Some stuff I am reading today morning:
India-New Zealand FTA to be signed today (MC)
Brent oil tops $107 (CNBC)
RBI cancels license of Paytm Payments Bank (RBI)
Sun Pharma acquires Organon for $11.75B (BSE)
MDL’s stake in Colombo Dockyard (Diplomat)
India should make 40,000 drones per month (BT)
US markets are expensive (The Street)
Big Tech’s job cuts are an economic warning (Yahoo)
Battery swapping in China (NPR)
Defending your convictions (Microcap Club)
Some off beat reads for the weekend:
Lawrence Bishnoi is Karma (Guardian)
India-Russia Pact (RT)
China & Pakistan’s Iron Friendship (ORF)
Not Arabs.Not Indians.Just Pakistanis (Dan Qayyum)
Ukrainian Robots captured a Russian position (RAND)
Harsh measures in Egypt (MEM)
Israel’s Unit 8200 (Niti Shastra)
Iraq in the Vise (Crisis)
No mobile phones on Tiger Safaris (BBC Travel)
Thread: Schwa Deletion in Linguistics (Sam Mathad)
The Art of the Tip (R Balu)
3 Ladies who shaped the narrative of smallpox (Scroll)
The White Gopuram of Srirangam (RSC)
Babus & their Pens (Gurdeep Singh Sappal)
Drive: Bhutan (Team BHP)
Some stuff I am reading today morning:
US-Iran war standoff (CNN)
Iran war doubles cost of India’s imported fertilizers (Bloomberg)
India & China compete for Russian oil (CNBC)
Trump’s racist rant against Indians (Truth Social)
Bernstein’s open letter to PM Modi (ET)
Sector: AMC stocks (FE)
Companu: SCHWING Stetter (BI)
Similar to 1973 Arab Oil embargo (DR)
Google is doing fine on AI (Semafor)
Valuations keep the final score (Grantham)
Some stuff I am reading today morning:
Petrol, Diesel prices may rise by 25 Rs/Litre (BT)
Wall Street is setting records (MC)
Iran seizes container ships (TOI)
Iran war spills into Indo-Pacific (CNN)
Optimus dream comes closer to reality (Yahoo)
Stock Talk: DMart (FE)
Company: HD Fire Protect Ltd (BI)
Missiles & Metals (DR)
On Economic Moats (Pat Dorsey)
Under spending retirement savings (Morningstar)
Some stuff I am reading today morning:
Trump extends ceasefire (JPost)
Insider Trading & Trump Presidency (BBC)
Bank Fixed Deposits are offering 8% (HT)
A rally in search of reality (ML)
Indexing since 1976 (Vanguard)
Company: Aditya Infotech (BI)
Commodity: Sulphuric Acid (Craig Tindale)
Tim Cook turned Apple into a $4T juggernaut (CNBC)
How to use Claude for Equity research (ACS)
Private Equity: More Risk, Same Return (Klement)