs could be restored by July (MC)
Why Central Banks are selling gold (CNBC)
Stock Talk: Solar Module Stocks (FE)
China Shock 2.0 (FT)
The Rare Earth Trap (OP)
My investment beliefs (BI)
Key findings on Diversification (Morningstar)