Some stuff I am reading today morning:
US Treasury yields keep rising (Yahoo)
Oil prices will remain higher for longer (OP)
How to know when AI boom goes bust (WSJ)
Yuan is on a De Facto Gold Standard (Stern Drew)
Essar back in steel (FE)
India’s Critical Minerals co Lohum seeks to buy nickel mines (Reuters)
Why Crypto is still thriving in India (BT)
Who forecasts How? (Klementon)
Can you be a Boglehead Tech investor? (CS)
Sailing Tailwinds (Kyle Harrison)
Some stuff I am reading today morning:
Tata Trusts proposes Tata Sons rejig (BS)
The battle for the Tata inheritance (Founding Fuel)
Reset in India’s Q-Commerce sector (BT)
Evolution of Market Cap Thresholds (Capitalmind)
Sensex Valuations back to May 2020 levels (Patterns)
GQG’s Rajiv Jain starts buying tech stocks (MC)
Stock Talk: Solar Industries (FE)
Sellside Research: Centum Electronics (ICICI)
Is Strait of Hormuz open or closed? (DR)
World wakes up to the commodity cycle (Wasif)
Some stuff I am reading today morning:
20 IPOs, 20 Listings this week (MC)
Iran-US talks in deadlock (CNBC)
India’s 70,000 Cr bet on shipbuilding (BT)
3 Realty Stocks (FE)
Deep Dive: RBZ Jewellers Ltd (Nine One Capital)
Stock Story: Rossell Techsys Ltd (Intelsense)
Notes on Indian markets (Prabhakar Kudva)
Investor Farm: All investors are equal (Zen Nivesh)
Why Japan’s financial markets matter (CNN)
China squeezes its wealthy (Bloomberg)
Some stuff I am reading today morning:
Inside Tata’s brutal power struggle (Bloomberg)
JSW launches electric CV business (Forbes)
NSE IPO Winners (Chandra Srikanth)
Adani settles SEBI proceedings for 1.51 Cr (BS)
Company: ABB India (BI)
India emerges as key diesel supplier to Turkey (BT)
World needs more refining (DR)
China is already living the AI future (LA Times)
The Mega Million $ Customer (Kyle Harrison)
Private Equity firms are clinging to assets for longer (FA)
Some stuff I am reading today morning:
NSE IPO subscribed 5.71 times (BS)
Jio Platforms IPO in Nov 2026 (Fortune)
Decoding the Tata puzzle (FE)
Company: Tech Mahindra (BT)
Sellside Research: Indo-MIM (HDFC Sec)
Financial Choices (Humble $)
Averaging down can destroy your portfolio (AM)
A Bear Market for Stamps (DR)
Frontier AI Overhangs (Stratechery)
Venture Capital’s Fourth Turning (Kyle Harrison)