Some stuff I am reading today morning:
Gold’s record-breaking rally (FT)
Diwali likely to boost Textile sales (BW)
India-Qatar FTA in 2026 (BT)
AI to be used in military extensively (BS)
India’s defence exports hit record highs (FE)
Jubilant Foodwords Vs Domino’s Pizza, Inc (Vikas Vij)
The Myth & Math of 10 Baggers (Microcap Club)
Seasonality on Wall Street (OptimistiCallie)
US Equity valuations are worrisome (Howard Marks)
The media empire of Larry Ellison (WP)
Some stuff I am reading today morning:
Navi Mumbai airport to be inaugurated on 8 Oct (MC)
Indian Banks now will get piece of M&A action (Fortune)
Why India’s unlisted giants rarely reward their shareholders (BW)
Jeff Bezos sends blunt message on AI bubble (The Street)
The AI capex endgame is approaching (FT)
Interview with Marko Papic (The Market)
Skewing Success (Indexology)
Momentum: The Premier Anomaly (DR)
Sellside Research: 15 Dividend Stocks (IDBI Capital)
Chinese giants dominate EV Truck market (RoW)
Some off beat reads for the weekend:
100 Years of RSS (Narendra Modi)
Ladakh on the boil (Goa Chronicle)
Social collapse looms in Pakistan (FP)
The Islamabad-Tehran-Istanbul Railway (Korybko)
The young UK generation are mollycoddled (Boris Johnson)
India has become Israel’s biggest cheer leader (ME Monitor)
How Canada squandered its Drone Lead (Walrus)
Japan between the Great Powers (Engelsberg)
The silence of the US Generals (Robert Hubbell)
Nightclubs of Lagos, Nigeria ( New Lines)
ChatGPT is blowing up marriages (Futurism)
Thread: True story about Shambuka Vadha & Eklavya (JD)
The curious story of Nawab of Arcot (Kaipullai)
An eyewitness account of the Goa Inquisition (Amit S)
Lee Kuan Yew’s eulogy for his wife (IM)
Some stuff I am reading today morning:
Reform Measures by RBI (ML)
India-China direct flights to resume this month (FE)
How India let Sri Lanka steal its Tea Crown (Rediff)
Wintrack Vs Chennai Customs (MC)
Company: Intellect Design (Fortune)
India’s Data Center gold rush (CNBC)
Is Indian MF industry getting over-crowded? (CM)
How do you invest during a bubble? (CS)
Lessons from Hetty Green (FS)
US is a K-shaped economy (Peter Atwater)
Wishing readers on the auspicious occasion of Dussehra
Some stuff I am reading today morning:
Elon Musk reaches $500 Billion net worth (MC)
Gold, Silver log record gains in H1 FY26 (Rediff)
The great NSE data heist (BW)
Sell Side Research: Top October Picks (Axis Securities)
Rate of Small Savings Schemes (BN)
India PEG ratio is very expensive (D Muthukrishnan)
Hold or sell Gold? (DR)
Picking winning themes (Morningstar)
The battle over Rare Earth magnets (OP)
How AI will change private markets (JC)