Some stuff I am reading today morning:
India to be official partner country of Russia Energy Week (BT)
US vows more economic pressure on Iran (Reuters)
Diesel crack spreads explode to record (Climateer)
FPIs exit 60% of anchor holdings in a year (NDTV Profit)
Stock Talk: SJS Enterprises (FE)
Indian workers are teaching Robots (Bloomberg)
FAFO for America (FT)
What our mistakes taught us (Carnelian Capital)
Economic Reality & Market Trajectory (Sage One)
Your grandfather’s military is dead (DR)
Some stuff I am reading today morning:
N Chandra’s Exit (FE)
Tata Group firms erase 68,000 Cr in Market Cap (MC)
India’s retail inflation rises to 4.45% (DH)
Bank of America to pick 49.9% in Jio Credit (BS)
Sellside Research: Greenlam (ICICI)
Institutional Investors are selling US Tech stocks (KL)
Joshua Kushner & Thrive Capital (Colossus)
Let’s talk about cash (Big Picture)
Why the brain struggles with compounding (Jago Investor)
Obituary: Zhu Rongji (Carlos)
Some stuff I am reading today morning:
Trump’s tactics to avoid getting assassinated (CNN)
Iran’s war fighting skills have evolved (NY Times)
India’s middle class can’t afford homes (MC)
Air India pilot was on drugs (BS)
Food packet ke andar kya hai? (ML)
Patels are America’s Motel Kings (FE)
Sodium-Ion batteries gain ground (OP)
How to look at real estate cash flows (RKV)
The AI boom isn’t an investment boom (EPB)
The collateral damage from investing conviction (Aswath Damodaran)
Some stuff I am reading today morning:
US-Iran talks in stalemate (Yahoo)
BSE to replace Wipro in Nifty 50 (MC)
Chennai’s second airport (DH)
States can’t tax minerals under new Bill (FE)
US Judge dismisses Adani case (Politico)
Nvidia to raise $500B (CNBC)
Presentation: MV Electrosystems Ltd (Tushar Bohra)
Presentation: Jeena Sikho Lifecare (Trinetra)
Baskets Vs Single Names (ORR)
Russia is still winning in Ukraine (DR)
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)