Some stuff I am reading today morning:
PM Modi’s address to the Israeli Knesset (NM)
India is firmly aligned with Israel (JPost)
Turmoil at Tata Sons (HT)
80% of Broader Market in Bear Territory (Monarch AIF)
How the 590 Cr IDFC fraud happened (MC)
ED attaches Anil Ambani’s home (Rediff)
Markets are missing Rakesh Jhunjhunwala (BW)
Solar stocks tank on steep US duty (FE)
Bull case for Bitcoin (Yahoo)
Blog Posts Vs Sell Side Research (Rupak Ghose)
Some stuff I am reading today morning:
Govt to sell 4% stake in IRFC (BT)
Tata Sons Board defers N Chandra’s reappointment (MC)
Govts rush to hoard critical minerals (CNBC)
Iran’s leaders brace for attack (Bloomberg)
Gurugram is India’s luxury housing capital (Rediff)
Small Caps: Strength through Adversity (ML)
Company: Flipkart (Forbes)
Gen X is India’s hidden consumer powerhouse (Redseer)
What if AI doesn’t end the world? (KL)
Investing in light of the Big Cycle (Ray Dalio)
Some stuff I am reading today morning:
Global trade tariff confusion (Bloomberg)
India to reassess US trade deal (MC)
India as beneficiary of New World Order (Climateer)
$100 Oil price forecasts resurface (OP)
SEBI plans overhaul of PMS regulations (BS)
Company: SISCOL (BI)
The 2028 Global Intelligence crisis (Citrini Research)
How will Open AI compete? (Stratachery)
Dubai’s crazy rich Chinese (Economist)
US Paper Privilege (DR)
Some stuff I am reading today morning:
India-US postpone trade deal talks (BS)
Haryana Govt de-empanels IDFC & Au Bank (MC)
Tech Giants commit Billions to Indian AI (CNBC)
20-20 TIA Summit 2026 (Akshat Jain)
Fundamentals don’t rerate Microcaps (91 Capital)
Not how stock picking works (Big Picture)
Interview with Matt Gertken (The Market)
China hikes Russian crude imports (OP)
The $90 Billion Russian oil smuggling ring (FT)
Smash & Grab in London (The Times)
Some off beat reads for the weekend:
Trump threatens Iran (Arab News)
Starlink in Iran (WSJ)
The Day After Khamenei (NI)
Make Empire Great Again (Mehdi Hasan)
Ex-Prince Andrew’s arrest (Al Majalla)
Can India trust BNP? (FP)
The final solution to Imran Khan (MEM)
The Baloch Pivot (Open)
West’s favourite delusion about Russia (Brian McDonald)
Ukrainians Vs Zelensky (RT)
Myth of Thailand’s Middle-Income Trap (Pietro Masina)
First meeting of “Board of Peace” (Lorraine Evanoff)
Why India imports Dals (KBS Sidhu)
Letter from Mongol Guyuk Khan to Pope Innocent IV (RKS)
Off Roading with Mercedes (Team BHP)