Some stuff I am reading today morning:
India’s GDP grows 7.8% (Forbes)
CAS is now CASino (BW)
Jagdishan’s tenure at HDFC Bank (ML)
ESDS IPO: Red Flags (Dhruva Pandey)
Happiest Minds to merge with ITC Infotech (MC)
ONGC to invest 1 Lakh Cr (DH)
Stock Talk: GE Shipping (FE)
A real asset super cycle has begun (The Market)
A glacial flood of debt (DR)
Macro is just chemistry (Moon Tower)
Some stuff I am reading today morning:
Subhash Chandra Vs Mukesh Ambani (PR)
US and Iran attack each other (CNN)
New CEO at HDFC Bank (NDTV)
MSCI rebalancing today could affect CAS (MC)
How Subhash Chandra got NCLT nod (Rediff)
Fed Chief remarks at Jackson Hole (Sinju Post)
Salaried IT borrowers are a risk (91 Capital)
Stock Talk: Lance Container (Dolly)
Americans don’t support Trump’s trade wars (Yahoo)
China’s new Hypersonic missiles (Telegraph)
Some off beat reads for the weekend:
The Great Monetary Reset (Niti Shastra)
India’s new China policy (FP)
Bombing Iran towards the Bomb (MEM)
Yemen’s war is returning (Crisis)
Turkey Vs Israel (GC)
Gadi Eisenkot Vs Netanyahu (Al Majalla)
Netanyahu is the obstruction to 2 state solution (TOI)
Western liberals are blind to Islamist violence (Spiked)
Communists Vs Raksha Bandhan (Organiser)
Mark Carney Vs Donald Trump (Walrus)
Communities Vs Data Centers (IM 1776)
German genocide in Africa (RT)
A Chinese daughter’s vengeance (New Lines)
Quid Pro Quo (R Balu)
Hiking in Norway (BBC)
Some stuff I am reading today morning:
Subhash Chandra’s 22,000 Cr settlement (BW)
S&P affirms India’s BBB rating (DH)
16 years of Zerodha (Zerodha)
The Peptide Supercycle (SOIC)
Stock Talk: South West Pinnacle (Katalyst)
Presentation: Indian Shipbuilding (Intelsense)
World is in perma-crisis (Bloomberg)
How did US debt get so big? (Paul Krugman)
Li Lu’s latest portfolio (AM)
Author of Rich Dad, Poor Dad goes bust (Vanity Fair)
Some stuff I am reading today morning:
HDFC Bank gets sued in US (NDTV)
Meta settles social media addiction case (CNBC)
No justice in India (Vijay Mallya)
GoI may cut silver, gold duties (MC)
Jayendra Patel, founder of Arman Financial passes away (Arman)
Thread: Pernia’s Pop Up (KK)
Company: OneSource Speciality Pharma (BI)
SME: Vivid Electromech Ltd (Intelsense)
FPI pessimism is no cause for alarm (ML)
Latest empty threat against Iran (Atlantic)