Some stuff I am reading today morning:
US Fed holds rates steady ( BS )
India – Pakistan conflict escalates ( Time )
Trump on India- Pakistan conflict ( CNBC )
India pursues 10 trade deals ( Fortune)
Liquor cos to get impacted by UK FTA ( DC )
45,000 Cr twist in DHFL case ( BW )
Company : GHCL Textiles ( TM )
Stock Talk : Kotak Bank ( FE )
Apple shifts from Google to AI search ( HT )
The Great European rotation ( Verdad )
Some stuff I am reading today morning:
India carries out Operation Sindoor ( PIB )
Major airports across North India to remain shut ( FE )
India – UK conclude FTA ( Rediff )
Top Highlights of India – UK FTA ( DH )
US – China begin trade talks ( CNBC )
Paul Tudor Jones bearish on stocks ( The Street )
Company : Waaree Energies ( Forbes )
Startup Strata Founder involved in forgery ( H & T )
Message from the Markets ( Money Life )
Living with Leverage ( Of $ and Data)
Some stuff I am reading today morning:
States ordered to conduct mock drills ( ANI )
Foreign airlines are avoiding Pakistan airspace ( Reuters)
Pakistan’s growth at risk ( Fortune )
Promoting US production of critical medicines ( White House)
Trump Tariff Tales ( Monarch AIF )
Technical view on Consolidation ( Nooresh Merani )
Company: Blue Jet Healthcare ( Forbes )
Bhushan case : A judicial order to unscramble eggs (ML )
Codeshare agreements are key to becoming aviation hub ( BW )
China’s disappearing data ( MC )
Some stuff I am reading today morning:
FPIs infuse 4,223 Cr in April 2025 (DH)
India cuts off water flow to Pakistan from Chenab (HT)
Bhushan Power : SC slams JSW ( B&B )
OPEC+ stuns the oil markets (OP)
Govt terminated IMF ED Subramanian’s services (Rediff)
US places 100% tariffs on Foreign Movies (Trump)
US De Minimis loophole closed (CNN)
Transcript: 2025 Berkshire Hathaway AGM (SC)
The Greed & Fear tango (Aswath Damodaran)
Use family for tax planning (FE)
Some off beat reads for the weekend:
J&K: Indian Dream, Pakistani Nightmare (Open)
Shifting Tide in Kashmir (ORF)
Pahalgam & China (First Post)
Pahalgam & Bangladesh (Organiser)
Pahalgam’s Lessons (TFT)
India’s real enemy within (Hill Post)
Why PM Modi struggled in Varanasi in 2024 elections (Scroll)
An AI bubble threatens Silicon Valley (American Prospect)
How North Koreans helped liberate Kursk (RT)
EU’s Game Plan for Ukraine (Korybko)
The Israeli Army’s Language Gap (New Lines)
Is Jordan the next Domino? (TOI)
Not the Fall of Saigon (Jacobin)
No, Ukraine is not fighting a Proxy War (RAND)
The fall of the ‘Davos Man’ (DC)