Some stuff I am reading today morning:
Fed doesn’t cut rates (CNBC)
Markets could sell off if US enters Iran-Israel war (Yahoo)
India,Canada re-engage (BS)
Minutes of SEBI Board Meeting (SEBI)
Stock Talk: Grasim (Rediff)
Sector: Shipping (FE)
Broker Research: Siemens Energy (HDFC Sec)
Interview with Dan Niles (The Market)
The dark side of China’s gold frenzy (NY Times)
Manage the Noise (Big Picture)
Some stuff I am reading today morning:
Expiry Dates changed for Stock Exchanges ( FE )
Israel is using India missile tech ( ET )
US may enter war against Iran ( CNN )
Gold is the ultimate safe haven ( CNBC)
Commodity : Silver ( BW )
Order in the matter of Sanjay Bhasin ( SEBI )
IPO Review : Patil Automation Ltd ( Ganesh Nagarsekar )
Structural weaknesses in Indian economy ( ML )
Deep Dive into the Beauty Business ( Gorilla Game )
On Search Funds ( CFA Institute)
Some stuff I am reading today morning:
Markets could be under pricing Israel-Iran conflict (CNBC)
Trump calls for Tehran evacuation (Yahoo)
AlphaGrep to launch Quant driven Mutual Fund business (HT)
Zee Promoters to hike stake to 18% (FE)
Stock Analysis: Vadilal Industries Ltd (Dr Vijay Malik)
Revisiting the Correction (Prabhakar Kudva)
Bengaluru HNIs lead in alternate investments (DH)
World War 3 is bullish (DR)
Enhancing Momentum Strategies (Alpha Architect)
Different kinds of Smart (Morgan Housel)
Some stuff I am reading today morning:
Israel, Iran may have to fight it out ( NDTV )
FED & ECB are on different pages ( Yahoo )
Deep Dive research with Chat GPT ( Anil Tulsiram)
Adani’s Haifa port is unharmed ( Fortune )
1500 Cr scheme to recycle critical minerals ( Rediff )
India moves tap it’s rare earth reserves ( CNBC )
Company : Air India ( Forbes )
Cyber Fraud : Ambareesh Baliga case ( ML )
How AI is dismantling elite professions ( Medium )
Timeless lessons from Joel Greenblatt ( TE )
Some off beat reads for the weekend:
When AI 171 crashed into the hostel mess (Scroll)
10 Q&A about Israel’s attack on Iran (Tehran Times)
How Israel misled Iran before the strike (JPost)
Russia’s new enemy #1 is Germany (RT)
Russian mercenaries remain active in Africa (RAND)
Ukraine’s Operation Spiderweb (ORF)
Bosnia in Deadlock (Crisis)
Who counts as an Afrikaner? (New Lines)
Why Tunisia has become a retirement haven for Italians (Al Majalla)
How Pakistan fell in love with Sushi (Guardian)
The National War Memorial of New Delhi (Hill Post)
The Redundant Gandhi (Open)
A tribute to Raj Kapoor (Jai Arjun)
Travelogue: Laos (BBC Travel)
Book Review: The hard thing about hard things (PSmith)