Some stuff I am reading today morning:
New stock market timings from today (BW)
Renewed US-Iran talks today (JPost)
FPIs become net buyers in July (Rediff)
Thread: Backtesting every SIP theory (Yashodhan)
New roadmap for Tata Trusts (MC)
Bigbasket’s Quick Commerce Gamble (FE)
Deep Dive: Groww (Zen Nivesh)
Wall Street’s Oldest Lesson (Yahoo)
The end of Mag 7 (FT)
Waiter or Owner (MI)
Some off beat reads for the weekend:
Incomes of Middle-Class India are stagnating (HT)
FCRA Amendment Bill 2026 & National Security (NS)
Japan & India: The China Variable (JO)
20 years of praising India is not a China strategy (Lowy)
How China’s Venture Ecosystem Works (Bohan)
Spain implodes under migrant invasion (RAIR)
Botswana did everything right (Cremieux)
Horn of Africa at boiling point (Crisis)
The West Bank on a powder keg (MEM)
Pakistan is becoming Punjabistan (FP)
Bernard Arnault responds to Le Monde (Neo Feed)
Interview with Venezuelan President Delcy Rodriguez (Time)
Gangs of France (RT)
The Russo-German struggle for Baltics (Engelsberg)
Courage beats Intelligence (Sahil Bloom)
Some stuff I am reading today morning:
Microsoft creates stock market history (Yahoo)
Trump exasperated on Iran (MSN)
Zepto pauses IPO plans (MC)
Korean investors stress out (FT)
The liquidation of Situational Awareness fund (HT)
Indian steel exports may fall by 30% (BS)
India’s Financial Plumbing Duopolies (KK)
Interview with PeakXV’s Rajan Anandan (Forbes)
Will it ever be a stock picker’s market? (Old Rope)
Some investing proverbs and tips (Cover Street)
Some stuff I am reading today morning:
FED leaves rates unchanged (CNN)
Trump warns of fresh Iran strikes (MC)
Aramco shuts down Jazan refinery (The Street)
Thread: Incredible stock market crash in Korea (KL)
SML Mahindra to acquire Mahindra’s CV business (BW)
Shailesh Jejurikar to become P&G Chairman (Rediff)
Stock Talk: Groww (FE)
The gaming of guidance (Aswath Damodaran)
China’s commercial space boom (FT)
Marked to Make Believe (Tony Isola)
Naman to my Gurus on the auspicious day of Guru Purnima
Some stuff I am reading today morning:
Iran launches surprise attack on US (CNBC)
Saudi Arabia strikes Iran-backed Iraqi militia (Arab News)
Tata Power will build India’s first private nuclear plant (OP)
Tata Realty struggles with losses (FE)
Indigo has learnt from Dec disruption (BS)
India’s persistent tyre price hikes (BW)
AI bears have the right numbers (Elliot)
SpaceX has a worthless AI business (Forbes)
Now show Japan (CS)
What 125 years of investment data tell us (BBS)