Some stuff I am reading today morning:
Trump delays 50% tariffs on EU (CNBC)
Wall Street braces for bond market turmoil (Yahoo)
Smear campaign against Zepto (Aadit Palicha)
Adani Ports,JSW Infra make logistics anchor (Rediff)
Unlocking hidden value of used EV batteries (OP)
US Consumer sentiment at record lows (CNN)
How AI can help investors (Dr Vijay Malik)
The hardest day to invest is always today (CA)
The sunk costs of market timing (CS)
Thread: 10 Lessons from Rose Blumkin (Shane Parrish)
Some off beat reads for the weekend:
How Amit Shah crushed Naxalism (GC)
The Fifth Column (Open)
China’s military falters ( ORF )
Trump’s China Policy (American Prospect)
Inequity in Pakistan ( Tribune )
The PKK’s decision to disband ( Crisis)
Israel can make Trillion of $ in Applied AI (TOI)
Israeli society is splitting into two (JPost)
A 55 year old conversation has scandalised the Arab world (NL)
Stalin returns to Moscow (RT)
The Slavic War according to Stalin ( Engelsberg)
Pirates of the Ayahuasca ( N+1 )
The return to Kailash (ORCA)
Thread: The seige of Leningrad (Rina Lu)
Malcolm X at 100 ( Spiked )
Some stuff I am reading today morning:
Interim India-US trade deal by July 8 ( Rediff )
Early harvest for India-EU deal by July ( FE )
IPO Josh is back ( MC )
Be warned . IPO mania is back ( ML )
Thread : Bharat Electronics Ltd (SR )
Woes continue at IndusInd Bank ( Fortune)
“Sell US” narrative gains fresh momentum ( CNBC )
America’s debt crisis back in spotlight ( CNN )
The US Bond market is not amused ( Bond Dad )
Interview with Tom Gayner ( The Market )
Some stuff I am reading today morning:
Covid cases rise in Asia ( BT )
India aims for 30,000 Cr defence exports ( MC )
Supreme Court Vs Flipkart ( HT )
Record rate cuts from China’s central bank ( Forbes )
Japan hardest hit by Trump Tariffs ( CNBC )
4 stocks that can benefit from nuclear power mega trend ( FE )
How AI could kill the entry level job ( NY Times )
The stock market’s calm is a mirage ( AM )
On Tariff Deals ( Money Life )
Most Indian heirs won’t carry on their family business (DH )
Some stuff I am reading today morning:
India aims for 3 stage trade deal with US ( FE )
Shapoorji Pallonji’s Debt Quagmire ( BW )
Insider Trading at Indusind Bank ( DH )
Jamie Dimon expects markets to correct ( CNBC )
Weight loss drugs in India ( Forbes )
Thermal power sector making a comeback ( MC )
Go for the Gold? ( Humble $ )
The Stock Market remains undefeated ( BP )
All Roads lead to Chaos ( DR )
30 Quotes from Financial History ( CFA Institute)